ROBIN HARDING

Though the rise of electric vehicles will mean a corresponding demand for batteries, actual battery production is a bad business.
THE BROAD VIEW

Beware the great battery industry fallacy

Despite the rush for dominance, the economics are not promising

China’s future population decline, locked in by decades of the one-child policy, will weigh more and more heavily on its growth.

Slowing Chinese growth is a recipe for global instability

Beijing contemplates a future in which its economy remains well below the income levels of the US