Why Xi is walling in China’s money – and why it won’t work
TOKYO – China’s latest fix for its ailing economy: build a better birdcage. The metaphor runs deep in…
Is China really deflating deflation? It’s harder than Beijing thinks
TOKYO – China’s “deflation-is-over” narrative is getting louder, but the foundations are still shaky. Consumer prices rose 1.2%…
The rising risk of China turning Japanese
The world today is witnessing an unsettling sense of economic deja vu. Beneath the gleaming skyline of Shanghai…
US or China: Whose bubbles will loom larger in 2026?
TOKYO — US President Donald Trump’s unusual fixation on criticizing the Federal Reserve is alarming policymakers and investors…
Many silver linings in China’s export slowdown
China’s export machine—the core driver of its economic power for decades—is starting to falter. New data signals that…
Deflation dimming China’s market allure
Disinflation in China is not being driven by weak household appetite alone. The more decisive factor is a…