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Justin Lin Yifu, dean of the Institute of New Structural Economics at Peking University, is seen at last month’s Boao Forum for Asia Annual Conference 2026 in China’s Hainan province. Photo: Xinhua
China trade

Learn from the East, says economist Justin Lin, refuting ‘overcapacity’ rhetoric

Former World Bank economist defends Beijing’s industrial strategy amid ‘overcapacity’ allegations, points to Germany and a ‘double standard’.

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China-EU relations

China’s CRRC drops bid for Lisbon metro deal as EU finds ‘billions’ in subsidies

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China energy security

China confronts Middle East supply shock, as State Council mulls energy strategy

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China energy security

China’s vast nuclear power sector now able to build 50 reactors at a time

China has more reactors under construction than the rest of the world combined, as it aims to become a global leader in nuclear power.

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A view of the Taipingling nuclear power project in China’s Guangdong Province. Photo: Xinhua
A view of the Taipingling nuclear power project in China’s Guangdong Province. Photo: Xinhua
Electric & new energy vehicles

Jump in EU EV sales amid Iran war boosts Chinese brands’ fortunes

Chinese-made EVs accounted for 16 per cent of the EU market in the year’s first two months, up from 12.2 per cent in 2025, CPCA data shows.

China energy security

Turning point? Clean energy met 100% of world’s new power needs in 2025: report

World has ‘firmly entered’ the clean growth era, with renewables overtaking coal as a power source for the first time last year, report finds.

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China energy security

‘Hormuz moment’ could herald decline of US dominance: analysts

Drawing comparisons with UK’s watershed ‘Suez moment’ in 1950s, report says US now ‘wedged’ in strait and searching for a way out.

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Tankers anchored in the Strait of Hormuz off the coast of Qeshm Island, Iran, on Saturday. Photo: AP
Tankers anchored in the Strait of Hormuz off the coast of Qeshm Island, Iran, on Saturday. Photo: AP
China energy security

As the Hormuz crisis exposes ‘fragile’ supply chains, how will China respond?

Beijing has so far managed to contain fallout from the Iran war – but policymakers are still moving to reinforce resilience.

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China trade

China presses IMF for quota reform, better surveillance of advanced economies

PBOC head urges IMF to ‘stand against protectionism’ amid effects from tariffs, Iran war.

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China energy security

China’s trade with Iran, Gulf states plunges as Hormuz crisis hits energy flows

But increased shipments from Russia, Malaysia and Indonesia help to partially offset the shortfall, official data shows.

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The sun rises behind tankers anchored in the Strait of Hormuz off the coast of Qeshm, an island in Iran, on April 18. Photo: AP
China GDP

First tariffs, now war: how Asia is facing a second year of economic shocks

Global institutions forecast slower growth in Asia-Pacific this year, as the Iran war and tariff risks combine to disrupt global trade.

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A crane loads cargo onto a ship at a port in Zhangjiagang, in China’s eastern Jiangsu province. Photo: AFP
A crane loads cargo onto a ship at a port in Zhangjiagang, in China’s eastern Jiangsu province. Photo: AFP
Renewable energy

China begins building US$1 billion hydropower station in Cambodia

As focus switches to renewable energy, pumped-storage hydropower project in Koh Kong province expected to be completed by 2029.

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Electric & new energy vehicles

Why Canadians dream of electric vehicle price cuts, thanks to China

Canada slashed tariffs on Chinese EVs from the start of last month, but Chinese brands have yet to set up showrooms.

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Banking & finance

Hong Kong wants to be a global gold vault. Does the Iran war create an opening?

Geopolitical risk is driving a rethink of where bullion is stored – and Hong Kong’s unique status is drawing attention.

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The Hong Kong Gold Exchange kicking off the Year of the Horse with its traditional Chinese New Year opening ceremony in Sheung Wan. Photo: SCMP
China manufacturing

Iran war energy shock sees Chinese firms recalibrate overseas expansion plans

Businesses are rethinking short-term strategies as they adapt to rising costs and slowing growth across major economies.

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Illustration: Lau Ka-kuen
Illustration: Lau Ka-kuen
China exports

Iran war energy shock threatens Southeast Asia’s supply chains. A win for China?

US and European importers are shifting some orders back to China – but not everyone is optimistic.

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China manufacturing

China focuses on car standards to put industry in global driving seat

New five-year plan also emphasised importance of stronger standards in boosting Chinese manufacturers’ competitiveness.

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Comac

VietJet Air to lease up to 10 C909 jets in boost for Chinese aircraft maker

Deal follows talks between Chinese and Vietnamese presidents in Beijing this week.

A C909 in VietJet livery at Hanoi’s Noi Bai International Airport in April last year. Photo: Reuters
A C909 in VietJet livery at Hanoi’s Noi Bai International Airport in April last year. Photo: Reuters
China trade

China’s ‘new three’ exports in 2024

China’s exports of EVs, Li-ion batteries and solar panels fell 15 per cent on year amid Western protectionist measures, our updated ‘new three’ exports FactSheet shows.

China food security

‘Sharp swings’: why China is warning of food security risks despite bumper crops

The country has ample grain supplies but could still face challenges if extreme weather or global conflict spark global shortages, Beijing says.

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Business of climate change

Asia-Pacific firms face credit pressure from Iran war energy shock, S&P says

Higher energy prices ratchet up pressure on manufacturing businesses to maintain their profit margins amid rising raw material costs.

A fuel tanker truck leaves a gas station in Beijing, March 28, 2026. Photo: AP
US-China trade war

Trade tensions dim foreign investment outlook in US and China, survey finds

US and China have ‘suffered the most’ amid global decline in outbound investment appetite due to heightened geopolitical tensions.

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People walk beside the Huangpu River in Shanghai on April 9. Photo: AFP
People walk beside the Huangpu River in Shanghai on April 9. Photo: AFP
Yuan

China boosts overseas-loan quotas as ‘panda bond’ issuance hits record high

Beijing’s move to lift offshore-loan quotas seen helping stabilise yuan against weaker US dollar while accommodating a surge in net financing via ‘panda bonds’.

Foreign exchange market

China trims US Treasury holdings as global ownership hits record

Beijing slightly pares its sovereign US debt position as private investors and certain financial hubs drive demand up.

China GDP

China beats expectations with 5% growth in first GDP release since Iran war

‘Stronger than expected’ growth figure indicates minimal impact from the conflict and a low likelihood for near-term stimulus, analysts said.

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A coil of copper is moved at an electrical materials factory in Dongyang, Zhejiang province, on Tuesday. Photo: AFP
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