This Month
- Opinion
- Opinion
Spurn trade, and make ourselves poorer
The world needs to update its ideas about free trade, not uproot them.
- Richard Holden
Why Australia needs to take India seriously
The Asian giant is the source of significant numbers of migrants and its burgeoning economy offers opportunities for investment.
- James Eyers
September
- Opinion
- Opinion
Europe joins US in prepping for China trade war
Policymakers on both sides of the Atlantic believe that it is not just their economies but their social and political stability that are at stake.
- Gideon Rachman
US-China decoupling is nascent but real, WTO warns
A major World Trade Organisation review says trade is starting to slow in goods at the heart of US-China tensions – and that extends to their allies as well.
- Hans van Leeuwen
August
- Opinion
- Australian economy
Free trade is no longer risk-free in new world of de-globalisation
We can’t pretend national security risks and the need to reduce our carbon emissions don’t exist. But nor can this small, open economy give up on the free flow of goods, services, capital, technology, ideas, payments and people.
- Cherelle Murphy
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- Mark Mulligan
- Analysis
- China relations
Why Australia could follow US on China tech ban
Canberra has an opportunity to adopt investment restrictions on China that are similar to the latest White House moves, to ensure national security.
- Matthew Cranston
EU stuck with China despite ‘de-risk’ efforts
The bloc faces the “devilishly difficult” task of reducing dependence on Beijing after stepping into gaps left by the United States, say analysts.
- Valentina Romei
- Opinion
- Opinion
The world economy can’t just muddle through any longer
China’s mishandling of the post-global era finally shows that a fresh model is needed.
- Mohamed El-Erian
June
China’s exports slump in new recovery blow
Chinese exports dropped more than expected in May, while imports also declined, in a further blow to the country’s hopes for a strong economic COVID-19 rebound.
- Joe McDonald
May
Chinese people back trade sanctions, overseas military bases: study
People in mainland China support sanctions against foreign nations that harm China’s interests, according to a new study from Tsinghua University.
- Gus McCubbing
- Opinion
- Opinion
Now it’s China on the losing side in the art of the trade war
China’s ancient military sage would not be impressed with how Beijing has been playing the modern game of trade strategy.
- Adrian Blundell-Wignall
Australia, US win on labour in Pacific trade deal
India, Indonesia and other nations agreed to improve labour standards under a US-led trade initiative in the Indo-Pacific region involving Australia.
- Matthew Cranston
China’s recovery wavers as imports plummet
China’s export growth slowed in April while imports shrank, adding to pressures on an economic recovery that’s already been called into question.
- Joe Cash
- Opinion
- Opinion
South-East Asia needs to write a new rule book for the US and China
A region that depends on Chinese capital and Western markets has to take the lead in managing the superpower stand-off.
- Peter Drysdale and Shiro Armstrong
- Opinion
- Opinion
The high price of decoupling China
Lower growth, higher inflation, and a weaker US dollar are all likely outcomes if the Sino-American economic chill continues to deepen..
- Stephen Roach
April
- Opinion
- Opinion
Japan seeks to ease US-China tensions as G7 chief
At the G7 summit next month, Japan must strike a balance between pushing back against China’s coercion and stabilising the rules-based order.
- Updated
- Shiro Armstrong
China exports rise unexpectedly in positive sign for economy
Economists had forecast a more than 7 per cent fall, and the surprisingly strong result was the biggest divergence from expectations since at least 2018.
- Fran Wang
March
- Opinion
- Chanticleer
How investors can play the next five megatrends
The Australian Financial Review Business Summit told us to zoom out from today’s data to look at five big themes for the next 30 years. Investors can start thinking about how to play them now.
- James Thomson
- Opinion
- Opinion
America’s industrial policy comeback requires Australia to rationally push back
How we respond to Joe Biden’s economic blueprint poses a challenge to successful policy consensus that since the 1980s has centred on trade liberalisation and globalisation.
- John Kunkel
