Beijing’s Serene View of the Chinese Economy Ignores The Major Issues
The government’s outlook is self-contradictory and at odds with that of the IMF, setting up a tricky 2026 for China.
Articles
The Trump Tariff Challenge for Multinational Companies
With the U.S. emulating China’s protectionism, global firms face tricky decisions over where to invest.
China’s Struggle for Stability
Beijing’s efforts to stabilize its faltering economy have been too weak to date. The situation is likely to worsen following Donald Trump’s election win.
Why China’s New Growth Target Misses the Mark
The Chinese government is trying to lift spirits, but it has failed to offer realistic plans to address the country’s deep-seated economic problems.
Another False Dawn for China’s Private Sector?
Beijing has announced new measures to support private companies. Its recent track record invites skepticism.
The Renminbi’s Hostage Crisis
The renminbi’s fall against the dollar this year seems to have caused Chinese policymakers unusual levels of anxiety.
The High Costs of Disengagement for China
Disengagement will impede growth, increase business costs, and raise prices for everyone in the West. But the economy that loses the most may be China’s.
Will China’s “Common Prosperity” Survive Putin’s War?
With Covid controls and perceived complicity in Russia’s aggression already threatening to isolate China, the risks of pursuing Xi's campaign should not be underestimated.