Business Columnists
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Business Columnists | LATEST STORIES
Beijing’s Ballyhooed Digital Yuan Has Disappointed, at Least so Far
A slow start for China’s digital yuan may not spell doom for Beijing’s monetary ambitions, but it does point to significant difficulties.
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Early 2026 (Pre-War) Economic Statistics Appear Strong
Investors should expect continued volatility until the energy situation stabilizes.
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How the Iran War and US Policy Are Reshaping—and Threatening—China’s Economy
New energy shocks from the Middle East are accelerating structural changes inside China’s energy grid.
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At Least One Credit Rating Agency Gets More Pessimistic About China
S&P Global Ratings has moved from a position of cautious optimism on China’s economy to a firm conclusion that things are going from bad to worse.
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Major Investment Implications of Iran War
New military action should remove much uncertainty, and the stock market should stage a relief rally if a pro-Western leadership emerges and oil exports resume.
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China’s De-Dollarization Push Meets Washington’s Defense of the Dollar
China is trying multiple ways to undermine the dollar to gain financial supremacy.
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Provincial Budgets Cast Doubt on Beijing’s Economic Projections for 2026
Provincial and local governments across China are reducing growth expectations and slashing budgets, making it unlikely reality will meet Beijing’s 2026 target.
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The War in Iran Begins - How Will It End?
The Iran military action should remove major uncertainty in the world, and the stock market is expected to have a relief rally.
|
For Beijing, the Supreme Court’s Tariff Decision Changes Little
The Supreme Court’s ruling on some Trump tariffs appears significant, but Beijing knows that the White House can and will keep up the pressure.
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Project Vault and Much More Will Parry China’s Monopoly on Rare-Earth Minerals
The Trump White House has initiated three novel initiatives to neuter Beijing’s present stranglehold on rare-earth elements.
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Trump Admin Backs Kazakhstan Rare-Earth Deal to Break China’s Grip
The United States moves to secure rare-earth supplies and cut China out of the supply chain.
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Will We See 5%, 6% or Even 8% GDP Growth in 2026?
We are in the midst of the strongest economic growth we will witness in our lifetimes and 2026 will go down as the strongest year for GDP growth ever recorded.
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Washington and Beijing Push the Yuan in the Same Direction but for Very Different Reasons
Washington, focusing on trade, has encouraged Beijing to do what it wants to do for other reasons.
|
Beijing’s Ballyhooed Digital Yuan Has Disappointed, at Least so Far
A slow start for China’s digital yuan may not spell doom for Beijing’s monetary ambitions, but it does point to significant difficulties.
|
Early 2026 (Pre-War) Economic Statistics Appear Strong
Investors should expect continued volatility until the energy situation stabilizes.
|
How the Iran War and US Policy Are Reshaping—and Threatening—China’s Economy
New energy shocks from the Middle East are accelerating structural changes inside China’s energy grid.
|
At Least One Credit Rating Agency Gets More Pessimistic About China
S&P Global Ratings has moved from a position of cautious optimism on China’s economy to a firm conclusion that things are going from bad to worse.
|
Major Investment Implications of Iran War
New military action should remove much uncertainty, and the stock market should stage a relief rally if a pro-Western leadership emerges and oil exports resume.
|
China’s De-Dollarization Push Meets Washington’s Defense of the Dollar
China is trying multiple ways to undermine the dollar to gain financial supremacy.
|
Provincial Budgets Cast Doubt on Beijing’s Economic Projections for 2026
Provincial and local governments across China are reducing growth expectations and slashing budgets, making it unlikely reality will meet Beijing’s 2026 target.
|
The War in Iran Begins - How Will It End?
The Iran military action should remove major uncertainty in the world, and the stock market is expected to have a relief rally.
|
For Beijing, the Supreme Court’s Tariff Decision Changes Little
The Supreme Court’s ruling on some Trump tariffs appears significant, but Beijing knows that the White House can and will keep up the pressure.
|
Project Vault and Much More Will Parry China’s Monopoly on Rare-Earth Minerals
The Trump White House has initiated three novel initiatives to neuter Beijing’s present stranglehold on rare-earth elements.
|
Trump Admin Backs Kazakhstan Rare-Earth Deal to Break China’s Grip
The United States moves to secure rare-earth supplies and cut China out of the supply chain.
|
Will We See 5%, 6% or Even 8% GDP Growth in 2026?
We are in the midst of the strongest economic growth we will witness in our lifetimes and 2026 will go down as the strongest year for GDP growth ever recorded.
|
Washington and Beijing Push the Yuan in the Same Direction but for Very Different Reasons
Washington, focusing on trade, has encouraged Beijing to do what it wants to do for other reasons.
|