markets
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Malaysia in the Middle of the AI Stack: How Capital Flows are Reshaping Supply Chains
While all eyes in the AI boom are centered on innovation and competition between American and Chinese firms, capital is quietly flowing into the infrastructure that underpins this long-term growth trajectory. Malaysia’s growing role as a key player in the middle of the AI stack, with its environment conducive to…
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The First 15 Years of China’s Reform and Opening-Up: A Critical Restructuring of Incentives
Out of three decades of political and economic volatility came a shift in Chinese economic policy in 1978, bringing about a transition into the market economy China is today. The first 15 years of China’s 1978 reforms is a unique story, achieving fundamental economic changes unseen in its authoritarian hierarchical…
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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…
Sino-Southeast Initiative 