Codels to China and Taiwan have dropped significantly. Isabella McCallum and Ryan Featherston analysed the decline in US congressional visits, the causes and potential impacts on US relations with China and Taiwan. Read their analysis here: csis.org/blogs/trustee-…
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Congressional travel to China has collapsed since the pandemic, and travel to Taiwan is now falling sharply as well. As the cohort of members with firsthand experience shrinks, fewer in Congress know China directly at precisely the moment it matters most. Ryan Featherston and ne the consequences of this decline: csis.org/blogs/trustee-…
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Overall effective US tariffs levels on trading partners. Read Scott Kennedy and Claire Reade's full commentary on the legal challenges for the new Section 301 tariffs, and the tariff's likely effectiveness. csis.org/analysis/secti…
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China's domestic demand weakened in July. As Scott Kennedy demonstrated, efforts to increase domestic consumption since the pandemic have had limited impact. Listen to Scott's full remarks: youtube.com/watch?v=FJKzkt…
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With energy prices rising due to the Iran war, Chinese solar companies are seeing a boost in sales abroad. This uptick is a hopeful trend for beleaguered firms struggling with low prices and intense competition. Michael Davidson and Sandy Qian found that the challenging industry to make Chinese solar firms more resilient. Read their full analysis here: csis.org/analysis/china…
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EV sales in China dropped significantly this year after China ended consumption based subsidies, including a sales tax exemption on EV purchases. As Scott Kennedy showed in his past analysis of EV subsidies in China, sales tax exemptions grew into a significant portion of overall try. csis.org/blogs/trustee-…
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Read @KennedyCSIS and Claire Reade's assessment of the latest Section 301 tariffs: csis.org/analysis/secti…
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There is a lot of debate on how China should boost domestic consumption. Most of this discussion centers on household consumption, but Ryan Featherston notes that past policies aimed to boost both household and business consumption: "This dual focus on consumers and firms is much ical, supply-side oriented model of policy making..." csis.org/blogs/trustee-…
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China's Ministry of Commerce published a position paper rejecting international allegations of industrial overcapacity. As Scott Kennedy explains, China does have a similar domestic debate, with different terminology: ”内卷/involution“, referring to excessive competition. csis.org/blogs/trustee-…
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New solar installations in China are dropping as the sector grapples with supply-side imbalances. While China has seen record levels of solar installations the last 5 years, solar still accounts for less than 10% of the primary energy mix. Read more here: csis.org/analysis/new-c…
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South Korea's relationship with its two biggest trading partners, China and the US, is changing. Markets for Korean exports are shrinking, and imports from China to Korea are rising. South Korea is adapting by shifting to a new growth model as an AI ecosystem power. Read Navin rt on this shift: csis.org/analysis/expor…
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Starting Soon: Online round table discussion on China and the Section 301 Investigations: The Legal, Economic, and Diplomatic Issues. Join the conversation here: csis.org/events/china-a…
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Despite a record breaking roll out of renewable energy, coal is still the dominate source of energy in China. Chinese industry could shift to renewable energy more quickly as firms adapt to the EU's newly in force Carbon Border Adjustment Mechanism (CBAM).
Read more about this ia Mazzocco and Ray Cai's June report: csis.org/analysis/new-c…
Read more about this ia Mazzocco and Ray Cai's June report: csis.org/analysis/new-c…
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As the EU's Carbon Border Adjustment Mechanism (CBAM) comes into effect, local governments in China are helping firms prepare for the new carbon accounting rules. See the chart of assistance programs in @Mazzocco_Ilaria and Ray Cai's report for details: csis.org/analysis/new-c…
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China is cracking down on delayed payments to small and mid-sized enterprises, a downstream effect of local government debt challenges. Special bond proceeds are being directed toward clearing supplier arrears, which underscores the scale of the problem. This chart from Logan asping Shadows traces how that bond mechanism developed to fill the gap in local revenues. csis.org/analysis/grasp…
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The EU's Carbon Border Adjustment Mechanism currently covers materials like steel and aluminium, and could expand to include secondary goods like washing machines. As this chart from @Mazzocco_Ilaria and Ray Cai's new CSIS report shows, industry dominates China's energy remains the country's primary energy source. Chinese exporters targeting the EU market will need to adjust quickly.
Read more here: csis.org/analysis/new-c…
Read more here: csis.org/analysis/new-c…
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"Many Western drug makers see little incentive to move away from Chinese suppliers, said Scott Kennedy...That feeling is mutual.
China’s pharmaceutical industry also remains highly dependent on partnerships with global companies, he added: “That indispensability creates ould lead both sides to be extremely careful about weaponizing their respective advantages.” foreignpolicy.com/2026/06/08/pep…
China’s pharmaceutical industry also remains highly dependent on partnerships with global companies, he added: “That indispensability creates ould lead both sides to be extremely careful about weaponizing their respective advantages.” foreignpolicy.com/2026/06/08/pep…
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Place-based policy has long been a mainstay of China's industrial policy toolkit. This includes several AI pilot zones established by the government.
Read more here: csis.org/blogs/location…
Read more here: csis.org/blogs/location…
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"China has ramped up clinical trials, including for both domestically created novel drugs and for generic candidates first developed elsewhere. In addition, as others have shown, China is now the source of 30 percent of new innovative drugs produced globally."
Learn more about here: csis.org/analysis/china…
Learn more about here: csis.org/analysis/china…
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One of the key factors behind the changing dynamics of the U.S.-China relationship is China's increasing technological sophistication. In many technologies, China is now a peer competitor.
Learn more in 10 charts: csis.org/analysis/china…
Learn more in 10 charts: csis.org/analysis/china…
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Watch @KennedyCSIS on CBS news discuss the last week's summit - specifically what was discussed on Iran and tariffs.
Watch here: youtube.com/watch?v=zcfDDO…
Watch here: youtube.com/watch?v=zcfDDO…
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@KennedyCSIS spoke with @BBC news about what to expect from Trump's visit to China - what the priorities are for each side and how the the six week delay may have shaped the agenda.
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OUT NOW: Ahead of the Trump-Xi summit this week, @KennedyCSIS looks back at what’s changed since Trump’s first and last visit in 2017 and explains why China is more confident in its ability to manage relations with the U.S..
Watch here: youtu.be/Ja_pJ2_Iz14
Watch here: youtu.be/Ja_pJ2_Iz14
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Striking chart worth resurfacing: in 2014, "lack of ability" and "lack of effort" topped the list of why Chinese respondents thought people were poor. By 2023, "unequal opportunity" and "unfair economic system" had taken their place.
Revisit our Big Data China feature: bigdatachina.csis.org/is-it-me-or-th…
Revisit our Big Data China feature: bigdatachina.csis.org/is-it-me-or-th…
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BYD's sales fell for an eighth straight month in April, but overseas sales of passenger vehicles and pickup trucks was up 35%. Learn about how Chinese EVs from companies like BYD are reshaping emerging economies.
Read more here:csis.org/analysis/globa…
Read more here:csis.org/analysis/globa…
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Since 2018, battery projects have helped drive a record wave of industrial spending that has seeded new manufacturing clusters across the South and Midwest.
Learn more about the state of the U.S. battery industry in a new report from our colleagues @CSISEnergy: csis.org/analysis/new-p…
Learn more about the state of the U.S. battery industry in a new report from our colleagues @CSISEnergy: csis.org/analysis/new-p…
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"In contrast to pharma, EVs, and other successes, China’s efforts at making its own commercial aircraft should be counted so far as a failure. The Commercial Aircraft Corporation of China (COMAC) finally delivered its first narrow-body airliner, the C919, in late 2022, but it has oduction."
Read more about China's innovation triumphs and struggles here: csis.org/analysis/china…
Read more about China's innovation triumphs and struggles here: csis.org/analysis/china…
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As the war with Iran nears the end of its second month, take some time to learn about how global energy disruptions are affecting China from our China Pulse video series: youtube.com/watch?v=1KnhLC…
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Our research found that output from the Wassenaar Arrangement dropped precipitously after the passage of Export Control Reform Act in 2018.
Learn more about what's driving this shift in a recent commentary from our program and @CSIS_Trade: csis.org/analysis/reini…
Learn more about what's driving this shift in a recent commentary from our program and @CSIS_Trade: csis.org/analysis/reini…
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"Representatives from Chinese firms not only show up to standards meetings in large numbers, increasingly hold leadership positions, and put forward many proposals, but the number of accepted contributions from Chinese sources has also risen dramatically."
Read more here: csis.org/analysis/china…
Read more here: csis.org/analysis/china…
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@KennedyCSIS writing on China's participation in the 3GPP consortium, a key body which develops and maintains telecommunications standards:
"Chinese experts have gone from being passive observers to active leaders, heading more of 3GPP’s working groups than representatives from ad the main takeaways from the Power of Innovation report in a 10 charts commentary: csis.org/analysis/china…
"Chinese experts have gone from being passive observers to active leaders, heading more of 3GPP’s working groups than representatives from ad the main takeaways from the Power of Innovation report in a 10 charts commentary: csis.org/analysis/china…
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"Representatives from Chinese firms not only show up to standards meetings in large numbers, increasingly hold leadership positions, and put forward many proposals, but the number of accepted contributions from Chinese sources has also risen dramatically."
Learn more about hnical standards: csis.org/analysis/china…
Learn more about hnical standards: csis.org/analysis/china…
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"China is ahead of the United States in infrastructure as well as knowledge and technology outputs; slightly behind in business sophistication, human capital and research, and creative outputs; and further behind in market sophistication and institutions."
Learn more about e in a new commentary from @KennedyCSIS breaking down the findings of his Power of Innovation report: csis.org/analysis/china…
Learn more about e in a new commentary from @KennedyCSIS breaking down the findings of his Power of Innovation report: csis.org/analysis/china…
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Vietnam's leader To Lam is set to visit China next week. Learn more about how U.S. trade tensions have led to greater trade and economic integration between China and Vietnam by revisiting our China Pulse video from earlier this year: youtube.com/watch?v=fySpqQ…
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Watch the latest iteration of our China Pulse video series where Senior Fellow and Deputy Director @mazzocco_ilaria and Associate Fellow @Ryanfeath break down how the war in Iran is affecting China's energy security.
Watch here: youtube.com/watch?v=1KnhLC…
Watch here: youtube.com/watch?v=1KnhLC…
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As China thinks about how to rebalance growth towards consumption one challenge will be an increasingly pessimistic public who view their society as more and more unfair.
Revisit our Big Data China feature looking at the changing evaluations of inequality in China: bigdatachina.csis.org/is-it-me-or-th…
Revisit our Big Data China feature looking at the changing evaluations of inequality in China: bigdatachina.csis.org/is-it-me-or-th…
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China approved its latest five-year plan earlier this month at its annual two sessions. Learn more about the decisions made by watching @KennedyCSIS break down his main takeaways as a part of our China Pulse video series.
Watch here: youtube.com/watch?v=FJKzkt…
Watch here: youtube.com/watch?v=FJKzkt…
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"China’s solar industry is reshaping its export strategy. Chinese exports have faced a rising wave of tariffs and other nontariff barriers due to concerns over dumping and unfair competition in multiple regions that are trying to develop their own industries...Even as trade apacity keeps expanding, with firms diversifying into new markets to navigate the shifting global landscape."
Read the full brief from Michael Davidson and Sandy Qian here: csis.org/analysis/china…
Read the full brief from Michael Davidson and Sandy Qian here: csis.org/analysis/china…
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China's exports have continued to surge in the first two months of 2026. To learn what happened in 2025 revisit our China Pulse video on where China's exports went and what it means for the U.S.
Watch here: youtu.be/fySpqQpJDAE?si…
Watch here: youtu.be/fySpqQpJDAE?si…
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A group of mostly private Chinese firms are driving solar innovation, accounting for over 75 percent of China's total patent applications in the sector. Market volatility has led to intense competition among these firms reshaping the competitive landscape in the industry.
Learn m Michael Davidson and Sandy Qian: csis.org/analysis/china…
Learn m Michael Davidson and Sandy Qian: csis.org/analysis/china…
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Watch the most recent iteration of our China Pulse video series where Michael Davidson and @Mazzocco_Ilaria break down the what the upheaval in China's solar industry means for the rest of the world.
Watch here: youtube.com/watch?v=4kfc8L…
And read the brief here: csis.org/analysis/china…
Watch here: youtube.com/watch?v=4kfc8L…
And read the brief here: csis.org/analysis/china…
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"China was initially a follower when first-generation solar technologies emerged...China’s innovation cycles [now] far outpace the rest of the global solar sector, rapidly advancing across first-generation sub-technologies—and the pace of turnover continues to accelerate."
is undergoing a period of intense upheaval that is likely to forge a more resilient industry. Read more in a new brief from Michael Davidson and Sandy Qian: csis.org/analysis/china…
is undergoing a period of intense upheaval that is likely to forge a more resilient industry. Read more in a new brief from Michael Davidson and Sandy Qian: csis.org/analysis/china…
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Are China's leaders refining a successful strategy or just trudging along? Don't miss the latest iteration of our China Pulse video series where @KennedyCSIS shares his initial takeaways from China's annual legislative session.
Watch here: youtube.com/watch?v=FJKzkt…
Watch here: youtube.com/watch?v=FJKzkt…
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OUT NOW: @Ryanfeath looks at China's changing IP landscape in a new Trustee China Hand Blog as part of a series building on the new Power of Innovation Report.
Read the blog here: csis.org/blogs/trustee-…
Read the full report here: csis.org/analysis/power…
Read the blog here: csis.org/blogs/trustee-…
Read the full report here: csis.org/analysis/power…
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WATCH NOW: @KennedyCSIS goes over the takeaways from his new report — The Power of Innovation in the latest iteration of our China Pulse video series.
Watch here: youtube.com/watch?v=KP8Q2W…
Watch here: youtube.com/watch?v=KP8Q2W…
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China achieved record exports while selling less to the U.S. and more to the rest of the world. @mazzocco_ilaria and @Ryanfeath dig into the data and the consequences for China in the latest iteration of our China pulse video series:
Watch here: youtube.com/watch?v=fySpqQ…
Watch here: youtube.com/watch?v=fySpqQ…
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The Trustee Chair wishes everyone a Happy Spring Festival! 🐎🧧
Cheers to strength, speed, and success in the Year of the Horse.
恭贺新春 · 马年大吉
Cheers to strength, speed, and success in the Year of the Horse.
恭贺新春 · 马年大吉
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As the U.S. imports fewer products directly from China other countries like Vietnam are emerging as alternative hubs for final assembly.
Learn more about how U.S.-China trade shifted last year by watching the latest iteration of our China Pulse video series: youtube.com/watch?v=fySpqQ…
Learn more about how U.S.-China trade shifted last year by watching the latest iteration of our China Pulse video series: youtube.com/watch?v=fySpqQ…
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As momentum builds for China's 15th Five-Year Plan, one word is set to dominate the discourse in Beijing and beyond: involution (neijuan, 内卷).
Master the concept and its policy implications by reading @KennedyCSIS's analysis below: csis.org/blogs/trustee-…
Master the concept and its policy implications by reading @KennedyCSIS's analysis below: csis.org/blogs/trustee-…
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OUT NOW: @mazzocco_ilaria discusses why Chinese EVs are causing trade disputes in much of the West and why some countries are now cutting deals in a new iteration of our China Pulse video series.
Watch here: youtube.com/watch?v=eoapG4…
Watch here: youtube.com/watch?v=eoapG4…
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Before a deal announced during Prime Minister Carney’s visit to Beijing, Canada had largely aligned its EV strategy with the United States by imposing steep tariffs on Chinese imports. In a new commentary, @mazzocco_ilaria examines what the deal means for Canada and for U.S. on board with its strategy.
Read more here: csis.org/analysis/canad…
Read more here: csis.org/analysis/canad…
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Rising EV imports are pushing the EU toward a trade deficit with China and reshaping their auto relationship. @mazzocco_ilaria unpacks the deal and the unresolved questions facing EU-China auto trade.
Read more here: csis.org/analysis/canad…
Read more here: csis.org/analysis/canad…
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OUT NOW: In a new report from the Trustee Chair @mazzocco_ilaria and @Ryanfeath analyze the rise of EVs in emerging markets and how China is reshaping the global auto industry and interacting with other countries’ industrial policy.
Read the report here: csis.org/analysis/globa…
Read the report here: csis.org/analysis/globa…
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@Ryanfeath breaks down the current state of the U.S.-China economic ceasefire in a new Trustee China Hand blog post.
Read here: csis.org/blogs/trustee-…
Read here: csis.org/blogs/trustee-…
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Policies to boost consumption come at a time when Chinese consumers are increasingly pessimistic about their economic future. Revisit this Big Data China Feature on perceptions of inequality in China to learn more: bigdatachina.csis.org/is-it-me-or-th…
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NEW: @KennedyCSIS analyzes how the Trump administration’s embrace of an illiberal foreign policy affects US interactions with China, including the likelihood, shape & impact of a potential deal between the two countries. Read here: csis.org/analysis/unite…
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Join us Jan 27, 9 am ET, for Huawei Redux: Understanding the World’s Most Infamous Company and Its Geopolitical Significance. @evadou will present her new book on Huawei's origins and its role in geopolitical competition today.
@KennedyCSIS will moderate a conversation with rcesati, & Jimmy Goodrich @RANDCorporation on the book's findings and whether restrictions on Huawei – and the broader technology denial strategy – are justified and to what extent the U.S. and likeminded countries should adjust their strategy.
Watch live and ask questions here:
csis.org/events/huawei-…
@KennedyCSIS will moderate a conversation with rcesati, & Jimmy Goodrich @RANDCorporation on the book's findings and whether restrictions on Huawei – and the broader technology denial strategy – are justified and to what extent the U.S. and likeminded countries should adjust their strategy.
Watch live and ask questions here:
csis.org/events/huawei-…
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In a new Trustee China Hand post, @Ryanfeath analyzes the EU's vote on October 4 to impose tariffs on Chinese-made EVs and the EU's broader approach to addressing distortions caused by China's non-market practices. Read here: csis.org/blogs/trustee-…
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In our report, "Managing U.S.-China Tensions over the Global Economic Order: Tentative Proposals," Ye Yu of the Shanghai Institutes for International Studies writes that to stabilize U.S.-China relations, "both sides must shift from benefit sharing to risk sharing." Competing to blic goods is key to tackling global challenges.
Read the report here: csis.org/analysis/manag…
Read the report here: csis.org/analysis/manag…
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Overall, the Biden Administration has had mixed success with Indo-Pacific strategy, says @dennisw5 during our #BigDataChina conference. He points to the administration's successes in revitalizing regional alliances—strengthening AUKUS, QUAD, and improving Japan-South Korea ties. that there have been shortcomings regarding North Korea and its budding partnership with Russia.
Watch here: csis.org/events/turning…
Watch here: csis.org/events/turning…
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"With great power competition, let us not rule out great power cooperation,” while keeping national security implications in mind, says Craig Allen during the keynote speech of our #BigDataChina conference. Watch here: bigdatachina.csis.org/events/the-tur…
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In our report, "Managing U.S.-China Tensions over the Global Economic Order: Tentative Proposals," Su Qingyi of the Chinese Academy of Social Sciences writes that to stabilize relations, "China and the United States should demarcate competitive boundaries and explore establishing ompetition, cooperation, and routine trade exchanges."
Read the report here: csis.org/analysis/manag…
Read the report here: csis.org/analysis/manag…
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STARTING SOON: The third panel of our #BigDataChina conference, The Turning Point? U.S.-China Relations, Economic Growth, and the Race for Technology Leadership. @mazzocco_ilaria moderates a discussion on technology competition. Watch here: csis.org/events/turning…
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STARTING SOON: The second panel of our #BigDataChina conference, The Turning Point? U.S.-China Relations, Economic Growth, and the Race for Technology Leadership. Scott Rozelle of @StanfordSCCEI moderates a conversation on the Chinese economy. Watch here: csis.org/events/turning…
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STARTING SOON: Our #BigDataChina conference, The Turning Point? U.S.-China Relations, Economic Growth, and the Race for Technology Leadership. Craig Allen, President of the @USChinaBusiness Council starts off with a keynote speech. Watch here: csis.org/events/turning…
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TOMORROW: Join our #BigDataChina annual conference, "The Turning Point? U.S.-China Relations, Economic Growth, and the Race for Technology Leadership," on Dec 10, from 11 am to 3:15 pm ET. Watch and ask questions here: csis.org/events/turning…
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From 2:15-3:15 pm ET, our final panel analyzes technology competition with China. @mazzocco_ilaria moderates the conversation with @Gregory_C_Allen, @RebeccaArcesati, @SammSacks, & @kevinsxu. Watch: csis.org/events/turning…
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From 1:00-2:00 pm ET, experts discuss the state of China's economy and evaluate recent stimulus actions. Scott Rozelle of @StanfordSCCEI moderates the discussion with @LingChenscholar, @andrewpolk81, @MargitMolnar2, & Logan Wright @rhodium_group. Watch: csis.org/events/turning…
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From 11:45 am - 12:45 pm ET, our first panel will discuss the path forward in US-China relations and the choices facing the incoming administration. @KennedyCSIS will discuss with @wendyscutler, @BonnieGlaser, & @dennisw5. Watch: csis.org/events/turning…
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From 11:00-11:30 am ET, Craig Allen, President of the @USChinaBusiness Council, will deliver a keynote speech. @KennedyCSIS will then moderate a discussion and follow up questions. csis.org/events/turning…
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Join our #BigDataChina annual conference, "The Turning Point? U.S.-China Relations, Economic Growth, and the Race for Technology Leadership," on Dec 10, from 11 am to 3:15 pm ET. Watch and ask questions here: csis.org/events/turning…
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Watch our #BigDataChina conference, "The Turning Point? U.S.-China Relations, Economic Growth, and the Race for Technology Leadership," on Dec 10, from 11 am to 3:15 pm ET. Panelists will discuss US-China relations, China's economy, & tech competition.
csis.org/events/turning…
csis.org/events/turning…
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In our new report, "Managing U.S.-China Tensions over the Global Economic Order: Tentative Proposals," Bill Reinsch of @CSIS_Trade points out 2 key approaches to ending or mitigating escalating trade conflict with China: the "grand bargain," where both sides make significant by steps" approach, which focuses on small, incremental measures.
Read the report here: csis.org/analysis/manag…
Read the report here: csis.org/analysis/manag…
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This November, the CSIS Trustee Chair released a new report on the successes and failures of Chinese industrial policy, a series of proposals on reforming the international economic system, & took stock of US tech restrictions on China. We also hosted an event on how US allies shoug competition with China. Learn more about our work in our monthly newsletter: pardot.csis.org/webmail/906722…
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In our new report, "Managing U.S.-China Tensions over the Global Economic Order: Tentative Proposals," Tianlei Huang of @PIIE identifies several reforms needed to raise consumption in China, including expanding access to public services for urban migrant workers and providing tunities. In addition, "local governments must be fiscally empowered to provide more targeted support."
Read the report here: csis.org/analysis/manag…
Read the report here: csis.org/analysis/manag…
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In our recent #BigDataChina event, @mazzocco_ilaria says there is mixed evidence regarding the effectiveness of long-term industrial policy. Therefore, a critical question emerges: what are the global implications when major economies pursue extensive industrial policies, and how ons be effectively managed?
Watch the event here: csis.org/events/does-ch…
Watch the event here: csis.org/events/does-ch…
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In our new report, "Managing U.S.-China Tensions over the Global Economic Order: Tentative Proposals," Yves Tiberghein writes that: "A full decoupling is untenable and, if pursued, could produce significant economic issues for both economies." It is important for countries to willpower to design better trajectories.
Read the report here: csis.org/analysis/manag…
Read the report here: csis.org/analysis/manag…
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In the intro to our new report, "Managing US-China Tensions over the Global Economic Order: Tentative Proposals," @KennedyCSIS explains why participants were asked to offer solutions to major issues facing the Bretton Woods system. Read the report here: csis.org/analysis/manag…
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In our #BigDataChina event, @panlejia explains the varying success of China's industrial policy. "We studied China’s auto industry from 2001-2014, finding that while tech transfer policies benefited basic partners, they contributed less than 10% to quality improvements for n drivers were foreign firms & the private sector. In the EV sector, subsidies tied to domestic battery suppliers helped China become a leader in battery supply. Industrial policy exists on a spectrum—some generate welfare, others create distortions."
Watch the event here: csis.org/events/does-ch…
Watch the event here: csis.org/events/does-ch…
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NEW REPORT: The US-China Global Economic Order (GEO) Dialogue, now in its ninth year, focuses on strengthening dialogue & fostering cooperation around the three pillars of the Bretton Woods system: international #trade, #finance, & #development. The purpose of the dialogue is to provide discussions among a small number of subject-matter experts.
This volume, edited by @KennedyCSIS, comprises brief notes drafted in advance of the latest session, held in May 2024 in Washington, D.C., and then lightly revised afterward. Participants offer tentative yet provocative solutions to the policy community in four topical groups: economic competition, economic security, finance, & decarbonization and development.
Read here: csis.org/analysis/manag…
This volume, edited by @KennedyCSIS, comprises brief notes drafted in advance of the latest session, held in May 2024 in Washington, D.C., and then lightly revised afterward. Participants offer tentative yet provocative solutions to the policy community in four topical groups: economic competition, economic security, finance, & decarbonization and development.
Read here: csis.org/analysis/manag…
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In our #BigDataChina event yesterday, Lee Branstetter of @HeinzCollege explains how the US should chart a different course from China's approach to industrial policy. The US should boost high-skilled immigration, increase funding for basic science, deepen alliances by integrating partners, and strengthen the safety net for workers affected by trade and innovation disruptions.
Watch the event here: csis.org/events/does-ch…
Watch the event here: csis.org/events/does-ch…
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OUT NOW: In a new #BigDataChina feature, @mazzocco_ilaria & @Ryanfeath explain the development and progress of industrial policy in China and summarize the findings of academic research that clarifies where industrial policy has been successful and where it has failed. The report conce policy implications for the United States and others.
Read here: bigdatachina.csis.org/wins-and-losse…
Read here: bigdatachina.csis.org/wins-and-losse…
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Join us on Nov. 19, 9:30 am ET, for a new #BigDataChina event reviewing research that evaluates the successes and failures of industrial policy in China and the conditions that shaped policy outcomes.
@mazzocco_ilaria hosts a discussion on industrial policy in China today, cations for policymakers with @gdp1985, @panlejia, Lee Branstetter (@CarnegieMellon), & Chloé Papazian (@OECD).
Watch here: csis.org/events/does-ch…
@mazzocco_ilaria hosts a discussion on industrial policy in China today, cations for policymakers with @gdp1985, @panlejia, Lee Branstetter (@CarnegieMellon), & Chloé Papazian (@OECD).
Watch here: csis.org/events/does-ch…
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This October, the Trustee Chair issued reports on how Taiwanese firms evaluate geostrategic risks, the growing role of Chinese companies in EV supply chains in Latin America, and hosted events on China's stimulus package and the trade-offs between trade and climate policies.
We announce that @mazzocco_ilaria has been promoted to Deputy Director and Senior Fellow of the Trustee Chair.
Read & subscribe to our monthly newsletter here: csis.org/programs/chine…
We announce that @mazzocco_ilaria has been promoted to Deputy Director and Senior Fellow of the Trustee Chair.
Read & subscribe to our monthly newsletter here: csis.org/programs/chine…
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Despite holding more assets among @FortuneMagazine Global 500 firms than any other ranked country, Chinese companies achieve the least value from them. While most other countries have shown growth in their average return on assets in recent years, China’s lower efficiency in this ncern.
Read more of our analysis of Chinese companies on Fortune's Global 500 list here: csis.org/blogs/trustee-…
Read more of our analysis of Chinese companies on Fortune's Global 500 list here: csis.org/blogs/trustee-…
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Watch our #BigDataChina interview from May: @YashengHuang & @mazzocco_ilaria discuss China's economic & political trajectory, the role of diversity in successful political systems, & how structural inequalities result in overcapacity & declining growth. bigdatachina.csis.org/chinas-post-re…
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In a recent brief, @mazzocco_ilaria, @RyanBergPhD, &
@RubiBledsoe write that Latin America holds minerals essential to EV battery manufacturing, such as lithium and copper. Argentina, Bolivia, and Chile hold roughly 58% of the world’s lithium reserves, and China has met with varyng partnerships aimed at acquiring or operating mining and refining operations in the region.
Read more here: csis.org/analysis/drivi…
@RubiBledsoe write that Latin America holds minerals essential to EV battery manufacturing, such as lithium and copper. Argentina, Bolivia, and Chile hold roughly 58% of the world’s lithium reserves, and China has met with varyng partnerships aimed at acquiring or operating mining and refining operations in the region.
Read more here: csis.org/analysis/drivi…
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During our event on China's recent stimulus package, panelists discussed whether it effectively addresses a range of economic challenges. @briangobosox explained the dynamics behind the stock rally following the policy announcement. Watch the event here: csis.org/events/chinas-…
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Private firms in China on this year's @FortuneMagazine Global 500 excel in asset utilization, especially in high-growth sectors. In the EV industry, private firms rebounded to a 3.1% ROA, while SOEs fell to 1.1%. Additionally, private engineering and construction firms outperform actor of ten, underscoring their efficiency.
Read more of our analysis of Chinese companies on Fortune's Global 500 list here: csis.org/blogs/trustee-…
Read more of our analysis of Chinese companies on Fortune's Global 500 list here: csis.org/blogs/trustee-…
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During our recent talk on how tariffs and trade policy, national security measures, & supply chain resilience are reshaping US climate policy, @mazzocco_ilaria describes lessons from China's green transition and industrial subsidies. Watch the event here: youtube.com/watch?v=WHqZNG…
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State-owned enterprises make up 70.3% of Chinese firms on the @FortuneMagazine Global 500. State-owned automaker SAIC fell from #52 in 2020 to #93 in 2024. In contrast, private firm BYD surged from #436 to #143, showcasing how a private company can outperform a state-owned ility and efficiency.
Read more of our analysis of Chinese companies on Fortune's Global 500 list here: csis.org/blogs/trustee-…
Read more of our analysis of Chinese companies on Fortune's Global 500 list here: csis.org/blogs/trustee-…
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In a recent event on how US national security and trade policies intersect with climate goals, @mazzocco_ilaria describes how policymakers may be learning the wrong lessons from China's green transition and industrial subsidies. Watch the full event here: youtube.com/watch?v=WHqZNG…
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NEW: Trustee Chair Associate Director Nic Rogers & @rwang07 analyze the 128 Chinese companies on this year's @FortuneMagazine Global 500 list. They compare their performance & ownership structures to companies listed in prior years & from other countries. csis.org/blogs/trustee-…
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In September the Trustee Chair analyzed recent Congressional activity on China, released a major report on how Taiwanese businesses are adapting to geostrategic risks, and issued a Brief on China's growing presence in the EV supply chain in Latin America.
Catch up on our recent wsletter here: bit.ly/3N61lTM
Catch up on our recent wsletter here: bit.ly/3N61lTM
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"Even for the Chinese government, raising the retirement age is the political third rail." @KennedyCSIS provides context behind the recent policy shift. "It could potentially translate to a reduce burden for the government in providing old age pensions." Watch more:
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In a new brief, @mazzocco_ilaria, @RyanBergPhD, &
@RubiBledsoe write that before the Lula administration imposed tariffs to protect local production, demand for Chinese EVs in Brazil had surged. Despite the tariffs, Brazil welcomed BYD to set up operations to meet the growing needxico is also becoming a key market as Chinese EV exports expand globally, driven by competitive prices and strong demand in emerging economies. Read here: csis.org/analysis/drivi…
@RubiBledsoe write that before the Lula administration imposed tariffs to protect local production, demand for Chinese EVs in Brazil had surged. Despite the tariffs, Brazil welcomed BYD to set up operations to meet the growing needxico is also becoming a key market as Chinese EV exports expand globally, driven by competitive prices and strong demand in emerging economies. Read here: csis.org/analysis/drivi…
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In a new brief, @mazzocco_ilaria, @RyanBergPhD, & @RubiBledsoe write that the Latin American EV market is rapidly expanding, with countries in the region seizing the opportunity to attract Chinese investments. This influx could help satisfy local demands for affordable EVs while boosut it also reshapes regional dynamics by further integrating the region with China. This has the potential to redefine alliances and influence global trade patterns in the context of increasing competition. Read here:
csis.org/analysis/drivi…
csis.org/analysis/drivi…
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As China becomes a dominant player in the global EV supply chain, a new brief by @mazzocco_ilaria, @RyanBergPhD, & @RubiBledsoe analyzes the opportunities & risks for Latin American & Caribbean countries & consequences for US engagement in the region: csis.org/analysis/drivi…
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“In terms of scale, this industry is much larger. The quality of people is much higher, they studied overseas, combining east and west.” Yuan Haiying describes to @KennedyCSIS how China’s government affairs industry has evolved and formalized in the past 30 years. “It has become ession, with more training.” Listen on #ChinaFieldNotes: csis.org/podcasts/china…
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