Join Kyle Chan and Arindam Goswami in this episode of All Things Policy, where we dive deep into the heart of global manufacturing. As the world grapples with shifting supply chains, trade tensions, and the race for technological dominance, understanding China’s manufacturing powerhouse has never been more critical. From the persistent challenge of overcapacity to the strategic pivots triggered by the US-China trade war, we try to unpack the complexities behind China’s rise - and what lessons India and the rest of the world can draw from this unfolding story. Whether you’re a policymaker, industry insider, or curious listener, get ready for a fascinating conversation that goes beyond headlines to reveal the forces shaping the future of manufacturing.
Our guest today, Kyle Chan, is a postdoctoral researcher in the Sociology Department at Princeton University and an adjunct researcher at the RAND Corporation, a US think tank. His research focuses on industrial policy, clean technology, and infrastructure in China and India, and his work has been published in peer-reviewed academic journals, including Current Sociology, Asian Survey, and the Chinese Journal of Sociology. He has also testified as an expert before the U.S.-China Economic and Security Review Commission. He writes a fantastic, popular newsletter called High Capacity focused on current issues in industrial policy, technology, and economic competition, particularly in China. He has insightful views on how China has come to dominate key industries such as electric vehicles, solar energy, high-speed rail, and consumer electronics through a sophisticated and multifaceted industrial policy. His insights have been featured in various major international media outlets, including The Wall Street Journal, The Financial Times, The Washington Post, The New Yorker, India’s Economic Times, and others.
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