Episodes

  • What unexpected midterm results mean for China policy

    What unexpected midterm results mean for China policy
    Nov 16 2022
    It’s been just over a week since election day in the United States, and the results are not quite final but coming into sight. Democrats will keep the Senate, potentially even gaining a seat depending on a runoff election in Georgia next month. As votes continue to be tallied across the country, Republicans are one […]
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    12 mins
  • How much does China spend on industrial policy?

    How much does China spend on industrial policy?
    Aug 1 2022
    From funding for domestic chip manufacturing making its way through the US government right now to China’s subsidization of industries it views as strategic, industrial policy is an important aspect of understanding today’s intersection of business and government. But just how much do countries spend on industrial policy? It turns out, although lots of research […]
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    25 mins
  • What does the Indo-Pacific Economic Framework for Prosperity actually entail?

    What does the Indo-Pacific Economic Framework for Prosperity actually entail?
    Jun 28 2022
    Last year, President Biden announced that the United States would be exploring the development of an Indo-Pacific economic framework. The announcement was made during a virtual East Asia Summit back in October. That framework, known as IPEF, was officially launched last month. Over the intervening seven months, bits of information and broad concepts about IPEF […]
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    19 mins
  • What does the future of US-China decoupling look like?

    What does the future of US-China decoupling look like?
    May 5 2022
    The phrase “decoupling” is used frequently in the context of the US-China tech relationship, but what precisely does it mean? Just how coupled are the United States’ and China’s tech ecosystems and how is that relationship changing? And what does the future hold for those interconnections? We talk with Jon Bateman, a fellow in the […]
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    24 mins
  • Does China’s protected home market bolster its firms abroad?

    Does China’s protected home market bolster its firms abroad?
    Jan 10 2022
    It’s hard to get into any conversation about competition with China without addressing whether competition in a particular industry is fair. Do foreign companies in China and Chinese companies in foreign markets play by the same rules? In a report from Rhodium Group released last spring, Dr. Agatha Kratz and her colleagues took a look […]
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    27 mins
  • The forces driving industrial automation in China

    The forces driving industrial automation in China
    Jan 4 2022
    By 2016, China had the world's largest stock of operational robots. This was a massive increase since 2010, when it trailed, Japan, the United States, Germany, and South Korea. To learn why and how China is automating so quickly, I spoke with Dr. Hongbin Li, Co-Director of the Stanford Center for China's Economy and Institutions (SCCEI), who studies trade, technology, labor, and management in China.
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    13 mins
  • What falling bilateral tech FDI means for companies

    What falling bilateral tech FDI means for companies
    Oct 26 2021
    Between 2016 and 2020, technology-related foreign direct investment between the United States and China has fallen by 96%, according to research from Bain & Company. In a section of the company’s annual Technology Report, Karen Harris coauthored a piece about how US-China FDI in technology has plummeted and how that decoupling will affect companies moving […]
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    25 mins
  • What should we make of China’s CPTPP bid?

    What should we make of China’s CPTPP bid?
    Oct 7 2021
    More than four years after the United States pulled out of the Trans-Pacific Partnership, which eventually became the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), China has applied to join. Is the bid sincere or viable?
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    25 mins