Industrial Policy, "Overcapacity," and U.S.-China Trade: A Conversation with Cambridge's Jostein Hauge
Sinica Podcast10 Kesä 2025

Industrial Policy, "Overcapacity," and U.S.-China Trade: A Conversation with Cambridge's Jostein Hauge

This week on Sinica, I chat with Jostein Hauge, political economist and an Assistant Professor in Development Studies at the University of Cambridge, based at the Centre of Development Studies and the Department of Politics and International Studies, and author of the book The Future of the Factory: How Megatrends are Changing Industrialization.

3:09 – Self Introduction: Jostein Hauge

4:23 – Anti-China Sentiment in Western Discourse

7:40 – Misconceptions and Prevailing Narratives

10:08 – Technological Transfer and the Political Economy

12:18 – Historical Periods of Economic Rivalry

14:36 – Evolving Industrial Policy: From Japan’s MITI to China and the U.S. today

18:59 – China’s Contemporary Industrial Policy: Quality or Quantity?

21:13 – China as a Rising Power: Is History Repeating?

24:18 – The Sustainability of China’s Industrial Policy

26:43 – China, Overcapacity, and Global Imbalances

34:07 – Overcapacity: Economic Reality or Ideological Construct?

36:04 – China's domination in the renewable energy market

39:13 – China’s greenhouse gas emissions

43:17 – How China is reshaping the IP regime

48:14 – The U.S. national security stance and the trade war with China

55:10 – Europe’s approach to China

Paying it forward: Kyle Chan at High Capacity

Recommendations:

Jostein: The White Lotus (TV Series)

Kaiser: The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II by Stephen R. Platt

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jaksot(537)

Michael Brenes and Van Jackson on Why U.S.-China Great-Power Competition Threatens Peace and Weakens Democracy

Michael Brenes and Van Jackson on Why U.S.-China Great-Power Competition Threatens Peace and Weakens Democracy

This week on Sinica, recorded at Yale University, I speak with Michael Brenes and Van Jackson, coauthors of The Rivalry Peril: How Great-Power Competition Threatens Peace and Weakens Democracy. Their ...

2 Tammi 1h 2min

Paul Triolo on Nvidia H200s, Chinese EUV Breakthroughs, and the Collapse of the Sullivan Doctrine

Paul Triolo on Nvidia H200s, Chinese EUV Breakthroughs, and the Collapse of the Sullivan Doctrine

Happy holidays from Sinica! This week, I speak with Paul Triolo, Senior Vice President for China and Technology Policy Lead at DGA Albright Stonebridge Group and nonresident honorary senior fellow on ...

26 Joulu 20251h 24min

Mark Sidel on China's Oversight of Foreign NGOs: Eight Years of the Overseas NGO Law

Mark Sidel on China's Oversight of Foreign NGOs: Eight Years of the Overseas NGO Law

This week on Sinica, I speak with Mark Sidel, the Doyle Bascom Professor of Law and Public Affairs at the University of Wisconsin-Madison and a senior fellow at the International Center for Not for Pr...

17 Joulu 20251h 4min

Guest Host Iza Ding with Deborah Seligsohn: Inside COP30 in Belem, Brazil, and China's Climate Leadership

Guest Host Iza Ding with Deborah Seligsohn: Inside COP30 in Belem, Brazil, and China's Climate Leadership

This week on Sinica, I'm delighted to have Iza Ding as guest host. Iza is a professor of political science at Northwestern University and a good friend whose work on Chinese governance I greatly admir...

10 Joulu 20252h 5min

Murder House: Zhong Na on the Silicon Valley Tragedy That Exposed the Cracks in China's Meritocracy

Murder House: Zhong Na on the Silicon Valley Tragedy That Exposed the Cracks in China's Meritocracy

This week on Sinica, I speak with Zhong Na, a novelist and essayist whose new piece, "Murder House," appears in the inaugural issue of Equator — a striking new magazine devoted to longform writing tha...

3 Joulu 202549min

Finbarr Bermingham of the SCMP on Nexperia, Export Controls, and Europe's Impossible Position

Finbarr Bermingham of the SCMP on Nexperia, Export Controls, and Europe's Impossible Position

This week on Sinica, I welcome back Finbarr Bermingham, the Brussels-based Europe correspondent for the South China Morning Post, about the Nexperia dispute — one of the most revealing episodes in the...

20 Marras 202551min

We Were Right: Kaiser and Jeremy Reunite to Riff on the China Vibe Shift

We Were Right: Kaiser and Jeremy Reunite to Riff on the China Vibe Shift

This week on Sinica, I welcome back Jeremy Goldkorn, co-founder of the show and my longtime co-host, to revisit the "vibe shift" we first discussed back in February. Seven months on, what we sensed th...

11 Marras 202554min

Lizzi Lee on Involution, Overcapacity, and China's Economic Model

Lizzi Lee on Involution, Overcapacity, and China's Economic Model

This week on Sinica, I chat with Lizzi Lee, a fellow on the Chinese economy at the Asia Society Policy Institute and one of the sharpest China analysts working today. We dig into the 4th Plenary Sessi...

5 Marras 20251h 24min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-sisalto-kuntoon
ostan-asuntoja-podcast
sijoituspodi
rss-rahamania
inderespodi
herrasmieshakkerit
rss-h-asselmoilanen
rss-lahtijat
rss-startup-ministerio
io-techin-tekniikkapodcast
rss-vaikuttavan-opettajan-vierella
taloudellinen-mielenrauha
rss-uppoava-vn-laiva
rss-huomisen-talous
rss-myynnilla-on-asiaa-kert-kenner
rss-draivi