Category: Thinking About China

China Has a Serious Youth Unemployment Problem

Commentary For years the world stood in awe at the number of science and engineering degrees earned at Chinese universities. Now it seems China cannot find meaningful work for these graduates. Youth unemployment has gone off the charts. Matters are so severe that it threatens the economy’s growth potential, even the social contract between the…


Shangri-La Should Not Become Mere Talkfest on CCP Threat

Commentary I was reminded that Shangri-La is a fictional utopian paradise valley in Tibet as I read the remarks of the Chinese defence minister to the Singaporean security conference held in the hotel named after the mythical land. In his speech on “China’s New Security Initiative,” Li Shangfu emphasised “a new path to security featuring…


Shangri-La Should Not Be a Mere Talkfest on the CCP Threat

Commentary I was reminded that Shangri-La is a fictional utopian paradise valley in Tibet as I read the remarks of the Chinese defence minister to the Singaporean security conference held in the hotel named after the mythical land. In his speech on “China’s New Security Initiative,” Li Shangfu emphasised “a new path to security featuring…


Stack the Deck Against the CCP

Commentary China’s Belt and Road Initiative (BRI) is an ill-defined international development program that includes export activities and political influence operations by the regime in Beijing. With a reported $1 trillion of spending, which could eventually become $8 trillion, BRI has hit major speed bumps of late. Italy, which is the only G-7 country involved…


The CCP Cannot Be Trusted

Commentary The communist Chinese are full of advice. After all, Xi Jinping aspires to become the world’s hegemon and probably believes and expects others to rightfully do what he and his fellow communist apparatchiks preach—no matter the consequences. That was the approach that Mao Zedong used: dream up a crackpot economic, social, or political policy…


Decoupling From China’s Aircraft Industry

Commentary “Decoupling” is the new buzzword these days when it comes to sanctioning communist China for its bad behavior. The argument behind it is that the West should no longer rely so much upon China’s manufacturing base for essential products and processes but instead work to reduce, even eliminate, China’s place in global supply chains….


Putin’s Desperation and Russia’s Disintegration

Commentary Vladimir Putin is desperate, which is good and bad. The bad—the really bad—is that cornered animals tend to lash out. In Putin’s case, that could include the use of tactical nuclear weapons or a “stray” artillery shell hitting Europe’s largest nuclear power plant in Zaporizhzhia, Ukraine. Either act would escalate the war and might…


It’s Time to End Permanent Normal Trade Relations With China

Commentary Decoupling. Derisking. Strategic competition. Call it what you will, but politics, public policy, and many private sector actors have shifted decisively away from deepening economic engagement with China. We’ve seen some significant executive actions from the White House, a new Congressional committee, and heaps of rhetoric and analysis from the punditry all directed at…


China Is Still What It Used to Be

Commentary The recent China data often shocked the market, foreigners, and local analysts. Sometimes it was a fight between the official and private data sources like PMI; sometimes, it was a mismatch between domestic and foreign sources like trade data. A few years ago, China data were well-known to be fake: Whatever number the government…


When China Goes to the Moon, We Will Need Lunar Defense Systems

Commentary China’s program to put people on the moon is gathering momentum. Still, when they arrive, the United States and its 25 Artemis Accord partner nations may require novel missile defenses on the moon. Recent statements by Chinese space officials show increasing confidence that China can send people to the moon “before 2030.” On April…