The country's main engine of growth, manufacturing, managed to expand by a whisker this month. But its economy may fall short of its 2026 growth target by more than a whisker. It may be time for Beijing to recall Deng Xiaoping's market pragmatism.
1 min read1 Oct 2026Millions of unfinished homes show why the housing bust is still weighing on Chinese consumers—and the global companies counting on them.
4 min read22 Aug 2026While hard restrictions on retail investors investing money abroad have served the country well so far, it's time for a change. Let’s ease capital controls so that market forces can reward investors and reduce India’s macro instability on the external front.
4 min read2 Aug 2026Beijing’s mercantilist policies had impacted other economies even before it acquired its technology heft in the emerging fields of cleantech and AI. China’s growth is now faltering as it grapples with internal woes, but that doesn’t relieve others of pressure.
4 min read29 Jul 2026The Chinese regime’s legislative move to keep people beyond China’s borders within the clutches of its notion of ethnic unity should firmly be rejected. This is nationalism gone wrong.
1 min read25 Jun 2026President Trump’s postponement of the planned meeting signaled that the U.S. still sets the global agenda, and not Beijing.
5 min read19 Mar 2026Some of the country’s brightest are cashing in on a state-backed surge
5 min read25 Feb 2026Exports, and global spending on artificial intelligence, will be critical for the market and for growth.
4 min read30 Dec 2025A significant weakening of the dollar versus China’s currency didn’t happen in 2025, but some forecasters say it’s a wild card to watch in the new year.
4 min read28 Dec 2025China’s eye-popping trade surplus shows how resilient its exports have proven in the face of US tariffs, but its economy suffers from weak consumption despite a demand stimulus. Letting the yuan rise would boost imports, help its people lead better lives and reassure trade partners.
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