From rule of law to rule of man in America? ft.com/content/0ec08f…

President Trump divides the world into those who have cards and those who don’t. So, Europeans need to learn to play cards quickly. In my latest policy brief, I review Europe’s economic hand and explore what it would mean to deploy these cards against US aggression. 1/8

Just a reminder: Euro area countries now export 3 times as much to the US as to China. January was pumped up by Irish pharmaceuticals but still, a huge gap -- Exports to China falling. 1/2

My newest brief on the big risks (but also some opportunities!) for Europe’s automotive sector and how it reflects the broader challenges in Europe’s economic strategy and relationship with China. And of course, I think all of this matters for the U.S. as well!

New publication alert! 🧵 Checkpoints, Transnational trade, and Conflict: How armed groups turn transnational trade into profits (and why it matters).

India will restrict market access to BYD even as it courts investments from US rival Tesla, showing New Delhi’s lingering angst with China despite recent signs of a thaw in relationship bloomberg.com/news/articles/…

Neodymium magnets are at the center of modern tech: EVs, smartphones, laptops, traditional cars, ACs, wind turbines, robotics. This deep-dive feature by Luke Patey is the single best piece on this critical tech I’ve read so far. Glad I could contribute. thewirechina.com/2025/06/29/mr-…

Europe’s pioneering wind turbine manufacturers are grappling with Chinese competition at home and abroad – but it is not too late to save them. New ECFR policy brief with Byford Tsang ecfr.eu/publication/la…

As Chinese dominance of global digital technology and clean energy markets leaves swathes of the globe dependent, Europe can, and should, protect its wind turbine manufacturing industry. @ecfrasia Read the new policy brief from Byford Tsang and Luke Patey👇 bit.ly/3G7h05I

Check out our new homepage The Wire China! And if you haven't already, please consider subscribing.

🚨 New publication from Institut Montaigne_EN! Joey Dellatte - デラッテ examines Europe’s cleantech industrial development—and the growing alarm over excessive dependence on China for critical raw materials. institutmontaigne.org/en/publication…

Thanks to the popularity of Sam's Club, Walmart is making money in China’s domestic market — and doing so in a sector where many of its peers, foreign and domestic, have failed or are failing.

Chinese analysts and diplomats are saying that Canada, under pressure from US tariffs, should tilt toward China. The implicit deal: kowtow to the Chinese Communist Party in return for economic benefits, sacrifice Canadian manufacturing for agricultural exports. It’s a devil’s

European Union on the ropes as Trump and China turn the screws A long read from me from yesterday "As juggernauts to its west and east delivered haymakers in a no-holds-barred slugfest, the EU has thumbed its notebook like a librarian in a war zone" scmp.com/news/china/dip…

Why the loathing of the term? 1⃣ Free-market advocates want all industries to matter equally 2⃣ Fear it'll be used to justify tariffs and protectionism 3⃣ Implementation requires expertise most DC insiders don’t have Robert D. Atkinson lays it out ⤵️ policyarena.org/p/three-cheers…

NEW: One thing not allowed in China is the exact sort of critical scholarship & commentary which Chenggang Xu 许成钢 has become famous for. My profile of the economist, tied to his new book Institutional Genes, is the cover of this week's The Wire China. thewirechina.com/2025/08/03/the…

China calls its hybrid of socialism and capitalism "Socialism with Chinese characteristics." Under Trump, we are witnessing "State capitalism with American characteristics." My column today discusses. wsj.com/economy/the-u-…

I always have a blast talking to Kaiser Kuo on the Sinica Podcast and this new episode that just dropped is no exception. We talk the breakdown of U.S-India relations against the backdrop of strategic interactions among the United States, India, China, and Russia. And so we dig a