NEW EPISODE: Will 2024 be the “Voldemort” of years?

Join geopolitical experts from the Eurasia Group to break down the top risks facing the world in 2024. Willis Sparks (Director, Global Macro) and Anna Ashton (Director, China Corporate Affairs and US-China) share their…

Trump recently said if elected, he could impose 60% or higher tariff on all Chinese imports. Anna Ashton told 美国之音中文网 that it is in part because his former trade czar Lighthizer sees that as the way to go, and also because Trump will want to do more than Prez. Biden.

Anna Ashton of Eurasia Group says there's no chance for a property market rebound in China bloomberg.com/news/articles/…

Is the US-China relationship the most consequential relationship for America in the world? The answer to this question increasingly is being contested. Check out the debate between Elizabeth Economy, Graham Allison, Josh Cartin, and Susan Thornton.

brookings.edu/articles/is-th…

Please do this in the US also.

glad to be quoted here.
I remarked the contribution of Chinese EVs to the economy should not be exaggerated, as it still counts for a relatively small share. Beijing's much-touted 'new three things' (including EVs) make up less than 5% in exports. scmp.com/economy/china-…

This is stupid. FIU stops or seems to stop a dual degree program in Tianjin in hospitality and hotel management due to new Florida state laws forbidding programs with countries of concern like China. How does hotel management endanger national security? wlrn.org/education/2024…

Great to have Professor Jessica Chen Weiss deliver the East Asian Institute (EAI) John Wong Distinguished Public Lecture (January 25/26 on Zoom). For info and registration: nus-sg.zoom.us/webinar/regist…

Our #TopRisks2024 ⬇️ Any surprises?

1. The United States vs. itself
2. Middle East on the brink
3. Partitioned Ukraine
4. Ungoverned AI
5. Axis of rogues
6. No China recovery
7. The fight for critical minerals
8. No room for error
9. El Nino is back
10. Risky business

Who else thinks US Steel made a $14+ billion assumption that their proposed sale to Japan's Nippon Steel couldn't be credibly assailed as somehow posing a China-related national security threat? thehill.com/business/43679…

All of this happened in China this week. A thread 🧵1/10

This POLITICOEurope piece on Chinese politics drew attention for some big claims

Like how the CCP purged 'loyalists from the inner ring of Xi’s own clique'

Wrong. Qin Gang & Li Shangfu were not in the inner ring.

Many questionable lines here...

1/16

politico.eu/article/chinas…

Wrote a CNAS report on what would happen if the US imposed massive sanctions on China.

It's mostly bad news.

Details, and recs for how the US can improve its sanctions posture, here:
cnas.org/publications/r…

A guy in my class once posited that the “easiest” way for the Chinese government to collect American data is building an app; no, the easiest way is to go to data brokers and take advantage of surveillance capitalism like everyone else.

China is experiencing an exodus of foreign investment and talent. Xi Jinping is worried.
“Foreign firms operating in China are not only declining to reinvest their earnings but — for the first time ever — they are large net sellers of their existing investments to Chinese…

Getting #China right requires getting the facts right, and requires understanding it in all its complexity.
President Ursula von der Leyen introductory remarks at MERICS ECFR European China Conference stressing the need for more and deeper China knowledge.

Re Xi-Biden meeting, I think both sides got what they wanted…for now. Mtg very focused on benefits of coordination/cooperation rather than areas of competition/conflict. Short 🧵👇