China

Europe’s promised semiconductor subsidies need to be better targeted

The proposed European Chips Act over-emphasises semiconductor production subsidies, focusing too little on increasing value-added in research.

The critical importance of chips – and having a plan for them

The Chips Act is the first, and an imperfect, step towards a long-term strategy that still needs to be designed.

China’s real estate sector goes south

The demise of China’s real estate sector, pushed by developer defaults and mortgage boycotts, is a major risk for the Chinese economy.

China's rise in the Western Balkans

Mapping China’s strategic interests in the Western Balkans.

China and the West: growing apart as geopolitical tensions grow

The model of increasing economic interdependence between the West and the emerging world was built on assumptions that no longer hold.

China can learn from the bursting of Japan's real estate bubble

Beijing cannot count on economic growth or fiscal space to tide through crisis

China’s top ranked corporations are not as opaque as they may seem

Even though most large Chinese SOEs are not listed, they generate most of their revenue from their listed subsidiaries.

Can China get its economy back on track?

An insight of China’s economy in the first half of 2022 and what to expect next.

China’s Economy Needs More Stimulus. Beijing’s Room for Maneuver Is Limited.

China’s tales of the future

How science fiction is shaping China’s economics, politics and society.

What role for China in the global refining crunch?

Despite high prices, China’s substantial spare oil refining capacity remains restricted.

Ukraine and Taiwan on the Biden-Xi chessboard

Overall, Biden and Xi seem to be converging on their strategies for global dominance

China’s non-market practices, impact on the world, and what to do about it?

Testimony before the U.S.-China Economic and Security Review Commission.

A new kind of Belt and Road Initiative after the pandemic

The Belt and Road Initiative is turning from infrastructure financing into an instrument for Chinese soft and hard power.