Exports surge on the back of AI boom

When most people think of China's export controls, they think of dual-use controls – the dramatic, headline-grabbing restrictions on critical mineral products like gallium, graphite, and most famously, rare earths. Beijing has famously deployed these levers as retaliatory weapons in… Read More »

Beijing has a new economic priority – and it's one that will reshape China's growth model for decades to come. Policymakers are increasingly convinced that the next phase of China's development requires a dramatic expansion of producer services – that… Read More »

Following their Beijing summit, the US and China once again have diverging accounts of what they agreed to. With one crucial exception: stability. For all that was conflicting or unclear, both referred to “strategic stability.” The key question: Will differing… Read More »