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Opinions, editorials, op-eds, commentary and analysis on today's news - Caixin Global

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But higher electricity costs, not a nationwide construction freeze, are the likeliest threat to corporate profits Nov 06, 2026 15:06 PM Commentary: From Rare Earths to AI, the Quad Faces a Delivery TestPledging money for recycling plants and tech access is the easy part, but keeping them operational in a cutthroat global market is the real test Nov 05, 2026 17:05 PM Commentary: After the Midterms, a Case for Realism in U.S.-China RelationsAs political leaders look toward the post-Trump era, the temptation to overcorrect on Beijing should be weighed against the economic realities of American constituencies Nov 04, 2026 21:15 PM Commentary: Midterm Results Offer Little Relief for U.S.-China TiesA divided government might hit pause on broad-based tariff hikes, but strategic competition with Beijing remains set in stone as Congress shifts its focus toward supply-chain controls and outbound investment limits Nov 03, 2026 15:56 PM Book Review: The Outsiders Who Built ApolloWilliam Cohan’s “Money to Burn” brings back memories of a decade at the firm — and the intellect, grit and unforgiving discipline behind its extraordinary growth Nov 02, 2026 19:22 PM Commentary: How China Could Turn Carbon Trading Into a Green Diplomacy ToolExpanding the country’s carbon market internationally could channel climate financing to developing economies while strengthening economic ties and supporting global decarbonization Nov 02, 2026 13:09 PM Opinion: A Graying China Needs More Than Baby BonusesSubsidies can ease the cost of raising children, but a family-friendly society depends on policies that work throughout everyday life Oct 28, 2026 16:06 PM Commentary: What China’s Record Trade Surplus Does — and Doesn’t — Tell UsRecord exports don’t by themselves prove an external imbalance. Beijing’s priority should be household welfare, not a smaller trade surplus Oct 28, 2026 15:17 PM Reporter’s Notebook: An iPhone Factory Takes On the Parenting GapAt Foxconn’s Zhengzhou campus, a free parenting center is helping migrant workers give their children a stronger start — and testing a model for China’s industrial parks Oct 26, 2026 22:42 PM Commentary: When Fast Markets Collide With Long-Term Tech InvestmentThe tech sell-off reflects a widening gap between long-term industrial development and investors’ demands for returns. Valuation discipline can help bridge that divide Oct 26, 2026 16:02 PM Opinion: China’s Small Investors Deserve a Stronger MarketTougher enforcement and a deeper, more diverse capital market are essential to protecting investors and building lasting confidence Oct 23, 2026 11:06 AM Commentary: Stabilizing China’s Stocks Will Take More Than ETF BuyingState-backed funds can help contain market declines, but a durable recovery depends on rebuilding risk appetite through clearer improvements in private-sector investment, housing and household demand Oct 22, 2026 11:23 AM Commentary: How Governments Must Intervene to Shield the VulnerableUniform interest rates act as a tightening mechanism solely on the bottom half of the global economy, devastating families and rate-sensitive sectors. Navigating this fragile era requires a radical new framework that delivers direct, structural rescues to those trapped on the wrong side of the divide Oct 22, 2026 10:44 AM Commentary: The End of China’s Debt-Fueled Consumption EraAs auto and furniture sales stagnate and household loans shrink, consumers are quietly repairing their balance sheets. The global economy must wake up to a highly selective, value-driven Chinese market Oct 21, 2026 20:58 PM Commentary: The EU’s Dangerous Pivot on Trade WeaponsThe European Union is drafting broad new mechanisms to restrict market access, but arbitrarily severing supply chains will punish European companies first Oct 21, 2026 13:31 PM Reporter’s Notebook: A Way Out for China’s Exhausted YouthRapid educational expansion has left students paralyzed by GPA anxiety and a bleak job market. The solution lies in abandoning outdated expectations and building diverse paths to success Oct 19, 2026 16:11 PM Commentary: The U.S. and China Are Locked in an AI Prisoner’s DilemmaMuch like the Cold War nuclear standoff, the fear of losing their competitive edge keeps Washington and Beijing accelerating. Only bilateral détente can pump the brakes Oct 19, 2026 15:49 PM Opinion: China’s EV In
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