Understanding China
Mark Tanner points out while China's population may be transitioning lower, the shift to cities continues and even lower tier cities present much-less tapped opportunities for growth
19th Apr 24, 9:25am
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Mark Tanner points out while China's population may be transitioning lower, the shift to cities continues and even lower tier cities present much-less tapped opportunities for growth
Stephen Roach bemoans the transformation of China's most important platform for open debate into a schooze-fest
14th Apr 24, 8:37am
Stephen Roach bemoans the transformation of China's most important platform for open debate into a schooze-fest
Yang Yao argues that insufficient demand and the lack of a vibrant capital market in China means savings must be invested outside the country
13th Apr 24, 9:29am
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Yang Yao argues that insufficient demand and the lack of a vibrant capital market in China means savings must be invested outside the country
Nancy Qian laments the sharp decline in cross-cultural in-person interactions with China's people since the pandemic
7th Apr 24, 9:47am
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Nancy Qian laments the sharp decline in cross-cultural in-person interactions with China's people since the pandemic
Nouriel Roubini sees the shift back towards state capitalism in China as their biggest risk to the country's future growth and development
6th Apr 24, 9:56am
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Nouriel Roubini sees the shift back towards state capitalism in China as their biggest risk to the country's future growth and development
Yu Yongding argues that, beyond encouraging consumption, the Chinese government must ramp up spending on infrastructure this year
6th Apr 24, 9:18am
Yu Yongding argues that, beyond encouraging consumption, the Chinese government must ramp up spending on infrastructure this year
Stephen Roach warns that fear has drive US policymakers to level a litany of unsubstantiated charges against China
30th Mar 24, 9:19am
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Stephen Roach warns that fear has drive US policymakers to level a litany of unsubstantiated charges against China
Zhang Jun and Tomas Casa-Klett consider whether the factors that have led to day's prosperity in China also contain the seeds of decline
13th Mar 24, 1:15pm
Zhang Jun and Tomas Casa-Klett consider whether the factors that have led to day's prosperity in China also contain the seeds of decline
David Skilling says the spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
9th Mar 24, 9:29am
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David Skilling says the spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
Stephen Roach worries that irrational Sinophobia has become America's new bipartisan political orthodoxy
28th Feb 24, 12:09pm
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Stephen Roach worries that irrational Sinophobia has become America's new bipartisan political orthodoxy
Andrew Sheng and Xiao Geng urge China's leaders to respond to rising global energy prices by fighting deflation at home
2nd Feb 24, 10:39am
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Andrew Sheng and Xiao Geng urge China's leaders to respond to rising global energy prices by fighting deflation at home
Yu Yongding sees room for more infrastructure investment, the Chinese government's most effective tool to offset weak demand
31st Jan 24, 11:29am
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Yu Yongding sees room for more infrastructure investment, the Chinese government's most effective tool to offset weak demand
Hoe Ee Khor & Runchana Pongsaparn suggest how ASEAN+3 governments should adjust to a post-pandemic landscape of higher debt and slower growth
28th Jan 24, 12:19pm
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Hoe Ee Khor & Runchana Pongsaparn suggest how ASEAN+3 governments should adjust to a post-pandemic landscape of higher debt and slower growth
Four years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment
28th Jan 24, 10:42am
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Four years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment
Stephen Roach warns that the Chinese government's response to tough problems is being driven by stale tactics and ideology
27th Jan 24, 10:00am
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Stephen Roach warns that the Chinese government's response to tough problems is being driven by stale tactics and ideology
Debin Ma considers the modern and ancient historical roots of China's recent successes and failures
25th Jan 24, 7:04am
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Debin Ma considers the modern and ancient historical roots of China's recent successes and failures
Mark Tanner says If you want a snapshot of what’s trending in China, you will find it in the country's shopping malls
24th Jan 24, 4:09pm
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Mark Tanner says If you want a snapshot of what’s trending in China, you will find it in the country's shopping malls
Siah Hwee Ang looks at what will happen in the giant Chinese economy in 2024, with a special focus on how that could affect New Zealand
7th Jan 24, 7:00am
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Siah Hwee Ang looks at what will happen in the giant Chinese economy in 2024, with a special focus on how that could affect New Zealand
Yao Yang argues that the Chinese economy's weak recent performance is a temporary consequence of necessary policy interventions
5th Jan 24, 1:28pm
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Yao Yang argues that the Chinese economy's weak recent performance is a temporary consequence of necessary policy interventions
Zhang Jun notes that today's key challenges for China are not new, and that the authorities have long been working to address them
4th Jan 24, 9:41am
Zhang Jun notes that today's key challenges for China are not new, and that the authorities have long been working to address them
Keun Lee shows that, while protectionist policies benefit some firms, the overall effect on third parties is negative
27th Dec 23, 9:30am
Keun Lee shows that, while protectionist policies benefit some firms, the overall effect on third parties is negative
Yi Fuxian highlights serious flaws in the forecasts that underpin China's economic policies
24th Dec 23, 11:00am
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Yi Fuxian highlights serious flaws in the forecasts that underpin China's economic policies
Nancy Qian identifies the main structural factors driving widespread youth unemployment and loneliness
22nd Dec 23, 9:40am
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Nancy Qian identifies the main structural factors driving widespread youth unemployment and loneliness
David Mahon says despite considerable challenges, the Chinese economy is recovering, and will offer the strongest and most investible market for the rest of the decade
21st Dec 23, 9:24am
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David Mahon says despite considerable challenges, the Chinese economy is recovering, and will offer the strongest and most investible market for the rest of the decade
David Skilling has some thoughts on wild cards and risks not to worry too much about in what is likely to be another year of economic & political turbulence ahead
17th Dec 23, 7:30am
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David Skilling has some thoughts on wild cards and risks not to worry too much about in what is likely to be another year of economic & political turbulence ahead