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Friction with the west has prompted Beijing to build its own alternative system focused on developing nations
Our understanding of comparative advantage is confused and damaging
Beijing is adjusting to a more parsimonious future — but are its people?
Expect more emphasis on global trade deficits, more dramatic intervention and bigger problems for Europe
With investor confidence in China weak as its economy slows, VW and BASF are more willing to brave a political backlash
Move includes billions of dollars to replace container cranes amid concerns hackers could disrupt supply chains
Data highlight difficulties in cutting Chinese exporters out of American supply chains
Demand for air travel is booming in south and south-east Asia, which are less sensitive to US-China tensions
Five-year loan prime rate reduction unlikely to offer imminent relief to flagging home sales, analysts say
Two stimulating books shine a vital light on the thinking behind the superpower
People’s Liberation Army mobilisation units reflect Xi Jinping’s focus on security as economy slows
Also in this newsletter: von der Leyen starts re-election campaign, Houthis resume ship attacks, FT pay survey
Strong spending data has boosted Chinese stocks as trading resumes after week-long break
Alibaba and SenseTime secure huge joint ventures in Gulf kingdom but agreements come with stringent requirements
Chief executive says company is hiring thousands of new staff for autonomous driving and AI
World’s second-largest economy struggles to recover as investors seek higher yields
Western governments fear Beijing may try to ease domestic overcapacity with cheap exports
Tourist numbers exceed pre-pandemic levels but spending per traveller is down
Shanghai and Shenzhen exchanges tipped for gains after 10-day Lunar New Year holiday
Industry says it can help lower costs and enable faster development of electric vehicles in the US and Europe
Fund managers and analysts argue gloom over economy is overdone but remain wary of beaten-down Chinese shares
But the picture is more mixed for big consumer brands
Longi executive says costs would double, job opportunities would be lost and green targets missed
Economic woes have led some to call ‘peak China’ - but is that premature?
Thousands of cars impounded after supplier discovers subcomponent from ‘western China’
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