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

Dec 24, 2025 16:27 PM

Commentary: The ‘Settlement Rush’ Isn't Driving the Yuan’s Rally
With settlement ratios actually falling, the yuan's recent rally has been driven by PBOC policy and a dipping dollar — not a rush to convert export earnings
Dec 24, 2025 15:53 PM

Commentary: Why Top-Tier Cities Will Lead China’s Uneven Property Recovery
Despite a shortage of land supply reducing transaction volumes, strong jobs markets and "product upgrades" are keeping new-home prices firm in cities like Shanghai, even as the rest of the country struggles
Dec 24, 2025 11:02 AM

Commentary: Don’t Mistake China’s Travel Boom for an Economic Bust
Heightened mobility across the country isn’t a sign of migrant workers going home early. It’s a signal of a deeper, more resilient shift in consumption from goods to services
Dec 23, 2025 17:52 PM

Commentary: China’s Economy Needs a Hard Reset
The paradox of soaring exports and a weak currency reveals a dangerous imbalance. To fix it, Beijing must pivot from subsidizing factories to subsidizing families
Dec 23, 2025 17:35 PM

Commentary: China’s Export Engine Is Shifting, Not Sputtering
Despite U.S. tariffs, a pivot to new markets and higher-value goods will keep shipments resilient in 2026. The real risk is domestic unemployment
Dec 22, 2025 13:39 PM

Opinion: Tailoring Growth to Local Conditions
To foster ‘new quality productive forces,’ Beijing is urging local governments to abandon a one-size-fits-all approach and play to their strengths
Dec 18, 2025 14:58 PM

Commentary: China Hunts for the Next Generational ‘Labubu’
Every generation has its defining consumer craze. For Beijing, channeling this phenomenon is the key to unlocking the country’s next phase of economic growth
Dec 18, 2025 13:59 PM

Blog: Behind the Overseas Sales Boom for Chinese Gas-Guzzlers
Chinese-made cars that run on fossil fuels are experiencing a sales boom overseas — powered by improving tech, and strong cost and service advantages
Dec 17, 2025 18:34 PM

Commentary: Beijing Needs a Two-Pronged Policy to Revive Investment
Fiscal policy should act as capital to jump-start projects, while monetary policy must make borrowing more attractive for companies and households to reverse a worrying economic slide
Dec 17, 2025 16:50 PM

Commentary: China Should Issue Long-Term Bonds to Boost Child-Rearing Subsidies
Issuing long-term bonds would solve the immediate cash crunch for subsidies and ensure those who benefit from a new generation of workers help pay to raise them — a matter of intergenerational fairness
Dec 16, 2025 17:49 PM

Commentary: China’s Roaring Bull Market Is a Two-Speed Rally
Trading volumes are near euphoric peaks, but a deeper look at capital flows and valuations shows a market concentrated in tech stocks, leaving the rest of the economy behind
Dec 15, 2025 17:53 PM

Analysis: The Puzzle of Beijing’s Faltering Consumer
Conventional wisdom points to slowing income or a declining population, but structural factors — from car-purchase limits to a ‘headquarters economy’—are the primary culprits behind the capital’s weak consumer spending
Dec 15, 2025 17:40 PM

Commentary: Beijing’s H200 Chip Dilemma
Beijing must decide whether to allow Nvidia’s H200 imports, a move that could boost its AI industry but risks undermining its long-term goal of a domestic semiconductor ecosystem
Dec 15, 2025 17:03 PM

Analysis: China’s Export Engine Pivots South
With U.S. trade stabilizing and European friction a manageable risk, Beijing’s growing dominance in developing markets is the real story of its economic resilience
Dec 15, 2025 14:45 PM

Opinion: China Enlists the Courts to Restore Business Confidence
Beijing is sending a message through the judicial system: The rights of private enterprise must be protected to stabilize the economy
Dec 12, 2025 15:13 PM

Commentary: Beijing’s Plan to Revive Growth and Tame Risk
The Central Economic Work Conference prioritizes domestic demand and debt management, signaling a sustained commitment to fiscal and monetary easing to stabilize the economy
Dec 11, 2025 21:09 PM

Commentary: The New Era of U.S.-China Institutional Rivalry
America’s 2025 National Security Strategy moves beyond simple competition to a slower, more structural contest. For the next decade, the key is no longer attitude, but rules
Dec 11, 2025 20:54 PM

Commentary: The Internationalization of Yuan Can Help Close the Climate Finance Gap
Panda, Dim Sum and free trade zone bonds offer developing nations a low-cost alternative to the dollar for sustainable projects, especially as Western funders pull back
Dec 09, 2025 22:34 PM

Commentary: Trump’s U.S.-China Doctrine Shifts From Offense to Defense
A new strategy document suggests a second term would see the U.S. abandon global dominance to focus on protecting sea lanes and core economic interests, forcing allies to carry their own weight
Dec 09, 2025 16:29 PM

Commentary: Beijing’s Economic Playbook Goes on Offense
The Politburo is shifting its focus from short-term crisis management of property and stocks to a long-term plan to stabilize employment and firms