Insights: China

Discover industry insights, macro trends, and valuable strategies designed to guide your financial journey. Subscribe to get the latest insights delivered straight to your inbox.

Recent posts

Adem Tumerkan • Recent

The China-EU Trade War Nobody Is Talking About (Yet)

China’s exports are flooding Europe, widening deficits and sparking new tariffs—an overlooked trade war that could reshape global markets

MacroMorning PourChinaTrade WarEurope

Adem Tumerkan • Recent

China’s Balance Sheet Recession: Is Debt Trapping the World’s #2 Economy?

China is trapped in a balance sheet recession — where debt repayment crowds out growth. Here's how it unfolds and what it means for global markets and portfolios.

MacroMorning PourChina

Adem Tumerkan • Recent

Real Rates Bite, China’s $1T Surplus, & Short Term Debt Risks Rise

Real rates stay too tight, China’s $1T surplus is becoming a global market problem, and governments face rising rollover risks as short-term debt piles up.

ChinaDeep DiveDebt & Credit

All Posts

Adem Tumerkan • Recent

China’s Manufacturing Glut Is Fueling Trade Tensions and a Global Slowdown

China’s manufacturing glut is flooding global markets with cheap exports, fueling trade tensions, deflation, and growing risks of a global trade war.

MacroChinaTrade War

Adem Tumerkan • Recent

China’s Auto Price War Is a Warning for Global Markets

China's auto price war, sparked by BYD, reveals deeper economic problems, impacting global markets with collapsing margins, overcapacity, & rising trade tensions

MacroChinaTrade WarAutos

Adem Tumerkan • Recent

The Impossible Trinity: Why the Yuan Won't Replace the USD (For Now)

One economic rule explains why the yuan can't challenge the dollar. The Impossible Trinity shows exactly what China would have to give up — and why it won't.

MacroMorning PourChina

Adem Tumerkan • Recent

China’s Trade Truce With the U.S. Buys Time — But Its Problems Are Structural

China’s housing collapse, local government debt, and overcapacity show why a temporary U.S. trade truce won’t solve its deeper economic crisis.

MacroMorning PourChina

Adem Tumerkan • Recent

BRICS Currency: How It Could Work, Why It Likely Won’t, & Its Impact on the USD

Despite de-dollarization headlines, BRICS nations face deep trade imbalances. Here’s how a BRICS currency could work - and why it’s unlikely to replace the USD

MacroChinaCurrenciesBRICS

Adem Tumerkan • Recent

Liquidity Is Evaporating, AI’s Building Boom, & China’s Job Market Crumbles

Liquidity buffers are vanishing as reverse repo drains, AI data centers surge past offices in construction, and China’s youth unemployment soars

ChinaDeep DiveLiquidityAI

Adem Tumerkan • Recent

U.S. Manufacturing Booms, China’s Debt Hits 300% of GDP, & Inflation Is Cooling

U.S. manufacturing shows signs of a rebound, China’s debt climbs past 300% of GDP, and real-time data suggest inflation may be cooling faster than headlines imply.

MacroChinaInflationDeep Dive

Adem Tumerkan • Recent

Is China’s Stock Market Rally Forming a Bubble Amid Economic Weakness?

China’s stock rally is surging amid deflation, weak loan growth, & toxic debt. Is the market disconnecting from economic reality? Or are stocks front running?

MacroMorning PourChinaMarkets

Adem Tumerkan • Recent

AI Capex Shatters Records, Inflation Reignites, and China’s Rare Earth Chokehold Proves Hard to Break

AI capex shatters all records, oil revives inflation just like the 1970s, and China's rare earth chokehold looks harder to break than global markets expect

CommoditiesChinaInflationAI

Adem Tumerkan • Recent

China's Rare Earth Monopoly: The Processing Chokehold Driving the Trade War

China refines nearly 90% of all rare earths — including 99% of the heavy rare earths in EV motors, fighter jets, and wind turbines. Here's why the West can't break free anytime soon.

MacroCommoditiesChinaTrade War