Showing 1 - 10 of 14
Exit the Snake, enter the Horse
News, Curtis S Chin and Jose B Collazo, Published on 30/12/2025
» As we bid farewell to 2025, and welcome 2026 -- and soon, the lunar Year of the Horse -- we once again highlight the winners and losers of the year gone by in Asia.
Thai-Sino ties take new steps
Oped, Zhang Jianwei, Published on 13/11/2025
» In China's diplomacy with neighbouring countries, the friendly relations between China and Thailand have always sparkled. The many "firsts" created in this relationship have vividly demonstrated the special bond of "China and Thailand are as close as one family" as well as a firm belief of the two countries in working hand in hand for common development, bringing great benefits to the people, and setting a shining example of regional cooperation.
Thai EV bets in a changing landscape
Oped, Ye Yuan, Published on 28/08/2025
» In late July, electric vehicle (EV) company Omoda & Jaecoo announced it would increase investment in Thailand after pledging to build a manufacturing plant.
China's uphill fight vs price wars
News, Manishi Raychaudhuri, Published on 14/08/2025
» Overcapacity has made its way into China's domestic market, with price wars leading to collapsing profitability and accelerating deflation. The government has responded by launching a so-called "anti-involution" programme to combat deflationary price wars. It's had some early wins, but this could be a lengthy battle.
Can Europe, China forge a climate connection?
Oped, Emmanuel Guerin & Bernice Lee, Published on 12/08/2025
» Earlier this year, the Chinese firm CATL, the world's largest battery-maker, unveiled an electric-vehicle (EV) battery capable of delivering a remarkable 520 kilometres (323 miles) of driving range after just five minutes of charging. The announcement came a month after BYD, China's leading EV manufacturer, launched its own ultra-fast charging system. In solar, too, the numbers are staggering: Chinese firms can now produce over 1,200 gigawatts of solar panels annually.
China's unbeatable new export is not a product
Oped, Jeffrey Wu, Published on 24/07/2025
» The Chinese "cannot be allowed to export their way back to prosperity", argues US Secretary of the Treasury Scott Bessent, who claims that China's economy is the "most unbalanced in history". Such remarks reflect the growing fear in Washington that China's overcapacity, subsidies, and dumping are distorting global trade.
Thailand's export-led model needs rejig
Oped, Pavida Pananond, Published on 03/07/2025
» Time is running out for Thailand, and the stakes have never been higher. As Finance Minister Pichai Chunhavajira arrived in Washington this week for critical trade talks with the US negotiation team, Thailand confronts not just a tariff negotiation but an existential challenge to its export-dependent economic model. With US President Donald Trump's 90-day grace period expiring on July 8, Thailand must secure a deal or face a punishing 36% tariff that threatens to unravel decades of export-led development strategy.
Asean countries are facing their own 'China shock'
News, Manishi Raychaudhuri, Published on 20/05/2025
» As the United States and Europe have sought to loosen their economic ties with China in recent years, Beijing has focused on expanding its export markets across the "Global South", particularly in Southeast Asia. But this could create significant economic risks as the region's manufacturers struggle to compete. Regardless of the contours of any eventual US-China trade deal, Beijing's exports to America seem destined to continue falling, as do those to the European Union. The bloc has been seeking to "de-risk" from Chinese imports and supply chains, particularly when it comes to electric vehicles, batteries and solar power equipment.
Donald Trump's tariffs will surely backfire
Oped, Takatoshi Ito, Published on 21/12/2024
» US president-elect Donald Trump appears committed to imposing high tariffs on imports to the United States -- or, at least, using the threat of tariffs to bend US trading partners to his will. Mr Trump now says he will enact a 25% tariff on all imports from Canada and Mexico on his first day in office and raise tariffs on goods from China by 10%. And he has previously advocated 60–100% tariffs on imports from China and 10–20% tariffs on imports from all other countries.
The correct response to Beijing's EV subsidies
Oped, Gernot Wagner & Shang-Jin Wei, Published on 09/04/2024
» US Treasury Secretary Janet Yellen's nearly weeklong visit to China, now underway, will most likely focus on US concerns about Chinese subsidies to producers of electric vehicles and other clean-tech goods.