Tag: China Overcapacity
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Xi Elevates Domestic Demand as Core of China’s Economic Strategy
Chinese President Xi Jinping has again placed expanding domestic demand at the core of China’s economic strategy. He argues that growth driven mainly by exports and investment is no longer sufficient as globalization faces headwinds and external conditions change. The ...
China Exports Seen Pushing Thai Growth Below 2% in 2026
Thai business leaders on Wednesday said China's efforts to export their overproduction, combined with catastrophic flooding and the impact of U.S. tariffs, risk making the economy expand by only 1.6%–2.0% in 2026. The warning came from the Joint Standing Committee ...
How the U.S. and China Misread Southeast Asia in the Tariff War
Southeast Asia is not the world's workshop or a passive trade partner. As the U.S.-China tariff war escalates, the region is asserting a new kind of agency, trade independence rooted in national interest. Economies like Indonesia, Vietnam, and Malaysia, at the end of the day, choose ...
Why China’s “Overcapacity” Looks Very Different in the Global South
A new Financial Times article about rapid changes in Pakistan’s electricity mix highlights how the large-scale production of solar panels and batteries in China, criticized as overcapacity by G7 governments, provides Global South countries the opportunity to rapidly expand their electricity supply and decarbonize their economies.



