China Soe News & Analysis
The End of Made in China?
Decoupling is the natural result of China’s worsening business climate for foreign companies.
Small Bank Debt Warnings Flash in China
Non-performing loans are a lot higher in Henan province than the official national statistics would have us believe.
China Debt: Qinghai SOE Is First Offshore Default in 20 Years
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?
High-Tech Domination and the US-China Trade War: AI Is Cheapening Authoritarian Governance
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.
Trump Expands Trade War to China
The opening volleys have been fired in the long awaited US-China trade war.
China Renews Its Commodity Buying Binge
China is once again at the heart of a global commodities supercycle, but there are signs that the party might be short-lived.
2018: A Key Year for China’s Coal Industry
China’s coal industry may be in a controlled decline, but it isn’t disappearing anytime soon.
IMF Warns on China’s Financial System (Again)
The International Monetary Fund is still worried about debt levels in China’s financial system.
Introducing China’s 2017 Politburo Standing Committee
With this latest standing committee, President Xi Jinping has cemented his authority over the Party for the next five years.
President Xi Looks to Consolidate Power at 19th Party Congress
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?
Backgrounder: One Belt, One Road
What are the prospects for China’s massive One Belt, One Road initiative?
Outlook 2017: China’s Economy Put to the Test
With growing debt, a looming trade war, and deepening capital flight, 2017 could be the year that makes or breaks China’s economy.
Myanmar: Ground Zero for China-India Energy Competition
Although democratization has brought added scrutiny to joint ventures in Myanmar, the NLD government is very much in need of the infrastructure investment that China and India can offer.
FLASH: BIS Sounds the Alarm on China Banking System
An international watchdog believes that a banking crisis is in the cards for China.
China Takes Aim at Zombie Industries
The Chinese government may finally be getting serious about reducing industrial overcapacity.
What to Expect from China’s 2015 Fifth Plenum
How will the Fifth Plenum respond to the growing list of economic and military challenges facing China?
China’s Slowdown Weighing on the Global Economy
Declining import demand from China is acting as a drag on economies around the world, particularly in Asia.
China’s Xi Between a Rock and a Hard Place on Market Reform
Amidst a stock market crash and signs of a wider slowdown in the Chinese economy, Beijing is mulling another massive stimulus package. But striking a balance between short-term relief and long-term stability won’t be easy.
Analysis: Where Do Chinese Markets Go From Here?
State authorities in China seem to have reached a delicate equilibrium in stemming the decline of equities, though some are worried that the intervention will have its own separate cost.
Analysis: China Stalls on Debt Reforms
Recent moves by the Chinese government signal that there will be no debt reckoning to spoil the party of solid growth and frothy stock markets – at least for now.