Tag
US-China decoupling
The Tariff War Revealed the Depth of China-US Trade Dependence
By Chen Li
The abrupt disruption in trade exposed significant vulnerabilities on both sides, leading to the tariff drawdown announced in Geneva.
How China’s Companies Are Responding to the US Trade War
By Leci Zhang and Botao Xu
Since 2018, Chinese firms have been pursuing internal reforms, supply chain restructurings, and accelerated innovation, with the result of “selective decoupling” from the U.S.
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.
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