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China Business Review

36 Episodes

12 minutes | Nov 16, 2022
What unexpected midterm results mean for China policy
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 […]
24 minutes | Aug 1, 2022
How much does China spend on industrial policy?
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 […]
19 minutes | Jun 28, 2022
What does the Indo-Pacific Economic Framework for Prosperity actually entail?
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 […]
24 minutes | May 5, 2022
What does the future of US-China decoupling look like?
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 […]
27 minutes | Jan 10, 2022
Does China’s protected home market bolster its firms abroad?
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 […]
13 minutes | Jan 4, 2022
The forces driving industrial automation in China
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.
21 minutes | Oct 26, 2021
What falling bilateral tech FDI means for companies
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 […]
25 minutes | Oct 7, 2021
What should we make of China’s CPTPP bid?
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?
29 minutes | Jul 28, 2021
How the digital yuan could change China’s payment landscape
China has been doing public testing for its new digital currency, called the digital yuan or Digital Currency Electronic Payment. The introduction of the digital money, issued by the People’s Bank of China, has significant implications for the future of China’s payment economy and services like WeChat Pay and AliPay. To talk more about the […]
15 minutes | Jul 9, 2021
How China’s data privacy regime affects companies
After a crackdown on ride-hailing app Didi over issues of mishandling of users’ sensitive data, China’s rules and regulations around data privacy are becoming a major focus for companies. So what does the landscape of China’s data privacy rules look like? And what do US companies need to know to ensure they don’t run afoul […]
11 minutes | May 18, 2021
Industry’s bone to pick with the ICTS supply chain order
An interim final rule giving the commerce secretary sweeping powers to block transactions in the ICT space that pose a threat to national security has been in effect since late March, but its origins go back to the Trump administration. Since 2019, companies have been pleading with the Department of Commerce to provide more clarity […]
21 minutes | Apr 2, 2021
How can the United States compete with China on semiconductors?
You’re probably using a semiconductor right now to listen to this podcast, on your computer or smartphone. These chips are increasingly critical to a large sector of the global economy and countries including the United States and China are working to ensure access to them. How are they going about securing those supply chains and […]
19 minutes | Jan 22, 2021
A look at China’s recent spate of bond defaults
In 2020, around 40 Chinese companies defaulted on bonds worth $30 billion, which amounts to a 14% higher amount than in 2019, according to a Bloomberg analysis. At the end of last year, there were a number of fairly high profile and also unexpected bond defaults in mainland China. So we figured it’d be prudent […]
25 minutes | Dec 18, 2020
Is the BRI debt trap diplomacy? And how can the US compete with it?
The Belt and Road Initiative (BRI) is China’s globe-spanning plan for infrastructure construction and development. The Chinese government describes it as a effort “to enhance regional connectivity and embrace a brighter future together.” More skeptical voices would describe it as a textbook exercise in debt trap diplomacy, straddling developing countries with unsustainable debt to create […]
9 minutes | Nov 3, 2020
What Trump and Biden offer on China
With the election getting down to the wire, Anna Ashton, senior director of government affairs at the US-China Business Council, gives us her quick take on the Republican and Democratic approaches to addressing concerns related to China. Further reading: Anna Ashton: Republicans and Democrats Release Separate Sweeping Proposals for Managing the US-China Relationship  Allie Klein: How […]
21 minutes | Sep 26, 2020
The national security “toolbox” to counter China
National security concerns have come to the forefront of US policy toward China, including when it comes to issues formerly considered to be confined to the trade sphere. Ajay Kuntamukkala, Partner at Hogan Lovells, walks us through what tools the
19 minutes | Sep 9, 2020
How important are Chinese students to the US education system?
Chinese students in the United States contribute around $15 billion a year to the American economy. But Chinese students now face a range of hurdles, from visa restrictions to currency fluctuations to the fallout of increased bilateral tensions. We speak
28 minutes | Aug 19, 2020
What’s going on with the Phase One deal?
Hot and cold rhetoric surrounding the Phase One deal has sent mixed signals about the future of the US-China trade relationship. With Phase One now officially in effect for six months, I spoke with our own USCBC analysts Jack Kamensky,
28 minutes | Aug 5, 2020
What role does China play in US politics?
From its role as a punching bag in the presidential race to it being the target of executive, legislative, and judicial actions, China looms large in American politics. In 2020, that presence is overwhelmingly a negative one. Recent polling from
24 minutes | Jun 5, 2020
The future of Hong Kong
Beijing’s decision to propose a new national security law for Hong Kong has reignited debates over the city’s future. We figured two people who would be able to provide some insight are James McGregor, Chairman of APCO Worldwide, and Mark
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