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But it will probably be a near miss, and economic data still hints at a bottom rather than a strong rebound. → Read More
U.S. and Chinese officials have a small window to stabilize economic ties before the political calendar in both the U.S. and Asia starts driving events. → Read More
Chinese citizens, including many of the wealthy, are increasingly eyeing the exits in a new era of slower growth, high youth unemployment and rising populism. → Read More
China’s recovery is losing momentum with remarkable speed. But Beijing still looks focused on security at the expense of growth. → Read More
Xi Jinping has a major youth unemployment problem on his hands. → Read More
The Chinese leader’s speech on Sunday put workforce development and innovation at the heart of the economy, but his policies have blocked foreign students and hurt employment at home. → Read More
In the face of a widening rate differential with the U.S., China’s strong trade surplus and conservative monetary policy have helped keep its currency from falling even faster. → Read More
May data released today showed that growth is bottoming out after a disastrous spring. But a strong summer rebound probably isn’t in the cards. → Read More
Europe’s industrial and trade heavyweight has long been a cheerleader for strong China ties. But lately Germany Inc. has been sounding more ambivalent. → Read More
China’s economy is struggling to produce enough jobs for its educated workforce—a problem that could persist even after Covid-19 curbs are finally lifted. → Read More
Beijing’s Covid-19 policies paired with its increasingly ideological approach to business and geopolitics are making many businesses reassess their growth plans. → Read More
Growth is plummeting, but policy makers are largely standing pat—a reflection of how much China’s zero-Covid policy and the Fed rate-raising cycle tie officials’ hands. → Read More
China’s bulwarks against currency depreciation and capital outflows are stronger in some ways than in 2015, but the external environment is more threatening. → Read More
Time is running out for China to switch to a more sustainable strategy for containing the virus. → Read More
Rate rises in the U.S. have led to emerging market financial crises in the past and might this time too, but don’t worry so much about the usual suspects. → Read More
Russia’s invasion of Ukraine and soaring oil prices are just the latest obstacle to hitting growth targets in a pivotal year politically for Xi Jinping. → Read More
Russia’s economic isolation is a boon for China in some ways but sends a strong signal on the West’s willingness and ability to employ brutal financial sanctions when roused. → Read More
The company is showing investors the money but structural shifts looming in the global economy will necessitate big mining investments too. → Read More
With its Covid-19 strategy unraveling, the city is likely to witness significant fatalities soon. → Read More
Competing with China in emerging technologies is crucial, but both houses of congress have come up with strange ways to do that. → Read More