China Sovereign Wealth Fund News & Analysis

China’s Xi Between a Rock and a Hard Place on Market Reform

cc COP PARIS, modified, https://www.flickr.com/photos/cop21/23049751989

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.

Timeline: China’s 2015 Market Rout

RMB abstraction, Generated by Google Gemini on August 6, 2025.

A timeline of the rise, fall, and government interventions to save China’s equity markets.

For China, All Silk Roads Lead through Afghanistan

cc Otebig at English Wikipedia, modified, https://commons.wikimedia.org/wiki/File:PetroChina-Station.jpg

A confluence of economic opportunity (developing the country’s vast mineral wealth) and political necessity (ensuring a stable Xinjiang) make post-NATO Afghanistan a perfect testing ground for China’s great power aspirations.

Briefing: Shadow Banking in China

cc Adam Schorsch, modified, https://commons.wikimedia.org/wiki/File:Slightly_Later_Morning.jpg

A brief background on a growing systemic risk in the global economy: shadow banking in China.

Will the Green Energy Revolution Begin in China?

cc 林 慕尧 / Chris Lim from East Coast (东海岸), Singapore (新加坡), modified, https://en.m.wikipedia.org/wiki/File:Wind_power_plants_in_Xinjiang,_China.jpg

A public health emergency has forced Beijing’s hand on green energy investment, but that doesn't mean coal’s reign will end anytime soon.

Next Up for Reform in China: a Small Step or a Giant Leap?

cc Dong Fang, modified, https://commons.wikimedia.org/wiki/File:18th_National_Congress_of_the_Communist_Party_of_China.jpg

The challenges facing China’s economy as it attempts to transition towards a more sustainable, long-term growth model are well known. They revolve around the need to move from a low-cost, export-driven economy to one fueled by domestic spending and a services industry. But in the case of China, necessary reforms will inevitably be met with resistance from entrenched interests in the current political establishment, whether from local governments or state-owned enterprises.

China Moves to Pop the Debt Bubble

cc Elekes Andor, modified, https://commons.wikimedia.org/wiki/File:Li_Keqiang_-_China-CEEC_2017_%283%29.jpg

Delving into the opening act of "Likonomics" in China.

CNOOC-Nexen Deal: Whither Blow the Winds of Canadian Nationalism?

PRC Flag over a mine, Generated by Google Gemini on July 28, 2025.

First came the spectacular failure of the Unocal takeover, then the long and agonizing death of the Rio Tinto bid, but you just can’t keep a good Chinese SOE down.

China’s Economic Quandary

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Hopes that China can provide the impetus for a global economic resurgence are predicated on a profound misunderstanding of the intrinsic contradictions of the Chinese economy.

Chinese Companies Breaking through Iran Sanctions

China Iran flag, Generated by Google Gemini on July 28, 2025.

According to the Washington Post, a top US official has submitted a list of Chinese companies and banks that are breaking UN sanctions on Iran to the Chinese authorities.

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