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China

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Lessons

Nuclear Powers, Part 3: China’s Nuclear Acceleration

China is building reactors faster than any other nation, reshaping the geopolitics of power supply and challenging Western energy leadership.
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China’s Steady Hand, Part 2: Can Beijing Rebuild Consumer Confidence?

As China’s leadership weighs new policies to shore up growth, the question remains whether state-driven construction and subsidies can restore the confidence of wary consumers.
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China’s Steady Hand, Part 1: Factories Fill the Gap as Housing Woes Deepen

China’s steady growth over the summer masked an increasingly fragile domestic economy, where consumer caution and a collapsing property market threaten the sustainability of its export-led expansion.
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Chunks of Chips to China

The Trump administration has struck a deal with Nvidia and AMD to collect 15 percent of their artificial intelligence chip sales to China.
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A Strategic Exception? Trump’s 40% Tariff on Indirect Imports, Part 1

Trump’s latest tariff targets a long-standing backdoor in global trade — and it might be one of his more calculated moves.
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The China Flood, Part 1: How Beijing’s overproduction is triggering a second export shock worldwide

Two decades after China reshaped the U.S. economy with cheap goods and fast manufacturing, a new export wave is spreading beyond America’s borders.
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From BYD to Berlin: The Chinese EV Invasion

As European giants stumble and U.S. policymakers scramble, Chinese electric vehicle makers are quietly winning the global EV race.
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Porsche’s Perfect Storm: Prestige, Politics, and the Peril of EVs

Porsche’s struggles with slumping electric vehicle sales and waning Chinese demand just got a lot worse — thanks to tariffs from Washington.
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Europe’s China Dilemma: Fading Optimism, Growing Dependence

European companies are increasingly uneasy about their future in China, even as they continue to rely on its low-cost exports.
Lessons

Tariff Turmoil: U.S. Businesses Brace for Rising Costs

President Trump’s latest tariffs—10% on all Chinese imports as of February 1—have left businesses scrambling to absorb the financial hit and plan for an increasingly uncertain future.

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