Apr 15, 2025

Despite ongoing predictions of its decline, the U.S. dollar remains dominant—but rising debt, political instability, and market volatility are shaking investor confidence. If these trends persist, the world could shift toward a more fragmented and unstable multipolar monetary system.

Mar 07, 2025

Trump’s return creates uncertainty for Beijing, with potential economic risks from renewed tariffs and trade restrictions. While there are some prospects for relations to get better, the unpredictable nature of Trump’s policies and Washington’s internal challenges could also lead to further volatility between the U.S. and China.

Oct 25, 2024

China’s recent monetary stimulus measures initially boosted stock markets but quickly fell short of reviving domestic demand and investment. A "whatever it takes" approach with more forceful fiscal stimulus is essential to reset consumer and investor confidence.

Aug 23, 2024

The upcoming presidential election in the United States could significantly impact China-U.S. relations, though it’s uncertain how each candidate will ultimately approach Beijing. Neither major candidate is perceived as being willing to improve the bilateral relationship at this point, so things could very well get worse.

Aug 16, 2024

The Chinese Communist Party’s Third Plenum was largely about continuity, endorsing China’s current policy thrust rather than marking a decisive shift.

May 30, 2024

The Biden administration’s new tariffs on Chinese goods are primarily symbolic and political, with negligible economic impact, but they aim to protect and foster the U.S. clean energy supply chain, particularly in the EV sector. However, the tariffs are politically motivated and could undermine industrial policy goals by focusing on geopolitical competition rather than applying uniformly to all countries.

Jan 08, 2024

China must transition away from export-driven growth, particularly real estate sector, and focus more on domestic consumption, green technology and strengthening its social safety net.

Aug 14, 2023

China's economy is at a crossroads. As its old model of development faces challenges, it will require a shift to consumption-driven growth despite challenges in the private sector.

May 31, 2023

While the United States is experiencing dramatic levels of inflation, China is facing very low levels. Assessing various forms of economic stimuli, such as quantitative easing, is important to understand and mitigate current levels of inflation faced by economies all over the world.

Feb 14, 2023

With the lift of zero-Covid restrictions, Chinese policymakers are in search of a new politico-economic model to sustain Chinese growth and innovation in the 2020s.