Trade Archives - The Wire China https://www.thewirechina.com/topic/trade/ Sun, 08 Sep 2024 22:57:55 +0000 en-US hourly 1 https://www.thewirechina.com/wp-content/uploads/2022/10/cropped-square_logo-32x32.jpg Trade Archives - The Wire China https://www.thewirechina.com/topic/trade/ 32 32 The Problem With “Overcapacity” in China’s Automotive Industry https://www.thewirechina.com/2024/09/08/the-problem-with-overcapacity-in-chinas-automotive-industry-auto-china/ Sun, 08 Sep 2024 23:00:00 +0000 John Paul Helveston Paul Triolo Jonas Nahm https://www.thewirechina.com/?p=50710 The debate over China’s auto exports is bedeviled by narrow definitions and mis-measurement that risks encouraging the wrong policy response.

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China Policy: What Comes Next? https://www.thewirechina.com/2024/09/01/china-policy-what-comes-next/ Sun, 01 Sep 2024 23:00:00 +0000 The Wire https://www.thewirechina.com/?p=50427 Is it time for the U.S. to temper its policies towards China? Or is the U.S. just hitting its stride? With the election between Donald Trump and Kamala Harris just around the corner, we asked more than a dozen experts and policy makers: Where should the next U.S. president go from here?

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ASML’s Powder Keg https://www.thewirechina.com/2024/08/04/asmls-powder-keg-asml-china/ Sun, 04 Aug 2024 23:00:00 +0000 Aaron Mc Nicholas https://www.thewirechina.com/?p=49368 Despite export restrictions on the Dutch company’s most advanced chip machines, China has become ASML’s biggest customer.

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Would Trump Escalate the U.S.-China Trade War? https://www.thewirechina.com/2024/08/04/would-trump-escalate-the-u-s-china-trade-war/ Sun, 04 Aug 2024 23:00:00 +0000 Nancy Qian https://www.thewirechina.com/?p=49370 History suggests why the government would forge ahead with a policy agenda that would harm average Americans.

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Gunpowder Gambit https://www.thewirechina.com/2024/07/28/gunpowder-gambit-china-nitrocellulose/ Sun, 28 Jul 2024 23:00:00 +0000 Katrina Northrop https://www.thewirechina.com/?p=49070 China’s role in the gunpowder supply chain is spurring concerns in Washington and Brussels.

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Broken Engagement https://www.thewirechina.com/2024/07/14/broken-engagement-american-policy-makers-china/ Sun, 14 Jul 2024 23:00:00 +0000 Bob Davis https://www.thewirechina.com/?p=48377 Our series of interviews with top U.S. policy makers of the last 30 years has revealed how and why the American approach towards China has morphed from seeking closer ties to a desire for estrangement.

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China’s Soft Pork Underbelly https://www.thewirechina.com/2024/06/30/chinas-soft-pork-underbelly/ Sun, 30 Jun 2024 23:00:00 +0000 Aaron Mc Nicholas https://www.thewirechina.com/?p=47885 China has launched an anti-dumping investigation into European pork, but its import market has already been narrowing.

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Why Small Packages Are A Big Deal https://www.thewirechina.com/2024/06/30/why-small-packages-are-a-big-deal/ Sun, 30 Jun 2024 23:00:00 +0000 Eliot Chen https://www.thewirechina.com/?p=47886 Stemming the tide of low-cost imports coming into the U.S. from China is proving tricky.

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Sam Hogg on What to Expect from Britain on China https://www.thewirechina.com/2024/06/23/sam-hogg-on-what-to-expect-from-britain-on-china/ Sun, 23 Jun 2024 23:00:00 +0000 Andrew Peaple https://www.thewirechina.com/?p=47618 The Beijing to Britain newsletter founder talks about how a new government in the UK might approach China and why the country has to date lacked a coherent strategy towards dealing with Beijing.

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Mexico Is No Backdoor For Chinese Carmakers https://www.thewirechina.com/2024/06/23/mexico-is-no-backdoor-for-chinese-carmakers-china-tariffs-cars/ Sun, 23 Jun 2024 23:00:00 +0000 Tom Miller https://www.thewirechina.com/?p=47632 A recent trip to Mexico suggests talk of widespread Chinese tariff evasion has been overdone.

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The Solar Flood https://www.thewirechina.com/2024/06/23/the-solar-flood-chinese-solar-industry/ Sun, 23 Jun 2024 23:00:00 +0000 Aaron Mc Nicholas https://www.thewirechina.com/?p=47663 Chinese companies dominate the global solar industry, yet rising capacity has sent prices plummeting.

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How a Move to Bangkok Revealed China’s Economic Power https://www.thewirechina.com/2024/06/16/how-a-move-to-bangkok-revealed-chinas-economic-power-thailand-china-economy/ Sun, 16 Jun 2024 23:00:00 +0000 Shai Oster https://www.thewirechina.com/?p=47019 Hong Kong lies close to some of China’s biggest tech and manufacturing companies, but you hardly know it living there.

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The Tariff Toll https://www.thewirechina.com/2024/06/16/the-tariff-toll-enforcement-doj-cbp-dhs-plews-and-edelmann/ Sun, 16 Jun 2024 23:00:00 +0000 Katrina Northrop https://www.thewirechina.com/?p=47421 Tariffs have become a staple of the U.S.’s China policy, but a failure to enforce them properly is creating problems for American companies.

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The Bus Bust-up https://www.thewirechina.com/2024/06/09/the-bus-bust-up-yutong-electric-bus-china/ Sun, 09 Jun 2024 23:00:00 +0000 Aaron Mc Nicholas https://www.thewirechina.com/?p=47018 There’s another Chinese export concerning the West — electric buses — and the race to catch up is underway.

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Old Chips, New Opportunities https://www.thewirechina.com/2024/05/26/old-chips-new-opportunities-legacy-chips-china/ Sun, 26 May 2024 23:00:00 +0000 Aaron Mc Nicholas https://www.thewirechina.com/?p=46341 As the U.S. powers ahead in advanced chipmaking, China is reminding the world that older technology still matters.

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The Sino-American Trade War Benefits China’s Competitors https://www.thewirechina.com/2024/05/26/the-sino-american-trade-war-benefits-chinas-competitors/ Sun, 26 May 2024 23:00:00 +0000 Arvind Subramanian https://www.thewirechina.com/?p=46518 The higher the tariffs, the greater the competitive advantage third-country suppliers will gain over Chinese firms.

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The Great EV Glut https://www.thewirechina.com/2024/05/19/the-great-ev-glut-european-union-electric-vehicle-china-chinese-electric-vehicles-evs-eu/ Sun, 19 May 2024 23:00:00 +0000 Luke Patey https://www.thewirechina.com/?p=46154 The new U.S. tariffs on Chinese-made EVs are both unprecedented and largely performative since Chinese EVs haven't yet penetrated the U.S. market. The European Union, by contrast, is facing a more critical and nuanced challenge from the influx of Chinese-made EVS and is currently debating what to do about it. Can the E.U. save its auto industry and still keep its green transition going?

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The High Costs of Tariffs without End https://www.thewirechina.com/2024/05/19/the-high-costs-of-tariffs-without-end-biden-tariffs-chinese-imports-china/ Sun, 19 May 2024 23:00:00 +0000 Victor Shih https://www.thewirechina.com/?p=46191 The Biden administration’s new measures against Chinese imports risks creating a doom-loop of declining American competitiveness.

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Gary Locke on Family and Trade Ties with China https://www.thewirechina.com/2024/05/12/gary-locke-on-family-and-trade-ties-with-china/ Sun, 12 May 2024 23:00:00 +0000 Bob Davis https://www.thewirechina.com/?p=45802 The former Commerce Secretary and ambassador to China talks about how his background shaped his approach to dealing with Beijing, the pivot to Asia and negotiating Chen Guangcheng's release.

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Mining’s Malaise https://www.thewirechina.com/2024/05/05/minings-malaise-inflation-reduction-act-mining-north-america-crisis-china/ Sun, 05 May 2024 23:00:00 +0000 Eliot Chen https://www.thewirechina.com/?p=45543 Washington’s $370 billion Inflation Reduction Act was seen as a generational opportunity for miners in the U.S. as well as mineral rich trading partners. But almost two years later, the North American mining industry is in crisis and no closer to chipping away at China's dominance. What went wrong?

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Who’s Who: China-focused Lawyers https://www.thewirechina.com/2024/04/14/whos-who-china-focused-lawyers/ Sun, 14 Apr 2024 23:00:00 +0000 The Wire https://www.thewirechina.com/?p=44512 A rundown of the key figures in the China-focused legal sphere.

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Sarah Bianchi on Setting the Trade Agenda https://www.thewirechina.com/2024/04/07/sarah-bianchi-on-setting-the-trade-agenda/ Sun, 07 Apr 2024 23:00:00 +0000 Bob Davis https://www.thewirechina.com/?p=43903 The recently departed deputy U.S. trade representative discusses why the U.S. needs to be on high alert when dealing with China, and how the Biden administration's approach has differed from its predecessor.

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The Czars Aligned https://www.thewirechina.com/2024/03/24/the-czars-aligned-katherine-tai-robert-lighthizer-trade-representative-united-states/ Sun, 24 Mar 2024 23:00:00 +0000 Brent Crane https://www.thewirechina.com/?p=43622 When Joe Biden took office, many of his supporters thought the first order of business would be unwinding Donald Trump's trade war with China. But his trade czar, Katherine Tai, has been largely MIA, a stark contrast to her predecessor, the fiery and ubiquitous Robert Lighthizer. So what has Tai been up to?

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Nancy Pelosi on Fighting the Fight over China https://www.thewirechina.com/2024/03/17/nancy-pelosi-on-fighting-the-fight-over-china/ Sun, 17 Mar 2024 23:00:00 +0000 Bob Davis https://www.thewirechina.com/?p=43291 The former Speaker of the House talks about her long involvement with Chinese issues, why she visited Taiwan and how ‘big money’ interests have dominated the U.S.’s approach to China.

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Emily Kilcrease on Gaming China’s Sanctions Response https://www.thewirechina.com/2024/03/10/emily-kilcrease-on-gaming-chinas-sanctions-response/ Sun, 10 Mar 2024 23:00:00 +0000 Katrina Northrop https://www.thewirechina.com/?p=42961 The researcher talks about why it would be much trickier to place sanctions on China in any future conflict than on Russia and where the U.S. might have the most leverage.

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The New Great Game https://www.thewirechina.com/2024/02/11/the-new-great-game-china-us-war-power/ Mon, 12 Feb 2024 00:00:00 +0000 Dale C. Copeland https://www.thewirechina.com/?p=41680 In this age of great power struggle, an all-out Cold War, let alone a regional hot war, is not inevitable. And that’s largely because of the unique challenges facing China. Dale Copeland lays out why the issue of peace or war in East Asia is very much in the hands of U.S. policy makers.

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How a Battery Metals Supply Glut is Deepening China’s Dominance https://www.thewirechina.com/2024/02/04/how-a-battery-metals-supply-glut-is-deepening-chinas-dominance-lithium-nickel-cobalt/ Mon, 05 Feb 2024 00:00:00 +0000 Eliot Chen https://www.thewirechina.com/?p=41307 Crashing metals prices are making it hard for Western miners to justify new investments in the minerals needed for clean energy.

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Containing the Risk https://www.thewirechina.com/2024/01/21/containing-the-risk-cosco-red-sea-shipping-suez-canal/ Mon, 22 Jan 2024 00:00:00 +0000 Aaron Mc Nicholas https://www.thewirechina.com/?p=40877 Disruption to shipping in the Red Sea is having big impact on routes vital to China.

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Back on Track? https://www.thewirechina.com/2024/01/14/back-on-track-two-dialogues-u-s-china/ Mon, 15 Jan 2024 00:00:00 +0000 Bob Davis https://www.thewirechina.com/?p=40362 Could a recent flurry of "track-two" activity be a sign that relations between Beijing and Washington are stabilizing? Informal meetings on critical topics like AI arms control and military-to-military communications have picked up recently, and both U.S. officials and the track-two participants say the impact was obvious at November's summit between Xi Jinping and Joe Biden. Bob Davis reports.

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The Industry View of U.S. Export Controls: Moving the Goalposts https://www.thewirechina.com/2024/01/14/the-industry-view-of-u-s-export-controls-moving-the-goalposts-chips/ Mon, 15 Jan 2024 00:00:00 +0000 Paul Triolo https://www.thewirechina.com/?p=40386 The Trump and Biden administrations’ efforts to restrict China’s access to chips has led to five years of confusion for companies.

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South Korea and the U.S.-China Rivalry https://www.thewirechina.com/2024/01/07/south-korea-and-the-u-s-china-rivalry/ Mon, 08 Jan 2024 00:00:00 +0000 Keun Lee https://www.thewirechina.com/?p=39870 The Asian nation benefited hugely from closer global economic integration. That is now under threat.

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Alicia García-Herrero on China’s Shifting Ties in Latin America https://www.thewirechina.com/2024/01/07/alicia-garcia-herrero-on-chinas-shifting-ties-in-latin-america/ Mon, 08 Jan 2024 00:00:00 +0000 Alex Colville https://www.thewirechina.com/?p=39872 The economist discusses the different approaches the region's countries take to Beijing, the impact of Javier Milei's rise to lead Argentina and the pluses and minuses of China's economic influence.

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The Mineral Hunt https://www.thewirechina.com/2023/12/17/the-mineral-hunt-critical-raw-minerals/ Mon, 18 Dec 2023 00:00:00 +0000 Aaron Mc Nicholas https://www.thewirechina.com/?p=39424 A look at the American effort to catch up on critical raw material supply by searching closer to home.

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Janka Oertel on the End of the China Illusion https://www.thewirechina.com/2023/12/17/janka-oertel-on-the-end-of-the-china-illusion/ Mon, 18 Dec 2023 00:00:00 +0000 Andrew Peaple https://www.thewirechina.com/?p=39434 The political analyst talks about how Europe’s mindset towards China needs to change, why Beijing’s support for Russia over Ukraine is a watershed moment, and the EU’s looming battle over electric vehicles.

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Gregory Allen on the U.S.-China Tech Rivalry https://www.thewirechina.com/2023/12/10/gregory-allen-on-the-u-s-china-tech-rivalry/ Mon, 11 Dec 2023 00:00:00 +0000 Eliot Chen https://www.thewirechina.com/?p=38837 The analyst explains why the U.S.'s chip export controls represent a turning point in its relationship with China and the prospects for future multilateral co-operation.

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Robert Gates on the Military’s Relationship with China https://www.thewirechina.com/2023/11/19/robert-gates-on-the-militarys-relationship-with-china/ Mon, 20 Nov 2023 00:00:00 +0000 Bob Davis https://www.thewirechina.com/?p=38328 The former Defense Secretary under George W. Bush and Barack Obama talks about Xi Jinping's relations with the PLA, Taiwan and how the U.S. should deal with China and Russia.

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Mike Froman on the China Trade Question https://www.thewirechina.com/2023/11/12/mike-froman-on-the-china-trade-question/ Mon, 13 Nov 2023 00:00:00 +0000 Bob Davis https://www.thewirechina.com/?p=38036 The Obama-era U.S. Trade Representative discusses the U.S.'s need to figure out what it wants from China economically, the problem with tariffs and his regrets over TPP.

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The Limits on China and Russia’s No Limits Partnership https://www.thewirechina.com/2023/10/29/the-limits-on-china-and-russia-s-no-limits-partnership/ Sun, 29 Oct 2023 23:00:00 +0000 Katrina Northrop https://www.thewirechina.com/?p=37653 Despite the warmth on show between Xi and Putin, Beijing has been careful about how far it supports Moscow.

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An Economist at the Heart of U.S.-China Engagement https://www.thewirechina.com/2023/10/15/an-economist-at-the-heart-of-u-s-china-engagement/ Sun, 15 Oct 2023 23:00:00 +0000 Bob Davis https://www.thewirechina.com/?p=37093 An obituary for David Dollar, whose work argued for the benefits of more open trade and investment for poor countries.

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China’s Road to the Middle East https://www.thewirechina.com/2023/10/15/chinas-road-to-the-middle-east-israel-china-iran-saudi-arabia-palestine/ Sun, 15 Oct 2023 23:00:00 +0000 Aaron Mc Nicholas https://www.thewirechina.com/?p=37128 The outbreak of conflict in Israel shows it will be harder for China to match its economic clout in the region with diplomatic influence.

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Bob Lighthizer on Changing the Balance in U.S.-China Trade https://www.thewirechina.com/2023/10/01/bob-lighthizer-on-changing-the-balance-in-u-s-china-trade/ Sun, 01 Oct 2023 23:00:00 +0000 David Barboza https://www.thewirechina.com/?p=36551 The Trump administration's U.S. trade representative explains why he thinks the U.S. got the raw end of economic ties with China, what he thinks of the Biden administration's approach and why the U.S. shouldn't do a trade deal with Taiwan.

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Out of Bounds https://www.thewirechina.com/2023/10/01/out-of-bounds-outbound-investment-china/ Sun, 01 Oct 2023 23:00:00 +0000 Luke Patey https://www.thewirechina.com/?p=36663 With its new outbound investment rule, the U.S. is hoping to stop American capital from facilitating China's technological rise. But will the restrictions undermine the global competitiveness of American industry in the process?

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What Huawei’s New Mate 60 Means for China, the U.S. and the Global Tech Industry https://www.thewirechina.com/2023/10/01/what-huaweis-new-mate-60-means-for-china-the-u-s-and-the-global-tech-industry/ Sun, 01 Oct 2023 23:00:00 +0000 Paul Triolo https://www.thewirechina.com/?p=36674 The debut of the Chinese giant's new smartphone calls for a nuanced debate about how effective U.S. trade policy has been.

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Tricks of the Trade https://www.thewirechina.com/2023/09/24/tricks-of-the-trade-strategic-decoupling/ Sun, 24 Sep 2023 23:00:00 +0000 Robert Lighthizer https://www.thewirechina.com/?p=36329 Robert Lighthizer, the U.S. Trade Representative under Donald Trump, reflects on his decision to launch the trade war with China and begin the process of "strategic decoupling" — a process he says the U.S. must see through to the end.

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What Huawei’s New Phone Means for U.S. Efforts to Crimp China https://www.thewirechina.com/2023/09/24/what-huaweis-new-phone-means-for-u-s-efforts-to-crimp-china-export-controls/ Sun, 24 Sep 2023 23:00:00 +0000 Eliot Chen https://www.thewirechina.com/?p=36386 Chinese tech capacity appears to be improving, calling into question the effectiveness of American export controls.

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Robert Rubin on Whether the U.S. Should Want China to Prosper https://www.thewirechina.com/2023/09/10/robert-rubin-on-whether-the-u-s-should-want-china-to-prosper/ Sun, 10 Sep 2023 23:00:00 +0000 Bob Davis https://www.thewirechina.com/?p=35712 The Clinton-era Treasury Secretary and banker discusses why investors should steer away from China and the issues with linking trade and human rights.

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Speeding to the Top https://www.thewirechina.com/2023/08/13/speeding-to-the-top-china-auto-exporter/ Sun, 13 Aug 2023 23:00:00 +0000 Aaron Mc Nicholas https://www.thewirechina.com/?p=34508 The major milestones on China's path to becoming the world's leading auto exporter.

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Sidelined https://www.thewirechina.com/2023/08/13/sidelined-world-trade-organization/ Sun, 13 Aug 2023 23:00:00 +0000 Grady McGregor https://www.thewirechina.com/?p=34517 More than two decades after it paved the way for China’s accession to the World Trade Organization, the U.S. is increasingly uncomfortable with the result — and unsure how to deal. The result is that the U.S. — once one of the WTO's biggest cheerleaders — is almost entirely responsible for sidelining the revered global trading system.

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Germany’s New China Strategy: Ambitious Language, Ambiguous Course https://www.thewirechina.com/2023/08/06/germanys-new-china-strategy-ambitious-language-ambiguous-course/ Sun, 06 Aug 2023 23:00:00 +0000 Bernhard Bartsch Claudia Wessling https://www.thewirechina.com/?p=34036 Germany is still struggling to find the right balance between business and politics — and between national and European interests — in its approach to China.

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Martin Wolf on the Future of Democracy and Capitalism https://www.thewirechina.com/2023/08/06/martin-wolf-on-the-future-of-democracy-and-capitalism/ Sun, 06 Aug 2023 23:00:00 +0000 David Barboza https://www.thewirechina.com/?p=34252 The economics commentator discusses why people have lost faith in their leaders, the risks of U.S.-China decoupling and how to deal with Beijing.

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