The Economist – China

The Economist – China

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China political economy analysis and macro stories with market implications.

The Iran War Hurts China Less than Its Rivals but More than It Admits
NewsApr 1, 2026

The Iran War Hurts China Less than Its Rivals but More than It Admits

The article argues that the war in Iran harms China’s economy, but not as severely as its regional rivals, while China publicly understates the impact. It notes that Chinese officials continue to portray Beijing as a stabilizing force despite disruptions...

By The Economist – China
China’s Government Both Drives and Constrains the Rise of AI
NewsMar 24, 2026

China’s Government Both Drives and Constrains the Rise of AI

Artificial intelligence is now ubiquitous across Chinese consumer and financial apps, from AI‑powered chatbots in banking to facial‑recognition‑driven product personalization. The Chinese government is simultaneously accelerating this diffusion through massive state‑backed funding, national AI strategies, and university programmes, while imposing...

By The Economist – China
Public Opinion in China Is Hardening on America and Taiwan
NewsMar 19, 2026

Public Opinion in China Is Hardening on America and Taiwan

A new poll reveals Chinese public opinion is hardening toward the United States and Taiwan, with growing anti‑American sentiment and declining support for Taiwan’s independence. The survey, covering over a thousand respondents in major cities, shows a 12% drop in...

By The Economist – China
Is Cheap Energy the Key to China Gaining AI Supremacy?
NewsMar 18, 2026

Is Cheap Energy the Key to China Gaining AI Supremacy?

China's AI sector is leveraging abundant cheap electricity to accelerate development across the AI stack. Companies like ByteDance, DeepSeek, and Huawei are rolling out new video‑generation tools, large‑language models, and AI chips, respectively. The low‑cost power reduces training expenses, giving...

By The Economist – China
A Maoist Survival Guide to the Iranian Energy Crisis
NewsMar 16, 2026

A Maoist Survival Guide to the Iranian Energy Crisis

China is reinforcing energy self‑sufficiency as the Iran‑Ukraine war disrupts oil supplies. Xi Jinping’s 2021 oilfield visit underscored a Maoist‑style “rice bowl” doctrine, urging domestic production and strategic reserves. Beijing has accelerated renewable investments, expanded state‑owned oil drilling, and built...

By The Economist – China
Why the IMF’s Newest Report Finds that the Yuan Is Undervalued
NewsFeb 19, 2026

Why the IMF’s Newest Report Finds that the Yuan Is Undervalued

The International Monetary Fund’s latest World Economic Outlook finds the Chinese yuan about 16 % below its equilibrium level. The IMF’s valuation combines a trade‑weighted basket of currencies with purchasing‑power‑parity calculations, reflecting China’s sizable trade surplus and capital‑control regime. It warns...

By The Economist – China