October 21, 2019 INNOVATION, US-CHINA, Technology

Who Benefits From American AI Research in China?

Matt Sheehan

Who benefits from the research breakthroughs made in the China-based research labs of American artificial intelligence (AI) companies? Just five years ago, that question hardly ever came up, and if it was asked, the answer…

October 9, 2019 ECONOMY

Diverging Approaches to Supporting Growth: The Cases of Jiangsu vs. Guangdong

Dinny McMahon

With the Chinese economy continuing to slow throughout the first half of 2019, attention has focused on how the central…

September 25, 2019 ECONOMY, POLITICS

Shanghai Free Trade Zone: Putting Reform Over Opening

Neil Thomas

Western expectations for Chinese economic reforms have long fixated on the “opening” associated with market access and financial liberalization. Frustration…

September 17, 2019 ECONOMY, Finance Policy

Interest Rates, Not Credit, Will Be Beijing’s Main Tool To Juice Economy

Houze Song

The People’s Bank of China (PBOC) has been busy of late, re-setting the benchmark lending rate in August and cutting…

September 10, 2019 INNOVATION, Technology

Chip on the Shoulder: How China Aims to Compete in Semiconductors

Joy Dantong Ma

China’s recipe for tech leadership has long missed a main ingredient: chips. It isn’t for lack of trying. Since the…

September 4, 2019 INNOVATION, Technology

2014: The Year of China’s Digital Cambrian Explosion

Matt Sheehan

At MacroPolo we are dedicated to dissecting the sources and implications of China’s arrival as a technological power. Our work…

August 23, 2019 ECONOMY, Finance, Finance Policy

Shandong vs. Zhejiang: Diverging Experiences of Bad Loan Disposals

Dinny McMahon

Since 2015, China’s banks have disposed of their nonperforming loans (NPLs) in ever greater volumes as part of a broader…

August 14, 2019 ECONOMY, INNOVATION, Technology

Torchbearer: Igniting Innovation in China’s Tech Clusters

Damien Ma

Innovation—or at least the idea of it—has gone viral. Governments around the world seem to want to crack the code…

August 6, 2019 ECONOMY, US-CHINA

In Response to New Tariffs, Beijing Unlikely to Alter Its Economic Approach

Houze Song

With the trade war escalating yet again, it is worth briefly updating our 3Q2019 outlook. Although the latest round of 10%…

July 30, 2019 ECONOMY, US-CHINA, Technology

China’s AI Talent Base Is Growing, and then Leaving

Joy Dantong Ma

When China decides that it wants to establish leadership in a particular strategic area, its approach has tended to follow…