The US-China "Great Divorce"

Will US resort to its last weapon against China?

Wargaming for the next stage of G2 competition

Nov 2 •

TACO, Nexperia, and what exactly does Europe want from China?

China Translated - Briefing #63

Oct 18 •

Rare earth export controls: escalation or retaliation?

China Translated - Briefing #62

Oct 10 •

The Great Divorce - signing the papers

Sep 27 •

Breakneck, the big parade, and mirrors in mirrors

China Translated - Briefing #58

Sep 7 •

What exactly is going on with Nvidia in China?

China Translated - Briefing #57

Aug 24 •

Rare earth for chips

China Translated - Briefing #54

Jun 16 •

A framework of a framework

China Translated - Briefing #53

Jun 11 •

A temporary truce, not peace. But the world has changed forever

China Translated - Briefing #50

May 17 •

Jets down here and there, and the great re-alignment of global supply chains

China Translated - Briefing #49

May 10 •

Paper tigers and "They are talking to us"

China Translated - Briefing 48#

May 1 •

My New York Times op-ed, a guest essay by Michael Hejtmanek, a translation of an essay on trade war by a famous Chinese blogger

A unique glimpse into how public opinions might be shaped in our era

Apr 23 •

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