Gerard DiPippo

Rebecca Choong Wilkins, a Bloomberg News reporter with expertise in China's economy, and Gerard DiPippo, a senior geoeconomics analyst, dive deep into China's 'Made in China 2025' initiative. They discuss China's remarkable advancements in electric vehicles and solar energy despite U.S. restrictions. The duo examines the geopolitical tensions stemming from these technological strides and the challenges Chinese firms face in the semiconductor race. They also touch on the socioeconomic realities within China's tech workforce, highlighting rewards alongside daily struggles.

In this episode of Pekingology, Freeman Chair Jude Blanchette is joined by Carl Minzner – Senior Fellow for China Studies at the Council for Foreign Relations and a Professor of Law at Fordham Law School, Gerard Dipippo – Senior Fellow in the Economics Program at CSIS, and Andrew Polk – Cofounder of Trivium China and Senior associate with the Freeman Chair in China Studies at CSIS. Through the lens of China’s politburo and domestic leadership, they examine how China assesses its economy and recovery since the end of zero-COVID policies.  

Jennifer Welch, Chief Geoeconomics Analyst at Bloomberg Economics, and Gerard DiPippo, Senior Geoeconomics Analyst, dive into the potential fallout of a Chinese invasion of Taiwan. They estimate a staggering economic impact of $10 trillion, far surpassing previous crises like the COVID pandemic. The discussion covers Taiwan's pivotal role in the semiconductor industry and various military strategies China might employ. They explore the intertwined nature of military actions and global economics, assessing how the world could be shaped by these geopolitical tensions.

Gerard DiPippo, a senior geoeconomic analyst, discusses how a Harris or Trump victory could reshape global dynamics. Ian Bremmer, president of Eurasia Group, shares insights on the upcoming election's geopolitical threats. Billy House, a Congressional reporter, breaks down the fierce $10 billion battle for Congress. Finally, Emily Roland, co-chief investment strategist at John Hancock, offers a glimpse into how the market is reacting to the election, including the implications of the 'Trump trade.'

Jonathan Palmer, a healthcare analyst at Bloomberg Intelligence, scrutinizes CVS's CEO ousting amid its financial struggles. Gerard Dipippo provides insights on China's economic adjustments and the potential need for stimulus. Geetha Ranganathan discusses Netflix's impressive earnings and growth strategies, while Jonathan Schanzer analyzes geopolitical crises in the Middle East. Sylvia Jablonski shares market outlooks, and Raul Martynek explores trends in the data center industry, focusing on sustainability and investment opportunities.