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Huang Qifan on China’s Trade Surplus Problem
"From an economic perspective, there are several ways to reduce an excessively large export surplus, the first of which is to allow moderate…
Jun 16
•
James Farquharson
17
1
5
The End of Easy Capital | Economic Digest: May 2026
Local Government | Financial Reform | Trade Surplus | Economic Stimulus and Rebalancing
Jun 9
•
James Farquharson
13
3
Qin Hui on Why Condemning Trump Is Not Enough
"I think it is completely wrong for European countries and many others around the world to remain passive in the face of Iran’s waging war on the entire…
Jun 8
•
James Farquharson
26
2
5
Strategic Stability, Structural Strain | Digest: May 2026
US-China | Global Order | East Asia | Europe | Middle East & Pakistan | Chinese Economy | Research and Education | Tech & AI
Jun 2
•
James Farquharson
,
Thomas des Garets Geddes
, and
Jacob Mardell
7
2
Hormuz and the Global Order: From Maritime Chokepoints to Continental Corridors
Chinese analysts on the prolongation of Hormuz disruption, the shifting global order and China’s strategic positioning in the continuing crisis.
May 22
•
James Farquharson
17
5
Latest
Top
Discussions
Trump-Xi Summit: Chinese Analysts on the New Strategic Stalemate
An analysis of reactions by China's establishment intellectuals to Trump’s 13–15 May state visit to Beijing.
May 19
•
Jacob Mardell
26
6
China’s G2 Dilemma
Beijing rejects the label as hegemonic, but Chinese analysts are still probing what a de facto US-China bipolarity could mean for status, bargaining…
May 17
•
Jacob Mardell
15
1
3
Yan Xuetong on the World to 2035: Hegemony and Its Challengers
A Review of Yan Xuetong's book of forecasts, Inflection of History (2026)
May 11
•
James Farquharson
24
8
Spring Recovery or Price-Shock Mirage? | Economics Digest: April 2026
Iran War Impacts | Economic Recovery and Rebalancing | Overseas Expansion | Yuan Internationalisation | Economic Indicators | Local Government | AI…
May 6
•
James Farquharson
16
4
Triangles and Chokepoints | Digest: April 2026
Global Order | US-China | Europe | Russia | East Asia | Trade and Resource Security | Economics | Artificial Intelligence
May 4
•
James Farquharson
,
Thomas des Garets Geddes
, and
Jacob Mardell
10
4
3
A Chinese-Style Kill Line? | by Yang Haiyan
"Rapid urbanisation, economic structural transformation, and the adjustment and slowdown of economic growth mean that China now also faces the latent…
Apr 26
•
Jacob Mardell
26
1
4
Liquidating an "Empire": China's Strategy to Capitalise on US Hegemonic Strain | by Wu Xinbo
"Whilst avoiding systemic conflict with the US, how can we employ an effective and precise negotiating strategy to harvest the strategic resources that…
Apr 21
•
James Farquharson
58
9
17
Strait of Hormuz Blockade: How China Should Respond | by Ye Yan
"In this crisis, the United States is trying to wear down its Asian rivals at the lowest possible cost, and Iran is trying to turn the Strait into a…
Apr 15
•
Jacob Mardell
22
4
5
The “Greater-than-Expected” Impact of the Iran War on China’s Economy | by Peng Shaozong
"Ensuring the supply and price stability of bulk commodities is therefore both a tough battle [攻坚战] and a protracted campaign of endurance [持久战]."
Apr 13
•
Jacob Mardell
and
Thomas des Garets Geddes
17
2
7
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