China Voices: The AmCham Shanghai Podcast artwork

China Voices: The AmCham Shanghai Podcast

107 episodes - English - Latest episode: about 2 years ago - ★★★★★ - 10 ratings

Whether it's interviews with multinational executives, longtime China experts, or up-and-coming entrepreneurs, China Voices brings you a wide view of doing business in China.

In a country where economics is politics, China Voices speaks to the academics and policy experts who try to make sense of the world's second-largest economy and bring you the latest in US-China commercial relations.

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Episodes

Shanghai & YRD Market Opportunities with Eric Zheng

February 09, 2022 21:00 - 34 minutes - 30.5 MB

Newly appointed AmCham Shanghai President Eric Zheng sat down with us to talk about the growth of international business in Shanghai over the last 50 years. As we approach the 50th commemoration of the signing of the Shanghai Communiqué, Eric reflects on what it was like to be a student in Shanghai that day, and how the city has evolved since.  Eric delves into the greatest market opportunities for foreign firms in not only Shanghai but the greater Yangtze River Delta region, and what firms ...

Managing Risk as a US business in China, with Sean Stein

January 16, 2022 21:00 - 36 minutes - 27.2 MB

This week we talked with former US Consul General in Shanghai Sean Stein. After stepping down from his post last year, Sean now serves as a senior advisor at international law firm Covington & Burling. Sean joined us on the show to discuss some of the biggest risks US businesses in China face right now and what strategies and scenario planning executive teams can use to mitigate that risk, including on issues such as the threat of consumer boycotts and disruptive export controls. Sean also...

Managing Risk as a US Business in China, with Sean Stein

January 16, 2022 21:00 - 36 minutes - 27.2 MB

This week we talked with former US Consul General in Shanghai Sean Stein. After stepping down from his post last year, Sean now serves as a senior advisor at international law firm Covington & Burling. Sean joined us on the show to discuss some of the biggest risks US businesses in China face right now and what strategies and scenario planning executive teams can use to mitigate that risk, including on issues such as the threat of consumer boycotts and disruptive export controls. Sean also...

Brand Expansion from China to the US, with NEIWAI's Hailey Xue

January 06, 2022 21:00 - 22 minutes - 19.2 MB

This week, we discussed Chinese clothing brand NEIWAI's recent expansion from China to the US with brand director Hailey Xue. NEIWAI made waves in 2020 for its viral "No Body is Nobody" campaign, and has recently launched an online presence in the US, taking on established competitors like Victoria's Secret. Hailey discusses how she led her team to create the popular 2020 marketing campaign, and what lessons NEIWAI has learned through its expansion from the East to the West.  We also discu...

The Future of US Business in China, with Ker Gibbs

December 20, 2021 21:00 - 33 minutes - 27.8 MB

On this episode we sat down with AmCham Shanghai President Ker Gibbs during his final weeks in China. Ker is ending his time in China after 19 years here, including the past three as AmCham Shanghai president. Ker shares his thoughts on the state of US business in China and how companies can navigate current challenges, including changing data regulations and tense bilateral relations. He also offers his views on why an open market is important for China, and what he hopes the next year brin...

The State of China's Economy with Dan Wang

December 01, 2021 21:00 - 26 minutes - 20.2 MB

This episode we talked with Hang Seng Bank (China)'s Chief Economist, Dan Wang, about China's economic outlook at the end of 2021. Dan begins by offering her assessment of China's 2021 economic performance, particularly in consumption, as well as her China GDP forecast for 2022.  Dan then digs into China's shift from a development-driven economy to a consumption-backed one, and how long she thinks China can keep up its strong export demand. Finally, we discuss the longer-term outlook for C...

US-China Trade Relations with David Dollar

November 15, 2021 21:00 - 30 minutes - 22.8 MB

This episode we're discussing the state of US-China trade relations with David Dollar. David is a senior fellow in the John L. Thornton China Center at the Brookings Institution and host of the Brookings trade podcast, Dollar&Sense.  We discuss David's reaction to USTR Katherine Tai's recent strategy outline of the US trade strategy towards China. David offers his thoughts on Tai's stance on a structured "recoupling" between the US and China, and why he believes the US should rethink its t...

Popeyes' Strategy in China, with Raphael Coelho

October 27, 2021 21:00 - 32 minutes - 29.2 MB

This episode, we spoke with Popeyes China CEO Raphael Coelho about the restaurant chain's expansion into China. Popeyes launched its first China location in May 2020 in Shanghai, the first of what the company hopes will be 1,500 stores in the next decade. We chat about how Popeyes has planned where to build restaurants and what its social media strategy has been to build hype around new location openings.  Raphael also offers his thoughts on the outlook for China's fast-food restaurant, an...

China's Digital Currency Rollout with Michael Sung

September 29, 2021 21:00 - 44 minutes - 39.4 MB

This episode we're talking with fintech expert Michael Sung about China's upcoming national launch of its central bank digital currency (CBDC). Michael is the founding co-director of the Fudan Fanhai Fintech Research Center at Fudan University and the chairman of the cross-border technology-transfer company CarbonBlue Innovations.  Michael and I discuss China's motivation to launch one of the world's first CBDCs, and how it will work alongside WeChat Pay and Alipay. We also chat about what...

Building China's Green Economy with Dafei Huang

September 15, 2021 21:00 - 32 minutes - 25.5 MB

This episode we discussed China's efforts to grow its green financing sector with Dafei Huang, executive director and carbon assets specialist at the China International Capital Corporation. Dafei is an expert in green financing and renewable energy project development, and offered her insights into how China is incentivizing both the public and private sector to invest in green projects.  We also discussed the launch of China's carbon emissions market this past July, and how the market wi...

US-China Commercial Relations with James McGregor

August 25, 2021 21:00 - 31 minutes - 25.7 MB

This episode, we talked with Jim McGregor, long-time China expert and Chairman, Greater China of APCO Worldwide, about the state of US-China commercial ties. Jim offers his take on why companies need to be "clear-eyed" about their longevity in the China market and China's ambitions to strengthen its own technological abilities. We also dig into what Jim says is motivating the regulatory crackdowns in China right now, and how investors should respond. He discusses how US-China discourse has c...

US-China Relations Update with Susan Thornton

August 06, 2021 04:00 - 41 minutes - 32.7 MB

This week we have a review of the US-China relationship following Deputy Secretary of State Wendy Sherman's meeting in Tianjin. We talk with former long-time diplomat and China expert Susan Thornton about how the US and China should each adjust their policy approach in order to get out of the current standstill in bilateral dialogue. Susan currently serves as a senior fellow and research scholar at the Paul Tsai China Center and as a nonresident senior fellow at the Brookings Institution.  ...

China's Latest Retail Trends with Echo Gong

July 20, 2021 21:00 - 32 minutes - 25.8 MB

This episode we chatted with Echo Gong, head of Greater China Advisory at Coresight Research, to discuss China's consumer retail trends. We talk about the latest in both online and offline retail trends, including how brands are now trying to bridge the gap between the two platforms to create more personalized experiences for customers.  Echo also offers her take on emerging trends in the China market, including the growth of the "self-care" sector, and which Chinese trends are now making ...

The Growth of China's EV Sector with Nick Lai

July 08, 2021 21:00 - 37 minutes - 29.7 MB

This episode we're exploring China's electric vehicle sector and the many manufacturers vying for a piece of the increasingly crowded market. We're joined by Nick Lai, head of Asia Auto Research at JP Morgan, to discuss the opportunities and challenges facing foreign EV producers in China, as well as the intersection between electric vehicles and smart cars in the future of auto manufacturing. We also chat about China's charging infrastructure and EV battery market, including why foreign b...

Navigating the China Office vs. HQ Relationship with Pierre Cohade

June 25, 2021 03:12 - 40 minutes - 33.3 MB

This week we're focusing on a challenge foreign companies in China have long faced: how to deal with the often complex relationship between the China team and global headquarters. We explore this issue with Pierre Cohade, a long-time China executive with experience as president of Goodyear in China and who now serves on the boards of multiple MNCs.  Pierre walks us through some of the classic challenges teams in China face, including getting headquarters executives to understand the speed ...

Shanghai's Commercial & Retail Property Market

June 01, 2021 21:00 - 40 minutes - 33.9 MB

This week, we explored the latest trends in Shanghai's retail and commercial real estate market with Hoichi Yeung and Kelly Cheng from property advising firm Savills. Hoichi works on Savills' commercial team, while Kelly focuses on cross-border retail. We discussed changing demand in Shanghai's typical commercial districts like Lujiazui as more development is built in areas such as the North Bund, and the enduring popularity of the Former French Concession. We also chat about what's drivin...

Brand Licensing & Partnerships in China, with CAA-GBG

May 19, 2021 21:00 - 34 minutes - 27.6 MB

This week, we looked at how to forge brand partnerships and licensing deals in the China market with Gary Chan and Elaine Chiu from brand management agency CAA-GBG, a joint venture between Creative Artists Agency and Global Brands Group. Gary is the vice president of brand management at CAA-GBG China, and Elaine is the senior vice president and head of CAA-GBG China.  Gary and Elaine offer practical guidance for brands looking to enter into licensing deals and partnerships in China and dis...

100 Days of Biden's China Strategy, with Paul Haenle

April 28, 2021 21:00 - 40 minutes - 31.3 MB

This episode, I partnered with the Carnegie-Tsinghua Center's "China in the World" podcast for a joint episode focused on President Biden's China strategy after his first 100 days in office. The "China in the World" podcast is hosted by Paul Haenle and examines China's foreign policy and shifting engagement with the world. Paul holds the Maurice R. Greenberg Director's Chair at Tsinghua University's Carnegie-Tsinghua Center, and previously served as director for China, Taiwan and Mongolia Af...

Innovations in China's Digital Healthcare with Carrie Xiao

April 06, 2021 21:00 - 36 minutes - 29.3 MB

This episode, I discussed recent changes in China's digital healthcare industry and policies with Carrie Xiao, a Life Sciences and Healthcare Partner at Deloitte China. Carrie advises clients on digitization trends in the healthcare industry, and how companies can take advantage of new market opportunities.  Carrie gives a detailed overview of the latest digital healthcare trends, many of which have been accelerated due to the pandemic, including the rise of online consultations and increa...

Peter Alexander: Foreign Asset Managers in China

March 17, 2021 21:00 - 46 minutes - 42.2 MB

This week AmCham Shanghai's Director of Communications Ian Driscoll served as guest host to interview Peter Alexander, founder of asset management consulting firm Z-Ben Advisors. Peter is one of Shanghai's leading voices on investment management, offering strategic advice to many of the world's largest financial services companies. Peter brought his more than 25 years of experience to the podcast to discuss some of the latest innovations and issues in the asset management industry. He and ...

Tom Miller: The Future of the BRI and Why it's not Debt Trap Diplomacy

March 01, 2021 09:19 - 48 minutes - 41.5 MB

This episode, I spoke with Tom Miller, senior Asia analyst and senior editor at global investment research firm Gavekal. Tom is one of the foremost experts on China's Belt and Road Initiative, and we chatted about the recent evolution of the foreign policy strategy, and what he views as the misguided critique that the BRI is a form of debt trap diplomacy. Tom has also written two books on China: China’s Urban Billion: The Story Behind the Biggest Migration in Human History and China’s Asian ...

Dan Wang: Why China’s Economic Outlook May Not be as Good as It Seems

February 08, 2021 21:30 - 35 minutes - 29 MB

This episode I spoke with Dan Wang, chief economist at Hang Seng Bank (China). Dan was previously an analyst at the Economist Intelligence Unit, and holds a Ph.D. in economics from the University of Washington. She is regularly quoted in publications including the Wall Street Journal, the China Economic Review, and the Financial Times.  Dan and I discuss China's economic forecast for the year ahead, and Dan offers her perspective on why she is not as optimistic as many about China's growth...

China's Changing Fintech Landscape: Dr. Jing Wang

January 28, 2021 01:56 - 38 minutes - 31.6 MB

This episode I spoke with Dr. Jing Wang, an Assistant Professor of Interactive Media Business at NYU Shanghai, where her recent research has focused on the policy environment surrounding China's fintech platforms, and how these platforms impact corporate-government relations.  We discuss China's evolving fintech policies, and how the sector has become more heavily regulated in recent years. Jing also talks about the ways in which the state is treating the financial arms of tech giants like...

David Yeung: China's Plant-Based Protein Market

January 11, 2021 21:00 - 26 minutes - 20.9 MB

This week I spoke with David Yeung, co-founder and CEO of sustainability group Green Monday, maker of popular plant-based protein product OmniPork. David launched Green Monday in Hong Kong in 2012, and since then it's grown to include OmniFood products as well as the plant-based concept store Green Common, which launched its first location in Shanghai last month.  David and I chat about the process of expanding the plant-based brand into mainland China, and what it's been like to introduce...

2020 China Economic Review & 2021 Outlook with Dr. Penelope Prime

December 22, 2020 02:33 - 23 minutes - 19.1 MB

This episode we have a review of China's 2020 economic performance and a forecast for 2021 with Dr. Penelope Prime, founding director of the China Research Center at the Georgia Institute of Technology. Dr. Prime has 30 years of experience studying China's economy, with a focus on topics including foreign investment and trade, industrial progress and provincial development.  We discuss China's economic recovery from the pandemic and return to economic growth this year, and how the state go...

RADII President Li Zhang: Digital Storytelling in China

December 15, 2020 01:59 - 27 minutes - 24.2 MB

This episode I talked with Li Zhang, president of independent media site RADII. Li is also the 2020 AmCham Shanghai Future Leader Award winner, recognized for her work to grow RADII's reach and promote authentic storytelling in China. RADII works to share stories that often go overlooked in China, including on topics such as music, fashion, mental health or LGBT issues.  Li and I discuss the evolving nature of storytelling in China, and how she's working to forge a stronger bridge of commu...

USD Asst. Professor Kacie Miura: China and the Biden Administration

December 03, 2020 01:54 - 27 minutes - 20.9 MB

This week, I spoke with Kacie Miura, Assistant Professor in Political Science and International Relations at the University of San Diego, where her research focuses on the link between international and domestic politics, with a focus on China. We discuss how China and the Biden administration are preparing to work with one another, how Biden may publicly frame the US-China relationship, where trade issues such as tariffs and the trade deal are headed, and how Biden's incoming China team cou...

Kyle Obermann: Environmental CSR & China's First National Park System

November 12, 2020 21:00 - 27 minutes - 21.7 MB

I spoke with conservation photographer and writer Kyle Obermann about the evolution of China's corporate environmental CSR, as well as the recent establishment of China's national park system. Kyle has photographed and reported from some of China's most fragile nature preserves, some of which are now part of the 10 pilot parks in the national park system. We discuss the park system and how it compares to Western national parks; we also chat about how more companies are getting involved in en...

Agatha Kratz: How the US & EU Can Align their China Strategies

October 26, 2020 21:00 - 29 minutes - 22.4 MB

I spoke with Agatha Kratz, Associate Director at research firm Rhodium Group, where she leads research on EU-China relations. We discuss the state of EU-US relations when it comes to China, and how the two countries can more closely come together on a China strategy. While the US and EU have diverged in their approaches in recent years, Agatha outlines several potential areas for greater collaboration, including on climate change, public health, and trade. 

Yide Qiao: How the US Election Could Impact US-China Relations

October 18, 2020 21:00 - 26 minutes - 20.3 MB

I talked with Yide Qiao, Vice Chairman & Secretary General at the  Shanghai Development Research Foundation, about how the US election could impact US-China relations. We chatted late last month about the ways that a Biden administration versus the Trump administration could affect the bilateral relationship, particularly on issues such as the use of tariffs and the Entity List. Yide also offered his thoughts on recent domestic economy issues in China, including the introduction of the dual ...

AmCham Shanghai's 2020 China Business Report: Ian Driscoll & Mark Gilbraith

September 30, 2020 06:07 - 27 minutes - 22.6 MB

We talked with AmCham Shanghai Director of Communications Ian Driscoll and China Management Consulting Leader Mark Gilbraith about AmCham Shanghai’s 2020 China Business Report. The report is based on the results of the Chamber’s 2020 China Business Survey, one of the longest-running surveys of US business in China. Mark, Ian and I discuss the results of the survey, including how companies are recovering from the economic blow of COVID-19 and their revenue projections for the rest of the year...

WildChina's Albert Ng: The State of China's Tourism Industry

September 22, 2020 02:17 - 22 minutes - 18.2 MB

This week we're discussing the recovery of China's travel industry with Albert Ng, co-founder and executive director of the travel company WildChina. We dig into how tourism companies are adapting to the currently solely domestic travel market in China, and what forms of travel consumers are looking for these days. We also discuss the new health and safety standards being used in the industry. Finally, Albert offers his take on what the future of China's tourism industry could look like, inc...

Marshall Strabala: Chief Architect of the Shanghai Tower

September 07, 2020 21:00 - 24 minutes - 18 MB

This week I talked with Marshall Strabala, chief architect of the Shanghai Tower and one of the world's leading designers of supertall skyscrapers. We discussed Marshall's experience designing the Shanghai Tower and which aspects of the building he was most proud to bring to life, as well as his thoughts on Shanghai's fast-changing architectural landscape and his approach to sustainable design. 

Lee Sands: Trade Negotiations & AmCham Shanghai's Hangzhou Center

August 20, 2020 21:00 - 30 minutes - 25.8 MB

This week I’m chatting with longtime China trade expert Lee Sands. Lee served as the US chief trade negotiator with China and Japan from 1991 to 1997 and was one of the lead negotiators on China’s entry into the World Trade Organization. Lee is also spearheading AmCham Shanghai's Hangzhou Center, where he’s working to help the center reach more businesses. Lee and I chat about his time working in trade negotiations, what his experience taught him about the unique aspects of Chinese negotiato...

The Wilson Center's Jennifer Turner: The State of China's Environmental Policy

July 21, 2020 21:00 - 33 minutes - 24.8 MB

This week we're talking with Jennifer Turner, director of the Wilson Center’s China Environment Forum, where she publishes research and creates exchanges focused on a variety of China’s energy and environmental challenges. She also serves as editor of the center's journal, the China Environment Series. Talking with us from Washington D.C., Jennifer spoke about the evolution of China’s climate change and environmental policies and how its “war on pollution” and climate change initiatives coul...

Chatham House's Yu Jie: China's Economic Recovery

July 06, 2020 21:00 - 22 minutes - 17.7 MB

This week we're talking with Dr. Yu Jie, senior research fellow on China in the Asia-Pacific Programme at the London-based think tank Chatham House, where her work focuses on China’s foreign policy and economic diplomacy. Yu Jie and I discuss China's economic recovery since its worst days of the COVID-19 pandemic and how the government is strategizing for continued economic growth. We also discuss what economic policies may now change as the country's economic priorities shift, including the...

Denis Simon: Duke Kunshan University's Pandemic Response

June 22, 2020 21:00 - 30 minutes - 25.1 MB

We’re talking with Denis Simon, Executive Vice Chancellor at US-Sino joint university Duke Kunshan University. We discuss how DKU handled China's sudden lockdown in February and the school's switch to remote learning. We also chat about how DKU is preparing for the fall semester while China's borders remain closed, stopping many students and faculty from returning to campus, and what the outlook for US-Sino joint universities looks like during an uncertain time. 

JunHe's Jeffrey Wilson: Employment Law in China (co-hosted with China Business Law Podcast)

June 08, 2020 21:00 - 36 minutes - 29.6 MB

This week we answered commonly asked questions about China's employment regulations with JunHe counsel Jeffrey Wilson. Jeffrey has a decade of experience at JunHe LLP, and specializes in China's employment and sports law. In our first episode co-hosted with the China Business Law Podcast, we spoke with Jeffrey about some of the key employment law issues that have arisen for foreigners in China during the COVID-19 pandemic, including if a company can force you to be tested or quarantined and ...

The Council on Foreign Relations' Elizabeth Economy: The Problem with China's Pandemic Response

May 25, 2020 21:00 - 20 minutes - 19.5 MB

This week I spoke with Elizabeth Economy, director for Asia studies at the Council on Foreign Relations. Elizabeth is one of the leading experts on China's foreign and domestic policy, and offered her take on Xi Jinping and Donald Trump's response strategies to the coronavirus pandemic. She discussed why she's been disappointed by their roles as global leaders and how both leaders can realistically improve their international reputations. 

Control Risks' Carly Ramsey: Data Privacy in China amid Covid-19 and Beyond

May 12, 2020 21:00 - 23 minutes - 21.1 MB

This week we're talking with Carly Ramsey, director at global risk consulting firm Control Risks. Carly leads the Shanghai office's political and regulatory risk consulting for Greater China and North Asia. Carly and I discuss the current landscape for data privacy regulations in China, and how multinationals can ensure they're compliant with local regulations. We also talk about how data is being utilized amid the Covid-19 pandemic, focusing on the use of patient data and data used to track...

M on the Bund's Michelle Garnaut: Restaurants in the Age of a Pandemic

April 28, 2020 21:00 - 24 minutes - 19.7 MB

This week we're talking with Michelle Garnaut, owner of longtime Shanghai staple, M on the Bund. One of the city's most well-known restauranteurs, Michelle spoke with us from Hong Kong about how she's adapted M on the Bund for business amid the COVID-19 pandemic, including everything from cutting the restaurant's capacity in half to dropping her prices. We touch on how the pandemic has impacted the restaurant industry as a whole, and how long she thinks it will take for restaurants to fully ...

Han Lin: Financial Impact of Covid-19 on MNCs in China

April 13, 2020 20:00 - 17 minutes - 15.8 MB

This episode we spoke with Han Lin, Senior Vice President and Deputy Manager of Wells Fargo Shanghai, about how multinational corporations in China are weathering the financial storm of the coronavirus. We discussed the strategies MNCs and their clients are using to mitigate their financial damage during the pandemic, the forms of support offered by the Chinese government and banks, and what the financial landscape for both foreign and domestic MNCs in China may look like in the months and y...

Ken Jarrett: U.S.-China Relations Amid COVID-19

April 06, 2020 21:00 - 25 minutes - 23.1 MB

This episode we're speaking with Ken Jarrett, senior advisor at the Albright Stonebridge Group and a former AmCham Shanghai president. We discuss the impact of the coronavirus on U.S.-China relations, including how it's affected each country's global reputation, and what the lasting damage from the pandemic could be on the bilateral relationship. 

Mark Harrison: MNCs in a Changing China

April 02, 2020 03:49 - 18 minutes - 17.2 MB

This episode, I spoke with Mark Harrison, Deals Advisory Partner at KPMG China. Mark specializes in advising on investments in China, including due diligence and joint ventures. Mark and I recorded our conversation before the coronavirus pandemic, and while it’s clear that much in China and the world has changed in the weeks since Mark and I first spoke, his perspective still rings true on how multinationals in China can handle financial upheaval in a fast-changing environment. 

Jean Liu & Sam Cheung: Impact of Coronavirus on China's Education Industry

March 30, 2020 21:00 - 20 minutes - 17.5 MB

This week I'm talking with two leaders from international learning group Education First about the effect of the coronavirus on China's education industry. Jean Liu, chief corporate affairs officer at EF, joined by phone from Shanghai, and president of adult English training Sam Cheung joined by phone from Hong Kong. The two discussed how EF made the sudden pivot to entirely online learning as China entered a lockdown, their perspective on how the industry as a whole is coping and what the l...

Ker Gibbs: AmCham Shanghai during COVID-19

March 25, 2020 01:24 - 14 minutes - 12.8 MB

In our first episode recorded since the outbreak of the coronavirus pandemic, I speak with AmCham Shanghai president Ker Gibbs about how the Chamber has handled the rapidly changing situation over the past several weeks. We also discuss how our many member companies have been faring during the pandemic, and how both the Chamber and its members are strategizing for success in the weeks and months to come. 

Jeff Lehman: Sino-U.S. education relations

February 19, 2020 16:00 - 22 minutes - 17.1 MB

In our first episode since the extended Chinese New Year, I'm talking with Jeff Lehman, Vice Chancellor of NYU Shanghai. Jeff has served as Vice Chancellor since the school's founding in 2012, and has previously served as founding dean of the Peking University School of Transnational Law, dean of the University of Michigan Law School and the eleventh president of Cornell University. Jeff and I discuss NYU Shanghai's expansion and evolution over the past eight years, the unique nature of Sino...

Bonnie Glaser: The State of U.S.-China Military Relations

January 15, 2020 22:00 - 23 minutes - 22.5 MB

This week we have our second Washington, D.C. episode, this time at the Center for Strategic and International Studies with Bonnie Glaser. Bonnie is a senior adviser for Asia at CSIS and the director of the China Power Project, where her work focuses on issues related to Chinese foreign and security policy. I sat down with Bonnie at the end of 2019 to discuss the current state of U.S.-China military relations, including rising tensions in the South China Sea, the U.S.’ "strategic ambiguity" ...

Andrew Polk: China's 2020 Economic Outlook

January 09, 2020 01:22 - 20 minutes - 16.6 MB

This week I'm talking with Andrew Polk, an economist and co-founder of Trivium China, a Beijing-based economic research and business advisory firm. We chatted during the final days of 2019, and Andrew offered his take on why China's economy slowed this past year. We also dug into how successful he believes the state's financial policies, including the financial de-risking campaign, have been and why he's concerned about the country's economic outlook in 2020.  

Derek Scissors: The 2019 U.S.-China Trade Deal

December 18, 2019 23:30 - 28 minutes - 25.8 MB

This week I am in Washington, D.C. at the American Enterprise Institute, talking with Derek Scissors. Derek is a resident scholar at AEI, as well as the chief economist of the China Beige Book. We discuss the recently announced U.S.-China trade deal and what he believes is next for the two countries' relationship. We also talk about the upcoming U.S. presidential election and how a change in administration could affect the U.S.-China relationship as well.