The Chip Catalyst
The U.S.’s latest attempt to contain China’s chip ambitions lasted little more than a month. Back in May, the Trump administration introduced a ban on...
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Janet Yellen on the Challenges of Dealing With China, Trump — and Biden
The former Treasury Secretary and Fed chair discusses why tariffs won't work, her efforts to rebuild relations with China under Biden and her issues working...
Bitmain’s Trump Card
Bitmain is looking to shed its ties to blacklisted Sophgo as it wins customers including Eric Trump’s new bitcoin venture.
The 50 Percent Problem
The Commerce Department wants to expand export controls to majority-owned subsidiaries of Chinese companies. That could trigger cascading effects — and challenges.
China’s Elastic Export Controls
Beijing’s economic coercion is getting smarter.
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?