Decoupling is the natural result of China’s worsening business climate for foreign companies.
Non-performing loans are a lot higher in Henan province than the official national statistics would have us believe.
The default of a state-owned provincial investment vehicle reflects a changing paradigm in China’s debt markets. But how long will the authorities remain on the sidelines?
As a path to economic success and a way to cement its rule, AI represents a lucrative frontier for the Chinese Communist Party. So although Made in China 2025 might be forced to change its branding, the core of the policy isn’t going anywhere.
The opening volleys have been fired in the long awaited US-China trade war.
China is once again at the heart of a global commodities supercycle, but there are signs that the party might be short-lived.
China’s coal industry may be in a controlled decline, but it isn’t disappearing anytime soon.
The International Monetary Fund is still worried about debt levels in China’s financial system.
With this latest standing committee, President Xi Jinping has cemented his authority over the Party for the next five years.
With no heir apparent in sight, President Xi is expected to seed Party and state organs with his closest allies. Does this mean a third term is in the cards?