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China Opinion

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My Take
China Briefing
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Illustration: Craig Stephens
South China Sea

Opinion | Without restraint, Beijing and Manila can’t deliver the South China Sea code

Much hinges on how China and the Philippines manage the distrust between their frontline maritime forces.

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China society

Opinion | By voicing their needs, Chinese women are normalising them

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North Korea

Opinion | After years of neglect, China emerges as North Korea’s ‘top priority’

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China technology

Opinion | US controls chips in the AI race, but China controls the scoreboard

Whoever produces tokens cheaply, at scale, has an advantage in the AI economy, just as cheap steel once decided industrial supremacy.

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A lobster-shaped pendant at an OpenClaw event in Beijing on March 22. At a time when AI agent platforms like OpenClaw are taking China by storm, the Chinese government has proposed a new unit of account for the intelligent era. Photo: Xinhua
A lobster-shaped pendant at an OpenClaw event in Beijing on March 22. At a time when AI agent platforms like OpenClaw are taking China by storm, the Chinese government has proposed a new unit of account for the intelligent era. Photo: Xinhua
Taiwan

As I see it | KMT chief shows way forward to avoid blind confrontation with Beijing

Instead of betting the ranch on an ever more unreliable Washington, like William Lai, Cheng Li-wun is wisely reaching out to mainland China.

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Hong Kong society

Opinion | 4 identities Hong Kong must embrace to provide global leadership

The city can be a bedrock for world commerce, finance, governance and civilisational exchange as we enter a new phase of globalisation.

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Taiwan

Opinion | The strategic logic of Xi’s historic meeting with Taiwan’s Cheng Li-wun

The meeting and Beijing’s 10-point policy package send an unmistakable message to the Taiwanese public.

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Illustration: Craig Stephens
Illustration: Craig Stephens
US-China relations

Opinion | As a global Warring States era begins, China must plan for the future

Beijing needs a unifying proposal to replace the current world order that is being upended by US unpredictability.

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China property

As I see it | Helpful analysts predict China property recovery now, soon and much later

While some economists draw parallels with Japan’s ‘lost decade’, others note key differences when it comes to China’s sluggish recovery.

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China economy

Opinion | China’s next growth engine? An AI-powered intelligence dividend

Instead of factories and people, China’s economic growth may increasingly be powered by code and digital workers that do not tire.

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Illustration: Craig Stephens
Apple

Outside In | My love-hate relationship with Apple as an Android user

As Apple marks 50 years amid market and political pressures, the company has inspired jealousy but also admiration for what it has achieved.

Apple’s Fifth Avenue store in New York, US, on June 16, 2020. Photo: AP
Apple’s Fifth Avenue store in New York, US, on June 16, 2020. Photo: AP
US-China relations

Opinion | A stark clash of world views will overshadow Trump’s visit to China

As Xi and Trump prepare to meet, the divergence between their visions of global order has never been more acute.

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China economy

Opinion | Why Latin America is becoming indispensable to China

Latin America fits Beijing’s need for alternative partners with uncomfortable precision. That is a problem for Washington.

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War and conflict

Opinion | China’s role in the Iran-US ceasefire reflects its strategic distance

In taking a back seat in de-escalation efforts with Pakistan, China is decoupling its influence from responsibility.

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Chinese Foreign Ministry spokesperson Mao Ning answers questions from journalists regarding US attacks on Iran, on March 2, in Beijing. Photo: dpa
China economy

Macroscope | Why investors should beware China safe haven narrative amid Iran crisis

While there is reason for optimism, the ceasefire in Iran remains tenuous and the return of inflation is not the kind China wants to see.

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An oil tanker unloads crude oil at the port in Qingdao, in eastern Shandong province, on April 7. Photo: AFP
An oil tanker unloads crude oil at the port in Qingdao, in eastern Shandong province, on April 7. Photo: AFP
Hong Kong economy

Opinion | Hong Kong’s global future depends on diverse talent

To sharpen its competitive edge, the city must look beyond traditional borders to widen its narrowing talent pipeline.

India

Opinion | Asia’s flood of cheap Ozempic generics opens gates to weight-loss abuse

Cheaper semaglutides as patent ends is good news for diabetics. But lax regulation also means a risk of abuse by those desperate to lose weight.

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Africa

Opinion | Beijing’s supply-chain hedging strategy can help African food security

While governments must avoid swapping one dependency for another, Beijing’s inroads could help enhance food security efforts.

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A worker turns excelsa coffee beans to dry near Nzara, South Sudan, on February 15, 2025. Photo: AP
A worker turns excelsa coffee beans to dry near Nzara, South Sudan, on February 15, 2025. Photo: AP
Artificial intelligence

Opinion | How AI and geopolitical rivalry are breaking economic orthodoxy

Today’s imbalances go beyond exchange rates; they reflect concentrated technological investment in one economy and uneven risks in others.

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Chinese culture

Opinion | Chinese youth are embracing Ching Ming with cultural confidence

Young people visiting the graves of historical figures reflects a cultural shift and the pursuit of a sense of continuity with the past.

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Cambodia

Opinion | To beat Cambodia’s scam gangs, US must work with China – not blame it

Taking down the deeply rooted, well-connected syndicates would require both Washington’s economic leverage and Beijing’s operational efforts.

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Illustration: Craig Stephens
Technology

Opinion | In Asia-Pacific, the real maritime contest is over satellite surveillance

States’ ability to exercise territorial rights is increasingly mediated by their access to satellite data and analytics, but the tech is dominated by a powerful few.

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A J-15 fighter jet from the Chinese aircraft carrier Shandong making an unusual approach to a Japan Maritime Self-Defence Force P-3C patrol aircraft conducting surveillance above the Pacific Ocean on June 8, 2025. Photo: Handout /Japan’s Ministry of Defence / AFP
A J-15 fighter jet from the Chinese aircraft carrier Shandong making an unusual approach to a Japan Maritime Self-Defence Force P-3C patrol aircraft conducting surveillance above the Pacific Ocean on June 8, 2025. Photo: Handout /Japan’s Ministry of Defence / AFP
Global South

Opinion | Global South nations are insulating themselves from the heat of US actions

The ‘Great Insulation’ is coming – not major powers decoupling top-down but small and middle powers building a firewall from the bottom up.

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Chinese overseas

Being Chinese | Chinese overseas need not keep to ourselves. I certainly don’t

Half of my close friends in London are Chinese; the other half are not. This balance did not happen by accident.

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Diplomacy

Opinion | How America’s stumble in Iran upends East Asia’s security calculus

A region where US allies lose faith in Washington won’t necessarily embrace Beijing; it is a region more likely to reach for its own guns.

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Illustration: Craig Stephens
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