China
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Reassessing Market Commitments: Foreign Firms Exit China Amid Mounting Political and Economic Uncertainty
Foreign direct investment (FDI) was a cornerstone of China’s rapid economic ascent over the past five decades, but recent years have seen a sharp decline. While sluggish post-COVID recovery is often cited as the primary cause, equally important are the Chinese government’s assertive domestic and foreign policies. Artificially subsidized local…
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Semiconductors, Trump’s Tariffs and the US-China Rivalry: A Conversation with Ray Wang
Jonathan Chin, SSI Editor-in-Chief, and, Andy Liao, SSI Science & Technology Lead, speaks to Ray Wang, a Washington‑based analyst focused on U.S.‑China economic and technological statecraft, with a focus on semiconductors and artificial intelligence. Ray’s insights have been featured in Foreign Policy, CSIS, The Diplomat and he is frequently quoted…
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Echoes of 2018: Understanding Trump’s Renewed Tariff Offensive on China
The hardened stance of President Trump’s second administration toward China—manifested in aggressive tariff threats, export controls, and trade investigations—closely echoes the US trade strategy of 2018–2020. Then, what began with duties on several billion dollars of imports swiftly escalated into an unprecedented tit‑for‑tat tariff war that rattled global markets, exposed…
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Recalibrating Economic Security: Canada’s Evolving Investment Screening Strategy Amidst Rising Concerns Over China
As security concerns increasingly influence economic policymaking, the rise of investment screening measures is one way this shift is taking shape. While the United States and Europe have already implemented such measures extensively, Canada is still charting its course in response to potential risks posed by Chinese foreign direct investment…
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China and Industrial Policy (Part II): The Future of an Idea, Its Implications and Consequences
Written in conjunction with Ian Wan. You can read Part I here. Industrial policy has recently regained prominence in policymakers’ minds, and not in small part due to China. Whilst industrial policy has always been contentious in an era dominated by capitalist market economies rather than state planning economies, its…
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