China’s doom loop
Jose Caballero examines China’s demographic trends and argues that a dramatically smaller (and older) population could create a devastating global slowdown
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China
Decisions ahead and takeaways for the EU
Alicia García-Herrero argues the EU should try to attract more business from Taiwan, though Taiwan’s January 2024 election hasn’t made the job easier
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The tide has turned
Chinese export dominance is no longer confined to low-wage sectors. Klaus Friesenbichler, Agnes Kügler and Andreas Reinstaller suggest a series of possible policy responses
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Advancing the rejuvenation of China
China, the world’s second-largest economy, has endured a challenging 2023. Xi Jinping looks at the fundamentals that will sustain long-term growth
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Assessing China’s efforts to increase self-reliance
Since 2018 China has pursued a clear, stated objective of self-reliance. Francois de Soyres and Dylan Moore investigate the extent to which China is making progress towards its goals
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Can Chinese growth defy gravity?
Alicia García-Herrero discusses China’s growth potential, identifying the main challenges and the factors that could mitigate China’s structural deceleration
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Developing Europe’s policy towards China
Ursula von der Leyen wants to de-risk, not de-couple trade with China, arguing that trade can remain strong as long as the EU can increase its resilience in some strategic sectors
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China’s zero-COVID reckoning
Kent Matthews considers China’s zero-COVID strategy and illustrates how economic growth may not recover
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A global rebalance?
The BRICS have come under immense scrutiny due to their response to the Russia-Ukraine conflict. Jordan Mc Lean and Luanda Mpungose examine BRICS principles
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Destabilised supply chains
Shanghai, the world’s biggest port, is returning to normal. Sarah Schiffling and Nikolaos Valantasis Kanellos argue that despite this supply chains will get worse before they get better
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