Economy
Can US-China economic ties regain stability despite rivalry?
The US-China summit underscored efforts to stabilise strained economic ties. Despite rivalry, both sides are exploring ways to reduce uncertainty across trade, investment and strategic sectors. EAI senior research fellow Bo Chen gives his take on what he calls a managed relationship.
Bo Chen
Economy
Will Fujian ever surpass Taiwan in GDP and income? [Eye on Fujian series]
For many years, Fujian’s development narrative included an ambitious goal: to surpass Taiwan in GDP first and per capita income later. Slower growth and Taiwan’s tech edge make that increasingly challenging. EAI senior research fellow Bo Chen explains Fujian’s rise and its challenges.
Bo Chen
Politics
A pause before the split? Reading the US-China truce
The meeting between US President Donald Trump and Chinese President Xi Jinping yielded at least one outcome: a truce in the ongoing trade war. Yet far from signalling a thaw, it is better understood as a managed decoupling — a pause that allows both powers to retool, limit exposure and prepare for the next phase of economic rivalry, argues researcher Bo Chen.
Bo Chen
Economy
The fourth plenum and the future of China’s economy
As Beijing readies its 15th Five-Year Plan, the fourth plenum sets the tone for China’s next decade — a vision of growth fused with security and social equity. The goal: modernisation by 2035, not through disruption, but through disciplined reinvention. East Asian Institute senior research fellow Bo Chen explores the economic strategies in the communique.
Bo Chen
Economy
China’s surging A-share market: Recovery or bubble in disguise?
China’s A-share market has surpassed 100 trillion RMB in total capitalisation, driven by strong SOE performance, policy shifts, and attractive valuations. But with volatility and uneven gains, is this rally a sign of lasting recovery — or something less stable? East Asian Institute senior research fellow Bo Chen gives his take.
Bo Chen
Economy
The US–Vietnam deal: A paper tiger for China?
Despite changing scenarios and China taking a hit from tariffs on goods produced in third countries, EAI senior research fellow Bo Chen thinks that the impact on Chinese producers would still be rather insignificant unless US-China trade negotiation fails and the trade war escalates again.
Bo Chen
Economy
Why China isn’t panicking over new US tariffs
While the impacts of US President Trump’s additional 10% tariffs on China still remain to be seen, East Asian Institute senior research fellow Bo Chen analyses that the situation may not be as bad as it was during the first US-China trade war.
Bo Chen
Economy
Bright spots amid northeast China’s economic gloom [Eye on Dongbei series]
Chinese academic Bo Chen explains why it has been especially hard for northeast China, also known as Dongbei, to transition from a planned economy to a market-oriented economy. While Dongbei’s economic growth still lags behind the faster-growing regions, all is not lost.
Bo Chen
Economy
Is China falling into the middle-income trap?
While China has enjoyed decades of economic rise, it also risks losing its pace of fast growth, falling into what economists call the middle-income trap. Can China find strategic solutions to navigate its challenges and sustain its economic momentum? Chinese academic Bo Chen examines the issue.
Bo Chen