More recent developments
Flash talk | The many meanings of overcapacity
Industrial overcapacity has made its way to the center of US and EU trade tensions with China. China flagged overcapacity as a challenge facing its economy back in December. A few months later, the EU complained overcapacity was impacting trade.… Read More »
Trump, Biden, and China: What the 2024 election means for China-US relations
The US election is rapidly approaching. In this Flash Talk, co-founders Andrew Polk and Trey McArver are joined by senior geopolitical analyst Joe Mazur and agricultural director Even Pay to discuss the future of US-China relations under a Trump or… Read More »
Flash talk | Unpacking PBoC comments on credit growth and interest rates
Late last year, China's central bank (PBoC) made high-level changes to the way it framed monetary policy. However, it hasn't been clear how those changes would filter through into the central bank's policy on credit and interest rates – until… Read More »