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Consumption According to Xi
Priorities vs. analytics
Dec 19
•
Stephen Roach
9
1
China's Brittle Economic Resileince
The clock is ticking louder on Chinese rebalancing
Dec 12
•
Stephen Roach
12
2
3
Setting the Record Straight on Inflation
Unmasking one of the President's biggest economic lies
Dec 5
•
Stephen Roach
7
2
1
November 2025
Hong Kong's Identity Quandary
Project Syndicate: November 27, 2025
Nov 27
•
Stephen Roach
16
5
1
NVIDIA's Circular Signal
How can NVIDIA validate the AI bubble it feeds off?
Nov 20
•
Stephen Roach
18
3
3
Affordability for Dummies
A primer on America's most contentious economic issue.
Nov 13
•
Stephen Roach
17
1
The Voices of Experts
Will the Supreme Court ignore the advice of economists on tariffs like Herbert Hoover did in 1930 ahead of enactment of the Smith-Hawley Act?
Nov 7
•
Stephen Roach
10
3
October 2025
A Deal Between Equals
Implications of the Trump-Xi deal in Korea
Oct 31
•
Stephen Roach
12
2
China Needs a Consumption Target
Project Syndicate: October 27, 2025
Oct 28
•
Stephen Roach
6
1
China Doubles Down
What does the Fourth Plenum have to say about the upcoming 15th Five Year Plan?
Oct 24
•
Stephen Roach
20
4
America's Worrisome Exodus of Chinese Talent
A tabulation of recent depatures of leading Chinese scientists from US institutions. Guess where they are going?
Oct 17
•
Stephen Roach
24
2
How Should Chinese Consumers Rebalance?
China has more to gain from reducing fear-driven precautionary saving than from boosting labor income.
Oct 10
•
Stephen Roach
8
1
1
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