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Navarro pulls an AI pistol on China trade
A White House report names more than 40 countries it says are helping China dodge US tariffs. How does it know? AI told it.
11 hrs ago
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Anthony Lawrance
1
Japan faces a 'come to papa' moment on the yen
Bessent wants tightening; Takaichi fears choking off growth. Smart money would bet on Uncle Sam prevailing. But at what cost to the alliance?
Aug 12
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Anthony Lawrance
1
The PBOC has a plan for the yuan; it’s just not all that bold
Turning a trade currency into a reserve currency is easier said than done, especially for a Party that prizes control of its financial system.
Aug 11
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Anthony Lawrance
1
1
Beijing is scratching the barrel for social-security fixes
A nationwide crackdown on under-reported wages will raise costs for employers and cut take-home pay for workers at the same time. That is not the way to…
Aug 10
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Anthony Lawrance
5
3
China is something, but 'efficient' isn't quite it
The world’s biggest clean-power buildout is also wasting more of it than ever. Look at the grid, not the installed-capacity chart, and a different word…
Aug 6
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Anthony Lawrance
3
1
The FCC and Mofcom go head-to-head, but it looks bigger than it is
A new front appears to be opening in the US-China tech war. Look closer and it reads like positioning for Xi’s September visit, not escalation.
Aug 5
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Anthony Lawrance
The US and China realise they have a common foe
The time is nigh to come up with a joint framework for regulating AI. Both sides appear to know it.
Aug 4
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Anthony Lawrance
3
2
East is East and West is West when it comes to citizens’ savings
It is not only China.
Aug 3
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Anthony Lawrance
4
2
China’s slowdown and deleveraging arrive together
A shrinking debt ratio and a shrinking PMI sound like two different stories. They are not.
Jul 31
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Anthony Lawrance
2
1
China’s Politburo sees the need for action — of a sort
“Incremental measures” are apparently on the way to support growth in the second half. That sounds fine for Hefei, not so much for Changchun.
Jul 30
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Anthony Lawrance
1
1
Washington runs the car playbook on Chinese robots
A new FCC restriction on Chinese-made robots and power inverters borrows its legal logic from the rule that has kept out Chinese cars. It lands less…
Jul 29
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Anthony Lawrance
2
2
Beijing denies the overcapacity its year-old crackdown already conceded
A forceful new rebuttal to Washington and Brussels lands the same week Chinese factory use falls to its weakest since the pandemic. The Party's campaign…
Jul 28
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Anthony Lawrance
2
2
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