New article from Jack Zhang and grad student Spencer Shanks! Measureing Chinese economic sanctions 1949-2020 Introducing the China TIES dataset
tinyurl.com/txnmwjm8

Chinese firms are expanding in South-East Asia
This new business diaspora is younger, better-educated and ambitious
economist.com/asia/2024/04/2…

1/7
'China’s overseas investment is heading for an eight-year high as its dominant firms build more factories abroad, a shift that could soften criticism of Beijing’s export drive.'

The numbers are still small, but this is a good thing.

bloomberg.com/news/articles/… via Bloomberg Economics

Did the US ask the EU to restrict its citizens from working in China? Did I miss something earlier?

We have just released the Consensus Agreement for this Dialogue. Thanks to everyone who contributed, great, frank discussions on contentious complex issues...
U.S.-China Track II Dialogue on the Digital Economy - NCUSCR ncuscr.org/program/us-chi…

China remains (by far) ASML's biggest market - even after US export controls
• At nearly half, share of sales going to China has roughly doubled between Q2 '23 and Q1 '24
• Chinese market is helping ASML to compensate for dropping sales in South Korea and Taiwan

Xu: Clarify the semiconductor-national-security nexus: on the federal level, there is a lack of clarity as to what types of semiconductor applications warrant national security scrutiny. In the meantime, under the “small yard, high fence” doctrine, the yard keeps getting bigger…

We are calling for proposals to present at CPRP in Fall 2024. A great opportunity for scholars to present interesting work on China and exchange ideas 👇👇

'De-risking' or 'de-coupling' only makes sense if the policymakers believe that by denying China access to the high-end semiconductors now, they can stop China from acquiring the know-how forever or that the US will always be several generations ahead of China. This is the most…

🚢🚉🇷🇺 - Western decoupling from Russia is reshaping global trade/transport routes
• Moscow is developing rail transport corridor to India (via Iran) and Arctic Sea shipping route
• Routes could cut 30%-50% off transit times vs. Suez Canal and avoid security problems in Red Sea

ASEAN now beats China as destinations for OECD investment in manufacturing. fdiintelligence.com/content/data-t…

1/3
The problem isn't Chinese 'overcapacity', Matthew C. Klein argues in his latest piece for The Overshoot, but rather Chinese underconsumption, which is itself largely a consequence of the low share Chinese workers retain of what they produce.

theovershoot.co/p/chinese-over…

Join us for a public talk on 5/02 4p.m. PDT by Scott Kennedy, Sr. Adviser & Trustee Chair in Chinese Business & Econ CSIS, who will report on his recent research trip assessing Chinese tech companies and implications for U.S. de-risking. Barry Naughton
RSVP: ow.ly/HbAB50RlK9J

The MSS is “driven more by politics than reality or good common sense ... But this is China with Xi Jinping characteristics.”

Excellent piece Nectar Gan

edition.cnn.com/2024/04/21/chi…

'Western pharmaceutical groups are warning of worsening disruption to supply chains bc of problems certifying manufacturing sites in #China , w/some factory inspectors refusing to visit 🇨🇳 over fears of arrest for spying & others denied entry to facilities'
ft.com/content/1d52d7…