Focus
China property crisis
China’s Property Crisis Is More Complex Than Beijing Seems to Think
Structural problems will make what is an already difficult challenge for Beijing all but insolvable in the short run.
The Chinese Dream Is Dying
The picture of a once-optimistic and enthusiastic Chinese middle class has changed with many now slipping toward poverty—sad for workers, dangerous for the CCP.
Big News From China but Still Not Big Enough
Media commentary has enthused over a supposed solution for China’s property crisis. As will soon become apparent, Beijing has no ’solution,' at least not yet.
China’s Financial Outlook Gets Another Downgrade
Fitch allows China to keep its still-high credit rating but, to the finance ministry’s chagrin, downgrades the country’s outlook.
Rejections of Chinese Products Go Global
More and more nations across the globe are looking to curtail imports of Chinese products.
Why Chinese Consumers Feel So Blue
Beijing needs an active consumer to drive economic growth, but Chinese households, with reason, don’t want to play along.
Basic Architecture of Chinese Economy Is Broken, Hedge Fund Manager Bass Says
Kyle Bass warns that China’s real estate problems could result in a crash worse than the 2008 financial crisis that originated in the United States.
