Nathaniel Taplin

Taipei

Asia Editor at The Wall Street Journal

Ex-China Columnist @WSJHeard at @WSJ. Earlier Dragonomics Beijing, Reuters Shanghai.

Articles

中国の過剰生産、悪化しそうな訳チャートで見る

Jun 9, 2024 | on.wsj.com | Nathaniel Taplin

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七张图表解析中国产能过剩问题为何会更严重

Jun 4, 2024 | cn.wsj.com | Nathaniel Taplin

XManage CookiesWe and our partners use “cookies” and similar technologies on our websites so that we can offer you the best possible experience. Cookies allow us to access and store data on a device and process personal data, such as unique dentifiers, sent by a device to personalise content, tailor and report on advertising and analyse our traffic. We work with 83 partners to do this. By clicking “Yes, I Agree” you will allow the use of these cookies.
七张图表解析中国的产能过剩为何会更严重

Jun 4, 2024 | cn.wsj.com | Nathaniel Taplin

XManage CookiesWe and our partners use “cookies” and similar technologies on our websites so that we can offer you the best possible experience. Cookies allow us to access and store data on a device and process personal data, such as unique dentifiers, sent by a device to personalise content, tailor and report on advertising and analyse our traffic. We work with 83 partners to do this. By clicking “Yes, I Agree” you will allow the use of these cookies.
Why China’s Overcapacity Problem Is About to Get Even Worse, in Seven Charts

Jun 3, 2024 | wsj.com | Nathaniel Taplin

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中国依靠制造业重振经济的策略开始失灵

May 30, 2024 | cn.wsj.com | Nathaniel Taplin

Manage CookiesWe and our partners use “cookies” and similar technologies on our websites so that we can offer you the best possible experience. Cookies allow us to access and store data on a device and process personal data, such as unique dentifiers, sent by a device to personalise content, tailor and report on advertising and analyse our traffic. We work with 83 partners to do this. By clicking “Yes, I Agree” you will allow the use of these cookies.
China’s Strategy to Use Factories to Revive Growth Begins to Show Cracks

May 30, 2024 | wsj.com | Nathaniel Taplin

Updated May 31, 2024 1:39 am ETChina’s official manufacturing PMI fell to 49.5 in May from 50.4 in April. Photo: str/Agence France-Presse/Getty ImagesTAIPEI—China’s factories retrenched unexpectedly in May, snapping a two-month run of growth and raising fresh questions over the nation’s export-led push to revive its ailing economy.
China’s Strategy to Use Factories to Revive Growth Begins to Show Cracks

May 30, 2024 | wsj.com | Nathaniel Taplin

Updated May 31, 2024 1:39 am ETChina’s official manufacturing PMI fell to 49.5 in May from 50.4 in April. Photo: str/Agence France-Presse/Getty ImagesTAIPEI—China’s factories retrenched unexpectedly in May, snapping a two-month run of growth and raising fresh questions over the nation’s export-led push to revive its ailing economy.
Big Mining’s Deal Spree Is Just Getting Started

Apr 26, 2024 | wsj.com | Nathaniel Taplin

Anglo American AAL 3.54 %increase; green up pointing triangle , one of the world’s top miners of copper, diamonds and platinum, has spurned the advances of BHP, its larger peer from Down Under. But that is unlikely to be the end of the story. Anglo’s challenges aren’t purely cyclical or operational: It faces real strategic problems that could continue to weigh on profitability. BHP may raise its bid, or other big miners could throw their hat into the ring.
China’s Overcapacity Is Already Backfiring

Apr 16, 2024 | kanebridgenews.com | Nathaniel Taplin

Excess investment in industry isn’t made up by trading partners, and it has domestic consequences In the “ China Shock 2.0 ” narrative, not only is China a security threat and a low-end factory competitor, but it is also angling to swamp the West with cut-rate high-tech goods. There has been less focus on the downsides of such a strategy for China itself. China’s first-quarter growth beat most estimates , rising 5.3% on the year—thanks mostly to strong industrial output and exports. But the...
Analysis: China’s Overcapacity Is Already Backfiring

Apr 16, 2024 | flipboard.com | Nathaniel Taplin

Excess investment in industry isn’t made up by trading partners, and it has domestic consequences