22 Nov 2025
More recent developments
December 7, 2025
Podcast | I say overcapacity, you say involution, let’s call the whole thing off
In mid-2024, Beijing rebranded its overcapacity problems as "involution." Does it matter? As the bard would say, a rose by any other name… And yet, over time it's become clear that this was more than just a rebranding exercise. Along… Read More »
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 »