China’s EV Evolution
A look at China’s EV transition, including the hottest selling cars, which brands are benefitting the most and how foreign automakers have lost out.
Pension Problems
A look at the National Social Security Fund as China confronts its looming old age crisis.
Michel Lowy on Investment Opportunities in China Right Now
The CEO talks about Evergrande, Kaisa, China’s bond market, and just how widespread the problems in China’s real estate sector are.
Matteo Maggiori on Who Really Owns Listed Chinese Companies
The finance professor talks about the rise of China in the offshore world, and why its 'mind-boggling' that international investors have accepted China's VIE structures.
Angela Huyue Zhang on How China Regulates
The Chinese law scholar talks about the advantages of spying, what makes China exceptional, and the Chinese saying: if you loosen up, there will be...
The Unigroup Bargaining Chip
Alibaba is the frontrunner to take over Tsinghua Unigroup, the debt-saddled semiconductor manufacturer.
China’s Double Fault?
The WTA's decision to pull out of China could have implications well beyond the sporting world.
The Refrigerator Revolution
A look at appliance brand Haier Group and how Chinese companies have come to dominate the industry.
Trust Games
The Chinese corporate bond market was designed for lending convenience, not the legal practicality of retrieving money. But with potential defaults by Suning and other...
Daniel Rosen Gets Situated on the China Bull-Bear Spectrum
The co-founder of Rhodium Group explains why ‘common prosperity’ has nothing to do with policy, why money flows into China are increasingly short-term, and why...
Stalled Dreams
When China loaned Ethiopia more than $2.5 billion to build a railway, it was cultivating a unique relationship in Africa that it hoped would unlock...
What’s Going on With Trump’s SPAC?
The extensive China connections in Donald Trump’s latest deal do not break any laws, but they are surprising.