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China Decoupling Handbook: Where We Are, What to Do
Derek Scissors | American Enterprise Institute Partial decoupling from China is desirable and began in 2021, with drops in US investment in China followed by a 2023 drop in imports from China. But this is not occurring due to changes in American policy. Full Story 
“Shadow Reserves”: China’s Key to Parry U.S. Financial Sanctions
by Christopher Vassallo Slowly and deliberately, shadow reserves are helping China achieve a perceptible degree of diversification within the dollar system even as Beijing works toward the internationalization of its own currency.
Missile Proliferation and Control in the Asia-Pacific Region
Asia-Pacific countries’ ballistic- and cruise-missile proliferation pathways have largely mirrored those of European states, but their participation in regimes aimed at managing the spread of such technology has been patchy. This report surveys the ways in which states in the Asia-Pacific have acquired – and in some cases exported – missile technology, and the extent to which they have engaged with international arms- and export-control measures. READ MORE 
From Client to Competitor: The Rise of Turkiye’s Defence Industry
Turkiye’s defence industry has undergone dramatic changes over the last 50 years and the country has become a significant defence exporter. In this report, as part of a joint project with the IISS, researchers from the Center for Foreign Policy and Peace Research explore this process and the issues that lie ahead. READ MORE
US Commerce Secretary Gina Raimondo has dismissed the hype around
Huawei’s domestically-made 7 nanometre chip, our top story today reports, saying it was far inferior to American semiconductors and proof that Washington’s restrictions on technology flows to China were working. The 7nm chip, powering Huawei’s Mate 60 Pro phone, was seen as a breakthrough for China but Raimondo said: "It’s years behind what we have in the United States.”
China's Current Account Surplus Is Likely Much Bigger Than Reported
by Brad W. Setser
Thomas J. Duesterberg writes: Altogether, the various proposals work to weaken China’s attempts to reinvigorate growth by relying on increased trade, attracting more Western capital, and acquiring technology illicitly to increase competitiveness in industries of the future. These proposals will limit Chinese access to Western capital, which the PRC needs for its faltering financial sector and government balance sheets. The measures will also hinder China’s access to Western technology while limiting the PRC’s drive to displace Western industry in global markets. – Hudson Institute
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BRAD SETER FOLLOW THE MONEY
US-CHINA TRADE WAR EXAMINED
TRADE WAR DIARIES
CROSS BORDER CAPITAL FLOWS
THE CHINA DIGEST
WHAT WILL INDIA LOOK LIKE IN 2025
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September 2024
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