Opinions, editorials, op-eds, commentary and analysis on today's news

Sep 05, 2025 12:40 PM

Commentary: The Enduring Logic Behind Gold’s Record Highs
Geopolitical shifts, a weakening dollar and eroding faith in central banks are fueling a long-term rally that has yet to peak
Sep 05, 2025 12:33 PM

Commentary: Trump’s Tariffs Face a Supreme Court Showdown
A federal appeals court ruled the president’s IEEPA levies illegal. But with an appeal filed and billions in refunds on the line, the final word from the justices won’t come soon — and the White House has other trade weapons ready
Sep 04, 2025 15:09 PM

Commentary: Policy Props Up China’s Bank Profits, but Asset Quality Worries Loom
Midyear results reveal that policy-driven stabilization in margins and a market rebound are boosting profits, but growing stress in retail and property loans casts a shadow on the recovery
Sep 02, 2025 11:24 AM

Commentary: Why the Yuan Is Soaring
A dovish U.S. Federal Reserve, a stronger central bank fixing, and booming domestic stocks have fueled a sudden rally. While the pace may slow, China's export resilience and the appeal of its assets suggest the currency has room to run
Sep 01, 2025 19:32 PM

Opinion: Beijing’s Big Bet on the Chinese Consumer
Billions of dollars in subsidies and cheap loans aim to jolt a sluggish economy, but real success will require deeper reforms to boost household income and confidence
Aug 29, 2025 16:27 PM

Commentary: In Henan, a Labor Mismatch Tests Beijing’s Economic Vision
Beijing wants to become a high-tech manufacturing power, but its universities are churning out unemployable graduates; a turn toward specialized vocational training, modeled on Germany’s system, is the answer
Aug 29, 2025 15:05 PM

Commentary: To Fuel Its Future, China Must Open Up Services
Beijing’s service industry has grown slowly in recent years, lagging behind historical trends. Now, policymakers are focusing on institutional opening and aligning with international standards to unlock new economic momentum
Aug 29, 2025 11:55 AM

Commentary: China’s ‘AI+’ Action Plan Aims for a Smart Economy
The State Council’s new road map to 2035 details a three-stage strategy to integrate artificial intelligence across science, industry, consumption, and governance
Aug 27, 2025 15:49 PM

Commentary: Beijing’s Plan to Unlock AI’s Economic Potential
Investment in artificial intelligence is soaring, but real productivity gains remain elusive. China’s new “AI+” strategy seeks to guide capital toward a deep integration with the real economy, aiming to turn promise into performance
Aug 27, 2025 13:56 PM

Commentary: Securing China’s Future — The Blueprint for Social Security Reform
A rapidly aging population threatens to bankrupt the world’s largest pension system. Beijing must consider delaying retirement and embracing riskier investments to avert a crisis
Aug 27, 2025 10:07 AM

Commentary: China’s Tech Price Wars Demand a Smarter Referee
The ‘flash-sale war’ among Alibaba, Meituan and others is a zero-sum game. Beijing must move beyond reactive crackdowns to foster real innovation and manage social risk
Aug 26, 2025 15:14 PM

Commentary: Trump’s New Playbook to Target Global Trade and Financial Systems
U.S. President Donald Trump’s new tariff regime and embrace of stablecoins are designed to subvert the World Trade Organization and extend the U.S. dollar hegemony, forcing China to devise urgent countermeasures
Aug 25, 2025 17:39 PM

Opinion: Getting China’s Higher Education Reforms Right
Universities are rapidly adding tech-focused majors and cutting others to meet today’s economic demand, but this risks sacrificing the foundational disciplines essential for the nation’s long-term progress
Aug 25, 2025 11:44 AM

Commentary: For Its Next Five-Year Plan, China Must Navigate Three Key Dilemmas
Faced with escalating U.S. pressure and faltering domestic growth engines, Beijing must rebalance its economy by managing the relationships between supply and demand, investment and consumption, and manufacturing and services
Aug 22, 2025 17:50 PM

Commentary: China’s Fiscal Focus Shifts to ‘Investing in People’
While overall budget expenditure growth is slowing after a period of massive debt-fueled support, spending on social welfare, healthcare, and services is accelerating, signaling a clear policy pivot
Aug 22, 2025 14:38 PM

Commentary: What China’s Tech Giants Can Learn From U.S. AI Investment
The U.S. ‘Seven Sisters’ followed a pattern of vision, investment, and fundamentals. Chinese firms must do the same to turn technological prowess into market success
Aug 21, 2025 13:52 PM

Commentary: How to Put China’s Pensions on Firmer Ground
The system is plagued by low payouts, gaping inequality and a reliance on subsidies. Reforming it is crucial not just for retirees, but for stimulating the national economy
Aug 21, 2025 11:40 AM

Analysis: China’s Great Savings Migration Gains Steam
Low interest rates and policy shifts are pushing household funds out of deposit accounts. Historical analysis suggests the stock market could be the next destination, but late-arriving retail investors may be a sign the rally is peaking
Aug 20, 2025 12:12 PM

Analysis: China’s Tax Dragnet Closes In on Overseas Assets
Beijing is leveraging a global data-sharing agreement to systematically target citizens’ foreign investment gains. For Chinese investors, the era of ‘invisible income’ is over
Aug 19, 2025 13:22 PM

Analysis: China’s Great Savings Migration to Stocks
Trillions of yuan are poised to flow from bank accounts into the A-share market as investor confidence returns and high-yield alternatives disappear