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

Aug 03, 2026 16:42 PM

Commentary: Moving Beyond Nostalgia for ‘Old Hong Kong’
From the perspective of cross-border transactions and institutional interfaces, Stephen Roach mistakes a historical transition for the end of a city’s value
Jul 31, 2026 01:02 AM

Commentary: Politburo Meeting Sharpens Focus on China’s Transition Pressures
The recent Politburo meeting shows a leadership focused on executing existing policies, stabilizing the property sector and boosting the artificial intelligence industry as China navigates a tricky economic transition
Jul 28, 2026 12:40 PM

Commentary: The Hidden Forces Driving a Multi-Peak Inflation Cycle
While markets focus on weak consumer demand, surging oil prices, downstream supply contraction and the AI boom are setting the stage for a volatile inflation trajectory
Jul 27, 2026 13:26 PM

Opinion: Refining the Rules of AI
The faster the technology advances, the more firmly we must anchor it in benefiting humanity and the more precise our regulatory governance must become
Jul 24, 2026 17:56 PM

Commentary: America Risks an AI Bubble While China Risks Falling Behind
The generative artificial intelligence era requires relentless, heavy-asset spending that Chinese private markets are currently failing to supply
Jul 24, 2026 17:34 PM

Commentary: China’s Fiscal Engine Faces a Local Bottleneck
As the era of land-based finance fades, Beijing must ramp up special-purpose bonds and policy tools to plug a widening government funding gap
Jul 22, 2026 19:12 PM

Commentary: China Must Embrace M&A to Unclog Its Stock Market
The A-share market is suffering from an entry-exit imbalance. Allowing market-driven mergers to replace mandatory delistings is the key to revitalizing capital flow
Jul 22, 2026 17:13 PM

Commentary: AI’s Gains Are Broadening Economic Fault Lines
The technology is becoming a major source of growth across the U.S. and Asia, but its uneven rewards could intensify domestic disparities and reshape the global economic order
Jul 22, 2026 16:43 PM

Paul Chan: Hong Kong’s Blueprint for the AI Era
To thrive in the next wave of technological innovation, economies must pivot from building massive models to creating practical, everyday applications, Hong Kong’s financial secretary writes
Jul 21, 2026 12:09 PM

Commentary: The AI Revolution Must Go Green to Survive
Developing artificial intelligence isn’t the ultimate goal, but ensuring sustainable human development is
Jul 20, 2026 16:51 PM

Commentary: China’s Infrastructure Engine Sputters, but a Second-Half Reboot Looms
Infrastructure investment contracted by 2.4% in the first half of 2026. The slowdown reflects a fundamental pivot from physical assets to human capital and stricter scrutiny of project returns
Jul 20, 2026 14:12 PM

Opinion: Fixing China’s Consumption Bottleneck
A sweeping five-year directive targets services, AI and red tape to build a consumer-led economy
Jul 17, 2026 14:02 PM

Commentary: To Revive Consumption, China Must Fix Work First
Subsidies may lift retail sales briefly, but households will keep saving defensively until jobs are more secure, wages are stronger and social protections reach the country’s vast flexible workforce
Jul 16, 2026 14:14 PM

Commentary: Uneven Growth Highlights Policy Challenges as Chinese Economy Pivots
The widening gap between emerging tech industries and traditional construction underscores a painful structural realignment pushing policymakers to balance export resilience with weak domestic consumption
Jul 13, 2026 23:23 PM

Commentary: China’s Rocket Recovery May Mark a Space Industry Inflection Point
The Long March 10B’s recovery matters less as a spectacle than as a test of whether performance gains can translate into sharply lower launch costs
Jul 13, 2026 17:06 PM

Opinion: How China Took the Lead in Lithium Batteries
From solid-state research to electric vehicles, the industry’s rise offers a template for developing future technologies
Jul 13, 2026 15:43 PM

Commentary: China’s Companies Face the Age of Geopolitical Pricing
Low cost is no longer enough. In a fractured world, supply stability, compliance and AI capacity will decide who wins
Jul 13, 2026 14:36 PM

Commentary: South Korea’s Rebounding Birth Rate Proves Cash Subsidies Work
A striking turnaround in South Korea’s once-plummeting birth rate offers a clear lesson for policymakers facing aging populations: generous financial incentives are the most effective way to encourage family growth
Jul 09, 2026 02:42 AM

Commentary: Remembering Gao Shanwen, a Relentless Seeker of China’s Economic Logic
The late economist helped turn abstract policy analysis into practical market insight, shaping a generation of investors and researchers in China
Jul 08, 2026 15:39 PM

Commentary: How the 2026 World Cup Reflects the Paradox of Modern Football
Beneath the nationalist fervor, the tournament exposes deep tensions between political overreach, an increasingly industrialized tactical landscape, and the fragile, rules-based ecosystem required for the sport to thrive