Some reflections and thoughts (a bit technical at times) on the Kiel Institute's important and helpful contribution to the debate on Germany and China shock 2.0.
If anything, I think it's not as far apart from Brad Setser and my work as some journalists have made it out to be.
@sandertordoir.bsky.socialReactions to Kiels paper on China Shock 2.0. It's a thoughtful contribution that rightly argues EU trade defence doesn't solve competition in third markets.
But contrary to some commentary, I don't think it shows German concerns about Chinese competition are wholly overblown.
In-depth thread.
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