China's economic evolution

What news came out of China’s annual "two sessions" meetings this week – the annual plenary meetings of the National People's Congress (NPC) and of the Chinese People's Political Consultative Conference (CPPCC)? Reuters reports on a policy drive to summon new productive forces, while the Asia Society Policy Institute discusses what the two sessions mean for the economy, politics and foreign policy. Arthur Kroeber of GaveKal explains China’s economic jigsaw to the Wire China.

Trivium China games out China’s next export controls on critical minerals, while China intensifies its push to delete America from IT software, writes Liza Lin in the Wall Street Journal. China has a plan to reshape world trade, according to James Kynge and Keith Fray in the Financial Times. The West didn’t invent decoupling but China did, per Agathe Demarais in Foreign Policy.

Mentioned publications

China's Xi Jinping summons 'new productive forces', but old questions linger – James Pomfret, Kevin Yao and Ellen Zhang, Reuters, March 6, 2024
What will investment in "new productive forces" mean for China’s trade flows and trade relations?
China 2024: What Does the Two Sessions Mean for the Economy, Politics, and Foreign Policy? – Guonan Ma, Jessica Chen Weiss, Bert Hofman, and Neil Thomas, Asia Society Policy Institute (webinar video), March 6, 2024
A comprehensive discussion of the meaning of this year’s two sessions.
Arthur Kroeber on Piecing Together China’s Economic Jigsaw – Alex Colville, The Wire China, December 31, 2023
A thoughtful discussion of the forces currently shaping China’s economy.
Gaming out China’s next export controls on critical minerals – Cory Combs, Trivium China, February 28, 2024
What exports will China likely target for controls?
China Intensifies Push to ‘Delete America’ From Its Technology – Liza Lin, The Wall Street Journal, March 7, 2024
China has issued a directive to state-owned companies to replace foreign software in their IT systems.
HF sponsored access China’s plan to reshape world trade on its own terms – James Kynge and Keith Fray, Financial Times, February 26, 2024
China is constructing an alternative trade architecture centered on the developing world.
The West Did Not Invent Decoupling—China Did – Agathe Demarais, Foreign Policy, February 1, 2024
China has long had policies in place to insulate its economy from the rest of the world.