Published Articles

Over the next decade, the Calichina netware economy is likely to become much more valuable than the old-fashioned commodity trading networks of the twentieth century or even the sophisticated hardware production networks of the early 2000s. READ MORE

May 9, 2018

Four years of sound fiscal management have given India’s ruling BJP the breathing space to increase spending or reduce taxes ahead of general elections due by this time next year. The country’s huge infrastructure needs are a good argument for spending rather than cutting. READ MORE

May 8, 2018

Trump’s economic team is in Beijing to talk trade. The expert consensus is that they won’t get a deal. The experts are wrong. Expect a series of announcements on Chinese market opening when the team returns to Washington next week. READ MORE

May 4, 2018

Forty years after China’s reform and opening in 1978, North Korea may be set to follow suit. If North Korea liberalizes its economy on the Chinese model, Kim will want to keep his country’s first capitalists at arm’s length. The place to do that is Rason. READ MORE

May 2, 2018

India’s Narendra Modi will travel to Wuhan in central China for “informal” talks with Xi Jinping. A flood of Chinese investment into India might be the surprise outcome. READ MORE

April 25, 2018

Automakers, artificial intelligence companies, and ride-haling apps are all converging on the idea that electric robo-taxis represent the future of transportation, which puts China’s Uber-clone DiDi in direct competition with likes of Tesla and Google. READ MORE

April 22, 2018

Under strong Congressional pressure, Donald Trump is scaling back his anti-trade rhetoric, and has even expressed a willingness to consider joining the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) signed by America’s 11 former TPP partners. READ MORE

April 13, 2018

If Xi’s 2018 program of service sector liberalization to promote a consumption driven economy sounds familiar, that’s because he launched the same program five years ago. Can he make it work this time around? READ MORE

April 12, 2018