CSIS Chinese Business & Economics

What does the future hold for U.S.-China technological competition? In a major new CSIS report, our experts argue that the key is technological dexterity—the ability to build strengths across different technology types, where advantages in one domain compound advantages in others. Explore our comparative analyses of technology and innovation ecosystems of the United States, China, and U.S. allies in 'TechEdge'. Read the full report here: csis.org/analysis/tech-…

What strategy should your country use to adopt EVs? Take our quiz to find out, based on how other countries have approached the transition: features.csis.org/electric-vehic… (Results are not prescriptive). Ilaria Mazzocco and Ryan Featherston's Electric Vehicle Playbook shows how emerging markets are approaching electric vehicle adoption,

In case you missed it: The Chinese Business and Economics round table discussion on China and the Section 301 Investigations recording is now available online. Wendy Cutler, Claire Reade, Wei Liang and Mary Lovely joined Scott Kennedy for an excellent dissection of the recent investigations and what might be on the horizon. Watch here: csis.org/events/china-a…

Starting Soon: Online round table discussion on China and the Section 301 Investigations: The Legal, Economic, and Diplomatic Issues. Join the conversation here: csis.org/events/china-a…

🚨 The CSIS Trustee Chair is looking for an intern for Fall 2026! This is a fantastic opportunity to learn more about China's economic trajectory, industrial policy, and U.S.-China relations. We are #hiring a part-time paid to support our program's analysis. To apply, visit the link here: job-boards.greenhouse.io/centerforstrat… How to Apply: Submit your resume, cover letter, writing sample, academic transcript, and a list of 3 references in one PDF. Applications will be reviewed on a rolling basis.

While Chinese companies are producing massive amounts of EVs, countries like India are modeling rapid EV adoption and a path towards the future of transportation. CSIS's Chair on India and Emerging Asia Economics published an excellent report on scaling EV adoption strategies in India and Africa: csis.org/analysis/accel…

Why is Spain becoming a prime, European manufacturing destination for China's EV and green tech companies? Spain has been successfully courting Chinese investment and manufacturing joint ventures for several years, but its strategy comes with tradeoffs. Learn more in our blog post: csis.org/blogs/trustee-…

The Trustee Chair in Chinese Business and Economics is delighted to invite you to attend this public, online roundtable discussion on China and the ongoing Section 301 investigations into how forced labor and overcapacity could be harming U.S. trade interests. Join Scott Kennedy, Wendy Cutler, Mary Lovely, Claire Reade and Wei Liang on July 13th, 10:00 am EST. csis.org/events/china-a…

Section 232 tariffs are back in the news again, with questions swirling around the near future of US-China relations. Jeannette Chu, senior associate (non-resident) to the Trustee Chair on Chinese Business and Economics joined Jeff Rittener's podcast for a timely discussion on geostrategy, economic statecraft, and the impact of technology on the global environment. Listen to her discussion here: rittenerreflections.com/podcast/ep31-g…

AI has emerged as an important new frontier in US-China relations, with implications for trade policy, national security, and global governance. Jeannette Chu, senior associate (non-resident) for the Trustee Chair in Chinese Business and Economics, will join Mark Cohen and Alvin Wang Graylin at Asia Society Northern California to discuss how the two countries are navigating this rapidly evolving landscape. asiasociety.org/northern-calif…

Chinese EV deliveries dropped 7% year-on-year in June, marking six consecutive months of decline. The downturn is partly due to consumer subsidies for EVs expiring. As Ilaria Mazzocco explained on the Trivium China Podcast, subsidies for consumers helped to jump-start the market for EVs in China. Listen to the full podcast here: sinicapodcast.com/p/trivium-chin…

Despite US sanctions, Huawei is innovating. He Tingbo, the company's former chip chief, has proposed a new "Tau (τ) Scaling Law," with Huawei's Kirin 2026 chip showcasing some of the law's principles. Read more about China's chip industry and how it manages to innovate despite trade restrictions on cutting-edge US technologies in our Power of Innovation report: csis.org/analysis/power…

Despite a record breaking roll out of renewable energy, coal is still the dominate source of energy in China. Chinese industry could shift to renewable energy more quickly as firms adapt to the EU's newly in force Carbon Border Adjustment Mechanism (CBAM). Read more about this potential shift in Ilaria Mazzocco and Ray Cai's June report: csis.org/analysis/new-c…

China's Ministry of Commerce announced the addition of 20 more Japanese entities to its export control list, demonstrating the country's increasing use of economic statecraft tools. Learn more about the U.S.-China dynamics which shaped China's use of export controls here: csis.org/analysis/reini…

China retail sales fell last month for the first time since the pandemic. China's economy is facing significant structural challenges from low household consumption, an aging population and persistent deflation. Watch a round table discussion on China's economic challenges moderated by the Trustee Chair in Chinese Business and Economics Scott Kennedy: csis.org/events/chinas-…

Prof. Fan Cui of the School of International Trade and Economics recently published his critique of the OECD's MAGIC database of industrial subsidies. Measuring industrial subsidies is a challenging endeavor, and the methodology behind any estimate shapes perceptions of the competitive landscape between countries. CSIS's Red Ink grappled with this directly, comparing industrial policy spending across eight major economies including China: csis.org/analysis/red-i…

"Furthermore, the inaccessibility of the most powerful AI models provides an opportunity for China to make inroads on international adoption of its models, which lag the U.S. by 7 months on average." Learn more about what the Department of Commerce's imposition of export controls on Anthropic's Fable 5 and Mythos 5 models means for U.S. AI competitiveness in a piece from our Economic Security and Technology Department Colleagues Kate Koren, Kevin Kurland, and Aalok Mehta. Read here: csis.org/analysis/depar…

President Ursula von der Leyen has said that the EU Commission will develop a "diversification" instrument to tamp down on macroeconomic balances with China's increasing global exports being a factor. To learn more about where China's exports went last year revisit our video on the topic here: youtube.com/watch?v=fySpqQ…

The EU Commission is developing a new diversification instrument to counter its growing trade deficit with China. One contentious area has been China's growing exports of EVs to the bloc. Learn more about the state of play by revisiting our update on China's deal with the EU and Canada. Read here: csis.org/analysis/canad…

As the EU's Carbon Border Adjustment Mechanism (CBAM) comes into effect, local governments in China are helping firms prepare for the new carbon accounting rules. See the chart of assistance programs in @Mazzocco_Ilaria and Ray Cai's report for details: csis.org/analysis/new-c…

China is cracking down on delayed payments to small and mid-sized enterprises, a downstream effect of local government debt challenges. Special bond proceeds are being directed toward clearing supplier arrears, which underscores the scale of the problem. This chart from Logan Wright's CSIS report Grasping Shadows traces how that bond mechanism developed to fill the gap in local revenues. csis.org/analysis/grasp…