Arthur R. Kroeber

Arthur Kroeber, a founding partner at Gavekal Dragonomics and expert on China's economy, dives deep into China's high-tech manufacturing dominance. He likens the government's approach to a giant VC fund, fueling fierce local competition with massive subsidies. Kroeber challenges the adversarial mindset towards China, advocating for a cooperative strategy instead. He also analyzes the rapid evolution of China's electric vehicle sector and the implications of its ambitious tech goals amid rising global tensions.

Arthur Kroeber, a long-time expert on the Chinese economy and founding partner at Gavekal Dragonomics, delves into the complexities of the U.S.-China trade war. He discusses China's strategic responses, including its historical narratives and the push towards self-sufficiency. Kroeber highlights the challenges facing China's economic rebalancing, the impact of reduced exports, and the shifting dynamics in trade negotiations. He also touches on domestic strategies to boost consumer spending amidst external pressures, revealing a nuanced take on future U.S.-China relations.

Arthur Kroeber, co-founder of Gavekal Dragonomics and author, dives into the intricacies of the US-China trade war. He reveals how recent events have tilted power dynamics in favor of Beijing, especially through their control of rare-earth exports. Kroeber discusses the concept of 'weaponized interdependence,' illustrating how both nations are leveraging their economic ties as tools of power. He also highlights the complexities multinational companies face, from rising compliance costs to strategic uncertainties, all amid a backdrop of mutual deterrence.