The Local Government Squeeze
How China’s property downturn could shake local governments.
China Must Restore Growth
China’s energy crisis and the Evergrande debacle do not pose systemic risks. But the persistent slowdown in economic growth does.
The China Bull
Beijing's recent regulatory actions have erased over $1 trillion of market value from Chinese equities — a disruption that hedge fund billionaire Ray Dalio refers...
The Party and Private Business: Lessons from History
Xi Jinping should be believed when he says that he intends to build China into a “modern socialist power.”
Carbon Neutrality with Chinese Characteristics
The facts favor China’s ambitious goal of reaching carbon neutrality by 2060.
China & the World Bank: Who Needs Whom?
Why does the world’s second-largest economy still borrow so much from the leading global development institution?
The Party Politics Driving Xi Jinping
Why now for Xi's blitz of economic reforms? China’s political calendar.
The Evergrande Cliff
Why did Chinese authorities allow the country’s largest developer to reach the brink of collapse?
China’s Shell Game
How China’s offshore companies are registered, and what purpose they serve, has long been misunderstood by analysts and economists. But documents in the Pandora Papers,...
Wang Xiangwei on Why He’s Optimistic About the U.S.-China Relationship
The South China Morning Post veteran talks about paranoia, Hong Kong's resilience, and why it’s not in Beijing's interest to turn Hong Kong into another...
‘Common Prosperity’ or Populist PR Stunts?
Browbeating billionaires won’t address structural imbalances in China’s economy.
Countering Chinese Industrial Policy Is Counterproductive
The real business-related challenge for the U.S. vis-à-vis China is the tradeoff between national security and the benefits of economic exchange.