The blockage of the Street of Hormuz threw the world into a fuel crisis, while China was able to fend off most of the effects. China veteran Kaiser Kuo describes how the strategy of electrification offered a way for China to avoid the spike in fuel prices, although it is not clear if other countries can copy this strategy, he explains at the World Economic Forum.Read More →

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 →

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 →

The number one mistake the West has about China is that China wants to replace the US as the leading global force, says China veteran Kaiser Kuo in an extensive interview in the Smart Cookies Episode. But that is only one of many misunderstandings.Read More →

A decade ago, China launched its ambitious “Made in China 2025”. And while the phrase has disappeared, the industrial ambitious have no, writes China veteran Kaiser Kuo at the World Economic Forum. Today, that strategy appears to be entering a new phase — one we might call “Made in China 2.0,” he says. Read More →

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 →