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Author

China Needs More Inflation To Steady a Wobbly Property Sector 
Commentary

China Needs More Inflation To Steady a Wobbly Property Sector 

April 25, 2024
Are China’s VCs All In on Hard Tech?
Commentary

Are China’s VCs All In on Hard Tech?

March 27, 2024
1H2024: Slower Growth to Drag On in Dragon Year
Analysis

1H2024: Slower Growth to Drag On in Dragon Year

February 8, 2024
Who Will Do the Heavylifting on China’s Paltry Hydrogen Pipelines?
Commentary

Who Will Do the Heavylifting on China’s Paltry Hydrogen Pipelines?

January 23, 2024
How Realistic Are Chinese University AI Ambitions?
Commentary

How Realistic Are Chinese University AI Ambitions?

December 28, 2023
Methodology for Global AI Talent Tracker 2.0

Methodology for Global AI Talent Tracker 2.0

December 3, 2023
Is China Returning to Export Dependence? Not Really 
Commentary

Is China Returning to Export Dependence? Not Really 

November 21, 2023
Why Is Beijing Taking a Hands-Off Approach to Green Hydrogen?
Commentary

Why Is Beijing Taking a Hands-Off Approach to Green Hydrogen?

November 13, 2023
The Curse of Success: Can China Level Up on Carbon Fiber?
Commentary

The Curse of Success: Can China Level Up on Carbon Fiber?

October 26, 2023
Can China Make Hydrogen Electrolyzers Cheap as It Did for Solar?
Commentary

Can China Make Hydrogen Electrolyzers Cheap as It Did for Solar?

October 16, 2023
Getting to $30,000: The Cost of EV Industrial Policy vs. Adoption
Commentary

Getting to $30,000: The Cost of EV Industrial Policy vs. Adoption

September 18, 2023
Reordering the Global Order: A World of “Nodes and Acquends”
Analysis

Reordering the Global Order: A World of “Nodes and Acquends”

August 31, 2023
EV Build

EV Build

August 17, 2023
EV Build

EV Build

August 17, 2023
About Vantage

About Vantage

August 15, 2023
EV Supply Chain Map

EV Supply Chain Map

August 15, 2023
EV Build

EV Build

August 15, 2023
Vantage

Vantage

August 15, 2023
Materials Science Matters: The Talent Central to China’s Tech Pivot
Commentary

Materials Science Matters: The Talent Central to China’s Tech Pivot

August 8, 2023
3Q2023: Growth Bottoms Out, Stimulus Insufficient
Analysis

3Q2023: Growth Bottoms Out, Stimulus Insufficient

July 31, 2023
Amy Ouyang 

Amy Ouyang 

July 17, 2023
Beijing’s New Regulatory State Is Being Built One Tool at a Time
Commentary

Beijing’s New Regulatory State Is Being Built One Tool at a Time

July 11, 2023
Beijing’s Dilemma: Cut Spending or Raise Taxes to Deal with Local Debt?
Commentary

Beijing’s Dilemma: Cut Spending or Raise Taxes to Deal with Local Debt?

June 30, 2023
Where’s the Demand for the Chinese Yuan? 
Commentary

Where’s the Demand for the Chinese Yuan? 

June 6, 2023
Will the Virtual Reality Future Be Made in China? 
Commentary

Will the Virtual Reality Future Be Made in China? 

May 30, 2023
Nanometers over GDP: Can Technocrat Leaders Improve China’s Industrial Policy?
Analysis

Nanometers over GDP: Can Technocrat Leaders Improve China’s Industrial Policy?

May 23, 2023
and
About Investing in America

About Investing in America

May 15, 2023
Investing in America Amid Tensions

Investing in America Amid Tensions

May 15, 2023
2Q2023 Macro Outlook: Steady as She Goes
Analysis

2Q2023 Macro Outlook: Steady as She Goes

April 24, 2023
The Chinese Talent Behind Your Favorite Generative AI Product
Commentary

The Chinese Talent Behind Your Favorite Generative AI Product

April 4, 2023
Yuxi Yuan

Yuxi Yuan

April 4, 2023
Return of the Party: Shifting Power from the Mandarin Class To the Political Class
Commentary

Return of the Party: Shifting Power from the Mandarin Class To the Political Class

March 28, 2023
US Regional Bank Crisis Will Affect How China Manages Financial Risk
Commentary

US Regional Bank Crisis Will Affect How China Manages Financial Risk

March 21, 2023
Can EV Subscriptions Accelerate Broader Adoption?
Commentary

Can EV Subscriptions Accelerate Broader Adoption?

March 14, 2023
Digital Eyes: China Bids to Capture the Miniature Camera Market
Analysis

Digital Eyes: China Bids to Capture the Miniature Camera Market

March 7, 2023
Balancing Growth and Security Will Define the Chinese Economy
Commentary

Balancing Growth and Security Will Define the Chinese Economy

March 4, 2023
Default Position: LGFV Defaults Loom
Commentary

Default Position: LGFV Defaults Loom

February 22, 2023
US Favors Securing EV Supply Chains over Subsidizing Consumers
Commentary

US Favors Securing EV Supply Chains over Subsidizing Consumers

February 10, 2023
Graham Chamness

Graham Chamness

February 1, 2023
1Q2023 Macro Outlook: Post-Covid Rebound Dramatic but Short
Analysis

1Q2023 Macro Outlook: Post-Covid Rebound Dramatic but Short

January 30, 2023
Rethinking 2022: What’s Overlooked and Overhyped?
Commentary

Rethinking 2022: What’s Overlooked and Overhyped?

January 4, 2023
Point of No Return: Beijing’s Move to Covid Coexistence Is Here to Stay
Commentary

Point of No Return: Beijing’s Move to Covid Coexistence Is Here to Stay

December 13, 2022
China Makes Bid To Own EV Market in Southeast Asia
Commentary

China Makes Bid To Own EV Market in Southeast Asia

December 5, 2022
China’s Giant Trade Surplus Isn’t a Sign of Economic Strength
Commentary

China’s Giant Trade Surplus Isn’t a Sign of Economic Strength

November 29, 2022
4Q2022 Macro Outlook: No Course Correction
Analysis

4Q2022 Macro Outlook: No Course Correction

October 27, 2022
Will US Battery Mandate Slow Down EV Adoption?
Analysis

Will US Battery Mandate Slow Down EV Adoption?

October 19, 2022
That’s So SiC: China Aims to Master an EV Chip You Haven’t Heard Of
Analysis

That’s So SiC: China Aims to Master an EV Chip You Haven’t Heard Of

September 28, 2022
Can Recycling Make EV Batteries Cheaper?
Commentary

Can Recycling Make EV Batteries Cheaper?

August 30, 2022
Almost Here: The Most Consequential Political Event of the Year
Analysis

Almost Here: The Most Consequential Political Event of the Year

August 23, 2022
Machines Rising Slowly: Robot Adoption Hasn’t Kicked into High Gear…Yet
Analysis

Machines Rising Slowly: Robot Adoption Hasn’t Kicked into High Gear…Yet

August 10, 2022