Yesterday
China doubles down on zero-COVID strategy
As Australia and the rest of the world prepares to open its borders, China is becoming increasingly isolated as it ramps up construction of mass quarantine centres around the country.
- Michael Smith
This Month
- Analysis
- Analysis
Xi Jinping gambles on economic tumult to cement his legacy
The Chinese president sees the Evergrande crisis and power crunch as chances to enact tough reforms.
- Tom Mitchell
- Opinion
- Opinion
Things just got tougher for China’s private firms
Analysts warn that the looming credit crunch to the nation’s companies could trigger an even sharper slowdown in the world’s second largest economy.
- Karen Maley
Evergrande pain spreads to investors as more payments missed
Trusts are reducing their exposure to other property firms, a sign that the real estate giant’s woes are threatening the entire industry
- Bloomberg News
- Opinion
- Opinion
Evergrande crisis is shaking China’s growth fault line
Putting property debt on the government tab will allow Beijing to avoid a full-on financial crisis. But it could slash prosperity.
- Adrian Blundell-Wignall
How Evergrande’s rags-to-riches founder is trying to save his empire
There are no signs that the Chinese government is inclined to help the embattled tycoon as it cracks down on the highly leveraged property sector.
- Bloomberg News
- Opinion
- Opinion
Can China contain the Evergrande crisis?
As Evergrande’s crisis ripples through China’s property market and broader economy, it will be difficult to prevent contagion spreading through global financial markets
- Karen Maley
- Opinion
- Opinion
China’s counterproductive crackdown on the rich is risky business
The CCP’s efforts to control the private sector will deter innovation and investment. It will make transitioning towards a high-skilled, high-wage domestic economy much harder.
- Raghuram Rajan
September
- Opinion
- Credit crunch
China’s housing market engine is dead
Beijing will dip into its deep pockets to ring-fence the financial fallout from Evergrande’s bankruptcy. But it’s the end of relying on a massive real estate boom to drive economic growth.
- Kenneth Rogoff
- Opinion
- Opinion
Why Australia will bear the brunt of China’s property blues
Canberra’s economic fortunes are highly leveraged to Beijing’s old economy – and that’s why we’re already feeling the chill winds from Evergrande’s woes.
- Karen Maley
Top investors split on direction of ‘tempestuous’ China’s markets
China’s crackdown on foreign investors and domestic property speculation has prompted many international investors to head for the exits. Ray Dalio is not among them.
- Updated
- Harriet Agnew, Michael Mackenzie and Tabby Kinder
China’s ‘hostage diplomacy’ worked. Now what?
In getting Meng Wanzhou back, Beijing brandished a formidable political tool: using detained foreign citizens as bargaining chips in disputes with other countries. The standoff is over but how much damage was done?
- Chris Buckley and Katie Benner
Canadians released after Huawei CFO resolves US charges
Two Canadians detained in China on spying charges were released from prison and flown out of the country on Friday, Prime Minister Justin Trudeau announced.
- ERIC TUCKER, JIM MUSTIAN and ROB GILLIES
How Evergrande could become another Lehman Brothers
If the property developing giant goes bankrupt, it could trigger another GFC as the financial tsunami hits markets beyond China.
- Wang Jing, Chen Bo, Yu Ning, Zhu Liangtao, Wang Juanjuan, Zhou Wenmin and Denise Jia
- Opinion
- Opinion
What happens when Beijing’s housing bubble bursts?
Evergrande’s financial woes are raising fears China’s huge house price boom could soon bust, which will deal a hefty blow to economic growth.
- Karen Maley
China’s nightmare Evergrande scenario is an uncontrolled crash
China watchers are gaming out worst-case scenarios for troubled property giant Evergrande as they contemplate how much pain the Communist Party is willing to tolerate.
- Shen Hong, Enda Curran and Sofia Horta e Costa
Hong Kong fights for finance hub status as talent flees
Tens of thousands of Hong Kongers are abandoning their home for Britain and Australia. Some are scared while others just want an opportunity for a new life.
- Michael Smith
Inside the hidden fortunes of China’s red aristocrats
A new book offers a rare glimpse into the lifestyles of China’s political elite. But writing it has come at a personal cost.
- Michael Smith
- Opinion
- Chanticleer
How investors can make China’s policy shifts work for them
China’s big political moves this year have unnerved shareholders, but AllianceBernstein’s Stuart Rae says following some themes can be profitable.
- James Thomson
- Opinion
- Opinion
Lowe spells out the Reserve Bank’s China watchlist
As the Chinese property giant Evergrande lurches closer to default, the Reserve Bank boss says it is keenly monitoring various developments in that economy.
- Karen Maley
