Already in early 2025, China watcher Kaiser Kuo predicted Western leaders would change their view on how to deal with China and Xi Jinping. In a discussion on Novara Media, those Western leaders are queuing up to go to Beijing to restore relations they just a few years ago warned against. And where does Donald Trump fit into that change?Read More →

On January 19, the Hurun Research Institute released the ‘2025 Hurun China Top 50 Artificial Intelligence Enterprises’ report, showing a firm rise for the country’s AI companies, including Cambricon Technologies, Moore Threads, and Muxi. Rupert Hoogewerf, Chairman and Chief Research Officer of Hurun Report, points at the US export controls as the main reason for the change, according to Futubill.Read More →

The split between China and the US is irreversible, argues Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, in a discussion with Keith Yap on his YouTube channel. Trade with China has helped the United States, he says.Read More →

Leading China economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, looks at what is known about the upcoming 15th 5-year plan, bound to be approved by the National People’s Congress in March 2026. Most of the known information suggests no major changes, with an ongoing focus on manufacturing rather than consumption, as in the past, he tells Keith Yap in the Front Row Podcast.Read More →

For years, the growth of AI was built on scaling up its GPUs, but innovation expert Alvin Wang Graylin, author of Our Next Reality: Preparing for the AI-powered Metaverse, sees now a move to more collaboration. Nvidia is not the only winner anymore, as competition is growing and AI models can develop through more experience and need less capacity to grow, as China’s Deepseek proved earlier this year, he says at the Big Bang Future Lab.Read More →

China veteran Kaiser Kuo, host of The Sinica Podcast, looks back at how the debate on China has developed in the West over the past forty to fifty years, and here it ended now, in a debate with host Eric Olander of Conversation Changers. The discussion on what China wants says more about the West than about China, he argues.Read More →

China veteran Kaiser Kuo looks at the lessons the West can learn from China, and how the China debate needs a much-needed reshuffle, a major essay at the Ideas Newsletter. “The question is whether we will meet it with the rigorous self-examination that has historically enabled democratic renewal, or retreat once more into the comforting myths that have blinded us to both our weaknesses and our rivals’ strengths,” Kuo writes.Read More →

China is going to be the likely winner in the trade tensions the second-largest economy in the world has with the US, Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, explains at ScanX. “While the situation remains fluid, Rein’s analysis suggests that China may be better positioned to weather the current trade tensions.”Read More →