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ROBIN HARDING

Yuan settlement of China's goods trade reached a record high of 33.5% of the total in March-April 2026.

Why sinodollars outweigh the petroyuan

China’s currency is becoming more important in the global financial system but the dollar is still in control

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

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