By Thomas Daniel, Joanne Lin, Don McLain Gill, John Lee, Maria Monica Wihardja & Brian Eyler - ASEANFocus+ sought experts’ insights on how the dynamics of the ASEAN-US partnership are expected to evolve, in areas of geopolitics, trade, the South China Sea... fulcrum.sg/aseanfocus/rou…

NEW from me: Half of all China’s exports of solar and wind power equipment and electric vehicles (EVs) now go to the Global South. Emerging and developing countries have driven most of the recent growth in export volumes.

Join us for a hybrid seminar to discuss how shifting global trade dynamics, driven by #US, #EU, and #Chinese policies, impact supply chains in high-tech industries, and#SoutheastAsia's potential to navigate and benefit from these changes. Sign up here - iseas.edu.sg/mec-events/tru…

MUST SEE CATL Co-Chairman & Co-Founder Pan Jian spoke at the World Economic Forum Annual Meeting in Davos earlier this week at a panel titled "Getting EV Supply Chains Right" where he shared great insights and perspectives into why China is leading the EV revolution, and

Glad to join Asia Society Switzerland and Asia Society Policy Institute (ASPI) to talk tech, trade and politics in these interesting times!

It's no wonder there's been an explosion of humanoid robots from China. Chinese companies make many of the parts that go into humanoid robots, including actuators, sensors, batteries, magnets, gears, etc. This chart comes from a recent Morgan Stanley report on the industry. 1/

How will China's DeepSeek AI and automotive innovations shape developing markets? Asia Society Switzerland Fellow John Lee John Lee joins Eric to break it down. tinyurl.com/3wke2xh3

Fulcrum Commentary by John Lee - Southeast Asia has become another front in the ensuing technology wars between China and the US. #Technology fulcrum.sg/southeast-asia…

Why is Beijing placing such a strong bet on humanoid robotics—and is the tech ready to deliver? youtu.be/Bv5OcHxnafo?fe… In the newest episode of China’s DeepSeek Moment series by Asia Society Policy Institute (ASPI) I’m joined by Angela Shen from team Jordan Schneider and John Lee John Lee for a discussion

Unlike the People’s Daily editorial, this one was published in English, which indicates who the intended audience is. Here is my “live tweet storm” of reading that PD editorial.

Trade Wars Are Easy to Lose My latest. Escalation with China will be Trump's economic equivalent of the Vietnam War. The US will lose bigly. foreignaffairs.com/united-states/… via Foreign Affairs

Xi Jinping just made his first climate-focused, internation speech in several years. While he said little that is new in substance, Xi's speeches are always important signals of the leadership's priorities. 🧵

XI Jinping is seeking detente with... the EU bloomberg.com/news/articles/…

The whole China-US supply-demand debate is polluted by shoddy economic reasoning and false narrative premises that have led to piss-poor strategy and policy implementation: ▪️ U.S. demand isn't fixed but driven by income (both wage- and capital-related), which is driven by

Huge...Department of Commerce Rescinds Biden-Era AI Diffusion Rule, Strengthens Chip-Related Export Controls Issuing guidance that using Huawei Ascend chips anywhere in the world violates U.S. export controls. bis.gov/press-release/… bis.gov/press-release/…

From my article in The Spectator on US-China military competition: Why are the DeepSeek moments coming now? There are two reasons. The first is that China is beginning to fully utilize its human capital. In the early 21st century, just 5 percent of Chinese students could attend

I was once advised not to use the term "unequal exchange" in connection to North-South relations because I would be perceived as too radical and wouldn't be taken seriously by most economists. Piketty's new paper: "Unequal Exchange and North-South Relations"

We shouldn't be surprised if the US soon orchestrates regime change in Iran — after all, the US has backed more than 100 regime change campaigns in foreign countries since 1949. It has become the master of creating political instability in other countries.

We knew China's rush to install solar and wind was going to be wild but WOW😮. The solar panels & wind turbines installed in May alone, in a single month, will generarate as much electricity as: -Poland -Sweden -Norway -the UAE -North Carolina&Maryland or -Washington&Wyoming

In economics, elite concentration, intellectual gatekeeping, and disciplinary homogeneity is higher than in all other fields. This has been well-documented by now. Here are three papers on this: Fourcade, Ollion and Algan (2015), “The Superiority of Economists”: Economics is a