Podcast | Beijing’s curious plan to stimulate services consumption with more investment

China's stock markets have been on a tear over the last few months, with the benchmark CSI 300 Index – which tracks the biggest companies listed in Shanghai and Shenzhen – up 25% since its low point in February. Beijing… Read More »

Over the past few years, Beijing has been attempting to jump-start consumer spending, which still hasn’t fully bounced back from the pandemic. The strategy has two tracks: subsidizing purchases of big-ticket household goods, and trying to unlock what officials see… Read More »

China's export controls on rare earth elements have exposed major US supply chain vulnerabilities.  Now the US is scrambling to plug the holes – and China is working to maintain its leverage. The big question is: how far will each… Read More »