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

Oct 30, 2025 20:41 PM

Commentary: The Internationalization of the Yuan and the Role of Stablecoins
Even as U.S. policy instability challenges the dollar’s safe-haven status, the yuan has failed to capitalize. While Hong Kong’s stablecoin licensing offers a new path, capital controls and competition from e-CNY remain major obstacles
Oct 30, 2025 20:38 PM

Commentary: How China’s Population Scale Is Helping It Win the Trade War
China’s population size is its key advantage over the U.S., but a plummeting birth rate puts that strength, and the nation’s future, at risk
Oct 30, 2025 20:13 PM

Commentary: The Yuan Forges Its Own Path
No longer just a reflection of the dollar’s weakness, China’s currency is now appreciating on its own merits, fueled by resilient exports, shifting interest rate differentials, and a weakening yen
Oct 30, 2025 12:22 PM

Commentary: How the U.S.-China Trade War Helped Diversify China’s Exports
While shipments to the U.S. have plunged amid tariffs, China’s trade with partners in ASEAN, Europe and Africa is booming, pushing its total exports to new highs
Oct 28, 2025 18:37 PM

Commentary: China’s Climate Pledge Breaks New Ground
With its main 2035 commitment, Beijing is making significant progress on curbing oil demand and tackling greenhouse gases other than carbon dioxide — two underappreciated shifts with major global implications
Oct 28, 2025 13:51 PM

Commentary: Apple’s eSIM-only iPhone Hits Snags With China’s Big Three Carriers
Apple’s push for eSIMs runs into a wall of carrier bureaucracy and security concerns, creating a frustrating experience for consumers and a market flop for its new iPhone Air
Oct 28, 2025 13:36 PM

Analysis: High-Tech Manufacturing Lifts China’s Industrial Sector
Gains in the first nine months were also bolstered by strong growth in the high-tech manufacturing sector, but weak demand and low prices continue to weigh on the outlook
Oct 27, 2025 16:48 PM

Commentary: How China Can Unlock Consumer Spending to Secure Its Economic Future
Decades of investment-led growth have created an economy of strong supply but weak demand, a structural imbalance that can only be fixed by empowering households and stimulating domestic spending
Oct 27, 2025 14:45 PM

Opinion: China Bets Its Future on ‘High-Quality Development’
The 15th Five-Year Plan signals a definitive shift from pursuing raw growth to fostering innovation, sustainability and comprehen
Oct 24, 2025 11:28 AM

Commentary: Beijing’s Next Blueprint Must Solve the Overcapacity Question
The country’s industrial overcapacity is in sectors the whole world is pursuing, like green energy and EVs. Beijing must boost domestic consumption to absorb the excess
Oct 24, 2025 11:21 AM

Commentary: Tech Self-Reliance at the Core of China’s Next Five-Year Plan
Beijing will prioritize ‘new quality productive forces’ and advanced manufacturing to hit its 2035 development goals, even as it looks toward an implicit 4.5% growth target
Oct 23, 2025 15:44 PM

Commentary: An Investor’s Guide to a Market of Entangled Risks
While the AI boom and geopolitical flare-ups grab headlines, a deeper analysis reveals a complex interplay between stagflationary pressures, credit vulnerabilities, and a potential tech bubble, requiring a multi-pronged defensive strategy
Oct 23, 2025 13:38 PM

Commentary: A Six-Child Family Puts Beijing’s Pro-Birth Policies to the Test
Defying a national birth crisis, one couple’s choice to have a large family reveals the profound joys and practical hurdles of raising children in the country today
Oct 23, 2025 12:05 PM

Commentary: How AI Is Quietly Fixing a Key Problem in China’s Labor Market
A new study reveals a surprising trend: While job mismatches are worsening overall, generative AI is making hiring more efficient and precise in high-exposure fields by raising the skill bar and clarifying job roles
Oct 22, 2025 18:33 PM

Commentary: A Promising Sign in Landmark Bitcoin Case Involving Chinese Victims
The Qian Zhimin case has turned into a real-world test for global asset recovery. As a London court weighs how to handle the massive crypto seizure, it is creating a blueprint that will define the future of transnational justice in the digital age
Oct 22, 2025 13:51 PM

Commentary: How Japan’s New Prime Minister Is Rewriting the Abenomics Playbook
Japan’s new prime minister, Sanae Takaichi, inherits Shinzo Abe’s ‘three arrows’ but aims them at new targets: industrial upgrades and supply-chain security
Oct 22, 2025 11:35 AM

Reporter’s Notebook: From Financial Hub to Global Classroom — Hong Kong’s Education Gold Rush
While its financial markets rebound, a massive influx of international students is quietly reshaping the city’s economy, driving a real estate boom and turning universities into major economic players
Oct 21, 2025 12:19 PM

Analysis: What Will China Prioritize in the Next Five-Year Plan
Top-level meetings and official articles signal that the 15th Five-Year Plan will focus on high-quality development, national security, and balancing market forces with state control
Oct 21, 2025 11:57 AM

Analysis: Why China’s Markets Are Rallying While the West Worries About Debt
Despite a weak domestic economy, yuan assets are rallying. Meanwhile, rising bond yields in the West and soaring gold prices signal growing unease about the future
Oct 20, 2025 14:36 PM

Opinion: China and the Nobel Prize’s Lesson
To ensure its future prosperity, Beijing must pivot from mastering existing technologies to fostering the foundational science that drives true progress