25 Oct 2022
More recent developments
November 16, 2025
Podcast | China Shock 2.0: the trade implications of China’s new economic growth model
With the US and China having agreed to a détente over trade, now is a good time to take a step back from the day-to-day back-and-forth of measures and countermeasure, and look at the longer term implications of China's new… Read More »
November 9, 2025
Podcast | What China really agreed to on rare earths + assessing US capability to end reliance on China
Confusion around what China has officially agreed to in terms of pausing its rare earths, and other critical mineral, export controls persists – even as we are a week out from Donald Trump and Xi Jinping’s trade agreement in South… Read More »
November 1, 2025
Podcast | China’s perspective on the trade ceasefire + 15th Five-Year Plan breakdown
It was another monumental week on the China front. On Tuesday, the Party released its sprawling 15th Five Year Plan (FYP) Proposals – laying out the sheer scale of Xi Jinping’s policy ambitions over the next half-decade Then on Thursday,… Read More »