China veteran Kaiser Kuo examines the ten Chinese companies, which are booming in China’s economy, despite the pressure it is under. Most names might be new to the non-Chinese, but these ten are worth putting on your China watch list, if they are not yet, he writes at the World Economic Forum: CATL (宁德时代), Envision Energy (远景能源), Haier (海尔集团), Huawei (华为), JinkoSolar (晶科能源), LONGi Green Energy Technology (隆基绿能科技股份有限公司), Meituan (美团), Pop Mart (泡泡玛特), Seres Group (赛力斯), Xiaohongshu (小红书 / RedNote),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 →

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 →

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 →

Delegations from China and the US are discussing the risks and opportunities in trade for both countries in London. However, according to former US trade negotiator Harry Broadman, stability in trade relations is crucial for any outcomes that may follow those negotiations, as he notes at Al Jazeera. Unfortunately, processes for those stable relations are lacking, he adds.Read More →

The Trump administration is pretty clueless on China, and that is only one of many issues when both countries are going to deal with each other, says leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know, in an interview with the Australian broadcaster ABC. Both can inflict huge damage on each other, but neither is in a position to win a full-blown trade war, he adds.Read More →

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 →