After a recent trip to China, Nicholas Borst reports that while the Chinese economy is showing some signs of stabilization, there are still long-term structural problems holding back economic growth. seafarerfunds.com/prevailing-win…

Which industries in China will be affected by Trump’s memorandum on foreign investment? National Committee on U.S.-China Relations #PIPFellow Nicholas Borst (Seafarer Capital Partners) discusses the future of U.S. trade and its impact on inbound and outbound investments with Stephen Orlins 欧伦斯. ▶️ Watch: bit.ly/4hbrw8b

What's wrong with Chinese corporate profits? seafarerfunds.com/prevailing-win…

State-owned firms’ disproportionate control of corporate profits sheds light on the biggest challenge facing the Chinese economy, writes Nicholas Borst seafarerfunds.com/prevailing-win…

A deep dive on how state firms still control most of China's corporate profits. seafarerfunds.com/prevailing-win…

I'm pleased to announce my new book, The Bird and the Cage: China's Economic Contradictions. The book is an in-depth study of how and why the Communist Party intervenes in the Chinese economy and what it means for the world. link.springer.com/book/10.1007/9… amazon.com/Bird-Cage-Chin…

barrons.com/articles/trade…

This extraordinary analogy provides the title for a new book, The Bird and the Cage — China’s Economic Contradictions by Nicholas Borst, and it makes the history of the last 50 years much easier to understand. bloomberg.com/opinion/newsle…

“Both sides are trying to portray it as the other was more desperate,” said Nicholas Borst. “What we saw, though, was just sort of the initial innings of economic pain.”

New podcast with Nicholas Borst on the Chinese economy. He argues that Xi Jinping's policies reflect the same goals party elites have always held, but in a changed economic and political environment. newbooksnetwork.com/the-bird-and-t…

China’s Models of Competition seafarerfunds.com/prevailing-win…

Q&A on my new book with The Wire China: thewirechina.com/2025/07/13/nic…

The bird and the cage is "a powerful metaphor to understand China’s approach to managing its economy," as Nicholas Borst tells Rachel Cheung in this week's Q&A. "The Communist Party understands the power of markets and the need to utilize elements of capitalism to achieve China’s

China’s unique models of competition help explain why some industries flourish while others stagnate, writes Nicholas Borst seafarerfunds.com/prevailing-win…

China’s unique models of competition help explain why some industries flourish while others stagnate. seafarerfunds.com/prevailing-win…

Auto sector industry revenue and profits in China h/t @nborstsf

.Nicholas Borst compares market returns in Hong Kong versus mainland China and assesses U.S.-China trade relations. Andrew Foster discusses a change in how EM currencies operate relative to the U.S. dollar. seafarerfunds.com/video/2025/06/…

National Committee on U.S.-China Relations is delighted to announce the twenty fellows who make up the ninth cohort of our Public Intellectuals Program. Learn more about the newest #PIPFellows: ncuscr.org/twenty-leading…