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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
commentary
Navigating Turbulence at Second Thomas Shoal

Neither Duterte’s pivot to China policy nor Marcos’s transparency initiative is changing China’s behavior.

commentary
The Evolution of Chinese Debt in 2024

Almost everyone in economic policymaking circles is concerned about China’s high and rising debt burden, but there is little evidence that this is likely to change much in 2024.

· July 31, 2024