Not a Fiscal Bazooka, More like a Machine Gun
China’s latest economic stimulus measures are likely to provide only a temporary boost: much more fundamental change is needed to shift the country’s growth higher.
Articles
The High Costs of Tariffs without End
The Biden administration’s new measures against Chinese imports risks creating a doom-loop of declining American competitiveness.
Beijing Is Set to Rescue the Market Again: But Is That the Right Thing to Do?
There are much better ways for the government to spend hundreds of billions of dollars than propping up Chinese stocks.
Li Keqiang: The Man Who Followed the Rules
The former premier warned of the dangers of unchecked power.
What the Qin Gang Episode Tells Us
The disappearance of China's foreign minister sends a worrying message to investors at home and abroad.
Endless Rule
The political ramifications for the CCP from Xi Jinping's long reign.
China Needs Reality-based Governance
The Chinese government can still make policies that meet their citizens' expectations — but it will need to change course fast.
Is there Inner Party Push Back to Xi’s Economic Policies?
Formal opposition to Xi Jinping is highly unlikely, but that doesn't mean there isn't disquiet about his way of operating.
China Enters the Center Stage of Global Affairs
China can easily help Russia and its oligarchs circumvent U.S. sanctions. But should it?
The Longterm Consequences of China’s Cash-Strapped Cities
True deleveraging is painful, but it is also bad for policy innovation.
The Dangers of Xi Jinping’s ‘Magic Swords’
Xi's ability to rapidly overturn existing consensus has left investors in the dark.
Farewell to a Community of Common Destiny?
Beijing's regulatory crackdown on tech companies threatens to break up the transnational community that allowed China's homegrown tech sector to thrive.