Conflict
Stephen RoachCan the US and China avoid accidental conflict?
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 133 | Subscribers | Read | stephenroach.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
China Plans, America Reacts
How does Donald Trump’s transactional strain of industrial policy compare to the Chinese planning process? Trumponomics, lacking an overarching strategy and based largly on the whims of one man, is nothing like China’s comprehensive “all-of...
A Good Week for Chinese Innovation
This has been a very good week on the Chinese innovation front. China has not only said “no” to America’s Nvidia bullying tactics, but it also came up with a powerful AI counter response of its own. And it did so in the context of steady fu...
Is Trump a State Capitalist?
In this “Big Question” feature of Project Syndicate, five us were asked to address this burning issue: Does Trumponomics represent a rejection of neoliberalism or its natural progression, and how might it reshape the US economy? My response...
The Doublespeak of China's Anti-Involution Campaign
No matter what the Chinese leadership calls it — supply-side structural reform, the excess capacity overhang, dual circulation, or now, anti-involution — the message remains the same: the broad thrust of all these initiatives aims to bring ...
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Authors
The writers behind this newsletter.
Yale faculty, former Chief Economist and Asia Chair Morgan Stanley, author most recently of "Accidental Conflict: America, China, and the Clash of False Narratives". Follow me on Substack and Bluesky https://bsky.app/profile/ssruschina.bsky.social
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