Announcements
07/03/2014
Highlights of this month’s edition:
Bilateral trade: U.S. exports to China stage modest recovery, driven by transportation equipment; monthly goods deficit at highest level so far this year; Bilateral policy issues: State Dept official previews S&ED talking points; China disappoints at WTO ITA talks; solar dispute with China splits U.S. interest groups; 25th Tiananmen anniversary makes China business difficult for Google; China’s economy: Property slump adds to concerns of slowdown; anticorruption crackdown intensifies with SOE auditing campaign and indictment of top military official; and Sector spotlight sovereign wealth funds: China Investment Corp. under siege from Chinese auditors; adds to concerns about fund’s governance and investment strategy
06/16/2014
06/09/2014
On May 21, China signed a 30-year, $400 billion gas supply deal with Russia. The agreement concluded a decade of protracted negotiations, and coincided with an escalation of the Ukraine crisis in Europe. This paper examines the conditions, motives, and implications of the deal. It begins by looking at China’s energy needs and gas import strategy, as well as Russia’s Asia pivot. It then analyzes the key points of contention – the price, shipping route, and payment and investment conditions – and whether or not these were resolved in China’s favor. Section 3 places the deal in the context of Sino-Russian relations, in terms of geopolitics, economic ties, and a maturing energy partnership. The paper closes with implications for the United States, Europe, and Japan.
06/05/2014
The hearing will examine economic, political, and security developments in cross-Strait and China-North Korea relations. It will assess the opportunities and risks arising from closer cross-Strait economic integration for Taiwan and the United States, and it will examine Taiwan’s ability to defend against military coercion by China. The hearing will also address whether China’s views and policies toward North Korea have changed in recent years and the implications for U.S. security interests.
06/04/2014
Highlights of this month’s edition:
Bilateral trade: U.S. service exports in 2013 outperformed 2012 levels; bilateral deficit expands in April due to weak U.S. exports; oil & gas a novel source of export growth; Bilateral policy issues: United States wins WTO case on large-engine autos; U.S. to impose duties on some Chinese solar panels; Alibaba files for IPO in the United States; Policy trends in China’s economy: Chinese government takes additional steps to boost growth; RMB slips further; Sector spotlight: Booming automotive trade is benefiting U.S. exports to China, but the industry claims winners and losers: U.S. auto companies and Chinese industry benefit, China-branded auto companies and U.S. auto parts makers face tough road ahead
05/28/2014
The hearing will examine economic, political, and security developments in cross-Strait and China-North Korea relations. It will assess the opportunities and risks arising from closer cross-Strait economic integration for Taiwan and the United States, and it will examine Taiwan’s ability to defend against military coercion by China. The hearing will also address whether China’s views and policies toward North Korea have changed in recent years and the implications for U.S. security interests.
