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

Mar 25, 2026 01:07 AM

Commentary: China Needs More Than Rules to Curb SOE Corruption
Top-down mandates and negative lists will only go so far unless paired with robust, bottom-up institutional checks and balances
Mar 24, 2026 15:38 PM

Commentary: Don’t Let the Middle East Spook You Out of China’s Stock Market
The recent plunge in Asian equities reflects overblown fears of a protracted U.S.-Iran war. Smart money should look past the stagflation panic
Mar 23, 2026 19:05 PM

Commentary: Hong Kong’s Next Pivot From Legal Service Hub to Global Rule-Maker
A subtle shift in Beijing’s latest Five-Year Plan signals a profound upgrade for the city, transforming it from a regional dispute resolution center into a key architect of the global legal order
Mar 23, 2026 15:47 PM

Opinion: To Help the Economy, China Must Fix Its Consumption Deficit
The latest five-year plan targets health care and senior care to drive growth, demanding solutions for both low wages and a stagnant service supply
Mar 20, 2026 18:02 PM

Commentary: The U.S.-Iran War Is a Wake-Up Call for Asian Markets
Unlike the 2022 Ukraine crisis, the escalating conflict in the Middle East poses a direct threat to Asian manufacturing and could force a global stagflation reckoning
Mar 19, 2026 19:00 PM

Commentary: The 1970s Oil Crises Hold the Key to Surviving the Current Middle East Shock
As the Strait of Hormuz chokes and crude prices soar, policymakers must look to the stagflation era to avoid the traps of price controls and accelerate the push for true energy independence
Mar 19, 2026 16:22 PM

Commentary: China’s Factory-Gate Deflation Is Finally Nearing an End
After years of pandemic distortions and structural imbalances, a recalibration of manufacturing supply and infrastructure demand sets the stage for a positive turn in China’s Producer Price Index
Mar 18, 2026 21:25 PM

Commentary: China’s Demographic Fix Starts With Affordable Childcare
High costs and scarce services leave working parents choosing between careers and children. A massive overhaul of the nation’s early childcare system is the only way to reverse the demographic decline
Mar 18, 2026 21:18 PM

Commentary: Local Phantom Industrial Parks Expose the Perils of Manufactured Growth
When local officials prioritize vanity projects over economic viability, the result is wasted capital, excessive competition and a damaged ecosystem
Mar 18, 2026 18:02 PM

Commentary: The Structural Flaws Haunting China’s AI Rollout
Caught in a vicious cycle of massive overinvestment and identical models, domestic tech giants are repeating the boom-and-bust mistakes of the past. To survive, the industry must pivot from monopolistic extraction to creating genuine consumer demand
Mar 17, 2026 17:01 PM

Commentary: China’s Economic Pivot Relies on Clearing Non-Performing Assets
As the 15th Five-Year Plan takes shape, accelerating the disposal of distressed assets will be crucial to resolving imbalances in real estate, local government debt, and excessive industrial competition
Mar 17, 2026 16:03 PM

Commentary: The Urgent Need to Reverse Chinese Household Deleveraging
While corporate and government borrowing in China has accelerated, household credit growth has essentially flatlined. Preventing a balance-sheet recession will require immediate and targeted action to restore consumer confidence
Mar 16, 2026 20:58 PM

Commentary: Why Traditional U.S. Allies Are Sitting Out the War With Iran
Concerns over Ukraine, global inflation, and domestic politics have prompted European and Middle Eastern partners to maintain a collective low profile in the U.S.-led ‘Operation Epic Fury’
Mar 16, 2026 19:59 PM

Commentary: The Strait of Hormuz Closure Is Rewriting Global Risk Premiums
Iran’s move to choke off the world’s most critical oil artery is forcing a permanent repricing of Gulf sovereign credit, energy supply chains, and the long-term dominance of the U.S. dollar
Mar 16, 2026 14:47 PM

Opinion: China’s ‘Silver Economy’ Needs Both Market Muscle and a Moral Compass
To serve a rapidly aging demographic, policymakers must forge a elderly care industry that marries economic viability with genuine care
Mar 13, 2026 14:43 PM

Commentary: How China and Europe Should Manage Their Trade Tensions
China and Europe should anchor their rivalry within clearer, more transparent, and more reciprocal rules, a path that does not eliminate conflict — but makes it manageable
Mar 12, 2026 21:19 PM

Commentary: Why China’s Plummeting Acquittal Rates Spook Entrepreneurs
The Supreme People’s Court points to plunging acquittal figures as a sign of improved judicial efficiency, but domestic legal experts and business owners fear a systemic erosion of the presumption of innocence in a fragile economy
Mar 12, 2026 20:05 PM

Commentary: China’s Trillion Yuan Bet on the Future of Semiconductors
By officially designating integrated circuits as the foremost sector for national investment, Beijing sends a clear signal that foundational hardware development will take precedence over software hype
Mar 11, 2026 12:50 PM

Commentary: AI Boom and the Global South Fuel China’s Export Revival
Despite decoupling efforts from Washington, Chinese semiconductors and capital goods are finding eager buyers across industrializing emerging markets
Mar 10, 2026 17:25 PM

Commentary: The Oil Shock Is a Double-Edged Sword for China’s Deflation Fight
Surging crude costs might temporarily jolt the economy out of its low-price mindset, but the resulting imported inflation will crush manufacturers and handcuff the central bank