China’s Economic Data Breakdowns Show Signs of Life
Economists say alternative high-frequency data points – from subway ridership to commodity prices – suggest parts of China’s economy are functioning well. Read More Here
Economists say alternative high-frequency data points – from subway ridership to commodity prices – suggest parts of China’s economy are functioning well. Read More Here
Mapping the BRI’s growth over its first 10 years – and its transformation from a Eurasian transit corridor to an initiative with global scope. Read More Here
China faces three major structural challenges that expose it to the risk of economic stagnation: escalating debt, sluggish household consumption and adverse demographic trends. Read More Here
The historical evolution of China’s birth-control policies and its failed efforts to maintain them, even in the face of population decline, may hold the key to understanding the government’s decision-making process. By ignoring sound research, Chinese leaders have steered the country into a demographic trap. Read More Here
The Chinese leader could soon find himself staving off two different economic crises. One threatens his hold on power. Read More here
Although China is on the verge of escaping the dreaded “middle-income trap,” it is aging fast and facing significant economic headwinds as a result. After underpinning the unbalanced and ultimately self-destructive economic relationship with the United States for decades, the one-child policy will continue to exact a toll. Read More Here
U.S. fears are not only irrational—they’re a potential self-fulfilling prophecy. Read More Here
War-gaming a Chinese invasion has become a fad. But most tabletop exercises aren’t asking the right questions. Read More Here
China is still on ‘borderline’ of deflation but once the declining price trend takes hold history shows it’s difficult to contain and reverse. Read More Here
Macron, Musk and Anwar all recently doubled down on their China commitments while Biden’s competing vision is still at best amorphous. Read More Here