As Sinophobia feeds on itself, the dangers of accidental conflict with China intensify.
MUST READ
Pause slide
AI moment of truth for China Premium Story
China’s future as an AI-Superpower faces challenges from its predilection for iron-fisted digital and tech regulation
An expensive conflict Premium Story
The economic interests of a savings-short America are tightly aligned with its outsized imbalances of trade and capital flows
China gains from a US banking crisis Premium Story
When the Western financial system is suffering from self-inflicted impairment, the imagery of Putin and Jinping embracing each other in…
The Sino American tech trap Premium Story
The US’s tough policies could be self-defeating, because its tech war with China is long on tactics and short on…
A China optimist’s lament Premium Story
Xi’s increased emphasis on security, power, and control undermines productivity at a time when China needs it the most.
A missed opportunity in Bali Premium Story
Bali showcased leader-to-leader exchanges between Xi and Biden. Need an institutionalised framework of Sino-American relationship management
Xi’s conflict-prone China Premium Story
In terms of strategy, the main message of the 20th Party Congress is that China will stay the course of…
Just as the US and China have much to gain by transforming their economies, Japan is running out of time
QE helped stem the 2008 crisis but it has done little to stimulate household consumption
Recessionary relapse for the US, EU and Japan can?t be ruled out given their weak growth.
The recently concluded Strategic and Economic Dialogue (S&ED) between the United States and China was a major disappointment.
Both countries should press ahead with a bilateral investment treaty to foster greater trade liberalisation
America?s fixation on the renminbi is a classic case of political denial
China is moving away from its once single-minded emphasis on growth targeting
The country?s economy is now slowing, but the significance of this is not well understood.
Given the likely tradeoffs between strategy & tactics, can Chinese policymakers accomplish all goals?
The case for a consumer-led China has become more compelling than ever
