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

Jan 05, 2026 15:20 PM

Commentary: The Fall of Maduro and the Waning of the Post-WWII Order
The extraction of Venezuela’s leader challenges the foundational assumption of sovereign immunity, signaling a distinct shift away from the rules-based international system
Jan 05, 2026 14:29 PM

Opinion: China’s Economic Blueprint for 2026 ― Resilience and Patience
Facing global headwinds, Beijing bets on the private sector and AI innovation to drive the next phase of high-quality growth
Jan 02, 2026 16:30 PM

Commentary: How a Pension Experiment Could Reshape China’s Gig Economy
By combining platform subsidies with flexible, voluntary enrollment, Meituan is testing a “third way” between traditional employment and independent contracting that could set a crucial precedent for protecting China's fragmented workforce
Dec 31, 2025 11:42 AM

Commentary: Where Did China’s Trillion-Dollar Surplus Go?
Its massive trade surplus isn’t just piling up in reserves. Chinese firms are keeping trillions abroad to build a new kind of economic empire
Dec 30, 2025 15:16 PM

Commentary: America and China’s Two-Track AI Race
Washington leads in core technology and innovation, but Beijing’s strengths in infrastructure and mass implementation could prove decisive in the long run
Dec 29, 2025 18:14 PM

Opinion: The Economic Logic Behind China’s Credit Amnesty
The central bank is wiping the slate clean for defaults under 10,000 yuan, betting that rehabilitating borrowers will revive domestic demand
Dec 29, 2025 17:31 PM

Commentary: As Hainan Closes Its Customs Border, Hong Kong Must Find a New Purpose
Beijing’s new “closed customs” experiment won’t replace Hong Kong — but it will force the city to compete on institutional trust, not tax rates
Dec 26, 2025 17:39 PM

Commentary: To Win the Global Car Market, China Needs More Than EVs
Beijing has mastered auto manufacturing, but to escape excessive competition and build lasting brands, it must cultivate the soft power of a distinctive automotive lifestyle
Dec 26, 2025 13:29 PM

Commentary: The Yuan’s Rebound Is Just Beginning
After breaking the key 7-per-dollar level, fundamental strengths and shifting U.S.-China ties will drive further gains, boosting Chinese assets and challenging bearish narratives
Dec 25, 2025 23:07 PM

Commentary: The Mighty Yuan Makes a Comeback
A weaker dollar and a hot stock market are driving the currency’s rally. But what matters for exports is not the dollar rate, but the yuan’s value against all trading partners
Dec 25, 2025 16:12 PM

Commentary: China’s New Cure for Price Wars
Beijing is tackling excessive competition again, but this time the problem lies with private firms in new industries, not state behemoths. The policy playbook is different, and success hinges on a global recovery
Dec 25, 2025 15:37 PM

Commentary: The Disconnect Between China’s GDP and Consumer Sentiment
GDP figures show a booming economy, but a massive contraction in real-estate wealth has left most citizens feeling worse off. The country needs a new metric
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