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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 24 of 55
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 24 of 55
*How the Chinese Economy Works. | Hudson Institute*
> "Going global is critical for many, many of the players as well... the domestic market is saturated in many ways." - **Professor Ben Shenglin** [[00:03:14](https://youtu.be/Uh0_kqfYAs4?si=YMKI8iR1RumVyysF&t=0h3m14s)] "China holds about 30% of the manufacturing capacities... and that massive domestic market is not only a market but also the giant test field for new technology and new adoptions." - **Miss Ding…
How the Chinese Economy Works. | Hudson Institute
"Going global is critical for many, many of the players as well... the domestic market is saturated in many ways." - Professor Ben Shenglin [00:03:14] "China holds about 30% of the manufacturing capacities... and that massive domestic market is not only a market but also the giant test field for new technology and new adoptions." - **Miss Ding…
Abstract:
Real estate has long been central to China’s growth model, yet since 2018 its contribution has declined sharply, turning the sector from a key engine of expansion into a major drag on economic activity. While policy tightening triggered the downturn, it reflects deeper structural imbalances in a sector that, together with its upstream and downstream linkages and infrastructure, accounts for nearly…
"Not having [commodities] is much more expensive than the storage cost, so that not paying that storage cost was actually a false saving." - Louis Gave [00:05:51]
"Drone warfare has completely changed warfare... look at the US Navy, the most powerful navy the world has ever seen bar none absolutely, but it can't get within 300 miles of the Hormuz…
"even if you believe that political instability or economic uncertainty might arrest China’s upward climb, that might not change the trajectory of Chinese science. All of those Chinese scientists and engineers will still be there. Their labs and facilities have already been built. Their equipment and instruments have already been bought. Their technicians are already trained. That will still be true if Xi Jinping…
China’s economic vulnerabilities: Understanding the structural slowdown | EU Institute for Security Studies | #Report
China - A fragile power? How Europe can use its economic leverage over Beijing | EU Institute for Security Studies | #Report
"China hasn't just survived it's emerged stronger than ever on the world stage and that's because after years of careful planning China has essentially made itself tariff proof." - Natalie Kitroeff [00:00:19]
"The overall trade surplus of China... became even more immense last year when it reached 1.2 trillion." - Keith Bradsher…
Electronics manufacturing expands the number of metals demanded from refineries, which in return justifies investments in companion mineral extraction capacities. Goods such as air conditioners and batteries increase the scale of major metals demand. And in metals processing, larger scale lowers costs.
Large volumes of metals consumed by prior iterations of appliances, combined with China’s production in…
"China produces 200 million televisions and 1.5 billion smartphones per year. Producing the TV sets guarantees offtake of 25 to 30 metals, while the phones require close to 60 metals. Televisions require the same critical minerals for which many governments are trying to develop alternative suppliers, but there are far fewer potential buyers outside of defense-related supply chains because commercial demand for…
The country’s dominant position in metals supply chains is not only in electrified metals and rare earths but also in other minor metals like scandium, tungsten, and antimony which are integral to advanced technologies in aerospace and semiconductor supply chains. While a part of China’s dominant position in supply chains comes from natural endowments, the network effects associated with the…
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate. - Rogan Quinn
Source: Report **Executive…
"A private company in China has developed hypersonic missiles that cost about the same as a Tesla Model X." - Kevin Walmsley [00:00:01]
"Today there is an extreme disparity between lowcost offense and highcost defense. It's always been the other way around." - Kevin Walmsley [00:01:12]
"These cheap weapons now enjoy…
Gavekal Research: "US imports from Taiwan have recently surpassed imports from China for the first time since 1992. At least three different factors explain this dramatic shift. - First is the big surge in volume and prices of semiconductor exports of Taiwan because of the AI boom. - Second, supply chain concerns have prompted prominent US chip firms to import…
China's technology long game | High Capacity by Kyle Chan
China's Technology Long Game : What reading through China's Five-Year Plans reveals about its evolving tech strategy--and its plans for the industries of the future. | Kyle Chan (@kyleichan)
Competitiveness indicators for G7 economies and Mainland China. #McKinsey #Report
The Geopolitics of AI: Decoding the New Global Operating System (Oct 2025) | J.P Morgan
China: Rally Aside, Structural Headwinds Dominant | Global Insights | Morgan Stanley
Backed by Beijing, Huawei and SMIC lead efforts on 7-nm and 5-nm-like production tech.
Nikkei Asia: "Huawei itself plans to roll out several Ascend chipsets in 2026, including the Ascend 950 PR and Ascend 950DT, along with related computing solutions for AI infrastructure, as part of its efforts to further strengthen domestic AI computing capabilities. Its share of China's AI computing chip market was about…
Reuters:...Weijian Shan of Asia-focused private equity firm PAG, who believes, opens new tab Beijing could live with a 50% exchange-rate appreciation over five years, recently estimated Chinese manufacturing to be twice as productive as the U.S.'s in terms of physical output. High-tech exports are especially insensitive to…
Cyber-Spring Festival: China’s Robots Celebrate in Traditional Hanfu
China ramps up investment in its commercial space sector #cbinsights
""The essential message is that China's been the dominant force in in the global economy for most of the last 2,000 years and that the last 200 years have been an aberration to that um that trend"" - Michael Pembroke (Core Thesis) [00:00:00]
""China became known in due course as the graveyard of silver from the west"" - Michael Pembroke (On the persistent trade…
