Politics & PolicyChina’s Truce With U.S. Exposes Rest of the WorldThe phase one pact may lead Beijing to put more trade pressure on other countries.
Politics & PolicyTrump Won’t Be Able to Let China Slide on Trade DealHow much Beijing complies with the recent agreement will set the tone for relations in an election year.
EconomicsLook Within for China’s True Growth ThreatWeakness in domestic demand is a bigger danger to the global economy than the trade war with the U.S.
FinanceOne Good Reason to Delist Chinese CompaniesThey shouldn't be on U.S. exchanges if they won't submit to the same audit scrutiny as everyone else.
EconomicsChina's Food Is Only Going to Get PricierAfrican swine fever is threatening the country’s pork supply. Rising food prices may become more of a headache than the trade war.
EconomicsThe Dollar Dictates China’s Need for a Trade DealThe country's exploding foreign debt means it has to keep hard currency coming in.
EconomicsChina's Growth Story Has Plenty of HolesDon’t get carried away by the green shoots. Ample data show that Beijing’s targets are increasingly unrealistic.
EconomicsChina’s Banks Have a Hidden Wave of Bad DebtFactor in the amount of soured loans they stripped from their balance sheets last year, and the situation looks a lot more troubling.
BusinessChina Is Strangling Its Private ChampionsBy taking over the deposits of platforms like Alipay and WeChat Pay, the PBOC is making a power grab. All in the name of protecting consumers.
EconomicsBad Jobs Data Could Bite ChinaIf unemployment numbers aren’t really as rosy as they appear, Beijing’s stimulus policies could well misfire.
EconomicsChina’s Hunger for Capital Is Behind Market OpeningAuthorities must improve the quality of financial statements and legal protections to revive confidence among foreign investors.
FinanceChina’s Banks Are Desperate for CapitalLenders can’t continue this pace of loan growth without a bigger cushion. Beijing needs to make fundraising easier.
EconomicsChina Has a Dangerous Dollar Debt AddictionWith $1.2 trillion needing to be rolled over this year, the threat of a funding crunch is rising.
EconomicsBeijing Dithers as the Economy DeclinesChina’s slowdown is more acute than appreciated, and December’s policy summit failed to set a clear direction.
EconomicsChina Confronts Its Eternal DilemmaWith pressure building for major stimulus, leaders must decide whether boosting growth or controlling debt is more important.
EconomicsChina's Yuan Policy Is a Bad Kabuki PlayBeijing’s tweaking of the exchange rate has done little to serve its objectives in the trade war with Washington.
EconomicsChina Confronts the Pain of Deleveraging, and BlinksBeijing is wavering on its commitment to restrict debt as stock and commodity markets slump.
EconomicsIs the Trade War Really Holding China Back?Domestic policies such as reining in credit and investment-driven growth are having a much bigger impact on the economy.
MarketsChina’s Fighting the Wrong Battle for the YuanThe PBOC should stop trying to defend seven to the dollar and let its own basket determine the currency’s value.
EconomicsChina’s Urge to Splurge Is the Wrong Growth ModelTreating massive projects as disposable does the economy no favors.
