bullish
A Deep Dive into Chinese Industrial Production
232 Views09 Apr 2024 10:25
SUMMARY
- This post examines China's economic strategies and their impact on global trade and geopolitical dynamics, focusing on the shift from low-value-added goods to high-value-added industries like lithium-ion batteries, solar cells, and EVs.
- It highlights China's approach of integrating economic and political strategies under the concept of "China, Inc." where the state uses overcapacity as a strategic tool to further its geostrategic interests.
- The current Chinese export-led strategy challenges the principles of free trade, raises concerns about the sustainability of global economic interdependence, and is the basis for fear about China dumping industrial products on developed markets.
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