Japanese academic Toshiya Tsugami analyses China's recent trade and investment flows amid US-China rivalry, highlighting the EV and semiconductor sectors which have become key battlegrounds in the competition between China and the West. How will development plans for the Chinese market and the global business environment be affected?
Economy
Economy
Japanese academic Toshiya Tsugami notes that while China's economy is likely to fall into medium- to long-term stagnation, its outward investments and financing through the Belt and Road Initiative may not be immediately affected. However, other factors may have a ripple effect on China's ability to maintain the momentum of the BRI.
Economy
Pondering the possibility that China’s economy is going the way of Japan's 30 years ago, Japanese researcher Toshiya Tsugami analyses some similarities and differences between the two trajectories.
Economy
Japanese researcher Toshiya Tsugami observes that the exuberant tone of China's previous Party Congress reports has been carried over in this year’s 20th Party Congress. However, the external environment has changed much for China and its targets could be a stretch in this context.
Economy
The impact of the Shanghai lockdown is far-reaching, not least the way it is weakening Chinese exports and consumption, which have helped China weather the economic storm thus far, says Japanese researcher Toshiya Tsugami. This is having ripple effects on global supply chains and may further debilitate them before they have a chance to normalise. To stave off a severe economic crisis, China must deal with three pressing issues.