In Al Jazeera, Harry Broadman, a former US assistant trade representative and one of the chief negotiators of the WTO, wonders what Trump’s real plan is with these tariffs when it comes to China, decoupling or ending all business. “He’s obviously a deals guy in real estate, but not international markets … How he thinks is, ‘How can I win and how can I make the opponent lose?’” he said.Read More →

After more than a week of confusion after US President Trump imposed and maintained massive tariffs on Chinese goods, one thing is sure, says Shanghai-based business analyst Shaun Rein, author of  The Split: Finding the Opportunities in China’s Economy in the New World Order. The Chinese will not kowtow to Trump, he tells Moats, and they have won round one.Read More →

China might have the upper hand in dealing with the US president’s efforts to curtail the country’s economy with sky-high tariffs, suggests leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, in the Christian Science Monitor. “The government believes China can sustain the pain longer than the U.S. consumer can … and the U.S. will cave first,” he says.Read More →

The jury is still out on whether Trump’s tariffs on imports from China will hurt the US or China more. But political analyst Victor Shih has seen how China has been anticipating the latest wave of tariffs, he tells CNN. “But China can sustain that (situation) much more so than American politicians can,” he said.Read More →

Much attention goes to industrial innovation as a way to save China’s sluggish economy. But leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, is not too sure that path is helping the economy, he tells at NPR. “Growth is probably going to be pretty sluggish for a few more years yet. And they’re not going to get this magical nirvana that they hope for,” he addsRead More →

China veteran Kaiser Kuo,  host of the renowned Sinica Podcast, moderates a debate on China’s strategy in the global power transitions for the Ukrainian Platform for Contemporary China. Some of the key questions: How does the Russo-Ukrainian War affect China’s relations with its key partners? How has the Russo-Ukrainian War reshaped China’s economic capacity?Read More →

China’s consumers turn to local brands because they tend to be cheaper than international brands, and because of patriotism because of the US-China trade war, says Shanghai-based business analyst Shaun Rein to CNBC. Anti-US sentiment was already virulent under Biden because of anti-Chinese measures. Under Trump that has not yet improved, adds Shaun Rein, but the Chinese hope Trump is more transactional than Biden was.Read More →

Business analyst Shaun Rein looks at the nervewracking few weeks for the global IT industry, starting with the DeekSeek moment of fame, proving that China was way ahead of the US competition in AI. Also, TikTok, Trump’s curtailing of Nvidia, RedNote’s success, censorship in the US, and Silicon Valley get his verdict on East-West Investment opportunities.Read More →

The international march forward of China’s EV producers profoundly influences the supply chains. China veteran Kaiser Kuo looks at the World Economic Forum in Davos, especially at CATL, the market leader for batteries in China, and a magnet for geopolitical tensions, he writes at the WEForum.Read More →