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EU member states agree to impose tariffs on Chinese electric vehicles Wow, pretty divided, hardly a strong endorsement of tariff approach...more against than for... --10 member states voted for the tariffs --5 against --12 abstained. ft.com/content/05dd39…

What is China’s global influence? Our team China Data Lab derived a series of economic, geopolitical, and diplomatic indicators. Surprisingly China’s influence has not made gains across the board chinadatalab.ucsd.edu/viz-blog/china…

Great question! Estimating TFP is always dodgy. Calculating industrial policy spending in China is hard. Combining the two is doubly difficult. I prefer micro studies (eg below). But I don't think debates about TFP effects are driving China's industrial policy.

Who are the most important people in China you've never heard of? Probably the cadres who help Xi Jinping to manage the day-to-day business of CCP politics and policy We map the Party Center in a new part of our interactive Asia Society Policy Institute (ASPI) product Decoding Chinese Politics 1/22

Here's my latest column World Politics Review I see the fundamental challenge of economic policy now as the desire to boost confidence without unleashing unrealistic expectations on the part of Chinese consumers and investors. That balancing act between raising confidence and managing

Martin Wolf: "Yet the big problem is not the potential of the supply side. It is the weakness of the demand side. An economy whose potential growth rate is 5 per cent at most will not invest more than 40 per cent of GDP productively." ft.com/content/553b10… via @ft

On China, I thought Trump was pretty cagey. He talked about tariffs as a tool for attracting FDI. He mentioned Mexico, Japan, and the EU, noting that "our allies have taken advantage of us moreso than our enemies," and he didn't offer a robust commitment to Taiwan...

6/8 But in an economy in which businesses won't invest to expand production mainly because of weak demand (which is the case for most advanced economies), shifting resources from consumption to savings actually reduces the incentives for businesses to invest.

Dense and interesting thread suggesting more continuity than convergence under Xi's leadership.

My latest thoughts on how tariff hikes are becoming an increasingly ineffective tool to deal with Chinese imports, as Chinese companies move their production to Mexico, ASEAN and elsewhere. Also offer some suggestions for addressing this emerging trend thehill.com/opinion/intern…

One of the most striking changes I've seen across the last decade in the study of PRC history and especially of elite politics is how pretty much everyone has converged on the fact that Reform & Opening was actually inaugurated by Hua Guofeng, not Deng.

During Trump’s first presidency, China studied the U.S. trade fight against Japan in the 1980s for lessons. Like Japan, China could try to deescalate by giving in to the U.S. somewhat and lowering tariffs and opening its markets further. But...🧵wsj.com/economy/trade/… via The Wall Street Journal

Could Trump’s tariffs raise $700 billion a year? We did the math 🧵

WH has now confirmed: this is insane nypost.com/2025/04/02/us-…

Tariffs are taxes reason.com/2025/04/02/the…

China's R&D spending (in PPP terms) almost matched US R&D spending in 2023. The Trump administration is cutting federal research spending. What will this chart look like in a few years?

Remember when this guy was known for denouncing foreign governments over their human rights records? 🤷🏻‍♂️

Watch this challenge to Trump's use of IEEPA to levy tariffs. Focus is China fentanyl tariffs (20%), but all the big new tariffs invoke IEEPA. I'd wager the Leonard Leo-backed NCLA selected the plaintiff and venue with care. newsweek.com/trump-tariffs-…