Tag
US-China decoupling
Business Impact of Geopolitical Risk in the Trump Era
By Mercy A. Kuo
Insights from Rodney Faraon.
‘De-risking’ vs. ‘Strategic Decoupling’: Understanding Harris’ and Trump’s Approaches to Economic Security
By Kazuo Waki
These two terms represent the conceptual foundations of each candidate's economic security policies, especially regarding China. But what do they actually mean?
Assessing US Sanctions on China
By Mercy A. Kuo
Insights from Agathe Demarais.
TikTok in the Age of Decoupling
By Nico Han
While the ban seems inevitable amid deepening distrust, removal of TikTok from the U.S. market will not solve the disinformation problem.
The Broadening Strategy of U.S. Technological Restrictions on China
By Yingfan CHEN, Hamilton CHEN, and Dingding CHEN
The Biden administration's restrictions can be said to have shifted from “small yard, high fence” to “large yard, low fence.”
The De-risking Push Misunderstands China’s Manufacturing Strengths
By Xiaofeng Wang
China dominates the manufacturing of intermediate goods – so even if a finished product is made elsewhere, it almost certainly includes “Made in China” components.
China-US Trade and Decoupling: ‘We Are in Uncharted Waters’
By Mercy A. Kuo
Insights from Allen Morrison.
Beyond Rhetoric: The Tangible Impact of China-US Decoupling
By Gabriele Manca
From trade data to investment, economic statistics are starting to reflect the emphasis on curtailing dependencies.
What ‘De-risking’ Means for China
By Denny Roy
Beijing seems unable or unwilling to grasp the very different lineages of “containment” and de-risking.
The Political Hazards of Economic Decoupling From China
By Max Abbott
Southeast Asian nations are promising candidates for firms seeking to relocate manufacturing operations from China, but investors need to be prepared for the risks.
The Future of State-Sponsored AI Research in China
By Shaoshan Liu
The fundamental mindset of Chinese tech companies is still driven by short-term profit, and they have always looked to the state to sponsor technological leaps.
A Reality Check on China-US Decoupling
By Tamás Mészáros
Decoupling rhetoric masks the fact that the United States and China play very different economic roles in East Asia and possess very different sources of economic power.
Gauging the Impact of the China-US Trade War
By Ka Zeng
Did the tit-for-tat tariffs move China and the U.S. toward economic decoupling?
Rebalancing vs Decoupling: China-US Economic Ties and the Global Economy
By Ronald U. Mendoza
The hyper-competitive international production chains that have long characterized Asia's economies now face a significant political recalibration.
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.”
Can the West Shake Its Dependence on China’s Rare Earths?
By Barbara Kelemen and Alexander Stonor
Reliance on China’s rare earth elements sector limits the ability of the United States to punish Beijing economically should it pursue a military action against Taiwan.
How Does the Russia-Ukraine War Affect Asia’s Political Economy?
By Kavoossi Masoud and Dingding Chen
Multinational companies must find new solutions in an era of accelerating deglobalization.
Will South Korea Join the US Effort to Insulate Supply Chains From China?
By Jin Kai
Pressure from Washington to align with the U.S. decoupling effort is growing, but it's a tall order for South Korea.
Under Pressure From China’s Authorities, Didi Is Delisting From the New York Stock Exchange
By Nicola Daniel
Since its IPO on the NYSE, Didi has been the target of investigations and penalties from China’s Cyberspace Administration.
China’s Space Program Suggests Decoupling Won’t Work Like the US Hopes
By Brantly Womack
The U.S. has long frozen China out of space cooperation. That hasn’t stopped China from making substantial progress.
The Real Strategic End Game in Decoupling From China
By Valbona Zeneli and Joseph Vann
Going all-in on the transatlantic economy is the only serious option for Western democracies seeking to counter China.
From the Deal to Decoupling: Trump’s Evolution on China
By Bonnie Girard
How far can the administration push without completely upending the foundations of the U.S.-China relationship? We might be about to find out.
US Investment in Southeast Asia and Decoupling From China
By Jack Liu, Judy Ly, Miranda Sieg, and Ilan Simanin
No single policy is going to completely eliminate the commercial and security risks inherent in a China-dominated supply chain.
China’s Foreign Minister Strikes Conciliatory Tone to Bring US Ties Back From the Brink
By Eleanor Albert
In speech on Thursday, Wang Yi tried for a reset in U.S.-China relations amid worsening tensions.
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