Latest Posts
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 →
Why calling Xi will not help Trump – Harry Broadman
For a week, US President Trump has been speculating on how a call with his Chinese counterpart, Xi Jinping, will solve their trade issues. Harry Broadman, a former US trade representative, explains in Politico why Trump is wrong.Read More →
China’s hidden debt crisis – Victor Shih
On the surface, government debt in China appears well-manageable, but that is because the central government pushes its costs to a local level, says financial expert Victor Shih, author of Factions and Finance in China: Elite Conflict and Inflation, in an interview on Dwarkesh Clips.Read More →
Gen-Z is redefining China’s consumer habits – Ashley Dudarenok
Gen Z is now about 25% of China’s workforce and is dramatically changing the country’s consumer habits, says marketing expert Ashley Dudarenok in her vlog. Social commerce is key, she argues, especially now that consumer spending is low anyway.Read More →
Why China has the upper hand in the trade war with Trump – Shaun Rein
China is having the upper hand in the trade war with Trump and can replace almost every product it purchases from the US with products from other countries, with the exception, perhaps, of semiconductors, says Shaun Rein, a Shanghai-based political analyst and author of The Split: Finding the Opportunities in China’s Economy in the New World Order, at CNBC. China might push back harder than the US or Europe might be thinking, he adds.Read More →
What the West gets wrong about China – Kaiser Kuo
China veteran Kaiser Kuo has spent a lifetime explaining what America and Europe misunderstand when dealing with China. In an interview with Michael Walker, he dives into the most important issues. “The West lacks a coherent approach to China, with America viewing it as an existential threat whilst Europe oscillates between paranoia about espionage and courting investment. Politicians across both continents share a superficial understanding of the world’s most important rising power.”Read More →
How do discussions in China’s politburo work out – Victor Shih
While the world is getting used to live sessions from the Oval Office in Washington, DC, few experts know how the Politburo in Beijing is making its policies. Political expert Victor Shih, author of Factions and Finance in China: Elite Conflict and Inflation, explains in the Dwarkesh Clips how the relations between Xi Jinping, other members of the Politburo, and outside experts work out.Read More →
How China’s brands go global – Ashley Dudarenok
China’s companies – large and small – are now exploring expansion into global markets, as the domestic market is only slowly recovering, says branding expert Ashley Dudarenok in the vlog. They are in the early phases of putting their brands on an international track, she says.Read More →
Why I’m bullish on China now – Shaun Rein
Business analyst Shaun Rein, based in Shanghai, is more bullish on China’s economy than he has been since 2019, he says at CNBC. Especially now that China is winning the trade war, he adds.Read More →
How Trump pushed China into an upward mood – Shaun Rein
Shanghai-based business analyst Shaun Rein, in an extensive interview at Forbes, says that after a very bearish 2024, China’s economy has found its way upwards because of Trump. “People rallied together and said, ‘We’ll deal with lower incomes. We’ll deal with bad sales. We want to make Trump bend’, he tells Forbes.Read More →
Meet China’s female self-made billionares – Ashley Dudarenok
Marketing expert Ashley Dudarenok sees the Rich List of Forbes in 2024 most Chinese women on its list. Meet the four top scorers on the list at her vlog. Wu Yajun: Co-founder of Long For Properties, with a net worth of US$5.8 billion. Zhou Qunfei: Founder of Lens Technology, manufacturing smartphone screens for Apple, Tesla, and Samsung, with a net worth of US$6.1 billion. Wang Laichun: Founder of electronics components maker Lingyi Itech, with a net worth of US$6.6 billion. Zhong Huinquan: Founder of Hanzhou Pharmaceutical, with a net worth of US$7.7 billion.Read More →