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China supply chains

Diversification Isn’t Enough to Cure Europe’s Economic Dependence on China
January 27, 2023

Diversification Isn’t Enough to Cure Europe’s Economic Dependence on China

By Francesca Ghiretti and Hanns W. Maull
In wrestling with its economic vulnerability to China, the EU is betting on diversification to solve its problems. It’s not the panacea it is made out to be.

The 6 Horsemen of the Apocalypse for China
January 14, 2023

The 6 Horsemen of the Apocalypse for China

By Kung Chan
The struggles of 2022 highlighted six crises China will have to face now and into the future.
Decoding Xi Jinping’s ‘Asia Pacific Community With a Shared Future’
December 09, 2022

Decoding Xi Jinping’s ‘Asia Pacific Community With a Shared Future’

By Marina Yue Zhang
Against the U.S. decoupling push, Xi envisions a hub-and-spokes model of a distributed supply chain network – with China as the “hub.” 

Virus Lockdowns Hit Guangzhou, China’s Economic Powerhouse
November 10, 2022

Virus Lockdowns Hit Guangzhou, China’s Economic Powerhouse

By Associated Press
Nearly 5 million people in the southern Chinese city are under lockdown orders, raising the specter of more supply chain disruptions from China's zero-COVID policy.

What the Foxconn Exodus in Zhengzhou Means for China’s Supply Chains
November 09, 2022

What the Foxconn Exodus in Zhengzhou Means for China’s Supply Chains

By Marina Yue Zhang
China’s “zero-COVID” policy has driven home the risks of overconcentrating supply chains. But can any countries realistically replace China?

China’s ‘Zero COVID’ Policy Is Hurting Its Semiconductor Dreams
July 18, 2022

China’s ‘Zero COVID’ Policy Is Hurting Its Semiconductor Dreams

By Zhenze Huang and Xiuqun Sun
China’s approach to the COVID-19 pandemic is hampering strategic efforts to rejuvenate the IC industry.

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