April 11, 2024
AnalysisThe Electric Vehicle Developmental State
BYD exemplifies transformations in Chinese industrial policy
The rise of the Chinese EV industry has been enabled not only by generous government subsidies but also by profound changes in strategy and organization, and in particular by a distinctive revival of vertical integration—at both individual firm and national…
Testing Loyalties
A year later, the Russia sanctions and an emerging geopolitical order
Pain and resolve: have we reached the beginning of the end of sanctions?