China’s Elastic Export Controls
Beijing’s economic coercion is getting smarter.
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Walmart, the Company that Refuses to Decouple
Plus, expanding America’s export control regime.
The Company that Refuses to Decouple
Walmart should be in trouble in China, where its competitors are in retreat and its sourcing operations have been criticised by both Beijing and Washington....
Nicholas Borst on China’s Complicated Relationship with the Private Sector
The analyst on how Beijing’s need for control hamstrings its businesses and entrepreneurs.
Is the Chinese Leadership Turning Inward?
If Xi Jinping is becoming more preoccupied with internal politics, it could lead to a period of relative calm in China’s relations with the United...
Julian Gewirtz on Getting China Strategy Right
The former Biden official and China scholar makes the case for the previous administration's approach and discusses why Beijing is content to watch the U.S....
Mr. Magnet
Can a Japanese scientist loosen China’s grip on the rare earths supply chain needed for critical magnet technologies?
China’s Electric Vehicle End Game
Consolidation in China’s auto sector is long overdue. But can Beijing stomach the damage to China’s economy?
China’s Cheap Dates
Consumers are benefiting in the short term as goods prices fall, but deflation could hurt Chinese brands longer term.
How China Sees Iran’s Future
Beijing has been critical of Tehran’s recent strategic blunders, but sees Iran’s continuing existence as still vital to its interests.
Mr. Magnet and the Race for Rare Earths
Plus, putting the brakes on the EV industry price war.
Ely Ratner on Keeping the U.S. Focused on China
The Biden administration’s assistant secretary of defense explains why there needs to be a new defense pact in Southeast Asia akin to NATO, and the...