Scott Kennedy
@kennedychina.bsky.social
đ€ 109
đ„ 50
đ 18
Senior Adviser & Trustee Chair, Center for Strategic & International Studies | CSIS
pinned post!
âThe escalation, brinksmanship, and volatility will likely be a monumental waste of time.â
foreignpolicy.com/2025/04/10/t...
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Why Beijing Thinks It Can Beat Trump
Chinaâs elites have a new confidence in their own system.
https://foreignpolicy.com/2025/04/10/trump-china-tariffs-trade-war/
6 months ago
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reposted by
Scott Kennedy
CSIS | Center for Strategic & International Studies
9 days ago
On the latest episode of China Field Notes,
@ilariamazzocco.bsky.social
interviews
@chinaecon.csis.org
Chair and usual host,
@kennedychina.bsky.social
about his latest trip to China and insights on the tech sector and slowing economy. Tune in:
www.csis.org/podcasts/chi...
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Innovation and Involution: A Conversation with CSISâs Scott Kennedy | China Field Notes â with Scott Kennedy | CSIS Podcasts
Ilaria Mazzocco interviews the programâs usual host, CSIS Trustee Chair Scott Kennedy, about his latest trip to China.
https://www.csis.org/podcasts/china-field-notes-scott-kennedy/innovation-and-involution-conversation-csiss-scott-kennedy
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reposted by
Scott Kennedy
Cars with drones, jumping cars, swimming cars! In latest
@csis.org
"China Field Notes" podcast, I share insights from my recent China trip, including to BYD, with
@ilariamazzocco.bsky.social
sitting in the interviewer's seat this time.
www.csis.org/podcasts/chi...
10 days ago
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Cars with drones, jumping cars, swimming cars! In latest
@csis.org
"China Field Notes" podcast, I share insights from my recent China trip, including to BYD, with
@ilariamazzocco.bsky.social
sitting in the interviewer's seat this time.
www.csis.org/podcasts/chi...
10 days ago
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reposted by
Scott Kennedy
Michael Pettis
19 days ago
Yicai: "The area of unsold properties across China declined for the sixth consecutive month in August. Unsold properties fell by 3.2 million square meters to 761.7 million sqm as of Aug. 31. Residential properties fell by 3.1 million sqm to 402.3 million sqm."
www.yicaiglobal.com/news/area-of...
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Chinaâs Unsold Property Area Shrinks for Sixth Straight Month in August
https://www.yicaiglobal.com/news/area-of-unsold-properties-in-china-shrinks-for-sixth-straight-month-in-august
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reposted by
Scott Kennedy
Widespread calls in China for industries to practice "self-discipline" and not engage in price wars is nothing new; nor is the failure of such efforts. Read about China's ambivalence with markets in my latest blogpost.
www.csis.org/blogs/truste...
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Involution and Industry Self-Discipline: Echoes from the Past | Trustee China Hand | CSIS
Scott Kennedy discusses the current conversation around "involution" in China and how it relates to earlier calls for "industry self-discipline" and attempts to establish price cartels.
https://www.csis.org/blogs/trustee-china-hand/involution-and-industry-self-discipline-echoes-past
18 days ago
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Widespread calls in China for industries to practice "self-discipline" and not engage in price wars is nothing new; nor is the failure of such efforts. Read about China's ambivalence with markets in my latest blogpost.
www.csis.org/blogs/truste...
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Involution and Industry Self-Discipline: Echoes from the Past | Trustee China Hand | CSIS
Scott Kennedy discusses the current conversation around "involution" in China and how it relates to earlier calls for "industry self-discipline" and attempts to establish price cartels.
https://www.csis.org/blogs/trustee-china-hand/involution-and-industry-self-discipline-echoes-past
18 days ago
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reposted by
Scott Kennedy
The pandemic obscured China's rise in EVs to those outside the country, stresses
@cnbc.com
Evelyn Cheng. In new
@csis.org
"China Field Notes" podcast, she discusses her 7 yrs reporting from China, tech progress, how consumers are adapting, social challenges & more.
www.csis.org/podcasts/chi...
25 days ago
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The pandemic obscured China's rise in EVs to those outside the country, stresses
@cnbc.com
Evelyn Cheng. In new
@csis.org
"China Field Notes" podcast, she discusses her 7 yrs reporting from China, tech progress, how consumers are adapting, social challenges & more.
www.csis.org/podcasts/chi...
25 days ago
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reposted by
Scott Kennedy
JUST OUT! "China's economy: How bad is it?" During today's
@csis.org
event, a panel of top experts highlighted the strengths & weaknesses of China's economy. Although mixed, their answers were far from muddled. Watch the program here:
www.csis.org/events/china...
26 days ago
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JUST OUT! "China's economy: How bad is it?" During today's
@csis.org
event, a panel of top experts highlighted the strengths & weaknesses of China's economy. Although mixed, their answers were far from muddled. Watch the program here:
www.csis.org/events/china...
26 days ago
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My latest take on US-China relations, in Time, explains why ties appear to have stabilized temporarily.
time.com/7309836/trum...
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Why the U.S. and China Are Playing Nice
There's peace and quiet as another extension of the trade truce was announced this week. But it may not last, writes Scott Kennedy.
https://time.com/7309836/trump-us-china-trade-truce/
about 2 months ago
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Spoke on
@pbs.org
with
@newshour.bsky.social
about unprecedented arrangement the Trump admin deal has w/ Nvidia & AMD for them to pay 15% of their sales to USG on their sales of their advanced chips to China. Bad for tech advancement & export control regime.
www.pbs.org/video/chips-...
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PBS News Hour | Trumpâs AI chip deal sparks legal questions | Season 2025
Trumpâs AI chip deal sparks legal questions and national security concerns
https://www.pbs.org/video/chips-deal-1755121493/
about 2 months ago
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reposted by
Scott Kennedy
Deb Seligsohn
4 months ago
The US-China S&T Agreement was just renewed and is worth protecting. A new piece by
@kennedychina.bsky.social
and I for
@chinaecon.csis.org
nam04.safelinks.protection.outlook.com?url=https%3A...
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The U.S.-China Science and Technology Cooperation Agreement Is Not Yet Obsolete
Deborah Seligsohn and Scott Kennedy explain why the recently renewed U.S.-China Science and Technology Cooperation Agreement can help to promote responsible science and technology cooperation between ...
https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.csis.org%2Fanalysis%2Fus-china-science-and-technology-cooperation-agreement-not-yet-obsolete&data=05%7C02%7Cdeborah.seligsohn%40villanova.edu%7Cd0fc8d474f4d4270379608dda7910aa2%7C765a8de5cf9444f09cafae5bf8cfa366%7C0%7C0%7C638850963567021849%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=f7pFXUy07cBngtneIL%2FS5bCIUNdcBTt7Cg7OIi%2BhvQs%3D&reserved=0
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My prediction about US-China relations just before the meeting in Geneva: âany progress should be seen as fleeting. The chances of renewed escalation and a drawn-out stalemate are quite high.â
foreignpolicy.com/2025/05/09/c...
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Donât Expect a Trade Deal in Geneva
China doesnât know what the U.S. wantsâand maybe the U.S. doesnât either.
https://foreignpolicy.com/2025/05/09/china-us-trade-tariffs-deal-geneva-trump-xi/
4 months ago
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My amazing colleague @mazzocco_ilaria persuasively argues that the US federal govt needs to quickly recommit to EVs in order for the US auto industry to remain globally relevant and competitiveness in ALL segments of the industry.
www.csis.org/analysis/wha...
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Whatâs Missing from the U.S. Debate on Electric Vehicles
Proposed policies by Congress and the administration aimed at slowing the EV industry would have negative implications for innovation in the United States and the development of local EV value chains.
https://www.csis.org/analysis/whats-missing-us-debate-electric-vehicles
4 months ago
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reposted by
Scott Kennedy
CSIS Economic Security and Technology Department
5 months ago
Director of
@chinaecon.csis.org
,
@kennedychina.bsky.social
, and
@philuck.bsky.social
join the Truth of the Matter podcast to discuss the 90-day pause in the trade war between the United States and China and what might come next.
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Emergency Podcast: U.S.-China Tariff Pause | The Truth of the Matter | CSIS Podcasts
Scott Kennedy, senior adviser and director of the CSIS Trustee Chair in Chinese Business and Economics, and Philip Luck, director of the CSIS Economics Program and Scholl Chair in InternationalâŠ
https://tinyurl.com/yk3texvf
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âThe US and China have to find a way to coexist or they will decouple and there will be huge consequences for the global economy and the world order. So one canât overestimate the importance of these negotiations.â
www.bloomberg.com/news/article...
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Trump Team Seeks Tariff Cuts, Rare Earths Relief in China Talks
The Trump administration is weighing a dramatic tariff reduction during weekend talks with China to de-escalate tensions and temper the economic pain both are already starting to feel.
https://www.bloomberg.com/news/articles/2025-05-09/team-trump-seeks-china-tariff-de-escalation-in-weekend-talks?utm_source=website&utm_medium=share&utm_campaign=copy
5 months ago
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My latest take on the US-China trade war as all eyes turns to Geneva: "Donât Expect a Trade Deal in Geneva - China doesnât know what the U.S. wantsâand maybe the U.S. doesnât either."
foreignpolicy.com/2025/05/09/c...
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Donât Expect a Trade Deal in Geneva
China doesnât know what the U.S. wantsâand maybe the U.S. doesnât either.
https://foreignpolicy.com/2025/05/09/china-us-trade-tariffs-deal-geneva-trump-xi/
5 months ago
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Congratulations, Brazil, and others, who are replacing US ag exports to China. You should send a thank-you card to the Trump administration.
www.nytimes.com/2025/04/20/b...
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How Trumpâs Tariffs Could Hurt US Farmers and Benefit Brazil
China has long relied on the U.S. for soybeans. But with new steep tariffs, it is likely to look even more to Brazil and Argentina.
https://www.nytimes.com/2025/04/20/business/tariffs-china-us-farmers.html?smid=nytcore-ios-share
6 months ago
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If accurate, this would be a plan to intentionally weaken Americaâs foreign policy capabilities and influence. Would be welcome by Beijing and other competitors.
www.nytimes.com/live/2025/04...
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Trump Administration Live Updates: Draft Executive Order Calls for Reorganization of State Department
https://www.nytimes.com/live/2025/04/20/us/trump-news?smid=nytcore-ios-share
6 months ago
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reposted by
Scott Kennedy
Ian Masters
6 months ago
We are joined with
@kennedychina.bsky.social
to examine the tariff war Trump has launched against China and why Being is betting they can beat Trump.
soundcloud.com/user-8304426...
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The Tariff War Trump Has Launched Against China That He Will Surely Lose
Background Briefing goes far beyond the headlines and deep under the radar to bring forward truths unheard elsewhere in American media. Background Briefing features international and national news, ex
https://soundcloud.com/user-830442635/bbriefing_2025_04_17c_scott-kennedy-1?si=ed3bf76ba05d47f3adf4a077d36692ae&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing
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reposted by
Scott Kennedy
ChinaPower
6 months ago
NEW: âThe Chinese [are] pushing back extremely aggressively...in an effort to impose costs on the U.S. so it does not go overboard, and that the U.S. also has incentives to negotiate,â explains
@kennedychina.bsky.social
on this
#ChinaPower
Podcast about the U.S.-China tariff war:
bit.ly/4jhiclj
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The U.S.-China Tariff War | ChinaPower Project
In this episode of the ChinaPower Podcast, Dr. Scott Kennedy joins us to discuss the recent escalation in tariffs between the U.S. and China. Dr. Kennedy starts with laying out the current situation,âŠ
https://bit.ly/4jhiclj
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www.csmonitor.com/World/Asia-P...
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Trump and Xi test rival styles of strongman leadership in tariff war
The U.S.-China trade war could be decided by leadersâ differing styles. Mr. Trump acts on impulse, Mr. Xi prefers the pursuit of strategic goals.
https://www.csmonitor.com/World/Asia-Pacific/2025/0415/trump-xi-china-tariffs-trade-war
6 months ago
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ICYMI: Why Beijing Thinks It Can Beat Trump
foreignpolicy.com/2025/04/10/t...
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Why Beijing Thinks It Can Beat Trump
Chinaâs elites have a new confidence in their own system.
https://foreignpolicy.com/2025/04/10/trump-china-tariffs-trade-war/
6 months ago
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reposted by
Scott Kennedy
Ian Masters
6 months ago
Now at
backgroundbriefing.org
| Bruce Fein - Trump Continues to Defy the Supreme Court With "The Dog Ate My Homework" Excuses |
@billscher.bsky.social
- FEC Ruling Opens the Next Frontier of Plutocracy |
@kennedychina.bsky.social
- The Tariff War Trump Will Surely Lose
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reposted by
Scott Kennedy
âThe escalation, brinksmanship, and volatility will likely be a monumental waste of time.â
foreignpolicy.com/2025/04/10/t...
loading . . .
Why Beijing Thinks It Can Beat Trump
Chinaâs elites have a new confidence in their own system.
https://foreignpolicy.com/2025/04/10/trump-china-tariffs-trade-war/
6 months ago
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2
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âThe escalation, brinksmanship, and volatility will likely be a monumental waste of time.â
foreignpolicy.com/2025/04/10/t...
loading . . .
Why Beijing Thinks It Can Beat Trump
Chinaâs elites have a new confidence in their own system.
https://foreignpolicy.com/2025/04/10/trump-china-tariffs-trade-war/
6 months ago
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2
1
reposted by
Scott Kennedy
NEW: Whether or not there is a US-China deal is important, but in my latest
@csis.org
piece, I argue that its significance has been re-shaped by the US's broader foreign policy stance. "The United States' Illiberal Turn Recasts a Potential Deal with China":
www.csis.org/analysis/uni...
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The United Statesâ Illiberal Turn Recasts a Potential Deal with China
Scott Kennedy analyzes how the Trump administrationâs embrace of an illiberal foreign policy affects U.S. interactions with China, including the likelihood and impact of a potential deal between the t...
https://www.csis.org/analysis/united-states-illiberal-turn-recasts-potential-deal-china
7 months ago
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NEW: Whether or not there is a US-China deal is important, but in my latest
@csis.org
piece, I argue that its significance has been re-shaped by the US's broader foreign policy stance. "The United States' Illiberal Turn Recasts a Potential Deal with China":
www.csis.org/analysis/uni...
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The United Statesâ Illiberal Turn Recasts a Potential Deal with China
Scott Kennedy analyzes how the Trump administrationâs embrace of an illiberal foreign policy affects U.S. interactions with China, including the likelihood and impact of a potential deal between the t...
https://www.csis.org/analysis/united-states-illiberal-turn-recasts-potential-deal-china
7 months ago
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reposted by
Scott Kennedy
CSIS Economic Security and Technology Department
7 months ago
Listen to the new episode âThe Terms of Trade: A Somber Prognosis from WTO Expert Tu Xinquan,â in the latest âChina Field Notes,â hosted by
@kennedychina.bsky.social
from the
@chinaecon.csis.org
, here:
tinyurl.com/5aaarw4r
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The Terms of Trade: A Somber Prognosis from WTO Expert Tu Xinquan | China Field Notes â with Scott Kennedy | CSIS Podcasts
Tu Xinquan of Chinaâs University of International Business & Economics (UIBE) discusses Chinaâs entry into the WTO, the growth of trade tensions, and reforms needed to global economic governance.
https://tinyurl.com/5aaarw4r
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Enjoyed co-writing this short piece with
@csis.org
colleague Ryan Featherston discussing the surprising similarities b/t President Trump's speech to Congress and Li Qiang's summary of the Govt Work Report to the NPC, both of which occurred at almost the exact same time.
www.csis.org/blogs/truste...
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One Moment, Two Speeches | Trustee China Hand | CSIS
Ryan Featherston and Scott Kennedy highlight surprising similarities and major differences between President Trump's recent address to Congress and the Government Work Report delivered by Premier Li Q...
https://www.csis.org/blogs/trustee-china-hand/one-moment-two-speeches
7 months ago
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reposted by
Scott Kennedy
Finbarr Bermingham
7 months ago
Could this be any easier for Beijing? âTwo sessionsâ 2025: China portrays itself as global order stalwart amid tumult
sc.mp/udpwn?utm_so...
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âTwo sessionsâ 2025: China portrays itself as global order stalwart amid tumult
As US imposes further tariffs and suspends Ukraine aid, NPC spokesman says China aims for âinclusive and equitable economic globalisationâ.
https://sc.mp/udpwn?utm_source=twitter&utm_campaign=3301032&utm_medium=share_widget
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JUST OUT out from @CSIS, my "China Field Notes" podcast interview with Kent Kedl, one of the savviest - and funniest! - China hands on the planet.
www.csis.org/podcasts/chi...
7 months ago
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reposted by
Scott Kennedy
CSIS | Center for Strategic & International Studies
7 months ago
On Monday at 9 am ET, CSIS hosts a press briefing to preview China's annual legislative gathering known as the âTwo Sessions,â featuring
@chinapower.csis.org
and
@chinaecon.csis.org
experts. Credentialed press, RSVP:
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CSIS Press Briefing: Previewing Chinaâs Annual âTwo Sessionsâ | CSIS Events
The Center for Strategic and International Studies (CSIS) will host a call-in press briefing to preview Chinaâs annual legislative gathering known as the âTwo Sessions."
https://www.csis.org/events/csis-press-briefing-previewing-chinas-annual-two-sessions
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