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

Apr 10, 2026 15:16 PM

Commentary: The Real Threat of the Iran Conflict Isn’t Oil — It’s Global Liquidity
While the physical supply shock from the Iran conflict remains manageable, the secondary financial tremors threaten to derail global monetary policy and expose domestic vulnerabilities
Apr 10, 2026 10:05 AM

Commentary: An Isolated America Triggers a New Geopolitical Reality
A unilateral U.S. war in Iran is upending international partnerships, accelerating Europe's push for strategic autonomy, and deeply straining relations with emerging markets like India
Apr 09, 2026 22:37 PM

Commentary: China’s Inflation Story Lies Beyond Oil Prices
Oil price swings may dominate headlines, but China’s inflation trajectory is increasingly shaped by industrial resilience, policy intervention and shifting sector dynamics
Apr 09, 2026 10:29 AM

Commentary: China Sees Rare Inflation Bump, but Requires Deep Reforms
Recent upticks in consumer and producer prices offer a rare glimmer of hope for the Chinese economy. To make it last, Beijing must tackle local debt and boost service-sector employment
Apr 07, 2026 20:39 PM

Commentary: The New Rules of Engagement for Europe and China
A recent European Parliament visit to China highlights a structural transition from ideological clashes to a high-stakes competition over global market rules
Apr 07, 2026 17:18 PM

Opinion: The Trillion-Yuan Tax Overhaul Set to Shape China’s Consumer Economy
An updated consumption tax law could finally give local governments the financial incentives they need to prioritize domestic growth
Apr 06, 2026 20:30 PM

Commentary: How China Can Engineer a Soft Landing for Its Property Market
To navigate the fallout from a burst property bubble, Beijing is pivoting toward a sustainable housing model that prioritizes social stability, completed homes, and domestic consumption
Apr 06, 2026 19:45 PM

Commentary: The Hormuz Crisis is Handing China a Hidden Export Advantage
While skyrocketing LNG and oil prices cripple industrial rivals across Asia and Europe, China’s reliance on domestic coal and expanding renewables has effectively decoupled its manufacturing engine from the global energy panic
Apr 03, 2026 15:27 PM

Commentary: Why China’s Housing Slump Isn’t Another ‘Lost Decade’
Observers warn of a catastrophic demand collapse as the Chinese property engine sputters. But a quiet, massive 51-trillion-yuan flight to safe assets is keeping household balance sheets afloat, signaling a necessary structural evolution rather than systemic ruin
Apr 03, 2026 11:04 AM

Commentary: Why China’s Export Boom Defies the Skeptics
Despite rising protectionism and geopolitical friction, a potent mix of technological upgrades, e-commerce innovation, and surging demand from the Global South is driving Chinese exports to historic highs
Apr 02, 2026 15:23 PM

Commentary: China’s Motorcycle Underdog Rides an Industrial Juggernaut
A grassroots entrepreneur’s victory against global racing titans is a testament to personal grit — and the sheer scale of his country’s supply chain
Apr 02, 2026 11:01 AM

Commentary: Why Mid-April Will Force the U.S. and Iran to the Negotiating Table
If the vital Middle Eastern waterway remains closed past mid-April, the economic damage will grow exponentially, forcing a radical shift in how the world secures its energy
Apr 02, 2026 10:30 AM

Commentary: Why China’s Investment Rebound Is Real
After a sluggish second half of 2025, Chinese fixed-asset investment has staged a rare, broad-based recovery. Easing local debt constraints and clearing corporate arrears suggest the momentum will continue in targeted sectors
Apr 01, 2026 10:49 AM

Commentary: Decoding China’s March PMI Rebound
March’s data signals a robust revival in domestic demand, yet sluggish factory production and geopolitical headwinds suggest the road to recovery remains fraught with risk
Mar 31, 2026 20:50 PM

Commentary: Europe’s New Trade Pact With America Puts China on Notice
Caught between American unilateralism and an anxious European Union, Chinese firms must embed themselves deeply into Europe’s green transition to survive the coming supply chain squeeze
Mar 31, 2026 19:58 PM

Commentary: China’s Economy Needs a Genuine Income-Growth Plan
Rebalancing China’s economy requires sweeping reforms to social security, rural property rights, and corporate tax burdens — not just administrative tinkering
Mar 31, 2026 15:00 PM

Commentary: From Europe to Southeast Asia, the New China Trade Shock Hits Home
Two decades ago, cheap Chinese consumer goods flooded global markets. Today, a record trade surplus driven by electric vehicles and high-end manufacturing is triggering a survival crisis across Europe and the developing world
Mar 31, 2026 11:00 AM

Commentary: Why Beijing Is Playing It Safe With AI in Its New Five-Year Plan
Despite early market success, Beijing’s 15th Five-Year Plan reflects deep anxiety over AI’s impact on employment, favoring industrial automation over an unchecked push for general intelligence
Mar 31, 2026 10:38 AM

Commentary: How Green Tech Shields China From the U.S.-Iran War
A prolonged conflict in the Middle East threatens to squeeze Chinese manufacturers and Pan-Asian supply chains, but global energy transition tailwinds could ultimately cement Beijing’s dominance in green technology
Mar 30, 2026 14:27 PM

Opinion: To Save Its Economy, China Must Put an End to Self-Defeating Competition in Tech
China’s regulators are cracking down on ‘involution,’ aiming to stop internet platforms from squeezing merchants and deceiving consumers as they chase ever greater market share