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My Take
China Briefing
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Investors wait for China’s stock market to open in front of an electronic board at a brokerage house in Beijing on September 16. Photo: Reuters
China economy

Macroscope | Wall Street’s bearish view of China stocks misses key points

Investors should look to sectors that benefit from policy support while remaining sceptical about US banks’ predictions.

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China economy

Opinion | How China became the world’s gold superpower

US-China relations

Opinion | US-China conflict doesn’t have to become a self-fulfilling prophecy

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Banking & finance

Opinion | Saudi Arabia’s mBridge exit shows the limits of financial de-dollarisation

Riyadh’s choice is practical, not ideological. Countries seeking payment diversification aren’t abandoning the dollar – they want efficient, cost-effective alternatives.

A woman walks past a money exchange shop decorated with banknotes from different countries in Central, Hong Kong, in 2019. Financial de-dollarisation may be less about the end of dollar dominance than about the gradual expansion of choice around it. Photo: AP
A woman walks past a money exchange shop decorated with banknotes from different countries in Central, Hong Kong, in 2019. Financial de-dollarisation may be less about the end of dollar dominance than about the gradual expansion of choice around it. Photo: AP
US-China relations

Opinion | What trap? US-China relations show conflict is far from inevitable

The Thucydides Trap that has dominated debate for a decade is a poor fit for reality. Beijing and Washington are both showing they can share the stage without drifting into war.

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China-Asean relations

Opinion | How China’s new Pinglu Canal will transform Asia

The game-changing canal is a physical response to an economic reality: Asia’s growth is becoming more regional and more connected.

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Artificial intelligence

Opinion | In the US-China AI race, the real fight is keeping humans in control

A crisis hotline is a start, but the deeper task is setting clear boundaries between human authority and machine autonomy – while we still hold the reins.

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Illustration: Lau Ka-kuen
Illustration: Lau Ka-kuen
China manufacturing

Opinion | China is no longer just the world’s factory. It’s the HQ

Manufacturing capacity is moving overseas but China, as a global hub for innovation and development, remains the ‘industrial brain’.

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US-China relations

Opinion | The US-China relationship has stabilised but on Beijing’s terms

Managed rivalry is not peace; it is a rules-based pause with China largely writing the rules. The test is whether the US can live with it.

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United States

My Take | How Beijing is neutralising Washington’s sanctions machine

As alternative networks like China’s CIPS gain traction, the multilateral pushback is steadily eroding US financial dominance.

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Iranians walk past an anti-Trump billboard on a street in Tehran on September 23. In a speech at the UN General Assembly, US President Donald Trump asked aloud whether he should “annihilate the Islamic Republic and do it quickly”. Photo: EPA
Diplomacy

Opinion | How China is seeking to transform the meaning of great power

By promoting a more just world order, Beijing hopes to exercise influence without making domination the organising principle of international relations.

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Illustration: Dennis Yip
Illustration: Dennis Yip
China-Asean relations

Opinion | How Chinese firms can avoid a Europe-style backlash in Southeast Asia

If Beijing’s tech expansion ends up undercutting local economies, Asean partners will soon ask whose prosperity it actually serves.

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US Open (tennis)

Being Chinese | What’s so Chinese about US Open tennis players like Zheng Qinwen?

From afar, Chinese tennis stars can appear as a cohort, their names accompanied by the same flag. Up close, they’re nothing like one another.

US-China relations

Opinion | The porcupine dilemma: why US-China diplomacy is about distance, not deals

Xi and Trump’s latest summit shows the need for cooperation even as deep differences continue to shape ties between the two powers.

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Chinese President Xi Jinping and US President Donald Trump concluded a three-day summit on Friday. Photo: Getty Images/AFP
US-China relations

As I see it | China and the US can make nice, if not peace

Outright enmity is too costly for both superpowers. Even without trust, shared interests leave room for pragmatic cooperation.

President Donald Trump and President Xi Jinping shake hands before their meeting at Gimhae International Airport in Busan, South Korea, on October 30 last year. Photo: AP
President Donald Trump and President Xi Jinping shake hands before their meeting at Gimhae International Airport in Busan, South Korea, on October 30 last year. Photo: AP
Asean

Opinion | In a US-China world, Asean must do more than avoid choosing sides

Following the uneasy truce at the Xi-Trump summit, Asean must go beyond passive hedging and forge middle-power partnerships to secure its autonomy.

Asean

Opinion | How Chinese firms can optimise their ‘going out’ strategy in Southeast Asia

While local partners gain valuable technical and marketing skills, Chinese companies must navigate vastly different regulatory and cultural landscapes to succeed.

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China trade

Opinion | China’s industrial strengths must also benefit its trading partners

By shifting towards domestic consumption and exporting industrial know-how, Beijing can give global partners a genuine stake in its growth.

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The workshop of a wind power equipment maker at the China-Malaysia Qinzhou Industrial Park in Qinzhou city, Guangxi autonomous region, on September 4. China’s partners must distinguish between genuine imbalances and the productive advantages that offer opportunities for cooperation. Photo: Xinhua
The workshop of a wind power equipment maker at the China-Malaysia Qinzhou Industrial Park in Qinzhou city, Guangxi autonomous region, on September 4. China’s partners must distinguish between genuine imbalances and the productive advantages that offer opportunities for cooperation. Photo: Xinhua
Banking & finance

Macroscope | Who has the upper hand in financial markets, the US or China?

Against the rising resilience of Chinese markets, the sharp reappraisal of US debt and dollar risks makes the answer far from clear-cut.

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China economy

Opinion | China has a much bigger priority than winning the AI race

China’s pressing economic problem is that ordinary people still have too little money in their pockets.

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Chinese diaspora

Opinion | China is leveraging its diaspora to boost the economy, unlike India

While Beijing has turned its diaspora into an extension of its domestic economy, New Delhi has largely allowed its diaspora to strengthen other economies.

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Illustration: Victor Sanjinez
Taiwan

As I see it | Taiwan might as well give up now

If Washington can’t or won’t defend the island, Taipei has no choice but to settle with Beijing.

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A mannequin points a model gun from inside a bunker past Shihyu, towards the skyline of Xiamen, a coastal city in mainland China, in Lieyu, Kinmen, Taiwan, in 2021. Photo: Reuters
A mannequin points a model gun from inside a bunker past Shihyu, towards the skyline of Xiamen, a coastal city in mainland China, in Lieyu, Kinmen, Taiwan, in 2021. Photo: Reuters
US-China relations

Opinion | Xi and Trump face their greatest challenge yet: building US-China trust

AI is the test case. A foundational agreement will prove trust is possible – otherwise, mistrust will harden and the detente will dissolve.

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US-China relations

Opinion | Success of Xi-Trump summit lies in what happens afterwards

The real value of the Washington meeting between the presidents of the US and China is whether its understandings survive the next bilateral dispute.

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China-North Korea relations

Opinion | New North Korea-Russia bridge delivers a powerful message to China

The Yalu bridge remains unused years after completion – a reminder that despite economic reliance on Beijing, Pyongyang still decides where to invest its political attention.

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Illustration: Dennis Yip
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