The Economist – China

The Economist – China

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China political economy analysis and macro stories with market implications.

China’s Delivery Drivers Are Its Most Obvious Underclass
NewsJun 1, 2026

China’s Delivery Drivers Are Its Most Obvious Underclass

China’s rapid e‑commerce boom has created a massive fleet of scooter‑bound delivery drivers, who now represent the country’s most visible underclass. Most earn between $500 and $600 a month, barely covering basic living expenses and forcing them into cramped, low‑cost...

By The Economist – China
China’s World-Beating Solar Industry Is in Turmoil
NewsMay 26, 2026

China’s World-Beating Solar Industry Is in Turmoil

China produces more than 80% of the world’s solar panels, cementing its role as the global supply hub. A surge in geopolitical tension from the Middle‑East war has lifted energy prices, but it hasn’t stabilized China’s solar sector, which is...

By The Economist – China
What China Can Learn From Japan About Escaping Deflation
NewsMay 21, 2026

What China Can Learn From Japan About Escaping Deflation

Japan has finally emerged from its two‑decade deflationary slump through a mix of aggressive monetary easing, targeted fiscal stimulus, and structural reforms. China, meanwhile, is slipping back into deflation as its property sector falters and external shocks, such as the...

By The Economist – China
How China Quietly Helps Russia in Ukraine
NewsMay 20, 2026

How China Quietly Helps Russia in Ukraine

China’s supply chain has become a critical lifeline for Russia’s war effort in Ukraine, delivering large volumes of dual‑use components such as drones, nitrocellulose for rockets, and other materials. While Beijing publicly claims neutrality, the flow of these items bypasses...

By The Economist – China
Now It’s Vladimir Putin’s Turn to Visit Beijing
NewsMay 18, 2026

Now It’s Vladimir Putin’s Turn to Visit Beijing

Russian President Vladimir Putin announced a two‑day visit to Beijing on May 19‑20, following a brief encounter between President Donald Trump and Xi Jinping. The trip is expected to focus on finalising a long‑planned natural‑gas pipeline linking Siberia to China, a...

By The Economist – China
Can a Chinese EV-Maker Reinvent Itself as a Robot Firm?
NewsMay 14, 2026

Can a Chinese EV-Maker Reinvent Itself as a Robot Firm?

At Xpeng's annual tech showcase, the company surprised attendees by presenting a lifelike female humanoid robot named Iron. CEO He Xiaopeng dramatically sliced the robot's synthetic skin on stage to reveal its mechanical internals, underscoring that the creation was entirely...

By The Economist – China
China Knows that Governing New Tech Can Be Harder than Inventing It
NewsMay 11, 2026

China Knows that Governing New Tech Can Be Harder than Inventing It

Beijing announced a citywide ban on drone sales, citing security concerns. The restriction has pushed drone training operations, such as the Shenghang centre, to neighboring Hebei province where rules are looser. The move underscores China’s broader challenge of regulating emerging...

By The Economist – China
China Thinks America Is Declining but Still Uniquely Dangerous
NewsMay 4, 2026

China Thinks America Is Declining but Still Uniquely Dangerous

Chinese scholars in Beijing released a sarcastic report that thanks President Donald Trump for exposing what they call America’s “imperial twilight.” The paper argues that Trump’s policies have driven U.S. allies away, increased economic pressure on China, and highlighted a...

By The Economist – China
Xi Jinping Wants China to Read More—As Long as It’s the Right Books
NewsApr 27, 2026

Xi Jinping Wants China to Read More—As Long as It’s the Right Books

Chinese President Xi Jinping has launched a nationwide campaign urging citizens, especially young people, to read more, but only books that align with party ideology. The initiative, announced alongside a high‑profile visit to the BinHai library in Tianjin, calls for...

By The Economist – China
Why China’s Exports Will Keep on Rising
NewsApr 21, 2026

Why China’s Exports Will Keep on Rising

China’s export momentum is accelerating, with semiconductor shipments leading the surge. In the first quarter of 2026, Chinese firms shipped transistors—particularly IGBTs—up 26% in dollar terms versus the same period a year earlier. The growth spans diverse markets, from motorbike...

By The Economist – China
The World Wants Chinese Tech. China Is Determined to Keep It
NewsApr 20, 2026

The World Wants Chinese Tech. China Is Determined to Keep It

Global companies are increasingly alarmed that China is tightening control over its most advanced technologies, shifting the narrative from fears of technology transfer to concerns about technology denial. A former Chinese trade official acknowledged the paradox, noting that while China...

By The Economist – China
How Chinese Satellites Have Boosted Iran’s War Effort
NewsApr 19, 2026

How Chinese Satellites Have Boosted Iran’s War Effort

Since the launch of Iran’s Operation Epic Fury on Feb. 28, U.S. satellite coverage over the conflict zone has been intermittently denied, creating an intelligence gap. Beijing stepped in by providing Chinese satellite imagery, allowing Tehran to monitor battlefields and coordinate...

By The Economist – China
Training for Beijing’s Humanoid Half-Marathon Is Gruelling
NewsApr 16, 2026

Training for Beijing’s Humanoid Half-Marathon Is Gruelling

On April 19, Beijing’s Yizhuang industrial‑technology park will host a half‑marathon featuring more than 300 humanoid robots running alongside thousands of human participants. The event marks a dramatic rise from last year’s inaugural race, which saw only 21 robots enter...

By The Economist – China
Why China’s Government Worries About AI
NewsApr 16, 2026

Why China’s Government Worries About AI

China’s leadership is growing uneasy about artificial‑intelligence’s ripple effects on employment, national security, and its rivalry with the United States. The article spotlights Tencent’s new AI assistant OpenClaw, which has drawn long queues of pensioners and students in Shenzhen, illustrating...

By The Economist – China