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

Jul 20, 2026 16:51 PM

Commentary: China’s Infrastructure Engine Sputters, but a Second-Half Reboot Looms
Infrastructure investment contracted by 2.4% in the first half of 2026. The slowdown reflects a fundamental pivot from physical assets to human capital and stricter scrutiny of project returns
Jul 20, 2026 14:12 PM

Opinion: Fixing China’s Consumption Bottleneck
A sweeping five-year directive targets services, AI and red tape to build a consumer-led economy
Jul 17, 2026 14:02 PM

Commentary: To Revive Consumption, China Must Fix Work First
Subsidies may lift retail sales briefly, but households will keep saving defensively until jobs are more secure, wages are stronger and social protections reach the country’s vast flexible workforce
Jul 16, 2026 14:14 PM

Commentary: Uneven Growth Highlights Policy Challenges as Chinese Economy Pivots
The widening gap between emerging tech industries and traditional construction underscores a painful structural realignment pushing policymakers to balance export resilience with weak domestic consumption
Jul 13, 2026 23:23 PM

Commentary: China’s Rocket Recovery May Mark a Space Industry Inflection Point
The Long March 10B’s recovery matters less as a spectacle than as a test of whether performance gains can translate into sharply lower launch costs
Jul 13, 2026 17:06 PM

Opinion: How China Took the Lead in Lithium Batteries
From solid-state research to electric vehicles, the industry’s rise offers a template for developing future technologies
Jul 13, 2026 15:43 PM

Commentary: China’s Companies Face the Age of Geopolitical Pricing
Low cost is no longer enough. In a fractured world, supply stability, compliance and AI capacity will decide who wins
Jul 13, 2026 14:36 PM

Commentary: South Korea’s Rebounding Birth Rate Proves Cash Subsidies Work
A striking turnaround in South Korea’s once-plummeting birth rate offers a clear lesson for policymakers facing aging populations: generous financial incentives are the most effective way to encourage family growth
Jul 09, 2026 02:42 AM

Commentary: Remembering Gao Shanwen, a Relentless Seeker of China’s Economic Logic
The late economist helped turn abstract policy analysis into practical market insight, shaping a generation of investors and researchers in China
Jul 08, 2026 15:39 PM

Commentary: How the 2026 World Cup Reflects the Paradox of Modern Football
Beneath the nationalist fervor, the tournament exposes deep tensions between political overreach, an increasingly industrialized tactical landscape, and the fragile, rules-based ecosystem required for the sport to thrive
Jul 07, 2026 15:47 PM

Commentary: China’s Employment Shift Highlights the Need to Support Wage Growth
The migration of industrial workers into low-barrier service roles is placing downward pressure on compensation. Navigating this structural realignment will require coordinated labor protections to sustain a consumption-led economic recovery
Jul 06, 2026 14:37 PM

Opinion: China’s Procurement Overhaul Tests Its Market Ambitions
Legal revisions can curb local favoritism, bid-rigging and opaque public spending
Jul 02, 2026 12:20 PM

Commentary: ASEAN Is Not a Repackaging Center for Chinese Goods
Value-added data reveals that Southeast Asian nations are performing substantive manufacturing and processing rather than simply acting as tariff workarounds
Jul 02, 2026 11:32 AM

Commentary: China’s Export Price Surge Is a Sign of Strength
Higher prices are not pricing China out of global markets. They reflect strong demand for AI and energy-transition goods that will keep exports resilient
Jul 02, 2026 11:00 AM

Commentary: A Trade Truce Cannot Make India the Next Global Factory
A short-term tariff truce between Washington and New Delhi appears imminent, but domestic infrastructure deficits and regulatory chaos will keep India from replacing China as the world's alternative manufacturing hub
Jun 29, 2026 16:54 PM

Commentary: Trans-Pacific Shipping Rates Approach a Breaking Point
Driven by geopolitical conflict and impending tariffs, freight rates to the U.S. West Coast have surged. But sweeping import regulations and the end of cargo front-loading signal a sharp reality check in July
Jun 29, 2026 15:51 PM

Opinion: Foreign Investment Can Steady China’s Services Sector
Opening education, healthcare and finance would help Beijing reassure foreign investors and raise the quality of growth
Jun 29, 2026 15:19 PM

Commentary: How U.S. Allies Are Navigating the Tumult of Trump 2.0
The public fallout between the Italian prime minister and the U.S. president highlights the three diverging strategies traditional allies are using to manage an increasingly erratic Washington
Jun 26, 2026 03:45 AM

Commentary: Alan Greenspan and the End of Globalization’s Age of Faith
The late Federal Reserve chairman presided over an era of unbridled optimism, but his blind spots regarding systemic risk left enduring challenges for central bankers in both the U.S. and China
Jun 25, 2026 15:53 PM

Commentary: Digging Beneath China’s Chilling Spring Data
Plunging investment and negative retail sales have spooked global markets. But a deeper dive into high-frequency indicators, local government debt strategies, and the undercounted service sector reveals a highly resilient economy