Chinese Economy
The Great Reversal: How Xi’s China Shattered the Global Economic Dream
Xi Jinping has dismantled the reforms that fueled China’s rise, creating a new totalitarian state with profound implications for the global economy and investors.
China’s “Involution” Crisis: Why Beijing Is Waging War on Price Wars
China’s regulators are fighting deflation by launching “anti-involution” probes into ruinous price wars, a major policy shift affecting its economy.
The Great Digital Tax Wall: Why Beijing’s Crackdown on E-commerce is a Game-Changer for the Global Economy
Beijing’s tax crackdown on e-commerce signals a major economic shift, impacting global finance, investing, and the stock market. Here’s what it means.
China’s Demographic Gambit: Why a Condom Tax and Childcare Subsidies Are a Major Signal for Global Investors
China’s new condom tax and childcare subsidy is a major economic signal. Discover the implications for investors, the stock market, and the global economy.
China’s Great Wall of Debt: Is Financial Engineering the Solution or the Next Global Crisis?
China’s local governments are selling record levels of asset-backed securities to manage debt, raising fears of a new financial crisis.
The New Silk Road: How China is Dominating the Global Luxury Food Market
China is rapidly transforming from a consumer to a dominant producer of luxury foods like caviar and foie gras, disrupting global markets and investors.
Beyond the Western Lens: Decoding China’s Characteristically Different Economic Blueprint for 2025
China’s unique economic blueprint for 2025 blends state control and tech innovation. Understanding this is key for global investors and finance leaders.
The Great Contraction: Is China’s Investment Freeze a Crisis or a Calculated Gambit?
A sharp fall in Chinese investment signals a major economic shift. Is this a crisis or the intended result of Xi Jinping’s “anti-involution” policies?
China’s AI Gambit: Fueling an Economic Revolution or a Political Rebellion?
China’s push for AI education is a double-edged sword, fueling economic growth while potentially undermining state control. What should investors know?
The Dragon’s New Roar: How an AI Breakthrough Sparked a Multi-Billion Dollar Rush into China’s Stock Market
A breakthrough by DeepSeek AI has sparked a massive rush of foreign investment into China’s stock market, reversing a multi-year trend of capital flight.
The $1 Meal Economy: Why China’s Youth Are Ditching Luxury for Frugality, and What It Means for Global Investors
A seismic shift is underway as China’s youth trade luxury for extreme frugality due to economic anxiety, with huge implications for the global economy.
China’s “Liquid Gold” Loses Its Luster: What Moutai’s Slump Reveals About the Global Economy
Kweichow Moutai, China’s iconic baijiu maker, faces a crisis as prices hit a decade low, revealing deep shifts in the country’s economy and tastes.