Conversation
10.11.22

On the Eve of the Party Congress, What’s Ahead for China’s Economy?

Guonan Ma, Ryan Hass & more

Three years of zero-COVID and a lingering property crisis have taken a toll on China’s economy. What are the prospects for an economic turnaround in the coming months? And if it doesn’t come to pass, what will a slowing economy spell for the...

The China Africa Project
01.11.19

China’s Economy is Slowing and That’s Really Bad News for Africa

Eric Olander & Jeremy Stevens

Pretty much every major economic indicator suggests that the Chinese economy will continue its downward momentum in 2019. Industrial production, retail sales, and even the once red-hot property market are all showing real signs of weakness. Some...

Viewpoint
12.21.18

A Look Back at China in 2018

Kyle Hutzler

In 2018, the outlook for China regarding its politics, economy, and relationship with the United States darkened considerably. The removal of presidential term limits and Xi Jinping’s interactions with the Trump administration prompted rare...

India as China’s Secret Business Weapon

As India rises on the global economic stage, foreign players are increasingly attracted to the seemingly unlimited and unexplored potential of the South Asian giant, which offers a market of 1.3 billion potential consumers.

China Stimulates Again, but Don’t Expect Fireworks

The country’s main stock benchmark was up 1.6% Tuesday, after a call from China’s cabinet overnight for more fiscal spending, abundant liquidity, and—perhaps most significant—support for the “reasonable” fundraising needs of local governments’...

China Stocks at Risk of Outpacing Fundamentals

As the Chinese stock market’s disastrous 2015 boom-and-bust fades from memory, investors are in a mood to buy. Chinese stocks both on the mainland and in Hong Kong outperformed the S&P 500 last year, as economic growth accelerated for the...

China Harnesses Big Data to Buttress the Power of the State

The sinologist Simon Leys has described consuming China’s communist literature as akin to “munching rhinoceros sausages”. But amid the leathery verbiage generated by the 19th Communist party congress there were also some extraordinarily piquant...

Chinese Property Boom Props up Xi’s Hopes for the Economy

Ocean Flower Island is a vision of luxury, Chinese-style. A man-made archipelago off the coast of the tropical island of Hainan in the South China Sea, it will boast thousands of apartments, 28 museums and 58 hotels including one which is “7-star...

China Is Quietly Reshaping the World

The Pakistani town of Gwadar was until recently filled with the dust-colored cinderblock houses of about 50,000 fishermen. Ringed by cliffs, desert, and the Arabian Sea, it was at the forgotten edge of the earth. Now it’s one centerpiece of China...

The Human Cost of China’s Economic Reforms

Mr Yu is worried that millions of workers the Chinese government plans to lay off from failing state owned companies will be “abandoned” like he says he was 15 years ago.

China's Pollution Crackdown Is Gaining Momentum

That political will overlaps with an economic need to rein in surplus production of steel, aluminum and other basic materials after years of over-investment. How and when that capacity gets replaced will be a key factor in the economy’s...

Books
09.27.17

Cracking the China Conundrum

Yukon Huang

China’s rise is altering global power relations, reshaping economic debates, and commanding tremendous public attention. Despite extensive media and academic scrutiny, the conventional wisdom about China’s economy is often wrong. Cracking the China Conundrum provides a holistic and contrarian view of China’s major economic, political, and foreign policy issues.

China Says Economy Unaffected by Environmental Inspections

China’s Ministry of Environmental Protection said that recent environmental inspections did not hurt the country’s economy and blamed some ”inappropriate methods” conducted by local authorities for causing short–term market...

China Plan to Create New Shenzhen Spurs Speculative Rampage

Within 24 hours of Saturday’s announcement that the government would create the Xiongan area in Hebei province—in the same spirit that Shenzhen and Shanghai’s Pudong was built—hordes of prospective buyers had thronged to the region.

Nation Leads Asia in Growth Vitality

Despite setbacks to regional economic integration, China maintained a 6.7 percent growth rate last year and contributed 33.2 percent to global economic growth, ranking the highest among all world economies.

Caixin Media
03.03.17

China’s Legislators Take on Zombie Companies, Real Estate

Curbing wasteful socialist-era business practices and taming unruly real estate and lending sectors will take center stage at the annual meeting of China’s legislature, which starts next week, with some also looking for signs of a...

China’s Growing Obesity Problem

A recent study published shows that China can now lay claim to having a greater percentage of obese men and women than in the United States.

Viewpoint
01.19.17

Do We Want to Live in China’s World?

Robert Daly

Each weekday morning, I cross D.C.’s National Mall and pass a sign on Constitution Avenue bearing an epigram by the U.S. architect Daniel Burnham: Make No Little Plans. And every morning, these words make me think not of Burnham’s 20th century...

Books
01.11.17

Taiwan’s China Dilemma

China and Taiwan share one of the world’s most complex international relationships. Although similar cultures and economic interests have promoted an explosion of economic ties between them since the late 1980s, these ties have not led to an improved political relationship, let alone progress toward the unification that both governments once claimed to seek. In addition, Taiwan’s recent Sunflower Movement succeeded in obstructing deeper economic ties with China. Why has Taiwan’s policy toward China been so inconsistent?

Caixin Media
06.30.16

Chinese Investment in Euro Soccer Soars to Meet President’s Goals

Chinese companies are buying soccer teams across Europe, echoing the Beijing government’s ambitious plan to turn the nation into a soccer powerhouse.

The powerhouse plan, which has backing from President Xi Jinping, has led...

Sinica Podcast
06.20.16

Arthur Kroeber vs. the Conventional Wisdom

Kaiser Kuo, Jeremy Goldkorn & more

In this episode of Sinica, we present an in-depth interview with Arthur Kroeber, the founding partner and head of research for Gavekal Dragonomics, an independent global economic research firm, and the editor-in-chief of its...

Conversation
05.24.16

How Much Debt Is Too Much in China?

Yukon Huang, Houze Song & more

In the first quarter of 2016, Chinese debt rose to 237 percent of GDP—a level comparable to that of the U.S. or the Eurozone and yet much larger than that of most developing economies, according to...

Media
05.12.16

The End of China’s Economic Miracle? A Discussion with ‘Financial Times’ Writers

George Soros, Jamil Anderlini & more

On April 20, 2016, a panel of Financial Times correspondents and editors with China experience, joined by financier and occasional FT columnist George Soros, discussed rural-to-urban migration, wage growth, real...

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