Chinese Business and Economics

The Trustee Chair in Chinese Business and Economics provides unmatched thought leadership for the Washington policy community by examining China’s economy and the costs and benefits of its commercial relationship with the United States and the rest of the world.

We go beyond the headlines to examine Chinese sectoral trends and industrial policy, the behavior of its companies and financial institutions, trade and supply chains, and the political economy of CleanTech and climate governance. With our rigorous empirical and data-driven research, we put forward proposals for how the United States and others can adopt smart policies that account for economic tradeoffs in an era defined by both deep interdependence and strategic competition.

Our analysis is shared with the policy community, business leaders, scholars, and the public through reports and commentaries, interactive digital content, and events. We generate new conversations among these stakeholders by convening discussions on the factors influencing their decisions. 

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Learn more about the Trustee Chair and the network of experts, staff, and non-resident affiliates who contribute to our analysis.

Scott Kennedy

Scott Kennedy

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Photo: Scott Kennedy/CSIS

Photo: Scott Kennedy/CSIS

Diversifying, Not Decoupling

The CSIS Trustee Chair’s second formal survey of over 600 Taiwanese companies reveals they remain worried about the international environment and conditions in China, but are engaged in diversifying rather than fully decoupling their business from China.

Listen to Audio Brief

Report by Scott Kennedy and Andrea Leonard Palazzi — September 9, 2024

Featured Analysis

Photo: RODRIGO ARANGUA/AFP/Getty Images

Photo: RODRIGO ARANGUA/AFP/Getty Images

Driving Change: How EVs Are Reshaping China’s Economic Relationship with Latin America

Ilaria Mazzocco, Ryan Berg, and Rubi Bledsoe write about the climate and economic opportunities and risks that come from new investments by China in value chains in Latin America and the Caribbean. In response, Washington must find new ways to engage with the region.

Brief by Ilaria Mazzocco, Ryan C. Berg, and Rubi Bledsoe — September 19, 2024

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Big Data China

Big Data China is a collaboration between the CSIS Trustee Chair in Chinese Business and Economics and the Stanford Center on China’s Economy and Institutions (SCCEI) dedicated to bridging the gap between cutting-edge quantitative academic research and the Washington policy community.

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Featured Podcast

Photo: iLab/CSIS

Join host Scott Kennedy as he speaks to Chinese leaders from business, government, and academia, as well as foreigners who have spent many years living and working in China, on what makes China tick, where is the country going, what connects us, and what divides us on China Field Notes – with Scott Kennedy.

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Experts

Scott Kennedy

Scott Kennedy

Senior Adviser and Trustee Chair in Chinese Business and Economics
5Mazzocco

Ilaria Mazzocco

Senior Fellow, Trustee Chair in Chinese Business and Economics
Daniel H. Rosen

Daniel H. Rosen

Senior Associate (Non-resident), Trustee Chair in Chinese Business and Economics
Claire Reade

Claire Reade

Senior Associate (Non-resident), Trustee Chair in Chinese Business and Economics
John L. Holden

John L. Holden

Senior Associate (Non-resident), Trustee Chair in Chinese Business and Economics
Deborah Seligsohn

Deborah Seligsohn

Senior Associate (Non-resident), Trustee Chair in Chinese Business and Economics
Logan Wright

Logan Wright

Senior Associate (Non-resident), Trustee Chair in Chinese Business and Economics
Jeanette Chu

Jeannette Chu

Senior Associate (Non-resident), Trustee Chair in Chinese Business and Economics
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All Chinese Business and Economics Content

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Unpacking Linkages Between the Chinese State and Private Firms

Ever since China began integrating into the global economy and shifting away from a planned economy in the late 1970s, domestic and foreign observers have closely tracked the development of the country’s emerging private sector.

Commentary by Ilaria Mazzocco — March 21, 2024

China’s Semiconductor Industry Advances despite U.S. Export Controls

Paul Triolo stresses that the Chinese semiconductor industry is pursuing a multipart strategy to respond to U.S. choke points. China prefers connectivity with global industry but is focusing resources on technologies already under pressure or likely to face restrictions.

Commentary by Paul Triolo — March 7, 2024

China’s Economy: Has THE Crisis Started?

China’s economy is showing multiple signs of weakness. Experts will discuss whether we are witnessing the early days of an emerging full-blown economic crisis, if this is just a deeper than unusual cyclical downturn, or are the worries vastly overblown, with a focus on how international investors and other governments should respond.

Event — February 29, 2024

Green Industrial Policy: A Holistic Approach

Ilaria Mazzocco writes that U.S. policymakers face trade-offs in trade, climate, geopolitics, and domestic economic outcomes. They must approach policy with a more holistic assessment of the risks and opportunities of integrating climate strategy with economic policy.

Brief by Ilaria Mazzocco — February 27, 2024

Making Green Industrial Policy Work for the Climate

Trade, economic security, and competition with China are at the heart of the climate policymaking in the United States today. Civil society and policymakers will need to embrace a new approach to account for these new trends and make progress on climate policy. 

Commentary by Ilaria Mazzocco — February 21, 2024