The Secret Superpower of Chinese Automakers? Dr. Ilaria Mazzocco, Senior Fellow, Center for Strategic and International Studies (CSIS)

The Secret Superpower of Chinese Automakers? Dr. Ilaria Mazzocco, Senior Fellow, Center for Strategic and International Studies (CSIS)

Dr. Ilaria Mazzocco and her colleagues at CSIS found that Chinese subsidies to companies in strategic industries are more than twice as high as in other countries. The numbers are not insignificant. This week, we learned that BYD secured some $3.4 billion in subsidies in 2023 alone. As a group Chinese automakers have benefited from tens of billions of dollars in supply side and consumer subsidies since 2010. Complicating the picture, however, is the reality that China is also home to some fast-moving, highly innovative firms led by people who work harder and sometimes smarter than their peers in the West. Today, Ilaria and I dive deeper into the question of Chinese state capitalism, subsidies and how the West can respond to the rising tide - call it a tsunami - of low-cost, good quality Chinese automotive exports.

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Who Is Xi Jinping And What Does He Want? Joseph Torigian, Author, The Party's Interests Come First 

Who Is Xi Jinping And What Does He Want? Joseph Torigian, Author, The Party's Interests Come First 

What do we really know about Xi Jinping, China's most powerful leader since Chairman Mao? Answer: Incredibly little.  Xi is the embodiment of inscrutability, the ultimate poker face.  And second, the ...

30 Jan 47min

Why It's So Hard to Fix China's Overcapacity and Brutal Price Wars. Lizzi Lee, Fellow, Asia Society Policy Institute

Why It's So Hard to Fix China's Overcapacity and Brutal Price Wars. Lizzi Lee, Fellow, Asia Society Policy Institute

Our guest today, Lizzi Lee, is smart, daring and unconventional. After earning a PhD in economics from MIT, Lizzi Lee took a bold right turn and dove into research and writing. A few weeks ago, Lizzi ...

11 Dec 202552min

Chinese Automakers Are Pouring Into Mexico. Luis Lozano, Former CEO, Toyota de Mexico.

Chinese Automakers Are Pouring Into Mexico. Luis Lozano, Former CEO, Toyota de Mexico.

Earlier this year, I enjoyed a delicious lunch in Mexico City with Luis Lozano,  the former CEO of Toyota de Mexico. Luis immediately impressed me with his knowledge of the Mexican car market, the sho...

7 Dec 202532min

Trade Truce: The Calm Before Bigger U.S-China Storms. Jorge Guajardo, former Ambassador of Mexico to China and partner at DGA Global

Trade Truce: The Calm Before Bigger U.S-China Storms. Jorge Guajardo, former Ambassador of Mexico to China and partner at DGA Global

President Trump and President Xi,  the two most powerful men in the world, met last week in Korea to try to, basically, calm things down.  China had just flexed its muscles, threatening to limit the e...

6 Nov 202552min

How China Captured Apple. Patrick McGee, Author, Apple in China

How China Captured Apple. Patrick McGee, Author, Apple in China

Here's a question I get a lot. How did China get so good so fast. People with front line experience in the People's Republic  talk about something called the China arc. Chinese leaders identify your c...

28 Aug 202556min

What Western Business Leaders Misunderstand About China – Insights from Mitchell Presnick, Visiting Fellow, Harvard Fairbank Center

What Western Business Leaders Misunderstand About China – Insights from Mitchell Presnick, Visiting Fellow, Harvard Fairbank Center

Dazed, bruised and confused. That's how leaders of global automakers and suppliers operating in China feel these days. Since 2020, they have seen their once formidable China sales and profit machines ...

21 Aug 202555min

How Safe and Secure Are Robocars? John Wall, Chief Operating Officer, QNX 

How Safe and Secure Are Robocars? John Wall, Chief Operating Officer, QNX 

In the good old days of driving, we needed to make sure the mechanical things worked: Things like the engine, of course, the steering and the brakes. We were in charge of driving the car.  Now, for be...

19 Juni 202536min

How Does All That Awesome Tech Get Into Your Connected Car? Laurie Fitzgerald, President, Avanci Vehicle 

How Does All That Awesome Tech Get Into Your Connected Car? Laurie Fitzgerald, President, Avanci Vehicle 

By now, you have probably heard that there are more than 200 million connected cars on the road today. But, wait a minute. What is a connected car – and how does a connected car make our lives better?...

5 Juni 202543min

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