US treasury secretary Yellen's recent meetings in Beijing put a spotlight on China’s manufacturing overcapacity.

Mentioned publications

What overcapacity? – Marius Zaharia, Pasit Kongkunakornkul, Riddhima Talwani and Sumanta Sen, Reuters, April 11, 2024
Is Chinese manufacturing overproducing to the detriment of trading partners?
Is China’s excess capacity a problem or a solution for its economy? – Alicia Garcia Herrero, Natixis, April 10, 2024
How is overcapacity measured?
Overcapacity at the Gate – Camille Boullenois, Agatha Kratz and Daniel H. Rosen, The Rhodium Group, March 26, 2024
Anecdotal evidence points to overcapacity in China.
Flood of Cheap Chinese Steel Fuels Global Backlash – Jason Douglas, The Wall Street Journal, April 19, 2024
Biden is tripling a key tariff rate on Chinese steel imports.
HF sponsored access How Janet Yellen struggled to move the needle on US-China trade – Claire Jones and Joe Leahy, Financial Times, April 10, 2024
China is unlikely to shift course on manufacturing in the near term.
China Industrial Overcapacity Has Peaked, EIU Report Says – Tom Hancock, Bloomberg, April 15, 2024
China’s manufacturing overcapacity may have peaked but trade tensions will persist.