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.
FLASH: Beijing Doubles Down on Stimulus
As signs of an economic downturn multiply, the Chinese government is dusting off its old stimulus playbook.
Outlook 2019: Headwinds in Global Equity Markets
2018 ended with a rout in global equity markets, and the trend could well persist in the year to come.
Beijing’s Economic Choice: Stimulus or Slump
Beijing’s latest economic data dump shows that the trade war is starting to sting.
Belt and Rage: China Consulate Attacked in Karachi
The attack in Karachi reflects animosity toward Chinese investment in Pakistan’s tribal regions. It may also be a sign of things to come.
Authorities Struggle to Stem Equity Losses in China
The cycle of equity rout, government confidence-builders, tepid recovery, and rout continues.
Sino-Indian Relations: The Weak Point of the BRICS
Unity among the BRICS countries will continue to be thwarted by longstanding geopolitical disputes.
Emerging Markets Report (10-25-2018)
A tentative recovery after a sell-off rippled through global equity markets yesterday.
Beijing Heads Back to the Stimulus Well
Amid a tanking stock market, a GDP miss, and a real estate downturn, the Chinese authorities are considering new stimulus measures.