Derek Scissors

A mainstay issue being suspiciously soft-played is pharmaceuticals.

The President’s long-standing chase for China deals has pushed the US to avoid hard choices, only to get burned later.

The US Takes the Easy Road on China aei.org/foreign-and-de…

Inequality, Not China, Could Take Down the Dollar aei.org/foreign-and-de…

Trillions in Foreign Investment? No Boom Yet aei.org/foreign-and-de…

A Decade of US-China Fundamentals aei.org/foreign-and-de…

Ho Hum, Another Year of US Energy Dominance aei.org/foreign-and-de…

When Does China Stop Growing (Entirely)? aei.org/research-produ…

Some Clarifications Regarding the New Trade Situation aei.org/foreign-and-de…

2025 Trade and Investment Didn’t Yield Manufacturing Jobs aei.org/foreign-and-de…

The China Global Investment Tracker is the only comprehensive public data set covering the country’s outbound investment and construction. It includes 4,900 large transactions across metals, property, agriculture, and other sectors, plus over 400 troubled transactions.

The value of China’s overseas investment and construction combined since 2005 has hit $2.6 trillion. Verifiable investment recovered from Covid and zero-Covid but has not gone back anywhere close to the peak in the mid-2010s.

China Global Investment Tracker aei.org/china-global-i…

Steady, Not Soaring, Chinese Investment in 2025 aei.org/research-produ…

A Rich China Recedes Into the Distance aei.org/foreign-and-de…

For at least a decade prior to 2015, Chinese wealth grew far more rapidly than official GDP and American wealth did. Since 2015, however, Chinese wealth gains have been uneven, and the American wealth lead has expanded.

In this report, I create a national wealth series for China using Chinese government data, based on the Federal Reserve's method of deriving net wealth.

Annual Wealth Estimates for China aei.org/research-produ…

Trump vs. China is taking a turn washingtonpost.com/opinions/2025/…