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

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
Dec 08, 2025 19:28 PM

Opinion: China Fortifies Its ‘Firewall’ Against Crypto
Beijing’s permanent war on virtual currencies isn’t just about financial risk. It’s a campaign to protect the public’s savings by rooting out money laundering, capital flight and fraud
Dec 08, 2025 17:36 PM

Commentary: Why China Is Right to Reject Stablecoins
While the U.S. embraces dollar-pegged tokens to extend its financial power, Beijing’s decision to ban them and focus on its own digital yuan is a wise move for national security
Dec 05, 2025 11:54 AM

Commentary: China Needs Its Own Capital Market for Mining Startups
To secure critical resources, Beijing must build a capital market that can fund high-risk mineral exploration, following the successful models of Canada and Australia
Dec 03, 2025 18:30 PM

Commentary: The Solution to China’s Public Sector Rush Lies With the Market
The rush for secure government jobs is a rational choice for anxious youth, but it stifles the entrepreneurial energy that once powered the nation's growth
Dec 03, 2025 18:05 PM

Commentary: In Chengdu, Official Silence Only Fuels Public Doubt
Allegations surrounding the confinement of Xu Xinrui have persisted online for weeks. Without a transparent investigation and official account, the government's credibility will continue to suffer
Dec 02, 2025 16:45 PM

Commentary: China’s Civil Service Exam Is the New ‘Gaokao’
With a college degree devalued, young people are flocking to government jobs as the only reliable path to social mobility
Dec 01, 2025 15:12 PM

Commentary: Hong Kong Fire Response Offers a Governance Study in Contrasts
While Hong Kong officials faced the cameras and citizens mobilized on the ground, the incident highlighted the mainland’s reliance on digital bulletins and online discourse
Dec 01, 2025 14:56 PM

Opinion: Why China Won’t Give Up on the Factory
The precipitous decline of the manufacturing sector in the U.S. and U.K. serves as a cautionary tale for Chinese leaders, who are determined to remain the world’s workshop by moving up the value chain
Nov 26, 2025 17:19 PM

Commentary: Navigating the Risks in China’s Consumer Credit Market
Rapidly expanding consumer debt is shifting from fueling consumption to patching up household cash flows. A sudden regulatory crackdown to rein in risk could trigger a systemic crisis
Nov 25, 2025 16:12 PM

Commentary: To End ‘Excessive Competition,’ China Must Cure Its Economic Imbalance
A crisis of over-investment and anemic domestic consumption is forcing Chinese companies into self-destructive price wars. The solution requires a fundamental shift in fiscal and monetary policy away from construction and toward the consumer