Latest Posts
China’s corporate forces underlining its economic strength – Kaiser Kuo
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 →
Why trade negotiations between China and the US will lead nowhere soon – Arthur Kroeber
Both China and the USA claim to want to negotiate a trade deal, but, according to economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, since there is no common agenda, only common mistrust, it appears very unlikely that these talks will progress. He says this in an interview at Dwarkesh Clips.Read More →
How the state, market and academia move AI in the same direction – Kaiser Kuo
Technology veteran Kaiser Kuo explains how AI developments with DeepSeek, MiniMax, Moonshot AI, and iFlyTek emerged as winners in China’s technology scene. Especially, the coordination between the state, the market, and academia helps technology to move in the same direction, he adds at the World Economic Forum.Read More →
Why America fails to understand China – Arthur Kroeber
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 →
How China became rich in a 40-year transformation – Kaiser Kuo
How did China change from an economic laggard into a booming country? China veteran Kaiser Kuo dives into the country’s 40-year transformation for the World Economic Forum. For example, how it succeeded in becoming a digital giant.Read More →
How BYD crushed Tesla – Arthur Kroeber
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 →
The fragile relationship between China and Russia – Zhang Lijia
The rest of the world looks with interest at the assumed friendship between China and Russia. Still, that relation is not as close as many believe, says author Zhang Lijia in an analysis in the South China Morning Post. The powerplay is way more important than the assumed friendship, she writes.Read More →
China-US trade deal lacks fine print – Shaun Rein
U.S. President Donald Trump may be enthusiastic about the trade deal between China and the U.S., which was closed in London this week. However, business analyst Shaun Rein points out that the deal is lacking crucial details and might not work, as he notes in The Economic Times. “So, the economy in China is not booming, but China is not going to blink. They have the resolve to push hard back against Trump,” he adds.Read More →
Stability key for trade relations between China and the US – Harry Broadman
Delegations from China and the US are discussing the risks and opportunities in trade for both countries in London. However, according to former US trade negotiator Harry Broadman, stability in trade relations is crucial for any outcomes that may follow those negotiations, as he notes at Al Jazeera. Unfortunately, processes for those stable relations are lacking, he adds.Read More →
How health and wellness boom in China – Ashley Dudarenok
Consumer spending might only slowly recover in China, marketing expert Ashley Dudarenok sees interest in health and wellness booming, she writes in the Jing Daily, “This boom reflects a profound transformation in consumer priorities, with a growing emphasis on physical fitness, mental well-being, and preventative healthcare,” she adds.Read More →
How do science and politics relate in China – Victor Shih
In the US, the tension between science and politics has been raising eyebrows. In China, politicians do invite scientists to listen to their arguments and might follow their suggestions. Still, sometimes political preferences in Beijing prevail, for example, during the Covid crisis, says political analyst Victor Shin, author of Factions and Finance in China: Elite Conflict and Inflation, in his interview at Dwarkesh Clips.Read More →
China is not going to play the Trump game – Arthur Kroeber
The Trump administration is pretty clueless on China, and that is only one of many issues when both countries are going to deal with each other, says leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know, in an interview with the Australian broadcaster ABC. Both can inflict huge damage on each other, but neither is in a position to win a full-blown trade war, he adds.Read More →