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Double-edged swords in the US-China Cold War
The US and China are in a cold war, not a trade war. And they are fighting with double-edged swords that end up harming both sides.
Apr 25
•
Kyle Chan
68
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Double-edged swords in the US-China Cold War
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11
The China Shock revisited
The famous "China Shock" paper got blown out of proportion for reasons that are more sociological than economic.
Apr 8
•
Kyle Chan
80
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The China Shock revisited
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9
March 2025
Chinese semiconductors and alternative paths to innovation
Faced with tech restrictions, China is searching for new ways to push ahead on semiconductors. Finding such alternative routes could help China…
Mar 19
•
Kyle Chan
,
Thomas des Garets Geddes
, and
Daniel Crain
52
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High Capacity
Chinese semiconductors and alternative paths to innovation
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10
February 2025
China is trying to reshape global supply chains
China is using "industrial diplomacy" and technology controls to create new China-friendly global production networks centered around China.
Feb 28
•
Kyle Chan
155
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China is trying to reshape global supply chains
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9
China's Faustian bargain for foreign firms
Why do foreign companies agree to work with China and build up their future Chinese competitors?
Feb 14
•
Kyle Chan
105
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China's Faustian bargain for foreign firms
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9
January 2025
China's overlapping tech-industrial ecosystems
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing…
Jan 22
•
Kyle Chan
310
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China's overlapping tech-industrial ecosystems
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29
November 2024
Beijing braces for impact: What Trump 2.0 might mean for US-China relations
Both sides have learned lessons from the first US-China trade war. For Trump, it's that tariffs and sanctions are powerful tools. For Beijing, it's that…
Nov 8, 2024
•
Kyle Chan
26
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Beijing braces for impact: What Trump 2.0 might mean for US-China relations
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2
July 2024
A warped hall of mirrors: US-China competition and industrial policy
China doubled down on industrial policy and advanced manufacturing in its latest Third Plenum. As US-China competition heats up, both countries are…
Jul 25, 2024
•
Kyle Chan
33
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A warped hall of mirrors: US-China competition and industrial policy
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5
June 2024
"Managed competition" in China's state firms
China's state-owned enterprises are not the rigid, top-down organizations of the past. In many industries today, they try to combine the benefits of…
Jun 21, 2024
•
Kyle Chan
80
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"Managed competition" in China's state firms
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16
India needs a national bullet train system
Thinking big about infrastructure, climate, and economic development with some data and lessons from China's high-speed rail system.
Jun 7, 2024
•
Kyle Chan
67
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India needs a national bullet train system
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30
May 2024
Will Biden's Chinese EV tariffs work?
Will tariffs give the US auto industry time to catch up to Chinese EVs? Or will the US become the Galapagos of the car world?
May 16, 2024
•
Kyle Chan
37
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Will Biden's Chinese EV tariffs work?
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7
How the global solar boom is powered by Chinese exports
There's a strong relationship between a country's solar power capacity and its openness to Chinese solar imports. Look at solar superpowers like the…
May 10, 2024
•
Kyle Chan
25
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How the global solar boom is powered by Chinese exports
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6
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