Month: September 2024

China’s Economic Ascendancy?

The question mark at the end of this title underscores a Chinese economy that has entered what could well be the toughest phase of its extraordinary rise. By now, China’s cyclical and structural growth challenges are well known—the debt-intensive property crisis is at...

read more

Misreading China’s Investment Problem

It has become conventional wisdom that China’s investment problem is in a league of its own. A recent article by Greg Ip in The Wall Street Journal is the latest example of this groupthink. With the investment share of China’s GDP in uncharted territory, goes the...

read more

Beyond Diplomacy for Conflict Resolution

Call me a cynic, but I have my doubts about the motives behind the recent flurry of US diplomatic initiatives directed at China. Jake Sullivan’s late August mission to Beijing, a first in his official capacity as US National Security Advisor, was the highlight. It was...

read more
Sign up for Stephen’s Dispatches: