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How did industrial policy shape American capitalism in the nineteenth century (and beyond)? My article on how the U.S. “escaped the periphery” is now out: journals.uchicago.edu/doi/10.1086/72…

How Japan ignored climate critics and built a global natural gas empire 🇯🇵❤️🚢 Every six hours, somewhere in the world, an LNG shipment controlled by a Japanese company leaves a port. However, these tankers are only the tip of the iceberg A thread 🧵 bloomberg.com/graphics/2024-…

Watch @Michaelxpettis on the latest episode of #TheGreatTechGamePodcast, as we discuss the current economic challenges facing #China, whether it can overcome them, and the future of the int’l economic order. YouTube: youtube.com/watch?v=IlDiOP… Spotify: open.spotify.com/episode/6aSfTu…

Rethinking the AI boom, with Daron Acemoğlu ift.tt/xigWNuT

Thank you to Ali Wyne of Crisis Group for this smart op-ed on why understanding the history of US-China relations since the era of engagement began is so important thewirechina.com/2024/09/01/why… The Wire China

🇨🇳🇪🇺 - Despite de-risking calls, EU firms are increasingly reliant on Chinese technology • China is top supplier of high-skill, technology-intensive goods to EU, ahead of the US • By contrast EU is only small supplier of high-tech goods to China, far behind Taiwan & South Korea

I had the privilege of co-authoring the special focus section of the latest India Development Update report from the World Bank, alongside Nora Dihel . Here is a thread summarizing the key insights. You can access the full report here: documents.worldbank.org/en/publication… 1/5

We are simultaneously asking Japan to strike a deal with us on semiconductor export controls to address the China tech threat while the Biden administration concludes that it’s an unmitigatable natsec issue for a Japanese company to invest in America. 🤷‍♂️

ASML CEO says US desire to restrict exports to China 'economically motivated' "I think to make the case that this is about national security is getting harder and harder," Fouquet said. This has been apparent for some time.. reuters.com/technology/asm…

India’s Integrated #TheatreCommands plan ready for Govt nod; will take 12-18 months to take concrete shape on the ground timesofindia.indiatimes.com/india/indias-p…

1/3 FT: “Ireland’s [and Singapore’s] experience shows the clear commercial dividends that a country can reap from linking China and the west. In a world where globalization has led to… ft.com/content/5583db… via @ft

This is huge: China announces that they'll "give all Least Developed Countries (LDCs) having diplomatic relations with China, including 33 countries in Africa, zero-tariff treatment for 100 percent tariff lines". This means zero-tariff on all products or goods exported to China

China’s Volt Typhoon hackers cause changes in NSA operations, U.S. digital defenses | washingtontimes.com/news/2024/sep/… The Washington Times

China, Korea, and Japan together build over 90% of the world's shipping tonnage. The US builds just 0.2% This week in a Noah Smith 🐇🇺🇸🇺🇦🇹🇼 / Construction Physics cross post, I look at why the US struggles to build ships. construction-physics.com/p/why-cant-the…

.Lynn Kuok discusses the United States’ declining position in Southeast Asia—and urges Washington to step up its economic engagements with the region: foreignaffairs.com/united-states/…

Great FT story on China's use of "non-aligned 3rd countries" like Singapore, Vietnam, Hungary to skirt tariffs, controls, & scrutiny. Happy to have contributed a small bit on a Chinese mining co's attempt to covertly take over an Aussie rare earth miner ft.com/content/5583db…

"Increased R&D spending isn’t necessarily boosting US productivity as industrial giants focus on defending their turf," says Ufuk Akcigit in a very interesting piece in F&D on the "Innovation Paradox" in the US. Read more in the latest issue of F&D imf.org/en/Publication…

The US-China rivalry goes from supply chains to satellite networks to undersea cables. So each builds its own, which can mean…other countries have more choice? How market forces & non-aligned countries are trying to resist global economic fracture. Me: on.ft.com/3MyEuzZ

My take on the effort to promote “responsible use” of AI in warfare at a global summit in South Korea today: #REAIM #SeoulSummit

The Indian and American startups and innovators are important to our national security. The India-US Defence Acceleration Ecosystem (INDUS-X) Summit gives technology leaders in India and the United States a vibrant platform to foster partnerships and collaborations in defence