Understanding China
Mohamed El-Erian highlights two recent developments that have undermined the legitimacy of American leadership
16th Dec 23, 1:01pm
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Mohamed El-Erian highlights two recent developments that have undermined the legitimacy of American leadership
Mark Tanner says China's mature ecommerce sector is still a key option for foreign brands selling into less-familiar markets
14th Dec 23, 10:39am
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Mark Tanner says China's mature ecommerce sector is still a key option for foreign brands selling into less-familiar markets
Angela Huyue Zhang assess a recent court ruling in China allowing copyright protection for content generated by artificial intelligence
9th Dec 23, 9:45am
Angela Huyue Zhang assess a recent court ruling in China allowing copyright protection for content generated by artificial intelligence
Yu Yongding suggests three measures the Chinese government can take to address developers' deteriorating finances
2nd Dec 23, 10:06am
Yu Yongding suggests three measures the Chinese government can take to address developers' deteriorating finances
Mohamed El-Erian worries that domestic political divisions and market volatility could exacerbate financial vulnerabilities
2nd Dec 23, 9:28am
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Mohamed El-Erian worries that domestic political divisions and market volatility could exacerbate financial vulnerabilities
Andrew Sheng & Xiao Geng assess the outcome of China's first Central Financial Work Conference in six years
2nd Dec 23, 8:20am
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Andrew Sheng & Xiao Geng assess the outcome of China's first Central Financial Work Conference in six years
Nouriel Roubini predicts a bright future - if we can survive the next few decades of economic instability and political chaos
25th Nov 23, 10:24am
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Nouriel Roubini predicts a bright future - if we can survive the next few decades of economic instability and political chaos
Nancy Qian comsiders the lasting economic and social effects of China's three years of draconian lockdowns
19th Nov 23, 9:58am
Nancy Qian comsiders the lasting economic and social effects of China's three years of draconian lockdowns
Stephen Roach explains why the US and Chinese presidents managed to make progress on the key issues they did in San Francisco
18th Nov 23, 10:29am
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Stephen Roach explains why the US and Chinese presidents managed to make progress on the key issues they did in San Francisco
China’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means, says David Skilling
18th Nov 23, 10:12am
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China’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means, says David Skilling
Nouriel Roubini outlines four scenarios for how the conflict in Gaza could play out and affect markets and the global economy
12th Nov 23, 10:25am
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Nouriel Roubini outlines four scenarios for how the conflict in Gaza could play out and affect markets and the global economy
Zhang Jun explains why China must abandon its export-driven growth model once and for all
1st Nov 23, 4:07pm
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Zhang Jun explains why China must abandon its export-driven growth model once and for all
Gernot Wagner and Conor Walsh show that China's slowing growth and rising emissions are both tied to the same problem
1st Nov 23, 10:11am
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Gernot Wagner and Conor Walsh show that China's slowing growth and rising emissions are both tied to the same problem
Mohamed El-Erian warns that US domestic politics and insufficient international cooperation could lead to financial turmoil
28th Oct 23, 8:45am
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Mohamed El-Erian warns that US domestic politics and insufficient international cooperation could lead to financial turmoil
Stephen Roach proposes three objectives to pursue at a possible meeting between the Chinese and US presidents in November
27th Oct 23, 12:27pm
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Stephen Roach proposes three objectives to pursue at a possible meeting between the Chinese and US presidents in November
Mark Tanner puts the property-induced consumption blues in China into a broader perspective, seeing a good chance of a pick up, and a return to higher demand
26th Oct 23, 9:27am
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Mark Tanner puts the property-induced consumption blues in China into a broader perspective, seeing a good chance of a pick up, and a return to higher demand
Yi Fuxian explains why the strategic anxiety over China's economic clout is premature and misplaced
26th Oct 23, 5:00am
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Yi Fuxian explains why the strategic anxiety over China's economic clout is premature and misplaced
Qian Liu thinks China's leaders have overlooked a major factor in its mounting demographic crisis
25th Oct 23, 9:36am
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Qian Liu thinks China's leaders have overlooked a major factor in its mounting demographic crisis
David Skilling says he came away from two weeks in Asia with a more upbeat assessment of Asia's economic outlook, but with reinforced concerns about Asia’s geopolitical risk profile
21st Oct 23, 10:32am
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David Skilling says he came away from two weeks in Asia with a more upbeat assessment of Asia's economic outlook, but with reinforced concerns about Asia’s geopolitical risk profile
Lili Yan Ing urges the G7 to avoid punitive measures against China via its Anti-Coercion Campaign, and take the lead in de-escalating geopolitical tensions
20th Oct 23, 11:37am
Lili Yan Ing urges the G7 to avoid punitive measures against China via its Anti-Coercion Campaign, and take the lead in de-escalating geopolitical tensions
The negative impact of ‘de-risking’ strategies by major economies would be felt beyond China, while comprehensive reforms in China could generate significant positive spillovers, the IMF says
19th Oct 23, 10:31am
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The negative impact of ‘de-risking’ strategies by major economies would be felt beyond China, while comprehensive reforms in China could generate significant positive spillovers, the IMF says
Mark Tanner describes a gigantic new phenomena in China, the realisation of the dream of owning a car. The numbers are huge and the shift just starting. This will also change the desires of Chinese tourists
19th Oct 23, 9:30am
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Mark Tanner describes a gigantic new phenomena in China, the realisation of the dream of owning a car. The numbers are huge and the shift just starting. This will also change the desires of Chinese tourists
Nathan Field explains how a fund manager gains exposure to the good bits of investing in China while avoiding the well-known pitfalls the Chinese economy is exhibiting
13th Oct 23, 5:00am
Nathan Field explains how a fund manager gains exposure to the good bits of investing in China while avoiding the well-known pitfalls the Chinese economy is exhibiting
Yu Yongding blames falling growth in China on overly conservative monetary and fiscal policies, not structural changes
10th Oct 23, 9:18am
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Yu Yongding blames falling growth in China on overly conservative monetary and fiscal policies, not structural changes
Allan Barber says understanding the customer's customer has added importance in China for New Zealand food exporters. Local market experts like Mark Tanner and David Mahon can provide key insights
3rd Oct 23, 8:17am
Allan Barber says understanding the customer's customer has added importance in China for New Zealand food exporters. Local market experts like Mark Tanner and David Mahon can provide key insights