POPULARITY
Dr Olivia Cheung and Lyle Morris join Philip Shetler-Jones to assess President Trump's Beijing visit and the future of US-China relations. President Trump's visit to Beijing comes at a pivotal moment in US-China relations, with strategic rivalry, economic tensions, and regional security concerns continuing to shape the world's most consequential bilateral relationship. In this episode of Global Security Briefing, Philip Shetler-Jones is joined by Dr Olivia Cheung, Lecturer in Politics, King's College London and Lyle Morris, Senior Fellow on Foreign Policy and National Security at Asia Society Policy Institute's Center for China Analysis, to examine the significance of the visit, what each side hoped to achieve, and what the meetings reveal about the future trajectory of relations between Washington and Beijing. This episode explores: - The historical and geopolitical context behind President Trump's visit to China. - China's priorities and how Xi Jinping may be approaching relations with the United States. - What each side achieved politically, economically and strategically during the visit. - The implications for Taiwan and US allies in the Indo-Pacific region. - What the meetings reveal about the future direction of US-China relations. - Wider implications for global security, international order, and partners such as the United Kingdom.
As U.S. President Donald Trump has returned to China, are Beijing and Washington heading toward a tech thaw or merely pausing before tensions further escalate? From chips and AI to EVs, robotics, and space technology, host Tu Yun joins Professor Andy Mok of Beijing Foreign Studies University, who's also a senior research fellow at the Center for China and Globalization, Josef Mahoney, Professor of Politics and International Relations, East China Normal University, and Dr. Haolan Wang, a research associate at the Asia Society Policy Institute's Center for China Analysis to explore the key battlegrounds and the areas of cooperation shaping the future of China-U.S. relations and the global tech order.
The Beijing Auto Show is now the world's largest auto show — and its most important. It's where China's automakers show off their new innovations and newest models to a huge audience of domestic consumers and global influencers. As one attendee observed, there were more EV models in one room of the show than there are available for sale in the entire U.S. car market.So what was it like to be there in person? On today's episode of Shift Key, Rob talks with Kate Logan, the director of the China Climate Hub and Climate Diplomacy at the Asia Society Policy Institute; and Jeremy Wallace, the A. Doak Barnett Professor of China Studies at Johns Hopkins School of Advanced International Studies.Jeremy and Kate attended this year's show and left with some strong impressions. They also chat with Rob about whether China has solved the EV charging problem, what tech was most impressive (and what was absent) from the expo, and how American policymakers should work with China's world-leading battery and EV manufacturing firms. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:WSJ: Chinese EVs can already be seen in the US… in El PasoThe new Carnegie Mellon report: An Industrial Strategy for Ranking Risk and Opportunity in Energy & AI Supply ChainsBloomberg on the Ford and CATL dealJeremy's recent work in Heatmap: China Can't Decide If It Wants to Be the World's First ‘Electrostate'--This episode of Shift Key is sponsored by ...Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
Ngày 14/05/2026, tổng thống Mỹ Donald Trump bắt đầu chuyến thăm Bắc Kinh. Sau những màn đón tiếp long trọng, nguyên thủ Mỹ cùng đồng cấp Trung Quốc Tập Cận Bình bước vào những vòng đàm phán, được dự báo là căng thẳng, về nhiều chủ đề. Tuy nhiên, theo nhận định từ giới quan sát, hồ sơ thương mại chắc chắn là ưu tiên thảo luận hàng đầu giữa hai nguyên thủ. Liệu rằng đôi bên có hóa giải được những căng thẳng, hay lại tiếp tục leo thang đối đầu ? Điều đầu tiên được hầu hết giới chuyên gia chia sẻ là, khác với cuộc gặp thượng đỉnh năm 2017, ông Donald Trump đến Bắc Kinh lần này trong một vị thế yếu. Cuộc chiến chống Iran do Mỹ và Israel phát động rơi vào bế tắc, trong khi cuộc chiến thuế quan mà tổng thống Trump khởi xướng vào năm 2025 không đem lại kết quả như ông muốn. Hoa Kỳ không những không chặn được đà tăng trưởng xuất khẩu của Trung Quốc bất chấp các nỗ lực của chính quyền Trump, mà còn phải hứng chịu các đòn trả đũa thương mại, công nghệ nặng nề từ Bắc Kinh. Theo nhật báo kinh tế Pháp Les Echos ngày 13/05/2026, hàng Made in China xuất sang Mỹ đã giảm mạnh trong vòng hai năm, từ mức gần 109 tỷ đô la (trong quý I/2024) xuống còn trên 67 tỷ trong quý I/2026. Nếu tính riêng trong vòng 12 tháng qua, với mức thuế từ 25-30%, nhập khẩu hàng hóa Trung Quốc vào Mỹ đã giảm 38%, một con số to lớn. Tuy nhiên, những con số này làm lu mờ một hiện tượng khác. Khi nhìn kỹ các dòng chảy thương mại, người ta sẽ thấy rằng, trong năm 2025, tỷ trọng hàng nhập khẩu từ Đài Loan vào Mỹ tăng vọt đến 94%, từ Việt Nam là 50%. Trên báo kinh tế Les Echos, Maxime Darmet, chuyên gia kinh tế tại Allianz Trade, nhận định « điều đó có nghĩa là ngành xuất khẩu Trung Quốc đang sử dụng các kênh gián tiếp. Các nhà công nghiệp Trung Quốc xuất khẩu những bán thành phẩm của họ sang các nước thứ ba, đặc biệt là Đông Nam Á, những nước này sử dụng chúng trong các dây chuyền sản xuất của mình để rồi sau đó bán thành phẩm sang Hoa Kỳ. » Hiện tượng này phản ảnh rõ năng lực thích ứng với tốc độ kỷ lục của ngành xuất khẩu Trung Quốc. Bất chấp những rào cản thuế quan, hàng hóa của Trung Quốc vẫn đến được tay người tiêu dùng Mỹ. Các số liệu thống kê của Trung Quốc thể hiện rõ nét xu hướng này : Xuất khẩu của Trung Quốc sang Đông Nam Á tăng vọt, gần như tỷ lệ thuận với mức tăng xuất khẩu của Đài Loan hay Việt Nam sang Hoa Kỳ. Cán cân thương mại vẫn nghiêng về phía Trung Quốc khi mà mức thuế nhập khẩu áp đặt cho hàng hóa của Đài Loan chỉ ở mức 3% và Việt Nam là 12% vào cuối năm 2025, trước khi có phán quyết của Tòa án Tối cao Mỹ cấm các mức thuế quan « đối ứng » do tổng thống Trump ban hành. Hệ quả là trong quý I/2026, Hoa Kỳ ghi nhận mức thâm hụt thương mại là 251 tỷ đô la, so với 274 tỷ cùng kỳ vào năm 2024. Ba mục tiêu của Donald Trump Làm thế nào điều chỉnh cán cân thương mại Mỹ - Trung vào lúc lạm phát tại Mỹ tăng cao, uy tín của ông ngày càng suy giảm khi chỉ còn vài tháng nữa là diễn ra cuộc bầu cử giữa kỳ tại Mỹ ? Trong toàn cảnh này, tổng thống Mỹ Donald Trump đến Trung Quốc với ba mục tiêu chính, theo đánh giá từ nhà phân tích về chính sách kinh tế, Agatha Kratz, thuộc nhóm tư vấn độc lập Rhodium Group, trong chương trình Affaires Etrangères, đài phát thanh France Culture, ngày 09/05/2026. Đầu tiên hết, Donald Trump muốn chuyển hướng công luận về cuộc chiến ở Iran và mang về Mỹ một số thành công như các hứa hẹn mua thêm hàng hóa Mỹ như dầu khí, nông sản, máy bay Boeing, hay những tin tốt lành cho chip bán dẫn… từ Trung Quốc. Khía cạnh thứ hai có một vị trí quan trọng : Hoa Kỳ muốn bảo đảm nguồn cung ứng đất hiếm liên tục từ Trung Quốc. Trên đài France Culture, chuyên gia kinh tế giải thích : « Rõ ràng Bắc Kinh đang nắm giữ quyền kiểm soát chặt chẽ sản xuất cũng như chế biến đất hiếm và sản xuất nam châm vĩnh cửu, những thứ cực kỳ quan trọng trong tất cả các ngành công nghiệp như công nghiệp ô tô, công nghiệp điện tử, và đặc biệt quan trọng là công nghiệp quân sự, trong bối cảnh Hoa Kỳ đã sử dụng hết một phần lớn kho vũ khí của mình và cần phải xây dựng lại, nên cần các nguyên tố đất hiếm. Do đó, nếu họ muốn chế tạo tên lửa và phục hồi năng lực quân sự và nếu muốn tiếp tục cuộc chiến ở Iran, họ cần Bắc Kinh tiếp tục cung cấp các loại đất hiếm đó. Điều này vô cùng quan trọng, và tôi nghĩ nó sẽ là một phần của cuộc thảo luận. » Vẫn theo bà Agatha Kratz, điểm thứ ba có liên quan đến cuộc chiến thuế quan của Mỹ và hiện đang vấp phải hai trở ngại : « Đầu tiên là phán quyết của Tòa án Tối cao liên quan đến thuế quan IEEPA (Đạo luật Quyền lực Kinh tế Khẩn cấp Quốc tế), phán quyết hồi tháng 2/2026 tuyên bố các loại thuế quan "đối ứng" này là bất hợp pháp. Sau đó, Tòa án Thương mại Quốc tế Mỹ (Court of International Trade - CIT) hôm 07/05, lại tuyên bố các thuế quan mới 10% theo Điều 122, được áp dụng lại sau phán quyết của Tòa án Tối cao, là bất hợp pháp. Vì vậy, hiện tại thuế quan của Hoa Kỳ đối với Trung Quốc chỉ ở mức trung bình 11%. Mức thuế này cực kỳ hạn chế nếu so sánh với mức thuế 15% đối với Liên Hiệp Châu Âu theo thỏa thuận song phương, mức thuế 18% đối với Ấn Độ, mức thuế 19% đối với Indonesia, v.v. Trung Quốc rõ ràng đang ở một vị thế cực kỳ thuận lợi, và điều đó khiến Hoa Kỳ cảm thấy rất khó chịu bởi vì, mục tiêu sau cùng của họ là giảm thiểu rủi ro trong quan hệ kinh tế với Trung Quốc, cố gắng đưa một số chuỗi giá trị trở lại Hoa Kỳ nếu có thể, hoặc ít nhất là đến các quốc gia thân thiện hơn. Và trong bối cảnh này, nếu thuế quan đối với Trung Quốc quá thấp, điều đó là không thể. Tôi nghĩ rằng đã có những công tác chuẩn bị và đàm phán sơ bộ cho việc tăng thuế quan đối với Trung Quốc, điều mà Bắc Kinh rõ ràng đã cố gắng chống lại bằng mọi cách. Đặc biệt là với Jamieson Lee Greer, người đang dẫn đầu tất cả các cuộc đàm phán thương mại, Hoa Kỳ đang cố gắng đàm phán và thúc đẩy việc tăng thuế quan hàng hóa Trung Quốc với Bắc Kinh. Tôi không chắc Mỹ sẽ thành công hay không, nhưng dù sao đi nữa, đó cũng là một trong những mục tiêu. » Bốn đòi hỏi của Tập Cận Bình Theo báo Pháp Les Echos, thặng dư thương mại Trung Quốc trong năm 2025 đạt mức kỷ lục 1.200 tỷ đô la, tức chiếm 1% GDP của toàn cầu. Theo kinh tế gia Maxime Darmet, hiện tượng này cho thấy « Trung Quốc vẫn đang dư thừa hàng hóa do tiêu thụ chưa đủ, còn Mỹ vẫn thâm hụt do tiêu thụ quá mức. Vì vậy, thuế quan không tác động đến những mất cân bằng lớn trên toàn cầu. Chúng chỉ làm chuyển hướng dòng chảy thương mại. » Nhưng cuộc chiến tranh chống Iran do Mỹ và Israel tiến hành đang bắt đầu có những tác động đối với nền kinh tế Trung Quốc. Vốn đã trì trệ một phần do cuộc chiến thuế quan, căng thẳng xung quanh eo biển Hormuz khiến giá năng lượng tăng cao, gây khó khăn cho xuất khẩu của nền kinh tế thứ hai thế giới. Hơn nữa, việc Quốc Hội Mỹ siết chặt các luật lệ kiểm soát xuất khẩu linh kiện bán dẫn gây cản trở cho nhiều lĩnh vực công nghệ chủ chốt của Trung Quốc. Đối với chuyên gia Agatha Kratz, chủ tịch Trung Quốc Tập Cận Bình có bốn điều muốn đàm phán trong thượng đỉnh lần này : « Đầu tiên hết là ổn định tình hình Iran. Trong ngắn hạn, tình hình kinh tế Trung Quốc khá tích cực, bởi vì Bắc Kinh có nhiều nguồn lực để kiểm soát lạm phát do giá năng lượng cao. Bởi vì nước này ít phụ thuộc vào dầu mỏ hơn so với nhiều nước châu Á, thậm chí so với cả nhiều nước châu Âu. Vì vậy trong ngắn hạn, tình hình là khá dễ quản lý. Nhưng trong dài hạn, điều này là đáng lo, bởi vì tình trạng đó có nguy cơ đẩy châu Âu và Đông Nam Á rơi vào suy thoái. Đây là hai thị trường xuất khẩu quan trọng nhất, chiếm đến 50% kim ngạch xuất khẩu của Trung Quốc, mà xuất khẩu chiếm đến 50% tăng trưởng kinh tế. Để dễ hình dung, việc ổn định tình hình ở Iran là vô cùng cần thiết. Thứ hai là vấn đề thuế quan như tôi đã trình bày ở trên : Trung Quốc làm mọi cách để duy trì ở mức thuế 11% hay gần với 11% như hiện tại. Thứ ba là kiểm soát công nghệ. Trên thực tế, các chu kỳ leo thang căng thẳng khác nhau trong năm 2025 đã được kích hoạt bởi những biện pháp của Mỹ đặc biệt nhắm vào xuất khẩu linh kiện bán dẫn và nhất là các loại vật liệu và thiết bị dùng để sản xuất chất bán dẫn, và Trung Quốc thì áp đặt các hạn chế xuất khẩu đáng kể đối với đất hiếm vào ngày 09/10/2025 để trả đũa các biện pháp của Mỹ. Vì vậy, tôi nghĩ Bắc Kinh chắc chắn sẽ cố gắng bóp chết ngay từ "trong trứng nước" mọi ý định của Quốc Hội Mỹ nhằm áp đặt các biện pháp xuất khẩu và đây sẽ là một trong số các thông điệp mạnh mẽ nhất. Và Trung Quốc cũng cố gắng vận động sao cho cả Quốc Hội lẫn chính quyền cũng như bộ Thương Mại, cơ quan thực thi kiểm soát xuất khẩu, sẽ không tăng cường kiểm soát đối với chất bán dẫn, vật liệu và thiết bị sản xuất linh kiện bán dẫn ». Nhiều bình luận trước ngày họp thượng đỉnh Mỹ-Trung cho rằng cả hai bên dường như sẵn sàng có những nhượng bộ. Tuy nhiên, chuyên gia Lizzi Lee, thuộc trung tâm tư vấn Asia Society Policy Institute, trụ sở tại Hoa Kỳ, trả lời phỏng vấn AFP, lưu ý : « Ngay cả khi cuộc họp thượng đỉnh này diễn ra tốt đẹp, điều đó sẽ không làm thay đổi quỹ đạo của Trung Quốc cũng như quyết tâm của nước này đưa nền kinh tế ít phụ thuộc hơn vào Hoa Kỳ ».
It is with great pleasure that I have invited Pascale Massot back into the Virtual Studio for this episode of the ‘Now' Series. This is Episode 2 of Season 4. With Pascale today I am particularly interested in how she sees the recent ‘Middle Power' actions of Canadian Prime Minister Mark Carney and how the Carney government is dealing with Trump trade and foreign policy actions. I was also very interested in Pascale's view of China's foreign policy actions, after a visit to China. I was keen to explore the state of US-China relations as the Trump-Xi Summit approaches. Pascale is an Associate Professor in the School of Political Studies at the University of Ottawa, a non-resident Honorary Fellow, Political Economy at the Asia Society Policy Institute's Center for China Analysis in New York, and a Senior Fellow at the Asia Pacific Foundation of Canada in Vancouver. Pascale is the author of China's Vulnerability Paradox: How the World's Largest Consumer Transformed Global Commodity Markets, Oxford University Press, 2024. Her research interests include the global political economy of China's rise, China's impact on global extractive commodity markets—including debates around de-risking, critical minerals and economic security, Canada-China relations, and the advent of Indo-Pacific strategies around the world.
China buys lots of Iran's oil, but it's trying to avoid getting drawn into the war, instead calling for de-escalation and peace in the Middle East. So, what role is Beijing actually playing, how is its economy affected and what is it learning about the United States' military? Today, Neil Thomas, an expert in China's politics from the Asia Society Policy Institute on Xi Jinping's strategy and standing in the world. Featured: Neil Thomas, fellow on Chinese Politics at the Asia Society Policy Institute's Center for China Analysis
China remains one of the most important and at the same time most complex markets for globally operating companies. At the same time, the economic and geopolitical environment around the country is changing rapidly. In this episode of our podcast series Meet the Geopolitical Insiders, Dr. Benedikt Herles, Co Lead of the Geopolitics and Defence Competence Center at KPMG, speaks with two leading China experts about China's strategic direction and what it means for international businesses. Neil Thomas, Fellow on Chinese Politics at the Center for China Analysis at the Asia Society Policy Institute, explains the political priorities of President Xi Jinping and their implications for companies. In the second part, Andrew Polk, Co Founder and Head of Economic Research at Trivium China, analyzes the transformation of China's economic model and the potential impact on global markets and supply chains.
On her final episode of Asia Inside Out, Rorry Daniels, managing director of the Asia Society Policy Institute (ASPI), is joined by Wendy Cutler, senior vice president of ASPI; and Danny Russel, distinguished fellow at ASPI. With President Donald Trump's visit to Beijing now scheduled for May, they take stock of U.S.-China relations, assess how the Iran war is reshaping the strategic landscape, and examine how Indo-Pacific allies are interpreting recent developments. Drawing on their experience as senior diplomats, Cutler and Russel offer insights into possible outcomes of the Trump-Xi summit, as well as what Americans can expect at the negotiating table. (52 min., 47 sec.)Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
In this episode of Pekingology, CSIS Senior Fellow Henrietta Levin is joined by Neil Thomas, Fellow on Chinese Politics at the Asia Society Policy Institute's Center for China Analysis. They discuss the significance of China's recent "Two Sessions," where the National People's Congress and Chinese People's Political Consultative Conference come together with great pageantry to announce new policies. Neil unpacks the state of China's elite politics and purges, the highlights of the 15th Five-Year Plan, President Xi's conservative approach to policymaking, and who might rise to important roles during Xi's fourth term.
February 9, 2026 — On this special episode of Asia Inside Out, Lt. Gen. H.R. McMaster, 25th Assistant to the President for National Security Affairs and non-resident distinguished fellow at Asia Society Policy Institute, speaks with Daniel Russel, former Assistant Secretary of State for East Asia and distinguished fellow at Asia Society Policy Institute. They discuss U.S. defense and alliance strategy following the release of the 2025 National Security Strategy and 2026 National Defense Strategy, and how U.S. policy toward Asia fits within the current global security landscape. (55 min., 21 sec.)Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
There's turmoil at the top of the Chinese military with President Xi Jinping removing some of his most experienced generals. He sacked two key figures, accusing them of corruption, raising questions about the timeline for his ambition to take over Taiwan. Today, China expert Neil Thomas from the Asia Society Policy Institute on what Xi Jinping is up to. Featured: Neil Thomas, fellow on Chinese Politics at the Center for China Analysis at the Asia Society Policy Institute in Washington DC
With the purging of another top general, China's President Xi Jinping has ripped a hole in the People's Liberation Army leadership. Only two of his nine top generals remain in office.It's been explained as an anti-corruption move, but what's really going on? And how will it impact Beijing's behaviour towards Taiwan? Guest: Neil Thomas, Asia Society Policy Institute's Center for China AnalysisMentions:"China's top general accused of giving nuclear secrets to US" - Wall Street Journal "The demise of Zhang Youxia hits different" - Drew Thomson, Substack article.Recommendations:Geraldine: It was just an accident - film, dir. Jafar PanahiHamish: But also John Clarke - documentary, ABC iViewGet in touch:We'd love to hear from you! Email us at global.roaming@abc.net.auFind all the episodes of Global Roaming now via the ABC Listen App or wherever you get your podcasts.
January 22, 2026 — In this episode of Asia Inside Out, Rorry Daniels, Managing Director of the Asia Society Policy Institute (ASPI), speaks with Jeffrey Feltman, Non-Resident Distinguished Fellow at ASPI, about the 2025-2026 protests in Iran and what they mean for the future of Ayatollah Khamenei's regime. Daniels and Feltman unpack the range of international responses and examine how Iran fits into U.S. President Donald Trump's evolving foreign policy calculus. Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
On this episode of Asia Inside Out, Rorry Daniels, Managing Director, sits down with Dr. Leslie Teo, Senior Director of AI Products at AI Singapore, to explore how Singapore is shaping AI adoption and setting governance norms across Southeast Asia. Ahead of the upcoming AI Impact Summit in New Delhi, they cover the importance of localized large language models and open-source data to equitable AI adoption. Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
Happy holidays from Sinica! This week, I speak with Paul Triolo, Senior Vice President for China and Technology Policy Lead at DGA Albright Stonebridge Group and nonresident honorary senior fellow on technology at the Asia Society Policy Institute's Center for China Analysis. On December 8th, Donald Trump announced via Truth Social that he would approve Nvidia H200 sales to vetted Chinese customers — a decision that immediately sparked fierce debate. Paul and I unpack why this decision was made, why it's provoked such strong reactions, and what it tells us about the future of technology export controls on China. We discuss the evolution of U.S. chip controls from the Entity List expansions under Trump's first term through the October 2022 rules and the Sullivan Doctrine, the role of David Sacks and Jensen Huang in advocating for this policy shift, whether Chinese firms will actually want to buy H200s given their heterogeneous hardware stacks and Beijing's autarky ambitions, what the Reuters report about China cracking ASML's EUV lithography code tells us about the choke point strategy, and whether selective engagement actually strengthens Taiwan's Silicon Shield or undermines it. This conversation is essential listening for understanding the strategic, technical, and political dimensions of the semiconductor competition.6:44 – What the H200 decision actually changes in the real world 9:23 – The evolution of U.S. chip controls: from Entity Lists to the Sullivan Doctrine 18:28 – How Jensen Huang and David Sacks convinced Trump 25:21 – The good-faith case for why export control advocates see H200 approval as a strategic mistake 32:12 – What H200s practically enable: training, inference, or stabilizing existing clusters 38:49 – Will Chinese companies actually buy H200s? The heterogeneous hardware reality 46:06 – The strategic contradiction: exporting 5nm GPUs while freezing tool controls at 16/14nm 51:01 – The Reuters EUV report and what it reveals about choke point technologies 58:43 – How Taiwan fits into this: does selective engagement strengthen the Silicon Shield? 1:07:26 – Looking ahead: broader rethinking of export controls or patchwork exceptions? 1:12:49 – What would have to be true in 2-3 years for critics to have been right about H200?Paying it forward: Poe Zhao and his Substack Hello China TechRecommendations: Paul: Zbig: The Life of Zbigniew Brzezinski, Amerca's Great Power Propheti by Ed Luce; Hyperdimensional Substack by Dean Ball Kaiser: Everything Is Tuberculosis by John Green; The Anthropocene Reviewed by John Green; So Very Small by Thomas LevensonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Softer rhetoric on China, but an intensified drive for economic and technological supremacy. A renewed Monroe Doctrine and a Western Hemisphere that tops America national priorities—is the 2025 U.S. National Security Strategy a real shift in American foreign policy, or just old wine in new bottles? In this episode, we explore how America's new National Security Strategy affects China-U.S. relations and what it means for Global South countries and the broader world order. Host Xu Yawen is joined by Zhao Hai, Director of International Political Studies at the National Institute for Global Strategy, Chinese Academy of Social Sciences; Wang Haolan, Research Assistant at the Asia Society Policy Institute's Center for China Analysis; Clifford Kiracofe, Washington-based author and former Senior Professional Staff Member of the U.S. Senate Committee on Foreign Relations; and George Tzogopoulos, Director of EU-China Programmes and Senior Research Fellow at the European Institute of Nice.
Our guest today, Lizzi Lee, is smart, daring and unconventional. After earning a PhD in economics from MIT, Lizzi Lee took a bold right turn and dove into research and writing. A few weeks ago, Lizzi wrote a very compelling piece in Foreign Affairs about the risks facing Chinese companies - price wars and vanishing margins at home. The stubborn underlying problem is that China cannot shake itself free from chronic overcapacity. Well, why not, we might wonder. Just shout down the extra plants and get supply in line with demand. It's more complicated than that, of course, especially in China where jobs and stability are number one. Too much capacity, too little profits making everyone a little bit tired, a phenomenon the Chinese call involution or neijuan in Chinese to roll up or coil up. Born in China, formative years in Hong Kong and Singapore, and now in America, Lizzi gives us an insider's view of the realities oin the ground in the PRC as we get ready to head in to 2026.
Tensions between China and Japan have spiked since November 7 when Japan's newly elected prime minister, Sanae Takaichi, said in the Japanese parliament that a Chinese attack on Taiwan would be a situation threatening Japan's survival. Under Japan's 2015 security laws, that suggests Japan's self-defense forces could be activated to respond. The following day, the Chinese consul general in Osaka, Xue Jian, posted that China had no choice but to cut off the prime minister's head. China-Japan relations have since plummeted. China's top diplomat, Wang Yi, stated that Takaichi had “crossed a red line that should not have been touched.” China has taken retaliatory actions, restricting tourism to Japan and banning imports of Japanese seafood, among other actions. Why has Beijing reacted so strongly and how far are China-Japan relations likely to deteriorate?Joining us today to discuss the latest episode in China-Japan relations is Professor Akio Takahara. Professor Takahara is a Distinguished Visiting Professor at Tokyo Woman's Christian University and an Emeritus Professor at the University of Tokyo. He is also an Honorary Senior Fellow on Chinese Politics at the Asia Society Policy Institute's Center for China Analysis.Timestamps:[00:00] Introduction[02:07] The State of China-Japan Relations Pre-Dispute[02:49] Beijing's Reaction and Intended Audience[05:42] Continuity in Takaichi's Stance [10:31] Why a Chinese Takeover of Taiwan is Existential to Japan [13:03] China's Signals and Restraint[16:30] Recommendations for De-escalation[19:18] Senkaku Islands Dispute in Connection to Taiwan Dispute[22:04] Beijing's Potential Claims on Okinawa[24:23] View in Japan of the US Reaction[26:36] Takaichi's Support in Japan
On this episode of Asia Inside Out, Rorry Daniels, Managing Director of the Asia Society Policy Institute, speaks with Todd Stern, Non-Resident Distinguished Fellow at ASPI and the former chief U.S. negotiator for the Paris Climate Agreement. They discuss the progress the world has made toward the Paris goals ten years after COP21, the impact of the United States' withdrawal from the agreement, and China's climate diplomacy. Todd shares insights from COP30, the emerging players in Asia shaping the future of climate multilateralism, and how global climate diplomacy can adapt in a rapidly shifting geopolitical landscape.Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
In this episode of Asia Inside Out, Rorry Daniels, Managing Director of the Asia Society Policy Institute (ASPI), speaks with Raja Mohan, ASPI Non-Resident Distinguished Fellow and author of the forthcoming India and the Rebalancing of Asia. Daniels and Mohan discuss India's relationship China, the U.S., and Russia; regional headwinds impacting New Delhi; and India's strategic vision for its role in a changing Asia. Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
On this episode of Asia Inside Out, Rorry Daniels, Managing Director of the Asia Society Policy Institute, speaks with Wilson White, Vice President of Government Affairs and Public Policy at Google. They discuss AI adoption across the Asia-Pacific region and Google's latest report on how governments can leverage AI to meet development goals. Wilson gives insights into the balance between AI innovation and governance, as well as suggestions as to how to bridge gaps in AI adoption.Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
This week on Sinica, I chat with Lizzi Lee, a fellow on the Chinese economy at the Asia Society Policy Institute and one of the sharpest China analysts working today. We dig into the 4th Plenary Session of the 20th Party Congress and what it reveals about China's evolving growth model — particularly the much-discussed but often misunderstood push against "involution" in key sectors like EVs and solar. Lizzi walks us through the structural incentives driving overcompetition, from local government finance and VAT collection to the challenges of rebalancing supply and demand. We also discuss her recent Foreign Affairs piece on China's manufacturing model, why "overcapacity" is a misleading frame, the unexpected upsides of China's industrial strategy for the global green transition, and what happened at the Trump-Xi meeting in Busan. This is a conversation about getting beyond the binaries and understanding the actual mechanisms — and contradictions — shaping China's economic trajectory.4:43 – What Western reporting missed in the 4th Plenum communique 6:34 – The "anti-involution" push and what it really means 9:57 – Is China's domestic demand abnormally low? Context and comparisons 12:41 – Why cash transfers and consumption subsidies are running out of steam 15:00 – The supply-side approach: creating better products to drive demand 18:33 – GDP vs. GNI: why China is focusing on global corporate footprints 20:13 – Service exports and China's ascent along the global supply chain 24:02 – The People's Daily editorial on price wars and profit margins 27:31 – Why addressing involution is harder now than in 2015 29:56 – How China's VAT system incentivizes local governments to build entire supply chains 33:20 – The difficulty of reforming fiscal structures and local government finance 35:12 – What got lost in the Foreign Affairs editing process 38:14 – Why "overcapacity" is a misleading and morally loaded term 40:02 – The underappreciated upside: China's model and the global green transition 43:14 – How politically potent deindustrialization fears are in Washington and Brussels 46:29 – Industry self-discipline vs. structural reform: can moral suasion work? 50:15 – BYD's negotiating power and the squeeze on suppliers 53:54 – The Trump-Xi meeting in Busan: genuine thaw or tactical pause? 57:23 – Pete Hegseth's "God bless both China and the USA" tweet 1:00:01 – How China's leadership views Trump: transactional or unpredictable? 1:03:32 – The pragmatic off-ramp and what Paul Triolo predicted 1:05:26 – China's AI strategy: labor-augmenting vs. labor-replacing technology 1:08:13 – What systemic changes could realistically fix involution? 1:10:26 – Capital market reform and the challenge of decelerating slowly 1:12:36 – The "health first" strategy and investing in peoplePaying it forward: Paul TrioloRecommendations: Lizzi: Chokepoints: American Power in the Age of Economic Warfare by Edward Fishman Kaiser: Morning Coffee guitar practice book by Alex RockwellSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
China and the US ease their trade war...for now. Concessions from both, with some of the most painful measures put on hold for a year. So, what tactics did each side use in the battle between the world's two biggest economies? And what's next? In this episode: Andy Mok - Senior Research Fellow at the Center for China and Globalization think tank in Beijing. Neil Thomas - Fellow on Chinese Politics at the Asia Society Policy Institute's Center for China Analysis in Washington DC. William Lee - Chief Economist at the Milken Institute in Los Angeles Host: Nick Clark Connect with us:@AJEPodcasts on Twitter, Instagram, Facebook
In this episode of Asia Inside Out, Rorry Daniels, Managing Director of the Asia Society Policy Institute, sits down with Jacob Sims, a visiting fellow at Harvard University's Asia Center and leading expert on transnational cybercrime in Southeast Asia. Together, they unpack the $64 billion a year scam industry run by criminal syndicates operating out of Laos, Cambodia, and Myanmar, as well as the human trafficking networks that sustain these operations. Daniels and Sims explore what China and the United States have done to confront this rapidly evolving transnational threat and provide further recommendations for how countries and multilateral bodies like ASEAN can strengthen their collective response.Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
China sits at the heart of Indonesia's energy paradox — driving the country's ambitious shift toward renewables while remaining deeply entrenched in its coal economy. Chinese financing and technology are accelerating Indonesia's clean energy buildout, from nickel refining to electric vehicles and solar manufacturing. Yet the same Chinese firms are also behind large swathes of Indonesia's coal infrastructure, including off-grid plants that power the smelters fueling its industrial boom. Kevin Zongzhe Li, an affiliated researcher at the Asia Society Policy Institute's Center for China Analysis, explored this paradox in a recent report that also details how Jakarta is carefully positioning itself among the major powers to facilitate the transition to more sustainable energy supplies. SHOW NOTES: The Asia Society Policy Institute: Indonesia's Energy Transition: Exercising Strategic Agency in Partnership with China by Kevin Zongzhe Li JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @christiangeraud Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH & SPANISH: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
China recently released its official NDC, or Nationally Determined Contribution document, laying out a commitment to reduce carbon emissions ‘from peak' by 7-10% by 2035. The document was widely seen as disappointing. Now that the NDC and the initial reactions are out, it's time to take a step back and evaluate the bigger picture. What does this target really mean? What does the NDC signal about China's 15th Five-Year Plan, or for its major emitting sectors such as coal power or coal-to-chemicals? What impact did climate diplomacy or weakened/withdrawn climate commitments from other economies have on China's NDC? Is there a chance that China will use other policies to ‘enhance its ambition'? Our guest today is Kate Logan Director, China Climate Hub and Climate Diplomacy at the Asia Society Policy Institute. Logan is also a Fellow with ASPI's Center for China Analysis. Her work focuses on enhancing climate progress across Asia and in China especially, including by supporting the international community's engagement with China's climate agenda. She previously worked with ClimateWorks, and also in Beijing with the Natural Resources Defense Council, and the Institute of Public & Environmental Affairs. Kate was one of the founders of the Environment China podcast, almost a decade ago, so she has a long connection to the Beijing Energy Network! Further reading: Kate Logan and Li Shuo, 'Beijing disappoints on ambition and misses a chance at leadership', Asia Society Policy Institute, September 2025, at https://asiasociety.org/policy-institute/unpacking-chinas-new-headline-climate-targets.
In this episode of Asia Inside Out, Asia Society Policy Institute's Managing Director, Rorry Daniels, speaks with historian and author Thant Myint-U, grandson of former UN Secretary-General U Thant, about his latest book, Peacemaker: U Thant, the United Nations, and the Untold Story of the 1960s. They explore U Thant's legacy as the first non-Western Secretary General of the UN, focusing on his efforts to amplify the voices of newly decolonized nations and mediate Cold War tensions. Thant Myint-U reflects on the challenges that his grandfather faced in shaping a more equitable international system, which of these challenges persist, and how today's leaders can improve the future of multilateral diplomacy and global governance.Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
Asian stocks posted modest gains at the open after Wall Street hit fresh highs ahead of an expected Federal Reserve interest-rate cut this week. Shares in Japan, Australia and South Korea opened higher, with the MSCI Asia-Pacific Index hovering near its record high. Bets on Fed easing sent the S&P 500 above 6,600 on Monday, while the Nasdaq 100 posted its longest advance since 2023. Meantime, Donald Trump's economic adviser Stephen Miran is on his way to joining the Federal Reserve board after the Senate confirmed him to the post in a vote Monday evening. The Senate voted largely along party lines to approve Miran's nomination, setting him up to walk into the Fed's Washington offices Tuesday morning in time for this week's FOMC meeting. We get the views of Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex.Plus - President Trump said he would speak with Chinese leader Xi Jinping on Friday as US and Chinese officials reached a framework deal on keeping the TikTok app running in the US. It would be the first direct engagement between Trump and Xi since June. US Treasury Secretary Scott Bessent, who led the talks in Spain, told reporters that a framework to keep ByteDance's TikTok app running in the US had been reached. China's Vice Commerce Minister Li Chenggang also told reporters in Madrid that a framework of "consensus" had been reached on TikTok, while cautioning that Beijing won't sacrifice principles for a deal. We get reaction from Wendy Cutler, Vice President at the Asia Society Policy Institute. She speaks with Bloomberg's Shery Ahn and Annabelle Droulers on The Asia Trade.See omnystudio.com/listener for privacy information.
In today's episode of Environment China, we're doing something a little bit different, cross-posting a recording of a panel hosted by the Asia Society Policy Institute's China Climate Hub. This panel discussion explores China's latest emission trends, clean energy deployment, relationship with the global south, position at COP30, and impact of the U.S.-China trade war on the global energy transition. The speakers are Kate Logan, director of China Climate Hub at Asia Society Policy Institute; Lauri Myllyvirta, non-resident senior fellow of China Climate Hub at Asia Society Policy Institute; and Anders Hove, senior research fellow at Oxford Institute for Energy Studies' China Programme. Asia Society Policy Institute's China Climate Hub Director Li Shuo moderates the conversation. The original recording may be found in video format on YouTube at: https://www.youtube.com/watch?v=vZWFTO2lO9w&t=1139s
durée : 00:12:50 - Les Enjeux internationaux - par : Guillaume Erner - Joseph Nye, politologue et spécialiste des relations internationales, est décédé le 6 mai dernier. C'est à lui que l'on doit le concept de “soft power”, qu'il définissait comme la “capacité d'influencer les autres par l'attraction et la persuasion plutôt que par la coercition et l'achat”. - réalisation : Félicie Faugère - invités : Philippe Le Corre Professeur de géopolitique à l'ESSEC et chercheur au Asia Society Policy Institute.
On this episode of Asia Inside Out, Rorry Daniels, managing director of the Asia Society Policy Institute, sits down with Tan Sri Nazir Razak, chairman of the ASEAN Business Advisory Council and Ikhlas Capital. Daniels and Razak discuss Malaysia's chairmanship of ASEAN, the importance of regional economic development and integration, and the ways in which Southeast Asia's private and public sectors can work together to address challenges like climate change and AI.Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
durée : 00:58:46 - Affaires étrangères - par : Christine Ockrent - Dans le duel entre la Chine et les Etats-Unis, l'imprévisibilité de Donald Trump offre-t-elle des opportunités inattendues à Xi Jinping ? Quels enjeux autour de l'Asie du Sud-Est, cet autre front qui concentre une bonne part de la population et de l'économie mondiales ? - réalisation : Luc-Jean Reynaud - invités : Valérie Niquet Maître de recherche spécialiste de l'Asie à la fondation pour la recherche stratégique.; Marc Julienne Directeur du Centre Asie de l'Institut français des relations internationales (IFRI); Mathieu Duchâtel Directeur des Études internationales et Expert Résident de l'Institut Montaigne; Philippe Le Corre Professeur de géopolitique à l'ESSEC et chercheur au Asia Society Policy Institute.
The Sinica Network proudly presents a new podcast: China Talking Points, featuring Kaiser Kuo (host of the Sinica Podcast), Eric Olander (host of the China-Global South Podcast and China In Africa Podcast) and Andrew Polk, co-founder of Trivium China and host of its podcast. We'll be joined regularly by Lizzi Lee, Fellow on Chinese Economy at the Asia Society Policy Institute's (ASPI) Center for China Analysis. Tune in live every other week for unscripted thoughts on the major China-related news of the week.This week, we focused on the truce in the trade war that Donald Trump launched with the so-called "Liberation Day" tariffs of April 9. U.S. Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer met with top Chinese trade negotiator He Lifeng and his team in Geneva over the weekend, and we look at what came out of those meetings and what we can expect to happen next. We also discussed the dogfight that took place between India and Pakistan last week, in which the Pakistani air force claims to have downed as many as five Indian planes, significant for China because the Pakistani planes were Chinese-made J10-C fighters. Eric, who wrote about the Chinese reaction to this and offered his take on the reasons for their success, managed to incur a lot of online Indian wrath — an occupational hazard — but presents a compelling case for why the fully integrated Chinese military systems gave Pakistan the edge.Watch us live on YouTube starting May 28th. Check out the new Sinica Network YouTube channel here!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The United States and China took a step back this week from their trade war, announcing that tariffs imposed just a few weeks ago would be slashed significantly—at least for now. But even as the tension seems to be ebbing, some people in the United States are questioning whether it's beneficial for the two economies to be intertwined at all. Welcome to Counterpoint. On each episode, we look at one pressing question facing world leaders—from two opposing points of view. Today, we're tackling the question: Should the United States completely decouple from China? With us to make the case for a tough stance against China is Derek Scissors, a senior fellow at the American Enterprise Institute and the chief economist of the China Beige Book. He is also the author of the China Global investment Tracker. Arguing that broad decoupling won't work to counter China is Lizzi C. Lee. She's a fellow on Chinese economy at the Asia Society Policy Institute's Center for China Analysis. Counterpoint is a production of Foreign Policy, in partnership with the Doha Forum. The show is hosted by Sasha Polakow-Suransky. Learn more about your ad choices. Visit megaphone.fm/adchoices
How do we begin to get our minds around the global blitz of tariffs unleashed by the Trump Administration. Is it madness or is there a method to the madness? One thing is certain: Donald Trump has definitely captured the attention of leaders in Asia, Europe, Mexico and Canada. They are trying to come to terms with arguably the greatest economic and trade shock in decades. Joining us today is Wendy, Cutler, one of the most skilled negotiators on the planet. She knows trade, she knows tariffs and she has more than 30 years of experience negotiating trade deals. I ask Wendy to talk us through the current state of trade and tariffs, what she thinks President Trump is trying to get done and how this great tariff blitz is likely to land. Let's just say she is not brimming with optimism. But she does have some advice for White House - if the phone rings.
Two years ago, Daniel Russel and Blake Berger, senior analysts at the Asia Society Policy Institute, embarked on an ambitious project to bring U.S. and Chinese stakeholders together to speak in a safe, controlled setting about their respective countries' aid strategies in the Global South. This was a big undertaking given how few direct contacts there are today between U.S. and Chinese stakeholders, particularly on a topic like international aid and development that is largely overlooked in the broader Sino-U.S. relationship. But just as they were about to release their final report, Donald Trump upended their project with the decision to effectively halt all U.S. foreign aid. Daniel and Blake join Eric & Cobus to talk about what they learned and how U.S. and Chinese international development assistance are poised to change in the Trump era. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
Two years ago, Daniel Russel and Blake Berger, senior analysts at the Asia Society Policy Institute, embarked on an ambitious project to bring U.S. and Chinese stakeholders together to speak in a safe, controlled setting about their respective countries' aid strategies in the Global South. This was a big undertaking given how few direct contacts there are today between U.S. and Chinese stakeholders, particularly on a topic like international aid and development that is largely overlooked in the broader Sino-U.S. relationship. But just as they were about to release their final report, Donald Trump upended their project with the decision to effectively halt all U.S. foreign aid. Daniel and Blake join Eric & Cobus to talk about what they learned and how U.S. and Chinese international development assistance are poised to change in the Trump era. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
Zichen Wang, founder and editor of the Pekingnology newsletter and research fellow and director for International Relations at the Center for China and Globalization (CCG), speaks with Rorry Daniels, managing director of Asia Society Policy Institute, on our latest episode of Asia Inside Out. Wang and Daniels discuss the state of U.S.-China relations one month after “Liberation Day”, the future of the relationship, and the importance of maintaining people-to-people connections. Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
Harvard University has sued the Trump administration to halt the freezing of federal grants worth billions of dollars. Does the lawsuit signal a major escalation in the growing conflict between higher education and the Trump administration, and what could be the possible outcomes? Host Zhao Ying is joined by Wang Haolan, Research Assistant at the Asia Society Policy Institute's Center for China Analysis; Edward Lehman, Managing Director LEHMAN, LEE & Xu Law Firm; Joseph Siracusa, Professor of Global Futures, Curtin University.
The escalating trade dispute between the United States and China has, in the view of my guest today, unofficially crossed the threshold into a full-blown trade war. Wendy Cutler is Vice President at the Asia Society Policy Institute and a longtime diplomat and negotiator at the Office of the U.S. Trade Representative. We spoke on Friday, April 18, as both countries were rapidly imposing tariffs and counter-tariffs, measures and countermeasures. In our conversation, Wendy explains which of these actions may prove particularly damaging to both the U.S. and Chinese economies. She also breaks down China's diplomatic response, including a recent trip by Xi Jinping to three Southeast Asian countries aimed at shoring up regional trade alliances. Finally, Wendy offers insight into how bad this trade war could get—and identifies potential offramps that might help prevent the worst-case scenarios.`
As the US retreats from international climate leadership and looks increasingly inwards, can China step up and steer the global energy transition? And if it can, what shape will that transition take?In the latest of our country deep-dives, Christiana Figueres, Tom Rivett-Carnac and Paul Dickinson explore China's pivotal and complex role in decarbonising our world. At home, the nation is a technology superpower, the driver behind the renewables and EV revolutions, and dominates the world in solar panels, batteries and green hydrogen. But it's also a coal-powered polluter, with a history of taking a backseat in traditional climate diplomacy on the international stage. So, with global geopolitics and trade realigning, is it about to pick a lane?To unpack all this, the team is joined by Li Shuo, Director of the China Climate Hub at the Asia Society Policy Institute. At a time of flux, he outlines the complex forces shaping China's strategy, and considers what we might expect to see from it in the years ahead.Above all, one thing is clear: China's role will be a defining force in the next decade of climate progress. And the impact of its action - or inaction - will be felt around the world.Learn more
As China's military capabilities expand, US-China frictions intensify, and regional tensions increase, concern is on the rise that a potential crisis, either accidental or deliberate, could take place that could spiral out of control. If a crisis arises with China, leaders may want to de-escalate and prevent a wider conflict. To do so, they will need to understand how China thinks about crisis management and escalation.The guest for this episode has dug into the writings of PLA strategists and authoritative PRC sources as well as Western scholarship to assess how China views military escalation and how the US and other countries can accurately predict and interpret PRC signal in crisis scenarios.Lyle Morris is a Senior Fellow on Foreign Policy and National Security at the Center for China Analysis at the Asia Society Policy Institute. His recently published paper is titled “China's Views on Escalation and Crisis Management and Implications for the United States.” Timestamps[00:00] Start[01:37] Methodology and Authoritative Chinese Sources[04:17] PLA Theories and Concepts of Managing Escalation[06:00] Controlling All Facets of Military Escalation[10:28] Doctrine of Seizing the Initiative[15:21] First Use of Force and a Reluctance to Use Force[19:37] American and Chinese Considerations of Misperception[25:46] Utility of US-China Tabletop Exercises[28:33] Predicting a Taiwan Contingency
China has been the main target of Donald Trump and his big tariffs.But can the world's second largest economy weather the storm and even win the trade war against the United States? Today, an expert in China's politics, Neil Thomas, from the Asia Society Policy Institute in Washington on why President Xi Jinping already has the upper hand. Featured: Neil Thomas, fellow of Chinese politics at the Asia Society Policy Institute in Washington DC
March 26, 2025 - Join us for a discussion on the current status and future pathways for U.S.-Korea-Japan trilateral relations, with Dr. Joshua Walker, President and CEO of Japan Society, and Emma Chanlett-Avery, Deputy Director of the Asia Society Policy Institute's Washington DC office and the Director for Political-Security Affairs. The moderator for this program is Korea Society policy director Jonathan Corrado. This program is made possible by the generous support of the Kim Koo Foundation. For more information, please visit the link below: https://www.koreasociety.org/policy-and-corporate-programs/item/1978-charting-future-pathways-for-u-s-korea-japan-trilateral-relations
Sean Turnell, a former economic policy advisor to Myanmar's democratic government, recounts his 650-day imprisonment in Myanmar which he served after being wrongfully arrested in the aftermath of the February 2021 military coup. Drawing from his career as an economic analyst and professor, Turnell examines the economic challenges facing Myanmar's junta four years into the civil war and discusses what policies the international community can take to improve the situation in Myanmar. Meghan Murphy, Schwarzman fellow at the Asia Society Policy Institute, moderates the conversation.Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
Asia Society Policy Institute's Center for China Analysis experts Sungmin Cho, Fellow on Chinese Politics, Foreign Policy, and National Security; Brendan Kelly, Fellow on Chinese Economy and Technology; Philippe Le Corre, Senior Fellow on Foreign Policy; and Pascale Massot, Fellow on Political Economy, explore China's foreign policy. Lyle J. Morris, Senior Fellow on Foreign Policy and National Security moderates the discussion.Asia Inside Out brings together our team and special guests to take you beyond the latest policy headlines and provide an insider's view on regional and global affairs. Each month we'll deliver an interview with informed experts, analysts, and decision-makers from across the Asia-Pacific region. If you want to dig into the details of how policy works, this is the podcast for you. This podcast is produced by the Asia Society Policy Institute, a “think-and-do tank” working on the cutting edge of current policy trends by incorporating the best ideas from our experts and contributors into recommendations for policy makers to put these plans into practice.
Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He also serves as a Senior Fellow on Chinese Politics at the Asia Society Policy Institute's Center for China Analysis and is a senior fellow in the office of the president at the Center for Strategic and International Studies (CSIS), the preeminent foreign and security policy think tank in Washington, DC. In this podcast, we discuss working at the CIA, what type of leader is Chinese President Xi Jinping, how US policy towards China has evolved since Obama, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive
durée : 00:58:54 - Affaires étrangères - par : Christine Ockrent - Longtemps considéré comme un bien commun de l'humanité, l'Arctique se trouve désormais au coeur des enjeux stratégiques qui opposent les grandes puissances. En témoignent l'intérêt croissant de Donald Trump pour le Groenland, mais aussi celui de pays comme la Chine ou la Russie pour la région. - réalisation : Luc-Jean Reynaud - invités : Bruno Tertrais Directeur adjoint de la Fondation pour la Recherche Stratégique et conseiller géopolitique à l'Institut Montaigne; Camille Escudé Géographe, docteure associée au Centre d'études internationales (CERI) de Sciences Po Paris ; Philippe Le Corre Professeur de géopolitique à l'ESSEC et chercheur au Asia Society Policy Institute.; Florian Vidal Chercheur à l'Université de Tromsø en Norvège et chercheur associé à l'IFRI
This week on Sinica, I'm joined by Lizzi Lee, fellow at the Asia Society Policy Institute and by my lights one of the most astute, well-informed people writing on China in the English-speaking world today. She has fascinating perspectives on China's preparations for the Trump administration, on China's reluctance to roll out large-scale cash stimulus, and Xi Jinping's challenges. Don't miss this one! (I will update the show notes and publish the transcript early next week — thanks for your patience!)3:39 – Lizzi's argument from her op-ed, “Counting the Hawks in the Trump 2.0 Administration is Pointless”: the importance of which country will be able to get its act together 10:25 – U.S.-China competition as a long game, from China's perspective14:22 – How China views the current state of division in American politics19:00 – The main risks and opportunities for China presented by Trump's return, including opportunities in the geopolitical realm with the Europeans 28:09 – The state of China's domestic economy33:28 – Counterarguments to critiques of China's cautious deployment of stimulus, and where Lizzi stands on the issue 43:46 – Lizzi's thoughts on deflation in the Chinese economy 49:30 – The idea of accepting short-term pain for long-term gain in economic recovery 53:59 – Xi Jinping's vision for China's economy 58:46 – How Xi Jinping's ideological language can be challenging for officials and markets 1:03:57 – How China's political calendar has hindered execution of policy 1:06:42 – What Lizzi thinks the Chinese leadership should prioritize nowPaying it Forward: Lizzi recommends the work of Barclay Bram, especially his series on Chinese youth at the Asia Society here.Recommendations:Lizzi: Grazia Ting Deng's book Chinese Espresso: Contested Race and Convivial Space in Contemporary ItalyKaiser: More historical fiction by Robert Harris, including An Officer and a Spy and Munich.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Himalayan Kingdom of Bhutan, sandwiched between China and India, is perhaps best known around the globe for its unconventional measure of national development: Gross National Happiness. The concept was introduced back in 1972 by the fourth King of Bhutan, Jigme Singye Wangchuck. It assesses the country's overall wellbeing on the basis of sustainable and equitable socio-economic development; environmental conservation; preservation and promotion of culture; and good governance. But the Bhutanese are now finding that their cautious approach to balancing economic growth with the well-being of their citizens, is proving difficult to sustain in light of mounting economic problems. The country which has a population of less than 800,000, is experiencing high levels of youth unemployment and many young people and skilled workers are leaving for countries like Australia and Canada. To try and counter this brain drain and to attract new investment into the country to help the economy grow, Bhutan has plans to create a ‘Mindfulness City'. This multi-million dollar project is being spearheaded by the current monarch. At its core will be a scaled up, less cautious version of Bhutan's key concept, which the Bhutanese Prime Minister has called Gross National Happiness 2.0. So on this week's Inquiry we're asking ‘Can Bhutan retain its happiness?' Contributors: Dr Ha Vinh Tho, Founder and President, Eurasia Learning Institute for Happiness and Well-Being, Switzerland.Dr Rishi Gupta, Assistant Director, Asia Society Policy Institute, New Delhi, IndiaDr Lhawang Ugyel, Senior Lecturer, Crawford School of Public Policy, Australian National University, Canberra, Australia.Jan Eeckhout, Professor of Economics, Universitat Pompeu Fabra, Barcelona, SpainPresenter: Charmaine Cozier Producer: Jill Collins Researcher: Matt Toulson Editor: Tara McDermott Technical Producer: James Bradshaw Production Co-ordinator: Tim Fernley and Liam Morrey