Kyle Chan on China's industrial dynamics
What makes China's manufacturing machine so powerful — and what does it mean for the rest of the world?
In this episode, we sit down with Kyle Chan — fellow at the Brookings Institution's China Centre, Princeton PhD, and author of the newsletter High Capacity — for a deep dive into China's industrial strategy.
We cover:
- How Chinese entrepreneurs operate within the state system
- The rise of BYD, Huawei, and China's "overtake on the curve" strategy
- The evolution debate and China's excess capacity problem
- Why the Strait of Hormuz crisis is a massive tailwind for Chinese EVs
- China's…
The skinny
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