The Problem With “Overcapacity” in China’s Automotive Industry
The debate over China’s auto exports is bedeviled by narrow definitions and mis-measurement that risks encouraging the wrong policy response.
Why Reading U.S.-China History Right Matters
Those who argue that U.S. policymakers “allowed” China to rise too easily may overestimate Washington’s power. That misjudgment has implications for future American policy.
Could Kamala Harris Be the Next Richard Nixon?
The looming superpower clash between the United States and China begs for another strategic breakthrough.
China Must Rein in Local Governments
The decentralization of decision-making was essential to China’s economic boom in its early years, but further economic reform will require the central government to reassert...
Would Trump Escalate the U.S.-China Trade War?
History suggests why the government would forge ahead with a policy agenda that would harm average Americans.
China’s Contradictions Remain Unresolved
The CCP’s latest Third Plenum meeting failed to deliver a coherent economic blueprint for the country.
China’s Tech Turnaround
Beijing’s crackdown on the sector, followed by recent huge investments in AI and other areas, are part of a long pattern of shifts in the...
The Taiwan Debate Is Heading in a Dangerous Direction
Discussions within U.S. policy making circles take too little account of the devastating impact any conflict could have on the global chip industry.
How A New Government In Britain Could Deal With China
Crafting a new policy towards relations with Beijing will not be easy after the imminent UK election, but an incoming government will have hundreds of...
Mexico Is No Backdoor For Chinese Carmakers
A recent trip to Mexico suggests talk of widespread Chinese tariff evasion has been overdone.
How a Move to Bangkok Revealed China’s Economic Power
Hong Kong lies close to some of China’s biggest tech and manufacturing companies, but you hardly know it living there.
What the China Pessimists Are Getting Wrong
While China is probably in a much better position than bearish observers claim, the economy would benefit if Chinese households saved less and consumed more.