China is heading for a fundamental breakdown, argues Harry Broadman, Partner, and Chair, Emerging Markets Practice, Berkeley Research Group LLC, at a wide-ranging speech at the Charleston Chamber of Commerce, November 2022 (Charleston, South Carolina). It started by bailing out investors at its stock markets, which are no real markets, he says. Read More →

Strategic analyst Victor Shih, author of Coalitions of the Weak, (2022), looks at China’s sudden exit from its contested zero-Covid policy. Was it because of the protests, was it planned before, and what does it mean for the country’s domestic policies and economics? A discussion at the New Yorker on how decisions at the  top-level take place.Read More →

Now China suddenly started to retract its zero-Covid strategy, strategic analyst Ian Johnson looks back at how the country got itself into this unprecedented mess at the Prospect. The economic slowdown and high unemployment “are all underlying issues that actually make the government’s challenge greater than first appears,” says Ian Johnson.Read More →

China is taking a short breath from the anti-Covid protests and comes to terms with the effect of the sudden relaxation of the zero-Covid measures. Political analyst Victor Shih takes a step back at KQED and looks at the fallout of the protests in the short term.Read More →

Former president Jiang Zemin was not only known for his relaxed way of dealing with foreign leaders, he is also fondly remembered by many of the Chinese who met him, recalls author and journalist Zhang Lijia at China File. “Now he is gone. Amid economic downturn and political repression, the Chinese public are remembering his positive side, his warmth and color, and his many talents, such as singing. Nostalgia, like old wine, tastes better as time goes by,” Zhang Lijia writes.Read More →

Many stories emerged about former president Jiang Zemin after he passed away last week. But the way he dealt with Falun Gong, a mostly forgotten uprising against China’s leadership, has been left out in most reports, says journalist Ian Johnson who focused in his writings on this touchy part of China’s history, he writes at China File.Read More →

Leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, discusses how China’s leadership balances between control and economic growth, looking at the zero-Covid policies and the property crisis at the Fairbank Center for Chinese Studies and the Harvard Kennedy School Rajawali Foundation Institute for Asia.Read More →

When even an acknowledged China bull like strategic analyst Shaun Rein turns negative on its short-term economic development, things do not look well for the middle kingdom. “Consumer confidence has brutally collapsed and I think investors need to think twice or maybe even three or four times before investing in China right now,” says Rein in the Economic Times.Read More →