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

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
Oct 20, 2025 13:22 PM

Analysis: China’s Fiscal Health Shows Signs of Mending
September’s fiscal numbers show a surge in personal and corporate tax collections, revealing signs of economic life. But don’t be fooled — new debt channels are also being opened to shore up growth
Oct 20, 2025 11:47 AM

Commentary: Trump’s Tariffs Are Remapping U.S. Imports From Asia
While China’s exports to the U.S. plummet across key categories, shipments from its southern neighbors are surging, reshaping global supply chains
Oct 17, 2025 14:50 PM

Commentary: What the Special Port Fees Imposed by U.S. and China Mean for Global Shipping
New U.S. and Chinese port fees are forcing a costly realignment of maritime trade routes, with more uncertainty on the horizon from climate policy disputes
Oct 17, 2025 11:23 AM

Commentary: Trump’s Tariff Strategy Sows Doubt in Washington
While Beijing adopts a more proactive stance, Washington policy circles argue the president’s transactional approach undermines America’s long-term strategic interests
Oct 17, 2025 11:20 AM

Commentary: Why China Needs to Cut Interest Rates
While total financing appears strong, weak demand from businesses and households threatens the country’s growth target, making lower borrowing costs an urgent necessity
Oct 16, 2025 14:31 PM

Commentary: The U.S.-China Rivalry Enters Deeper Waters
Tensions have shifted from tariffs to targeted tech and security measures. This isn’t a sudden crisis, but a predictable new phase of a long-term strategic competition
Oct 16, 2025 11:16 AM

Analysis: China’s Savings Migration Is Losing Steam
September credit data reveals slowing loan growth and a weaker-than-expected migration of household deposits into riskier assets, signaling a fragile economic recovery
Oct 15, 2025 17:05 PM

Commentary: What’s Behind China’s ‘Liquidity Bull Market’ Debate
A series of state-led policy packages has fundamentally altered market dynamics, channeling funds into equities and fueling a rally. But questions over its sustainability, robustness, and competition from other assets remain
Oct 15, 2025 11:47 AM

Commentary: China’s Future Depends on More Babies and Open Borders
The 2025 Nobel Prize in economics highlights that innovation drives growth. To lead in the age of AI, Beijing must reverse its demographic decline and embrace the world
Oct 15, 2025 11:30 AM

Reporter’s Notebook: Singapore and Malaysia Team Up to Build the ‘Shenzhen of Southeast Asia’
The new Johor-Singapore Special Economic Zone aims to combine Malaysia’s low costs with Singapore’s robust ecosystem, offering a lifeline for companies struggling with the city-state’s soaring expenses. But daunting challenges remain
Oct 14, 2025 16:02 PM

Commentary: Why the Dollar’s Recent Strength Is Built on Shaky Ground
While the greenback has been boosted by turmoil abroad, the rally is a temporary counter-trend move in a long-term depreciation cycle, undermined by domestic political dysfunction
Oct 14, 2025 13:31 PM

Commentary: The Nobel Prize’s Timely Reminder on Growth
Three economists are honored for research on “creative destruction.” Their insights are crucial for understanding today’s global competition and China’s economic future
Oct 14, 2025 11:16 AM

Commentary: As the U.S. Balks, China and Europe Can Lead on Climate
With Washington stepping back, Beijing and Brussels have a shared interest in decarbonizing their power grids. It’s the key to energy security and a more stable relationship
Oct 14, 2025 10:48 AM

Analysis: AI Boom Fuels Unexpected Surge in China’s High-Tech Exports
An AI-driven tech boom and deepening ties with emerging markets are powering through U.S. tariffs and global uncertainty, signaling a structural shift in global trade
Oct 13, 2025 16:20 PM

Commentary: To Globalize the Yuan, China Must Fix Its Bond Market
Beijing has made strides in building the world’s second-largest debt market, but deep-seated flaws and low foreign ownership prevent the yuan from achieving its potential as a true reserve currency
Oct 13, 2025 14:15 PM

Opinion: Humanity’s Fate Can’t Be Entrusted to Algorithms
As a new AI arms race looms, nations must cooperate on a global framework to manage its risks before the technology advances past a point of no return
Oct 13, 2025 12:13 PM

Commentary: U.S.-China Tensions Flare, But History Suggests a Truce Is Coming
Tit-for-tat measures on rare earths and shipping have brought tensions to a boil. But as in the spring, domestic pressures in the U.S. will likely force a return to the negotiating table