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

Nov 09, 2026 15:59 PM

Opinion: Building a Virtuous Cycle Between Consumption and Investment
Better consumer infrastructure can unlock demand and attract productive investment — but lasting gains depend on household incomes and confidence
Nov 06, 2026 16:03 PM

Commentary: Will the Midterms Usher In an AI Crackdown?
A Democratic victory raises the prospect of tougher oversight. But higher electricity costs, not a nationwide construction freeze, are the likeliest threat to corporate profits
Nov 06, 2026 15:06 PM

Commentary: From Rare Earths to AI, the Quad Faces a Delivery Test
Pledging money for recycling plants and tech access is the easy part, but keeping them operational in a cutthroat global market is the real test
Nov 05, 2026 17:05 PM

Commentary: After the Midterms, a Case for Realism in U.S.-China Relations
As political leaders look toward the post-Trump era, the temptation to overcorrect on Beijing should be weighed against the economic realities of American constituencies
Nov 04, 2026 21:15 PM

Commentary: Midterm Results Offer Little Relief for U.S.-China Ties
A divided government might hit pause on broad-based tariff hikes, but strategic competition with Beijing remains set in stone as Congress shifts its focus toward supply-chain controls and outbound investment limits
Nov 03, 2026 15:56 PM

Book Review: The Outsiders Who Built Apollo
William Cohan’s “Money to Burn” brings back memories of a decade at the firm — and the intellect, grit and unforgiving discipline behind its extraordinary growth
Nov 02, 2026 19:22 PM

Commentary: How China Could Turn Carbon Trading Into a Green Diplomacy Tool
Expanding the country’s carbon market internationally could channel climate financing to developing economies while strengthening economic ties and supporting global decarbonization
Nov 02, 2026 13:09 PM

Opinion: A Graying China Needs More Than Baby Bonuses
Subsidies can ease the cost of raising children, but a family-friendly society depends on policies that work throughout everyday life
Oct 28, 2026 16:06 PM

Commentary: What China’s Record Trade Surplus Does — and Doesn’t — Tell Us
Record exports don’t by themselves prove an external imbalance. Beijing’s priority should be household welfare, not a smaller trade surplus
Oct 28, 2026 15:17 PM

Reporter’s Notebook: An iPhone Factory Takes On the Parenting Gap
At Foxconn’s Zhengzhou campus, a free parenting center is helping migrant workers give their children a stronger start — and testing a model for China’s industrial parks
Oct 26, 2026 22:42 PM

Commentary: When Fast Markets Collide With Long-Term Tech Investment
The tech sell-off reflects a widening gap between long-term industrial development and investors’ demands for returns. Valuation discipline can help bridge that divide
Oct 26, 2026 16:02 PM

Opinion: China’s Small Investors Deserve a Stronger Market
Tougher enforcement and a deeper, more diverse capital market are essential to protecting investors and building lasting confidence
Oct 23, 2026 11:06 AM

Commentary: Stabilizing China’s Stocks Will Take More Than ETF Buying
State-backed funds can help contain market declines, but a durable recovery depends on rebuilding risk appetite through clearer improvements in private-sector investment, housing and household demand
Oct 22, 2026 11:23 AM

Commentary: How Governments Must Intervene to Shield the Vulnerable
Uniform interest rates act as a tightening mechanism solely on the bottom half of the global economy, devastating families and rate-sensitive sectors. Navigating this fragile era requires a radical new framework that delivers direct, structural rescues to those trapped on the wrong side of the divide
Oct 22, 2026 10:44 AM

Commentary: The End of China’s Debt-Fueled Consumption Era
As auto and furniture sales stagnate and household loans shrink, consumers are quietly repairing their balance sheets. The global economy must wake up to a highly selective, value-driven Chinese market
Oct 21, 2026 20:58 PM

Commentary: The EU’s Dangerous Pivot on Trade Weapons
The European Union is drafting broad new mechanisms to restrict market access, but arbitrarily severing supply chains will punish European companies first
Oct 21, 2026 13:31 PM

Reporter’s Notebook: A Way Out for China’s Exhausted Youth
Rapid educational expansion has left students paralyzed by GPA anxiety and a bleak job market. The solution lies in abandoning outdated expectations and building diverse paths to success
Oct 19, 2026 16:11 PM

Commentary: The U.S. and China Are Locked in an AI Prisoner’s Dilemma
Much like the Cold War nuclear standoff, the fear of losing their competitive edge keeps Washington and Beijing accelerating. Only bilateral détente can pump the brakes
Oct 19, 2026 15:49 PM

Opinion: China’s EV Industry Needs Safety Before Speed
New draft rules on testing and design offer a necessary correction to rushed innovation and reckless competition
Oct 15, 2026 11:57 AM

Commentary: The IMF’s Blueprint for China Meets Institutional Reality
Beijing knows it needs to shift from investment to consumption, but entrenched interests and complex state-market linkages make the transition far more agonizing than foreign technocrats realize