US retailer Target ended its promise to its consumers to get the lowest price. But under pressure of the inflation, triggered off by the trade war with China, and other challenges, Target has changed its long-standing business model. It is the end of a safety net for consumers, says retail analyst Ashley Dudarenok in Time.Read More →

China’s consumers are dramatically changing their spending habits, says business analyst Shaun Rein at CNBC. They might not spend on EVs and real estate, but they are sitting on massive savings and will spend when they see the value. Why is Legoland winning the fight for the Chinese consumer, while Starbucks is losing it? Why do they enjoy holidays in mainland China, rather than Thailand or Europe?Read More →

Many observers wrongly see the current trade war between China and the US as a Cold War 2.0, says political analyst Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know® in an interview with Dwarkesh Patel. If American politicians started this war without seeing the difference from a cold war, it might be tough to bring it to an end, he adds.Read More →

China’s government and Tibet’s spiritual leader, the Dalai Lama, are at loggerheads on what will happen when the latter dies, and a such for a new Dalai Lama will start. Get ready for two Dalai Lamas, predicts Ian Johnson, fellow at the Wissenschaftskolleg zu Berlin, and author of The Souls of China: The Return of Religion After Mao, at the ChinaFile.Read More →

A decade ago, China launched its ambitious “Made in China 2025”. And while the phrase has disappeared, the industrial ambitious have no, writes China veteran Kaiser Kuo at the World Economic Forum. Today, that strategy appears to be entering a new phase — one we might call “Made in China 2.0,” he says. Read More →

China veteran Kaiser Kuo examines the ten Chinese companies, which are booming in China’s economy, despite the pressure it is under. Most names might be new to the non-Chinese, but these ten are worth putting on your China watch list, if they are not yet, he writes at the World Economic Forum: CATL (宁德时代), Envision Energy (远景能源), Haier (海尔集团), Huawei (华为), JinkoSolar (晶科能源), LONGi Green Energy Technology (隆基绿能科技股份有限公司), Meituan (美团), Pop Mart (泡泡玛特), Seres Group (赛力斯), Xiaohongshu (小红书 / RedNote),Read More →

China now understands the US better than America understands China, argues economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, in an interview at the Dwarkesh Clips. Both on a personal and a governmental level, America has stopped investing in good relations with China, he says.Read More →

BYD surprised everyone by successfully taking on Tesla. Economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, explains how China’s approach allowed to take on Tesla and came out as a winner, he tells Dwarkesh Patel.Read More →