Commerce at the Center
On Thursday, Commerce Secretary Gina Raimondo met with Wang Wentao, the Chinese Commerce Minister, in Washington. It marked the first cabinet-level meeting in Washington between...
The Consultant Crackdown
At first glance, the recent raid on Capvision, a Shanghai consultancy, looks similar to the raids on foreign firms Mintz Group and Bain & Company....
The Japan Model
Japan is two decades ahead of its American and European allies when it comes to 'de-risking' from China. Now, with the 'economic security pioneer' hosting...
The Nickel Pickle
Xiang Guangda invested in Indonesia when no one else would. Now, his firm, stainless steel giant Tsingshan Group, is both a leader and something of...
Shaky Signal
Qualcomm got its big break by navigating the tense relationship between the U.S. and China, and it has felt the squeeze of geopolitics numerous times...
Rare Earth Reshore
The EU desperately wants to 'de-risk' its reliance on China, especially for rare earths — the critical minerals that are essential for today's technologies. But...
Buying the Heartland
Does the U.S. need to worry about China encroaching on its territory? Many states used to court Chinese investors, but in recent months, more than...
The Sanctions Sieve
The U.S. government is trying to stop China from selling chips to Russia that aid its war effort. It’s failing. A new investigation by The...
‘The Plan to Destroy Taiwan’
Why is one of Taiwan's largest media groups — Want Want China Times Media Group — spreading anti-U.S. rhetoric? Largely because its billionaire owner, Tsai...
SVB’s First Failure
When Ken Wilcox, a former CEO of Silicon Valley Bank, moved to Shanghai in 2011, he was optimistic and eager to start up the bank's...
The AI Lockout
If you still associate Nvidia with video games, it's time to update your priors. Thanks to its powerful chips and ubiquitous software, the U.S. company...
TSMC’s Turning Point
TSMC has long been viewed as the greatest strength in Taiwan’s 'silicon shield.' If China invaded Taiwan, the theory went, the island's outsize role in...