Is Beijing’s Surprise Pivot Built to Last?
The Chinese government’s stimulus package has sparked a huge stock market rally, but it has much more to do to shift the economy into a...
What U.S. Interest-Rate Cuts Mean for China
The Fed’s easing cycle — and the more favorable external environment that it provides — creates an opportunity to address deflation and revive domestic market...
Broken Promises
In 2021, after four decades of exponential growth in China’s economy, Xi Jinping revived the party slogan “common prosperity” in order to address the country’s...
Steeling for Trouble
China’s economic stimulus has brought some short term relief to its steel industry but the longer term picture still looks difficult.
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.
Cleaning Up
Chinese money laundering syndicates are the partners-of-choice for Latin American cartels who flood the U.S. with fentanyl. But despite Sino-American cooperation on the issue, the...
How China Is Preparing for America’s Next President
Feeling under siege, China is girding itself for long-term enmity with the world’s largest economy.
Why Beijing Is Keeping Its Wallet Closed
The Chinese government has long been reluctant to pursue what seems an obvious fix for the economy: Giving consumers more cash.
Gaining Currency
Can a central bank digital currency work? China was the first major economy to launch one and, despite several setbacks, is starting to see the...
China Policy: What Comes Next?
Is it time for the U.S. to temper its policies towards China? Or is the U.S. just hitting its stride? With the election between Donald...
Ed Conway on Living in the Material World
The economics journalist talks about his travels to see how the substances we need for modern life are extracted and produced, the trade-offs involved and...
China’s Contradictions Remain Unresolved
The CCP’s latest Third Plenum meeting failed to deliver a coherent economic blueprint for the country.