TECHNOLOGY AND AI DOMINANCE
His presentations explore China’s drive for technological self-sufficiency across AI, semiconductors, robotics, and hardware. He analyzes whether breakthrough developments like DeepSeek signal a broader long-term Chinese lead, alongside the ongoing US-China tech race and supply chain decoupling.
GEOPOLITICS AND INDUSTRY DISRUPTION
He covers how low-cost Chinese manufacturing, EV scale, and automation are putting pressure on Western markets. His analysis extends to foreign policy, including the global expansion of the Belt and Road Initiative, diplomatic relations with Europe, and trade tensions.
MACROECONOMICS AND EMERGING MARKETS
He addresses China’s economic landscape, focusing on local government debt, demographic shifts, domestic consumption, and structural reform. He also provides broader context on emerging Asian markets and shifting global trade dynamics.