Leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, explains at CNBC why China can walk away from a trade agreement with the US if they do not like it, although its economy is not very bright at this stage. He does not expect to see any great push to improve consumption or the economy at large, as the leadership is happy with the current modest growth.Read More →
US retailer Target ended its promise to its consumers to get the lowest price. But under pressure of the inflation, triggered off by the trade war with China, and other challenges, Target has changed its long-standing business model. It is the end of a safety net for consumers, says retail analyst Ashley Dudarenok in Time.Read More →
China’s consumers are dramatically changing their spending habits, says business analyst Shaun Rein at CNBC. They might not spend on EVs and real estate, but they are sitting on massive savings and will spend when they see the value. Why is Legoland winning the fight for the Chinese consumer, while Starbucks is losing it? Why do they enjoy holidays in mainland China, rather than Thailand or Europe?Read More →
Many observers wrongly see the current trade war between China and the US as a Cold War 2.0, says political analyst Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know® in an interview with Dwarkesh Patel. If American politicians started this war without seeing the difference from a cold war, it might be tough to bring it to an end, he adds.Read More →
China’s government and Tibet’s spiritual leader, the Dalai Lama, are at loggerheads on what will happen when the latter dies, and a such for a new Dalai Lama will start. Get ready for two Dalai Lamas, predicts Ian Johnson, fellow at the Wissenschaftskolleg zu Berlin, and author of The Souls of China: The Return of Religion After Mao, at the ChinaFile.Read More →
Both China and the USA claim to want to negotiate a trade deal, but, according to economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, since there is no common agenda, only common mistrust, it appears very unlikely that these talks will progress. He says this in an interview at Dwarkesh Clips.Read More →
Technology veteran Kaiser Kuo explains how AI developments with DeepSeek, MiniMax, Moonshot AI, and iFlyTek emerged as winners in China’s technology scene. Especially, the coordination between the state, the market, and academia helps technology to move in the same direction, he adds at the World Economic Forum.Read More →
China now understands the US better than America understands China, argues economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, in an interview at the Dwarkesh Clips. Both on a personal and a governmental level, America has stopped investing in good relations with China, he says.Read More →
How did China change from an economic laggard into a booming country? China veteran Kaiser Kuo dives into the country’s 40-year transformation for the World Economic Forum. For example, how it succeeded in becoming a digital giant.Read More →
BYD surprised everyone by successfully taking on Tesla. Economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, explains how China’s approach allowed to take on Tesla and came out as a winner, he tells Dwarkesh Patel.Read More →
The rest of the world looks with interest at the assumed friendship between China and Russia. Still, that relation is not as close as many believe, says author Zhang Lijia in an analysis in the South China Morning Post. The powerplay is way more important than the assumed friendship, she writes.Read More →
U.S. President Donald Trump may be enthusiastic about the trade deal between China and the U.S., which was closed in London this week. However, business analyst Shaun Rein points out that the deal is lacking crucial details and might not work, as he notes in The Economic Times. “So, the economy in China is not booming, but China is not going to blink. They have the resolve to push hard back against Trump,” he adds.Read More →