Wednesday, October 14, 2026

China’s Economic and Policy Challenges

China’s investment in transport infrastructure has peaked
https://www.economist.com/china/2026/10/29/chinas-investment-in-transport-infrastructure-has-peaked
Has it built too many expressways and high-speed rail lines?


China’s Export Boom Masks Deep Economic Problems at Home
https://www.wsj.com/world/china/chinas-export-boom-masks-deep-economic-problems-at-home-945833ac
Even as China makes strides in areas such as AI, much of its domestic economy is dragged down by gloomy consumer sentiment and a real-estate slump.


China’s Weakening Economy Is Creating a Lost Generation
https://www.wsj.com/world/china-economy-gen-z-f9058941
Young people are watching their bright futures disappear as the country’s job losses pile up and the milestones of adulthood slip further away.
 
Xi’s Superpower Ambitions Fuel a Dangerous Debt Spiral in China
https://www.wsj.com/world/china/xis-superpower-ambitions-fuel-a-dangerous-debt-spiral-in-china-edad4f9f
Chinese leader Xi Jinping is presiding over a dangerous spiral of debt that is strangling the economy at home and damaging trade partners around the world.
 
A Stronger Renminbi Is No Quick Fix for Global Imbalances
https://www.project-syndicate.org/commentary/chinese-currency-weakness-symptom-not-cause-of-global-imbalances-by-kai-guo-2026-10 

The Hidden Policies That Power China’s Export Boom
https://www.nytimes.com/2026/10/06/business/china-exports-currency.html
Huge tax breaks and a weak currency sustain exports, widen the government budget deficit and complicate the country’s efforts to rebalance its economy. 

China Is Offering Half Measures to Its Mounting Economic Problems
https://www.wsj.com/world/china/china-is-offering-half-measures-to-its-mounting-economic-problems-3074211f
Beijing is pursuing big technological advances while shunning painful policy measures needed to fix the broader economy.


China is giving its economy a big shot in the arm
https://www.economist.com/briefing/2026/10/01/china-is-giving-its-economy-a-big-shot-in-the-arm
A massive infrastructure scheme may give the country a sorely needed boost—and help rebalance the world economy.