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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 16/09/2026

Codels to China and Taiwan have dropped significantly. Isabella McCallum and Ryan Featherston analysed the decline in US congressional visits, the causes and potential impacts on US relations with China and Taiwan. Read their analysis here: www.csis.org/blogs/truste...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 08/09/2026

Congressional travel to China has collapsed since the pandemic, and travel to Taiwan is now falling sharply as well. As the cohort of members with firsthand experience shrinks, fewer in Congress know China directly at precisely the moment it matters most. Read Isabella McCallum and Ryan Featherston:

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 01/09/2026

This October 14-15, CSIS Executive Education is offering a two-day course for government, policy, and industry professionals looking to get a better understanding of what's driving U.S. economic security priorities right now, and how to navigate them.

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 27/08/2026

Overall effective US tariffs levels on trading partners. Read Scott Kennedy and Claire Reade's full commentary on the legal challenges for the new Section 301 tariffs, and the tariff's likely effectiveness. www.csis.org/analysis/sec...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 19/08/2026

China's domestic demand weakened in July. As Scott Kennedy demonstrated, efforts to increase domestic consumption since the pandemic have had limited impact. Listen to Scott's full remarks: www.youtube.com/watch?v=FJKz...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 13/08/2026

With energy prices rising due to the Iran war, Chinese solar companies are seeing a boost in sales abroad. This uptick is a hopeful trend for beleaguered firms struggling with low prices and intense competition.

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 11/08/2026

EV sales in China dropped significantly this year after China ended consumption based subsidies, including a sales tax exemption on EV purchases. As Scott Kennedy showed in his analysis of EV subsidies in China, sales tax exemptions grew into a large portion of overall subsidies for the industry.

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 10/08/2026

Read Scott Kennedy and Claire Reade's assessment of the latest Section 301 tariffs: www.csis.org/analysis/sec...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 03/08/2026

There is a lot of debate on how China should boost domestic consumption. Ryan Featherston notes that past policies aimed to boost both household and business consumption: "This dual focus on consumers and firms is much more in line with a typical, supply-side oriented model of policy making..."

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 30/07/2026

China's Ministry of Commerce published a position paper rejecting international allegations of industrial overcapacity. As Scott Kennedy explains, China does have a similar domestic debate, with different terminology: ”内卷/involution“, referring to excessive competition. www.csis.org/blogs/truste...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 24/07/2026

New solar installations in China are dropping as the sector grapples with supply-side imbalances. While China has seen record levels of solar installations the last 5 years, solar still accounts for less than 10% of the primary energy mix. Read more here: www.csis.org/analysis/new...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 15/07/2026

South Korea's relationship with its two biggest trading partners, China and the US, is changing. Markets for Korean exports are shrinking, and imports from China to Korea are rising. South Korea is adapting by shifting to a new growth model as an AI ecosystem power.

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 01/07/2026

Despite a record breaking roll out of renewable energy, coal is still the dominate source of energy in China. Chinese industry could shift to renewable energy more quickly as firms adapt to the EU's newly in force Carbon Border Adjustment Mechanism (CBAM).

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 24/06/2026

As the EU's Carbon Border Adjustment Mechanism comes into effect, local governments in China are helping firms prepare for the new carbon accounting rules. See the chart of assistance programs in Ilaria Mazzocco and Ray Cai's report for details: www.csis.org/analysis/new...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 23/06/2026

China is cracking down on delayed payments to small and mid-sized enterprises, a downstream effect of local government debt challenges. Special bond proceeds are being directed toward clearing supplier arrears, which underscores the scale of the problem.

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 05/06/2026

Place-based policy has long been a mainstay of China's industrial policy toolkit. This includes several AI pilot zones established by the government. Read more here: www.csis.org/blogs/locati...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 27/05/2026

"China has ramped up clinical trials, including for both domestically created novel drugs and for generic candidates first developed elsewhere. In addition, as others have shown, China is now the source of 30 percent of new innovative drugs produced globally."

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 20/05/2026

One of the key factors behind the changing dynamics of the U.S.-China relationship is China's increasing technological sophistication. In many technologies, China is now a peer competitor. Learn more in 10 charts: www.csis.org/analysis/chi...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 06/05/2026

Striking chart worth resurfacing: in 2014, "lack of ability" and "lack of effort" topped the list of why Chinese respondents thought people were poor. By 2023, "unequal opportunity" and "unfair economic system" had taken their place. Revisit our Big Data China feature: buff.ly/zcEF2Zx

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 04/05/2026

BYD's sales fell for an eighth straight month in April, but overseas sales of passenger vehicles and pickup trucks was up 35%. Learn about how Chinese EVs from companies like BYD are reshaping emerging economies.

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 04/05/2026

Since 2018, battery projects have helped drive a record wave of industrial spending that has seeded new manufacturing clusters across the South and Midwest. Learn more about the state of the U.S. battery industry in a new report from our colleagues in the Energy Program: buff.ly/w42NgQK

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 04/05/2026

"In contrast to pharma, EVs, and other successes, China’s efforts at making its own commercial aircraft should be counted so far as a failure. COMAC finally delivered its first narrow-body airliner, the C919, in late 2022, but it has been slow to ramp up production."

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 23/04/2026

Our research found that output from the Wassenaar Arrangement dropped precipitously after the passage of Export Control Reform Act in 2018. Learn more about what's driving this shift in a recent commentary from our program and the Economics Program: www.csis.org/analysis/rei...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 23/04/2026

"Representatives from Chinese firms not only show up to standards meetings in large numbers, increasingly hold leadership positions, and put forward many proposals, but the number of accepted contributions from Chinese sources has also risen dramatically." Read more here: buff.ly/yE16RUO

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 20/04/2026

Scott Kennedy writing on China's participation in the 3GPP consortium, a key body which develops and maintains telecommunications standards: "Chinese experts have gone from being passive observers to active leaders, heading more of 3GPP’s working groups than representatives from any other country"

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 15/04/2026

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 13/04/2026

"China is ahead of the United States in infrastructure as well as knowledge and technology outputs; slightly behind in business sophistication, human capital and research, and creative outputs; and further behind in market sophistication and institutions."

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 27/03/2026

As China thinks about how to rebalance growth towards consumption one challenge will be an increasingly pessimistic public who view their society as more and more unfair. Revisit our Big Data China feature looking at the changing evaluations of inequality in China: buff.ly/zcBaoBE

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 25/03/2026

"China’s solar industry is reshaping its export strategy...Even as trade barriers rise, export capacity keeps expanding, with firms diversifying into new markets to navigate the shifting global landscape." Read the full brief from Michael Davidson and Sandy Qian here: www.csis.org/analysis/chi...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 19/03/2026

A group of mostly private Chinese firms are driving solar innovation, accounting for over 75 percent of China's total patent applications in the sector. Market volatility has led to intense competition that is reshaping the competitive landscape in the industry. Read more here: buff.ly/cXpAuKT

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 17/03/2026

"China’s innovation cycles far outpace the rest of the global solar sector, rapidly advancing across first-generation sub-technologies—and the pace of turnover continues to accelerate." Read more in a new brief from Michael Davidson and Sandy Qian: buff.ly/cXpAuKT

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 20/02/2026

China achieved record exports while selling less to the U.S. and more to the rest of the world. Ilaria Mazzocco and Ryan Featherston dig into the data and the consequences for China in the latest iteration of our China pulse video series: Watch here: www.youtube.com/watch?v=fySp...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 17/02/2026

The Trustee Chair wishes everyone a Happy Spring Festival! 🐎🧧 Cheers to strength, speed, and success in the Year of the Horse. 恭贺新春 · 马年大吉

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 17/02/2026

As the U.S. imports fewer products directly from China other countries like Vietnam are emerging as alternative hubs for final assembly. Learn more about how U.S.-China trade shifted last year by watching the latest iteration of our China Pulse video series: www.youtube.com/watch?v=fySp...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 29/01/2026

Before a deal announced during Prime Minister Carney’s visit to Beijing, Canada had largely aligned its EV strategy with the United States by imposing steep tariffs on Chinese imports. In a new commentary, Ilaria Mazzocco examines what the deal means for Canada and for the U.S..

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 28/01/2026

Rising EV imports are pushing the EU toward a trade deficit with China and reshaping their auto relationship. Ilaria Mazzocco unpacks the deal and the unresolved questions facing EU-China auto trade. Read more here: www.csis.org/analysis/can...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 09/12/2024

From 2:15-3:15 pm ET, our final panel analyzes technology competition with China. @ilariamazzocco.bsky.social moderates the conversation with Gregory Allen, Rebecca Arcesati, Samm Sacks, and Kevin Xu. Watch: csis.org/events/turni...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 09/12/2024

From 1:00-2:00 pm ET, experts discuss the state of China's economy and evaluate recent stimulus actions. Scott Rozelle moderates the discussion with Ling Chen, Andrew Polk, Margit Molnar, and Logan Wright. Watch: csis.org/events/turni...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 09/12/2024

From 11:45 am - 12:45 pm ET, our first panel will discuss the path forward in US-China relations and the choices facing the incoming administration. Scott Kennedy will discuss with @bglaser.bsky.social, Wendy Cutler, & Dennis Wilder. Watch: csis.org/events/turni...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 09/12/2024

From 11:00-11:30 am ET, Craig Allen, President of the US-China Business Council, will deliver a keynote speech. Scott Kennedy will then moderate a discussion and follow up questions. csis.org/events/turni...

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CSIS Trustee Chair in Chinese Business and Economics @chinaecon.csis.org · 09/12/2024

TOMORROW: Join our #BigDataChina annual conference, "The Turning Point? U.S.-China Relations, Economic Growth, and the Race for Technology Leadership," on Dec 10, from 11 am to 3:15 pm ET. Watch and ask questions here: csis.org/events/turni...

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