The China Business Review podcast brings you analysis and commentary on the US-China relationship from think tanks, government, and business.
It's been just over a week since election day in the United States, and the results are not quite final but coming into sight. Democrats will keep the Senate, potentially even gaining a seat depending on a runoff election in Georgia next month. As votes continue to be tallied across the country, Republicans are one […]
From funding for domestic chip manufacturing making its way through the US government right now to China's subsidization of industries it views as strategic, industrial policy is an important aspect of understanding today's intersection of business and government. But just how much do countries spend on industrial policy? It turns out, although lots of research […]
Last year, President Biden announced that the United States would be exploring the development of an Indo-Pacific economic framework. The announcement was made during a virtual East Asia Summit back in October. That framework, known as IPEF, was officially launched last month. Over the intervening seven months, bits of information and broad concepts about IPEF […]
The phrase “decoupling” is used frequently in the context of the US-China tech relationship, but what precisely does it mean? Just how coupled are the United States' and China's tech ecosystems and how is that relationship changing? And what does the future hold for those interconnections? We talk with Jon Bateman, a fellow in the […]
It's hard to get into any conversation about competition with China without addressing whether competition in a particular industry is fair. Do foreign companies in China and Chinese companies in foreign markets play by the same rules? In a report from Rhodium Group released last spring, Dr. Agatha Kratz and her colleagues took a look […]
By 2016, China had the world's largest stock of operational robots. This was a massive increase since 2010, when it trailed, Japan, the United States, Germany, and South Korea. To learn why and how China is automating so quickly, I spoke with Dr. Hongbin Li, Co-Director of the Stanford Center for China's Economy and Institutions (SCCEI), who studies trade, technology, labor, and management in China.
Between 2016 and 2020, technology-related foreign direct investment between the United States and China has fallen by 96%, according to research from Bain & Company. In a section of the company's annual Technology Report, Karen Harris coauthored a piece about how US-China FDI in technology has plummeted and how that decoupling will affect companies moving […]
More than four years after the United States pulled out of the Trans-Pacific Partnership, which eventually became the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), China has applied to join. Is the bid sincere or viable?
China has been doing public testing for its new digital currency, called the digital yuan or Digital Currency Electronic Payment. The introduction of the digital money, issued by the People's Bank of China, has significant implications for the future of China's payment economy and services like WeChat Pay and AliPay. To talk more about the […]
After a crackdown on ride-hailing app Didi over issues of mishandling of users’ sensitive data, China’s rules and regulations around data privacy are becoming a major focus for companies. So what does the landscape of China’s data privacy rules look like? And what do US companies need to know to ensure they don’t run afoul […]
An interim final rule giving the commerce secretary sweeping powers to block transactions in the ICT space that pose a threat to national security has been in effect since late March, but its origins go back to the Trump administration. Since 2019, companies have been pleading with the Department of Commerce to provide more clarity […]
You’re probably using a semiconductor right now to listen to this podcast, on your computer or smartphone. These chips are increasingly critical to a large sector of the global economy and countries including the United States and China are working to ensure access to them. How are they going about securing those supply chains and […]
In 2020, around 40 Chinese companies defaulted on bonds worth $30 billion, which amounts to a 14% higher amount than in 2019, according to a Bloomberg analysis. At the end of last year, there were a number of fairly high profile and also unexpected bond defaults in mainland China. So we figured it’d be prudent […]
The Belt and Road Initiative (BRI) is China’s globe-spanning plan for infrastructure construction and development. The Chinese government describes it as a effort “to enhance regional connectivity and embrace a brighter future together.” More skeptical voices would describe it as a textbook exercise in debt trap diplomacy, straddling developing countries with unsustainable debt to create […]
With the election getting down to the wire, Anna Ashton, senior director of government affairs at the US-China Business Council, gives us her quick take on the Republican and Democratic approaches to addressing concerns related to China. Further reading: Anna Ashton: Republicans and Democrats Release Separate Sweeping Proposals for Managing the US-China Relationship Allie Klein: How […]
National security concerns have come to the forefront of US policy toward China, including when it comes to issues formerly considered to be confined to the trade sphere. Ajay Kuntamukkala, Partner at Hogan Lovells, walks us through what tools the
Chinese students in the United States contribute around $15 billion a year to the American economy. But Chinese students now face a range of hurdles, from visa restrictions to currency fluctuations to the fallout of increased bilateral tensions. We speak
Hot and cold rhetoric surrounding the Phase One deal has sent mixed signals about the future of the US-China trade relationship. With Phase One now officially in effect for six months, I spoke with our own USCBC analysts Jack Kamensky,
From its role as a punching bag in the presidential race to it being the target of executive, legislative, and judicial actions, China looms large in American politics. In 2020, that presence is overwhelmingly a negative one. Recent polling from
Beijing’s decision to propose a new national security law for Hong Kong has reignited debates over the city’s future. We figured two people who would be able to provide some insight are James McGregor, Chairman of APCO Worldwide, and Mark
Beijing’s decision to propose a new national security law for Hong Kong has reignited debates over the city’s future. We figured two people who would be able to provide some insight are James McGregor, Chairman of APCO Worldwide, and Mark […]
The road to economic recovery after COVID-19 will look quite different for China compared to its response during the last global financial crisis. Houze Song is a research fellow at the Paulson Institute’s think tank, MacroPolo. He characterizes Ch
The road to economic recovery after COVID-19 will look quite different for China compared to its response during the last global financial crisis. Houze Song is a research fellow at the Paulson Institute’s think tank, MacroPolo. He characterizes China’s approach […]
Between the combined effects of US and Chinese tariffs, and the economic fallout of COVID-19, company supply chains are facing historic challenges. But are those supply chains moving? The recently released Reshoring Index from Kearney, a management consu
Between the combined effects of US and Chinese tariffs, and the economic fallout of COVID-19, company supply chains are facing historic challenges. But are those supply chains moving? The recently released Reshoring Index from Kearney, a management consulting firm, is […]
Since COVID-19 began hitting hard in the United States, Congress has already proposed several pieces of legislation that target China.
Since COVID-19 began hitting hard in the United States, Congress has already proposed several pieces of legislation that target China.
As the COVID-19 situation in China has begun to stabilize, some people are considering heading back to China. What does that process look like? We wanted to get a more human perspective of what it can be like, so we
As the COVID-19 situation in China has begun to stabilize, some people are considering heading back to China. What does that process look like? We wanted to get a more human perspective of what it can be like, so we […]
What is behind the uptick in legislation related to China? More than 252 proposals in the 116th Congress so far, to be exact. Anna Ashton, senior director of government affairs at the US-China Business Council, provides a glimpse into the
What is behind the uptick in legislation related to China? More than 252 proposals in the 116th Congress so far, to be exact. Anna Ashton, senior director of government affairs at the US-China Business Council, provides a glimpse into the […]
As the number of deaths from the novel coronavirus reaches the 2,000s, what does the future look like for China and the rest of the world? Is the turning point for the infection rate around the corner? This week, we speak
As the number of deaths from the novel coronavirus reaches the 2,000s, what does the future look like for China and the rest of the world? Is the turning point for the infection rate around the corner? This week, we speak […]
The relationship between the United States and Hong Kong is in a period of increased scrutiny. The passage of the Hong Kong Human Rights and Democracy Act has brought the trajectory of the US relationship with Hong Kong into focus
The relationship between the United States and Hong Kong is in a period of increased scrutiny. The passage of the Hong Kong Human Rights and Democracy Act has brought the trajectory of the US relationship with Hong Kong into focus […]
After a year and half of waiting and speculating, China’s Central Committee wrapped up its fourth plenary session at the very end of last month. Once the secretive, closed-door meeting finished, the results were shared with the public through a
After a year and half of waiting and speculating, China’s Central Committee wrapped up its fourth plenary session at the very end of last month. Once the secretive, closed-door meeting finished, the results were shared with the public through a […]
China’s fintech firms are now expanding globally. But why and how did the fintech boom happen in China in the first place? As it turns out, it’s a lot more than QR codes. Martin Chorzempa, research fellow at the Peterson
China’s fintech firms are now expanding globally. But why and how did the fintech boom happen in China in the first place? As it turns out, it’s a lot more than QR codes. Martin Chorzempa, research fellow at the Peterson […]
From 2008 to 2018, China’s nonfinancial corporate debt grew from $4.56 trillion to nearly $20 trillion. The IMF estimates that zombie firms constituted almost one tenth of all nonfinancial corporate debt in China in 2016. To learn more about what
From 2008 to 2018, China’s nonfinancial corporate debt grew from $4.56 trillion to nearly $20 trillion. The IMF estimates that zombie firms constituted almost one tenth of all nonfinancial corporate debt in China in 2016. To learn more about what […]
The social credit system is one of the more controversial and widely discussed topics in China coverage today. But how does this individual social credit system differ from the social credit system for companies? And how does it actually work?
The social credit system is one of the more controversial and widely discussed topics in China coverage today. But how does this individual social credit system differ from the social credit system for companies? And how does it actually work? […]
Media narratives about 5G are often couched in the language of a race, or clouded by concerns of national security. But what exactly is 5G? To understand the terms of the debate we spoke with Naomi Wilson. Naomi is the
Media narratives about 5G are often couched in the language of a race, or clouded by concerns of national security. But what exactly is 5G? To understand the terms of the debate we spoke with Naomi Wilson. Naomi is the […]
You either have to hope for a very long shot of a truly global increase in the renminbi, or you have to hope for a stabilization in the US-China relationship.
"You either have to hope for a very long shot of a truly global increase in the renminbi, or you have to hope for a stabilization in the US-China relationship."
Further tariffs have been taken off of the table for now, but little is known about how renewed negotiations will play out. Wendy Cutler, Vice President of the Asia Society Policy Institute weighs in on negotiations and alternative strategies for
Further tariffs have been taken off of the table for now, but little is known about how renewed negotiations will play out. Wendy Cutler, Vice President of the Asia Society Policy Institute weighs in on negotiations and alternative strategies for […]
Why is this sector seeing openings in China while almost every other industry is facing tariffs and other barriers? This week, we speak with Angela Deng, a manager of Government Affairs at the US-China Business Council. Angela also covers the financial
Why is this sector seeing openings in China while almost every other industry is facing tariffs and other barriers? This week, we speak with Angela Deng, a manager of Government Affairs at the US-China Business Council. Angela also covers the financial […]