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Friction with the west has prompted Beijing to build its own alternative system focused on developing nations
Our understanding of comparative advantage is confused and damaging
Expect more emphasis on global trade deficits, more dramatic intervention and bigger problems for Europe
Move includes billions of dollars to replace container cranes amid concerns hackers could disrupt supply chains
Data highlight difficulties in cutting Chinese exporters out of American supply chains
Demand for air travel is booming in south and south-east Asia, which are less sensitive to US-China tensions
Western governments fear Beijing may try to ease domestic overcapacity with cheap exports
Industry says it can help lower costs and enable faster development of electric vehicles in the US and Europe
Longi executive says costs would double, job opportunities would be lost and green targets missed
Thousands of cars impounded after supplier discovers subcomponent from ‘western China’
Teaching case study: what US-China tensions mean for technology companies
State-backed group ends its investments in companies including ByteDance amid US concerns about ties to China
High-end semiconductors is an area where US companies remain dominant, but the evidence is pointing towards Chinese acceleration
There is no single liberal international order embracing both economics and foreign policy
Growth and Opportunity Act should be reimagined and made fit for an era of renewed great power competition
SMIC and Huawei plan to make new 5nm processor, supporting Beijing’s goal for advanced semiconductors
Also in today’s newsletter, an investigation into the Turkish terminal helping disguised Russian oil reach Europe
The US and EU are busy ‘de-risking’ supply chains but Beijing has its own plan for economic autonomy
The oversupply of certain types of semiconductors is going to be a problem this year
Hyperglobalisation is dead. Globalisation is not
Visit is latest sign of easing tensions between the countries after Biden-Xi summit last year
Maybe it’s time to dust off John Maynard Keynes’s warning about taking borderless prosperity for granted
Allies are crying out for clarity from the Biden administration, with a clear plan from Trump waiting in the wings
Letter to microchip chiefs intensifies scrutiny of their companies’ Chinese interests
Developing a truly fair, pro-labour trade policy is a tough thing. And messaging it is even tougher
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