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

Apr 02, 2026 11:01 AM

Commentary: Why Mid-April Will Force the U.S. and Iran to the Negotiating Table
If the vital Middle Eastern waterway remains closed past mid-April, the economic damage will grow exponentially, forcing a radical shift in how the world secures its energy
Apr 02, 2026 10:30 AM

Commentary: Why China’s Investment Rebound Is Real
After a sluggish second half of 2025, Chinese fixed-asset investment has staged a rare, broad-based recovery. Easing local debt constraints and clearing corporate arrears suggest the momentum will continue in targeted sectors
Apr 01, 2026 10:49 AM

Commentary: Decoding China’s March PMI Rebound
March’s data signals a robust revival in domestic demand, yet sluggish factory production and geopolitical headwinds suggest the road to recovery remains fraught with risk
Mar 31, 2026 20:50 PM

Commentary: Europe’s New Trade Pact With America Puts China on Notice
Caught between American unilateralism and an anxious European Union, Chinese firms must embed themselves deeply into Europe’s green transition to survive the coming supply chain squeeze
Mar 31, 2026 19:58 PM

Commentary: China’s Economy Needs a Genuine Income-Growth Plan
Rebalancing China’s economy requires sweeping reforms to social security, rural property rights, and corporate tax burdens — not just administrative tinkering
Mar 31, 2026 15:00 PM

Commentary: From Europe to Southeast Asia, the New China Trade Shock Hits Home
Two decades ago, cheap Chinese consumer goods flooded global markets. Today, a record trade surplus driven by electric vehicles and high-end manufacturing is triggering a survival crisis across Europe and the developing world
Mar 31, 2026 11:00 AM

Commentary: Why Beijing Is Playing It Safe With AI in Its New Five-Year Plan
Despite early market success, Beijing’s 15th Five-Year Plan reflects deep anxiety over AI’s impact on employment, favoring industrial automation over an unchecked push for general intelligence
Mar 31, 2026 10:38 AM

Commentary: How Green Tech Shields China From the U.S.-Iran War
A prolonged conflict in the Middle East threatens to squeeze Chinese manufacturers and Pan-Asian supply chains, but global energy transition tailwinds could ultimately cement Beijing’s dominance in green technology
Mar 30, 2026 14:27 PM

Opinion: To Save Its Economy, China Must Put an End to Self-Defeating Competition in Tech
China’s regulators are cracking down on ‘involution,’ aiming to stop internet platforms from squeezing merchants and deceiving consumers as they chase ever greater market share
Mar 26, 2026 21:17 PM

Commentary: The 1970s Stagflation Playbook Is Dangerously Out of Date
Markets are dusting off blueprints from 50 years ago to navigate today’s inflation, but blindly trusting historical parallels ignores crucial shifts in the U.S. dollar, AI technology and global supply chains
Mar 26, 2026 15:57 PM

Commentary: The U.S.-China AI Competition Has Entered Deep Waters
Washington obsesses over achieving artificial general intelligence, while Beijing focuses on integrating algorithms into factories and infrastructure. The winner of the global tech race will be the nation that best translates computing power into economic power
Mar 25, 2026 01:07 AM

Commentary: China Needs More Than Rules to Curb SOE Corruption
Top-down mandates and negative lists will only go so far unless paired with robust, bottom-up institutional checks and balances
Mar 24, 2026 15:38 PM

Commentary: Don’t Let the Middle East Spook You Out of China’s Stock Market
The recent plunge in Asian equities reflects overblown fears of a protracted U.S.-Iran war. Smart money should look past the stagflation panic
Mar 23, 2026 19:05 PM

Commentary: Hong Kong’s Next Pivot From Legal Service Hub to Global Rule-Maker
A subtle shift in Beijing’s latest Five-Year Plan signals a profound upgrade for the city, transforming it from a regional dispute resolution center into a key architect of the global legal order
Mar 23, 2026 15:47 PM

Opinion: To Help the Economy, China Must Fix Its Consumption Deficit
The latest five-year plan targets health care and senior care to drive growth, demanding solutions for both low wages and a stagnant service supply
Mar 20, 2026 18:02 PM

Commentary: The U.S.-Iran War Is a Wake-Up Call for Asian Markets
Unlike the 2022 Ukraine crisis, the escalating conflict in the Middle East poses a direct threat to Asian manufacturing and could force a global stagflation reckoning
Mar 19, 2026 19:00 PM

Commentary: The 1970s Oil Crises Hold the Key to Surviving the Current Middle East Shock
As the Strait of Hormuz chokes and crude prices soar, policymakers must look to the stagflation era to avoid the traps of price controls and accelerate the push for true energy independence
Mar 19, 2026 16:22 PM

Commentary: China’s Factory-Gate Deflation Is Finally Nearing an End
After years of pandemic distortions and structural imbalances, a recalibration of manufacturing supply and infrastructure demand sets the stage for a positive turn in China’s Producer Price Index
Mar 18, 2026 21:25 PM

Commentary: China’s Demographic Fix Starts With Affordable Childcare
High costs and scarce services leave working parents choosing between careers and children. A massive overhaul of the nation’s early childcare system is the only way to reverse the demographic decline
Mar 18, 2026 21:18 PM

Commentary: Local Phantom Industrial Parks Expose the Perils of Manufactured Growth
When local officials prioritize vanity projects over economic viability, the result is wasted capital, excessive competition and a damaged ecosystem