Consumers have returned to the streets, with daily data showing that mobility is now largely back to normal. But it will be a while before they fully reopen their wallets. A lack of substantial policy...

China’s statistics office is adept at massaging GDP data. But with many of the indicators that feed into GDP showing year-on-year contractions in April and May, even it won’t be able to deliver...

If the Ant IPO is back on, as some are reporting, this is less likely to signal that the regulatory crackdown is being rolled back than that regulators feel they have successfully brought the formerly...

Cancelling all of the Trump tariffs on China would give a smaller direct boost to China’s export sector than many might think. More important would be the signal a unilateral rollback would give that...