Sound industrial and geopolitically-minded policy is needed to shore up US competitiveness in the face of the challenges posed by China’s economy – not tariffs.

Exploring the potential geoeconomic impacts of the world’s most advanced central bank digital currency (CBDC), China’s e-yuan.

The September economic data has not been kind to China: deflation and export stagnation, generating new calls for the authorities to implement fiscal stimulus measures before price drops become further entrenched.

China stock markets are experiencing wild swings as traders place bets on new stimulus announcements from Beijing. Yet little has changed regarding the fundamentals of the Chinese economy.

As policy, economic, and geopolitical challenges mount, foreign firms are finding it harder to make money in the China market than a decade ago.

With economic growth slowed by wealth declines and flagging labor productivity, the Chinese economy is unable to be the engine for global oil markets that it once was.

China’s banking system is shouldering the burden of a struggling real estate market, but there’s only so much pressure it can take before the risk becomes systemic.

Beijing’s response to structural economic headwinds has been more of the same, with the oft-cited goal of consumer-driven growth as elusive as ever.

China’s state authorities are projecting confidence as they hope for a rebound, but the structural contradictions that thwarted economic growth in 2023 still loom large over the year to come.

Beijing has kept the stimulus valve turned off despite a slew of negative economic signs. Has China’s long-predicted economic transition to a consumption-fueled growth model finally dawned?