The Resistible Rise of U.S.-China Conflict
The structure of great-power rivalry may exclude a world of love and harmony, but it does not necessitate a world of immutable conflict.
Yes, This is a Cold War
We risk serious errors as a nation if we shy away from reality because we find it distasteful.
Asia Can’t Decarbonize Without China’s Help
Asia cannot fully decarbonize without becoming even more financially interconnected with — and dependent on — China.
The Longterm Consequences of China’s Cash-Strapped Cities
True deleveraging is painful, but it is also bad for policy innovation.
China Must Restore Growth
China’s energy crisis and the Evergrande debacle do not pose systemic risks. But the persistent slowdown in economic growth does.
The Party and Private Business: Lessons from History
Xi Jinping should be believed when he says that he intends to build China into a “modern socialist power.”
Carbon Neutrality with Chinese Characteristics
The facts favor China’s ambitious goal of reaching carbon neutrality by 2060.
The Party Politics Driving Xi Jinping
Why now for Xi's blitz of economic reforms? China’s political calendar.
The Right War for the U.S. and China
Either everyone wins the fight against climate change, or no one does.
‘Common Prosperity’ or Populist PR Stunts?
Browbeating billionaires won’t address structural imbalances in China’s economy.
Countering Chinese Industrial Policy Is Counterproductive
The real business-related challenge for the U.S. vis-à-vis China is the tradeoff between national security and the benefits of economic exchange.
Europe and America Still Don’t Agree on China
In Europe, Beijing is still seen as a competitor and partner — not a rival.