On the surface, government debt in China appears well-manageable, but that is because the central government pushes its costs to a local level, says financial expert Victor Shih, author of Factions and Finance in China: Elite Conflict and Inflation, in an interview on Dwarkesh Clips.Read More →

China is having the upper hand in the trade war with Trump and can replace almost every product it purchases from the US with products from other countries, with the exception, perhaps, of semiconductors, says Shaun Rein, a Shanghai-based political analyst and author of The Split: Finding the Opportunities in China’s Economy in the New World Order, at CNBC. China might push back harder than the US or Europe might be thinking, he adds.Read More →

China veteran Kaiser Kuo has spent a lifetime explaining what America and Europe misunderstand when dealing with China. In an interview with Michael Walker, he dives into the most important issues. “The West lacks a coherent approach to China, with America viewing it as an existential threat whilst Europe oscillates between paranoia about espionage and courting investment. Politicians across both continents share a superficial understanding of the world’s most important rising power.”Read More →

While the world is getting used to live sessions from the Oval Office in Washington, DC, few experts know how the Politburo in Beijing is making its policies. Political expert Victor Shih, author of Factions and Finance in China: Elite Conflict and Inflation, explains in the Dwarkesh Clips how the relations between Xi Jinping, other members of the Politburo, and outside experts work out.Read More →

China’s companies – large and small – are now exploring expansion into global markets, as the domestic market is only slowly recovering, says branding expert Ashley Dudarenok in the vlog. They are in the early phases of putting their brands on an international track, she says.Read More →

Shanghai-based business analyst Shaun Rein, in an extensive interview at Forbes, says that after a very bearish 2024, China’s economy has found its way upwards because of Trump. “People rallied together and said, ‘We’ll deal with lower incomes. We’ll deal with bad sales. We want to make Trump bend’, he tells Forbes.Read More →

Marketing expert Ashley Dudarenok sees the Rich List of Forbes in 2024 most Chinese women on its list. Meet the four top scorers on the list at her vlog. Wu Yajun: Co-founder of Long For Properties, with a net worth of US$5.8 billion. Zhou Qunfei: Founder of Lens Technology, manufacturing smartphone screens for Apple, Tesla, and Samsung, with a net worth of US$6.1 billion. Wang Laichun: Founder of electronics components maker Lingyi Itech, with a net worth of US$6.6 billion. Zhong Huinquan: Founder of Hanzhou Pharmaceutical, with a net worth of US$7.7 billion.Read More →

Innovation expert Ashley Dudarenok says human programmers will still be needed in her vlog. But AI is already replacing a range of jobs in China. For example, Alibaba introduced its first AI employee, Tongyi Lingma, last summer, and it made huge inroads into the work process, she notes.Read More →