
A new framework on how China’s rise is reshaping global competition across industry, technology, energy, capital flows, and geopolitics. Grounded in local insight and shaped by a global perspective. Publishing 5-10 in-depth structural essays weekly
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 254 | Founded | 8 months ago | Last Issue | 7 days ago |
| Active | |||||

Can open weights do for video generation what DeepSeek did for language models?
The real story begins after the leaderboard. H3’s first week was not just a burst of viral clips; it was the start of an open-source video stack. ComfyUI suppo...
“The Plaza Accord was never just about exchange rates. It was about who had the power to turn America’s domestic problems into Japan’s adjustment burden—and why China can refuse that bargain today.”
This essay is part of the series of Re...
A four-inch InP wafer contains only about 19 grams of indium. If that can slow hundreds of billions of dollars of AI investment, the real scarcity lies somewhere else.
A few dozen tonnes of indium should not be able to constrain hundreds o...
The IMF supplies the formula; Setser supplies the geopolitical target. First, they decide how much surplus China should be allowed to run. Then they label the rest “currency undervaluation” and turn Western discomfort with Chinese industr...
The Ceuta migration crisis does not prove a direct link to Europe’s auto rules. But it reminds Europe that Morocco’s industrial role can no longer be separated from its border leverage.
Morocco’s auto industry is now a pillar of exports, e...
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The writers behind this newsletter.
Publish everyday. A new framework for understanding China, industrial power, state capacity, tech diffusion, capital flows, and global order.Former Managing Director at a global investment bank and Head of a top China research institute
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