David Feith on Trump 1.0 vs Trump 2.0 and China
The former official in both of the president’s terms discusses why Trump has become less hawkish on China, and his sudden departure from the administration...
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Chinese AI Companies Ride the Optimism
Investors have been piling in to Chinese AI and chip companies listing in Hong Kong this year with more to come in the pipeline.
Company in the News: Quectel
The unstoppable rise of the leading Internet of Things provider meets pushback against its China ties.
The Critical Raw Materials Gap
European democracies, threatened by Vladimir Putin’s war on Ukraine and Donald Trump’s designs on Greenland, are embarking on historic changes in their defense posture. But...
Europe’s Military Raw Materials Gap
Also, Chinese AI IPOs surge in Hong Kong.
Is China’s Economic Policy Too Cautious?
China's leaders must avoid entrenching the imbalances that will limit long-term growth for the sake of short-term stability.
J. Michael Cole on the Best and Worse Cases for Taiwan’s Future
The policy analyst discusses why it's so important for the world to stand by Taiwan, and what outsiders often get wrong about its situation.
BYD’s Shaky Stand at the Top
The Chinese automaker is investing in global growth after a tough year at home.
Digging into Congo
In an excerpt from his new book, Nicolas Niarchos examines how China and the Democratic Republic of Congo negotiated an infrastructure-for-commodities agreement involving two large...
Digging into Congo
Plus, catch Manus AI if you can.
It’s Time to Treat China’s Connected Energy Systems As a National Security Risk
Governments need to make a concerted effort to make sure they retain ultimate control over the energy systems.
Manus, Meta and a Deal That Goes to the Heart of the U.S.-China AI Rivalry
The Facebook owner’s tie-up with Manus is being touted as a win for Washington’s AI strategy, and a headache for Beijing.