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Michael Han

Reporter · CN

Indexed articles, last 90 days
3
Latest publication
Sep 11, 2026
Outlet visibility, for South China Morning Post
Top 50K sites
Earliest in this view
Jul 19, 2026

Latest articles

  1. Article · Sep 11, 2026 · Michael Han

    Opinion | Beijing can rewrite China’s property rules, but it can’t undo the damage (opens the original)

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    A narrower supply pipeline, industry consolidation and years of balance-sheet repair are inevitable as China seeks stability, rather than a perpetual housing boom Financial markets are notoriously prone to mistaking a fundamental institutional shift for a temporary liquidity crisis. The futurist Roy Amara is often credited with the observation that people tend to overestimate the short-term effect of a transformation while underestimating its long-term impact. China’s real-estate sector is furni

  2. Article · Aug 20, 2026 · Michael Han

    Opinion | China’s falling gaokao numbers offer a revealing snapshot (opens the original)

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    The drop in candidates for the national higher education entrance exam suggests a repricing of risk, rather than a flight from ambition Human capital theory has long offered economists a simple way to think about education: an upfront outlay calibrated against expected lifetime returns. Today, Chinese households are applying this balance sheet logic with surgical precision. At one end of the spectrum lie options with clear public sector guarantees.

  3. Article · Jul 19, 2026 · Michael Han

    Opinion | Why China is untangling its banks from the property wreckage (opens the original)

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    Authorities are rewiring financial architecture to address the systemic risk, breaking the deep structural ties between property and banking While Zhongbang Bank’s distress stems from its conglomerate founders being squeezed by slowing industrial supply chains and real estate-adjacent debt, both episodes ring the same systemic alarm. And they mark the beginning of a cold, structural divorce, a dismantling of the highly lucrative marriage between private corporate capital and domestic banking.

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For South China Morning Post, the outlet · Measured Aug 1, 2026

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