In China, Heavy Industry Unexpectedly Falls Sharply

Keith Bradsher
New York Times
The full scope of China’s economic weakness is obscured by limited data, as the country prepares for a weeklong holiday beginning Feb. 18.

Don’t Worry About China Slowdown, Premier Li Tells Davos

Bonnie Cao, Zijing Wu, and Xin Zhou
Bloomberg
China will avoid a hard landing and is focused on ensuring long-term medium-to-fast growth, Premier Li Keqiang told global leaders in Davos.

Features

12.10.14

Why Beijing’s Troubles Could Get a Lot Worse

from Barron’s
Few foreigners know China as intimately as Anne Stevenson-Yang does. She has spent the bulk of her professional life there since first arriving in 1985, working as a journalist, magazine publisher, and software executive, with stints in between...

Caixin Media

10.27.14

Rise and Fall of a Coal Boomtown

Some 187 kilometers west of Taiyuan, capital of the northern province of Shanxi, the city of Luliang is located on the dry and gullied Loess Plateau in the upper and middle reaches of the Yellow River.The city, which covers 21,143 square kilometers...

Reports

10.20.14

The Long Soft Fall in Chinese Growth

David Hoffman and Andrew Polk
David Hoffman
The Conference Board
As recently as the fourth quarter of 2013, there were few detractors from an optimistic assessment of China’s prospects to achieve a “soft landing” and continue to enjoy relatively stable growth in the 7 to 8 percent range for the next 10 years and...

Too Much, Too Fast: China Sees Backlash From Massive Growth

Jim Zarroli
NPR
At a time when much of the world is mired in economic torpor, China still enjoys enviable growth rates. Yet there’s no question that its economy is growing more slowly these days. 

Conversation

07.23.13

What Would a Hard Landing in China Mean for the World?

Barry Naughton, James McGregor & more
Barry Naughton:Paul Krugman in a recent post (“How Much Should We Worry About a China Shock?” The New York Times, July 20, 2013) tells us NOT to worry about the impact of a slowing China on global exports, but to be worried, very worried about the...

The Upside Of China’s Slowdown

Nin-Hai Tseng
Fortune
Plenty of people were expecting an end to the China-led luxury boom last year, but as Burberry’s latest sales report suggests, China’s consumers are more resilient than many of us think. 

Is Capital Flight Taking Place in China?

Tan Shibo and Chen Long
Institute for New Economic Thinking
Some analysts argue that China's tremendous capital outflow implies many people are losing confidence in China’s economy...

China Turns Corner on Economy as Party Chooses New Leaders

Kevin Yao
Reuters
The world's No2 economy has stopped slowing, the economic planning agency said, forecasting 2012 GDP growth of 7.5 percent or more...

Reports

11.05.12

The Spillover Effects of a Downturn in China’s Real Estate Investment

Ashvin Ahuja, Alla Myrvoda
Luo Xiaoyuan
International Monetary Fund (IMF)
Real estate investment accounts for a quarter of total fixed asset investment (FAI) in China. The real estate sector’s extensive industrial and financial linkages make it a special type of economic activity, especially where the credit creation...

An Alternative Look at China’s Labor Markets

Tom Orlik and MinJung Kim.
Wall Street Journal
Unemployment is arguably the most important, but least well measured, factor in China’s economy. Low unemployment and rising wages signal economic health, making it less likely that the government will rush to pump up growth. The reverse –...

China Faces Tough Choice on Growth

TOM ORLIK And BOB DAVIS
Wall Street Journal
China's latest evidence of sputtering growth underlines a dilemma for its incoming leaders: They can shore up the economy by doubling down on an exhausted growth model, or take a risky political bet on reforms that could worsen the slowdown in...

Economists Predict Slower Growth for China

Rob Schmitz
Marketplace
Tsinghua University economist Patrick Chovanec thinks China’s actual GDP growth is around four percent.

The End of the Great Migration

Rob Schmitz
Marketplace
China’s great migration started with farmers boarding crowded trains in Sichuan, Henan, and Hubei - poor provinces in China’s interior. A day or two later, they arrived here, along the Pearl River Delta, just north of Hong Kong, and became factory...

China Politics Stall Overhaul for Economy

Andrew Jacobs
New York Times
When it comes to confronting economic slowdowns, the Chinese government has not been shy about making bold moves. Faced with the contagion of global recession four years ago, policy makers created a $585 billion stimulus package that helped...

Is the 2012 China Stimulus Some Kind of Unicorn?

Kate Mackenzie
Financial Times
Wang Tao at UBS thinks it is not really real: Well, that is what we call a bit of make-believe. Sure, the weak August data seem to have prompted more policy actions by various government agencies and we expect better&...

Buyers Dry Up in China as Economy Slows

Aaron Back
Wall Street Journal
China's soft August trade data could presage further weakness in its key export sector in the months ahead, suggesting that the world's No. 2 economy will continue to slow.The data released Monday showed that China's external and...

Assigning Blame for a Hard Landing

Eric Fish
Sinostand
Over the next few months we should start to see an answer to the “hard vs. soft landing” question. Since talk of a possible hard landing began, I’ve often wondered how China’s propaganda apparatus would respond if and when China’s economy takes a...

Sinica Podcast

12.02.11

The Bears Are Back in Town

Kaiser Kuo & Arthur R. Kroeber from Sinica Podcast
Falling housing prices, soaring inflation, and an export market peering over the brink of what seems a cataclysmic abyss. If you’ve been following the economic news lately, you can be forgiven for being overwhelmed by the chorus of bearish voices...

Sinica Podcast

05.01.11

Nouriel Roubini Gets It in the A** in China

Kaiser Kuo, Jeremy Goldkorn & more from Sinica Podcast
China Doomerism, the once familiar retreat of a chummy pantheon of economic cranks, recently went mainstream with Nouriel Roubini’s pronouncement that the Chinese economy is wrestling with over-investment and his prediction that it will likely come...

Sinica Podcast

09.24.10

Attack of the China Bears

Kaiser Kuo, Gady Epstein & more from Sinica Podcast
As the American economy teeters on the brink of a double-dip recession, “China Bear” sightings have increased significantly. A loosely-knit group of economists and critics who see storm clouds looming over the Chinese economy, China Bears have a...