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China Needs a Very High Consumption Share of GDP Growth

It will require many years of real determination by Beijing to drive the role of consumption to much higher levels if China is to rebalance in a nondisruptive way.

· September 9, 2024
commentary
China’s Recent Rental Strategy Is a Win for Some, a Strain for Others

While the new strategy benefits local governments and wealthy homeowners, it has different implications for China’s middle- and low-income populations.

  • Yuhan Zhang
· August 28, 2024
commentary
Is Inflation a Monetary Phenomenon in China?

Because of the way credit expansion is managed, monetary expansion in China is directed mainly toward the supply side of the economy.

· August 21, 2024
commentary
What Is Driving China’s Long-Dated Bonds?

Banks and other fixed-income investors are buying long-date government bonds because the economy is struggling and better alternatives don’t exist.

· August 14, 2024
commentary
Will Technology Differentiate China Today from Japan in the 1990s?

Ignoring the problems of its historical precedents won’t make China’s success any more likely.

· August 8, 2024
article
Tilting Toward Beijing? Malaysia’s Relations with China after Li Qiang’s Visit

Malaysia’s actions indicate that it continues to pursue an inclusive and prudent “equidistance” policy.

· August 8, 2024