CHINA’S TECHNOLOGY POWERHOUSE: AI, SEMICONDUCTORS AND STRATEGIC COMPETITION
Drawing on his analysis of China’s technology ecosystem, he explores China’s ambition to achieve greater self-sufficiency and ultimately global leadership, in AI, semiconductors, robotics and advanced hardware. He examines whether breakthroughs such as DeepSeek signal a more durable shift in Chinese innovation, and unpacks what the US–China technology rivalry means for global business, investment decisions and supply-chain resilience.
THE CHINA DISRUPTION: INDUSTRY, TRADE AND GEOPOLITICAL INFLUENCE
He provides a clear-eyed view of how China’s manufacturing scale, automation drive and rapidly expanding EV sector are reshaping competition across global industries. From the impact on Western manufacturers to the implications of trade tensions, supply-chain diversification and the Belt and Road Initiative, he connects China’s industrial strategy with its broader geopolitical ambitions and influence
CHINA’S ECONOMIC RESET AND ASIA’S NEXT GROWTH FRONTIER
He assesses the fundamental forces redefining China’s economic outlook, including local-government debt, demographic pressure, the evolution of domestic consumption and the need for structural reform. Looking beyond China, he puts these developments in the context of Asia’s emerging markets, explaining how new trade routes, production shifts and regional growth opportunities will affect global companies and investors.
