China Economy
Default Looms as Evergrande Tests China’s Real Estate Sector
The next chapter of the Evergrande saga is set to begin over the weekend.
Biden Sets China Trade Policy Adrift
A long-awaited speech on trade policy suggests there’s no plan as yet regarding the United States’ most important trade relationship.
Evergrande: China’s Property Goliath Teeters on the Brink
What does too-big-to-fail with Chinese characteristics look like? Evergrande could be just that.
SNAPSHOT: China Trade Data Beats Expectations
Christmas seems to have come early, lifting China exports to record highs and brushing away fears of a Delta hangover.
US Regulators Turn the Screw on Chinese IPOs
Moves from the US Securities and Exchange Commission are compounding regulatory pressures on the other side of the Pacific, calling the future of US-based IPOs into question.
Regulatory Hammer Comes Down on China’s Didi
Early reports suggest record fines and strict data controls, freezing out future US-based listings by Chinese tech companies.
Has China’s Economic Recovery Already Peaked?
Recent performance has been as-expected, but headwinds abound over the second half of 2021.
China-Australia Iron Trade Booms, But for How Long?
The iron trade has afforded Australia much-needed leverage in its ongoing trade spat with China. But a recent push by Beijing to diversify its supply suggests that this leverage won’t last forever.
SNAPSHOT: China Economy Comes Down to Earth
New economic data over the weekend suggests that the post-COVID boom might not be quite as loud as some had anticipated.