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Taiwan’s strength: optionality
The country has something more strategically precious than chips: a central position in global supply chains between China and the United States.
Sep 11
•
Anthony Lawrance
4
1
Vietnam: the Fifth Dragon?
The country has a lot going for it after having followed the East Asian development model closely, but it lacks the same capital and local technology…
Sep 4
•
Anthony Lawrance
2
2
China is not just a Dragon running late
Part 3 of 3: Beijing doesn’t keep answering a demand problem with a supply plan due to inattention. It is a choice. The alternative is to tackle every…
Aug 30
•
Anthony Lawrance
3
6
The kids are not alright
Part 2 of 3: Japan, Korea and Taiwan all completed the step China skipped (land reform), and they grew rich on what followed. Yet these democracies are…
Aug 21
•
Anthony Lawrance
2
2
Trump plays his part in Korea
Xi took the lead on the Korean peninsula; his Constructive Strategic Stability comrade has just followed up.
Aug 17
•
Anthony Lawrance
2
2
The ‘China Squeeze’ debate is missing a bigger historical picture
Part 1 (of 3) about the East Asian development model: Here we look at Tooze/Fishman vs. Chatterjee/Subramanian and find that their debate lacks a key…
Aug 14
•
Anthony Lawrance
9
3
The Party’s new alchemy
There is nothing wrong with China's growth model, said the Commerce Ministry. CXMT was proof of it, said its admirers. But is that really the story?
Jul 31
•
Anthony Lawrance
3
2
2
Both sides reach for the panic button on AI
China and America are betting their near-term growth on the same AI boom. This week showed what happens when investors start to doubt it.
Jul 24
•
Anthony Lawrance
2
2
What comes next for China
Part 6 (final) of our series on the politics of China's economics. Here we venture beyond the numbers to consider where the country is headed. There is…
Jul 20
•
Anthony Lawrance
9
3
3
The Ship of Trust is leaking
Part 5 of our series on the politics of China's economics: Consumers at both ends of the wealth ladder are voting with either their feet or their…
Jul 17
•
Anthony Lawrance
6
1
2
What to do when the fiscal taps run dry
Part 4 of our series on the politics of China’s economics: The most important reason the bureaucracy would struggle to deliver a consumer-led solution…
Jul 14
•
Anthony Lawrance
12
2
5
Moving the machine: a Sisyphean task
Part 3 of our series on the politics of China’s economics: Even if Beijing decided tomorrow to turn the economy toward households, the bureaucracy would…
Jul 12
•
Anthony Lawrance
6
2
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