China

Is oil being priced in yuan now?

Iran charges ships a toll, in yuan

Lunar New Year: China keeps the yuan steady

Singles' Day: A truce, but will China shop?

China’s annual Singles’ Day shopping festival concluded with an unprecedented subdued atmosphere, revealing the deep structural malaise gripping the world's second-largest consumer economy.

America and China call a truce, again

Washington and Beijing stunned international financial markets once again by announcing a comprehensive bilateral trade de-escalation on 4 November, rolling back punitive tariffs and suspending retaliatory export controls.

China's rare earth counterpunch

Nvidia's China problem

Nvidia delivered another blockbuster quarterly earnings print for the second quarter of fiscal 2026, generating $46.7 billion in revenue.

Nvidia pays Washington to sell to China

China's rare earths are its best weapon

America and China call a truce

China holds the yuan steady

Lunar New Year: DeepSeek and China's tech comeback

The Lunar New Year opened with an unexpected reversal in global technological leadership.

China finally promises to loosen up

A 60% tariff is a tax on Americans

Donald Trump’s formal reaffirmation of plans to impose an aggressive sixty per cent tariff on all imports from China represents an unprecedented economic shock.

Singles' Day: China fixes its local debt, not its shoppers

Beijing chose the eve of Singles’ Day to unveil its long-awaited fiscal stimulus package, but the announcement delivered a profound disappointment to retail market bulls.

How Chinese goods reach America through Mexico

China finally fires its stimulus bazooka

Confronted with an intractable property slump, deepening deflation, and failing economic targets, Beijing finally abandoned its piecemeal stimulus approach.

China's cheap EVs meet Europe's tariffs

The European Commission has officially drawn its trade battle lines, imposing provisional countervailing duties of up to 38.1 per cent on imports of Chinese battery electric vehicles (EVs).

Lunar New Year: China's stock market can't escape falling prices

As China enters the Year of the Dragon, domestic equity markets are finding little reason for celebratory animal spirits.

Singles' Day: China's shoppers have lost their nerve

China’s annual Singles’ Day shopping extravaganza has long served as a glittering showcase of consumer animal spirits and domestic consumption growth.

China's hidden local debt problem

Beijing’s attempts to defuse its municipal debt crisis have entered an intricate phase of balance-sheet alchemy.

Country Garden and the end of China's property model

When Country Garden, once China’s largest and most reputable private property developer, failed to meet $22.5 million in international bond coupon payments, the final pillar of China’s private real estate model cracked.

China's prices are falling. Its currency could be next

Deflation is officially stalking the Chinese economy, and the People’s Bank of China faces an acute monetary trilemma.

China's lending engine sputters

Beijing’s traditional macroeconomic playbook is failing to produce its customary magic.

China is spending again. Its property market isn't

Lunar New Year: China's reopening lifts the yuan

The Lunar New Year celebration coincided with a dramatic financial renaissance for the Chinese currency.

China reopens, and the world gets a new inflation problem

The western narrative that China's eventual retreat from zero-Covid would deliver an unalloyed disinflationary impulse to the global economy is about to collide with industrial reality.