Nicholas Borst

Nicholas Borst, Vice President and Director of China Research at Seafarer Capital Partners, delves into the complexities of China's economic landscape. He discusses the contradictory relationship between state control and market forces since the late 1970s. Key topics include Xi Jinping's tightening grip on the economy, the tug-of-war between public and private sectors, and the challenges of balancing self-reliance with global trade. Borst also addresses the implications of these contradictions for China's future and its interaction with international markets.

Nicholas Borst, Vice President and Director of China Research at Seafarer Capital Partners, delves into China's economic complexities in his upcoming book. He highlights the tension between state control and market forces shaping China's recent reforms under Xi Jinping. Discussions reveal how the government's increasing grip on the economy affects private innovation and economic trajectories. With a focus on the electric vehicle sector, Borst examines China's push for self-reliance, revealing the challenges domestic firms face amid rising global tensions.

Nicholas Borst, Vice President at Seafarer Capital Partners, discusses his insightful book, exploring China's economic contradictions. He delves into the Communist Party's balancing act between state control and market reform, and how this tension impacts Xi Jinping's policies. Borst breaks down the complexities of capital allocation, revealing the government's favoritism towards large, state-sanctioned projects at the expense of small businesses. He also addresses China's quest for economic self-reliance, particularly in the electric vehicle market, highlighting the interplay between innovation and regulatory challenges.