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AllTrustee China Hand Blog Posts

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Bilateral Trade Balances: Ignore Them

Scott Kennedy and Ryan Featherston discuss recent U.S. tariffs and how the problem with the Trump administration’s approach is not which formula they use, but their general allergy to bilateral trade deficits in the first place. 

Blog Post by Scott Kennedy and Ryan Featherston — April 15, 2025

Is Your Refrigerator Running? China’s Trade-In Programs and Plans to Boost Consumption

Ryan Featherston explains how China’s recent trade-in programs demonstrate the Chinese government’s thinking about the need for increased consumption. However, the “Two News” and their focus on both consumers and businesses reveal a mindset that has more continuity with supply-side policy than might appear on the surface. 

Blog Post by Ryan Featherston — March 27, 2025

Top Takeaways from China’s Two Sessions

Experts from the CSIS Trustee Chair weigh in on the 2025 "Two Sessions" legislative meetings in China, including their significance for China’s economy, governance, technology development, and energy and climate goals.

Blog Post by Scott Kennedy, Logan Wright, Ilaria Mazzocco, Deborah Seligsohn, Jeannette Chu, and John L. Holden — March 14, 2025

One Moment, Two Speeches

Ryan Featherston and Scott Kennedy highlight surprising similarities and major differences between President Trump's recent address to Congress and the Government Work Report delivered by Premier Li Qiang at China's annual Two Sessions.

Blog Post by Ryan Featherston and Scott Kennedy — March 12, 2025

All Bark and No Bite? The 118th Congress on China

Ryan Featherston and Nancy Wei analyze trends in China-related legislation in the 118th Congress. Although legislators agree that China presents many challenges to the strategic interests of the U.S., there is less agreement on how exactly the U.S. should respond.

Blog Post by Ryan Featherston and Nancy Wei — September 6, 2024

The Chinese EV Dilemma: Subsidized Yet Striking

Scott Kennedy writes that Chinese EVs have benefitted from massive industrial policy support, and their quality is improving, making them attractive to domestic and overseas consumers. An effective response by the U.S., Europe and others must take account of both facts. 

Blog Post by Scott Kennedy — June 20, 2024

Legacy Chip Overcapacity in China: Myth and Reality

Paul Triolo writes that as policymakers consider the issue of Chinese mature-node semiconductor production and the potential for overcapacity, they must understand the complexities of Chinese companies' position in the global market structure and domestic value chains. 

Blog Post by Paul Triolo — April 30, 2024