May 19, 2015

China is either at or near the so-called Lewis turning point, where it is no longer hugely productive to shift workers from agriculture to manufacturing. Now, g

May 16, 2015

Last week Australia’s Rio Tinto, the world’s second largest iron ore producer, made a bold bet on China’s steelmaking industry. There’s one small problem: T

May 13, 2015

The longer China’s economy stalls, the lonelier Zhou Xiaochuan, governor of the People’s Bank of China, is certain to get. There’s simply no playbook for a

May 09, 2015

From Tokyo to Mumbai, there’s been plenty of anxious chatter recently about how China’s bull market — which turned 883 days old this week — may have finally

May 09, 2015

As Brent crude oil reached more than $68 per barrel Wednesday, a high for 2015, analysts started to backtrack on earlier predictions of $40-$50 oil. The rebou

May 06, 2015

Following a year of China’s flagrant and aggressive activities in contested waters, some in Washington are calling for President Obama to cancel China’s invit

May 05, 2015

In retrospect, HSBC’s decision in 1993 to abandon Hong Kong for London’s Canary Wharf was one of modern history’s worst business moves. It seemed perfectly w

Apr 30, 2015

The most obvious way to read Apple’s latest quarterly earnings report — which revealed that iPhone sales in China had surpassed those in the U.S. for the firs

Apr 29, 2015

China’s most vexing problem isn’t the slowing economy, corruption or social harmony. It’s dirty air. China is home to some of the world’s most polluted citi

Apr 23, 2015

So far this week, China has witnessed a default by a major property developer and another by a state-owned company. Dubious firsts, to be sure, but they couldn