“Chinese overseas FDI is nearing $100 billion per year. The Marshall Plan was $200b—and locked Europe into US tech and standards. When we see sums of this size, we can ask whether it will have a similar effect on the globe.” NEW: @70sbachchan.bsky.social & @mathiaslarsen.bsky.social on the BRI 2.0

I’m excited to have started a job at the LSE as a Senior Policy Fellow, leading the China work at the Grantham Research Institute on Climate Change & the Environment @granthamlse.bsky.social

New op-ed published in @carnegieendowment.org's China blog, edited by @michaelpettis.bsky.social: “How China’s Growth Model Determines Its Climate Performance: Rather than climate ambitions, compatibility with investment and exports is why China supports both green and high-emission technologies.”

New op-ed out in the @carnegieendowment.org's China-blog edited by @michaelpettis.bsky.social: “How China’s Growth Model Determines Its Climate Performance" carnegieendowment.org/posts/2025/0...

New policy report just published with groundbreaking data showing that China's new global role in the green transition is investing in manufacturing, not financing infrastructure: "China’s Green Leap Outward" www.netzeropolicylab.com/china-green-...

New article with @james7jackson.bsky.social out in Competition & Change: The green versus environmental state: Reviewing two decades of conceptualizing state-led approaches journals.sagepub.com/doi/10.1177/...

New op-ed out in The Diplomat @thediplomat.com: 'China’s Political System Makes Consumption-led Growth Impossible: Beijing’s prioritization of political security necessitates a reliance on investment and exports – not consumption – to power the economy.' thediplomat.com/2025/08/chin...

New article out in World Development: 'Green industrial policy under financial constraints: Insights from India’s state-led decarbonization' www.sciencedirect.com/science/arti...

NEW ARTICLE out in Review of International Political Economy @ripejournal.bsky.social: The archetype of a ‘big green state’? What China tells us about green macrofinancial regimes doi.org/10.1080/0969...

In my latest op-ed just out in Environmental Finance, Calvin Quek and I asses what policy tools are most central in how China finances green industries. Taxonomies, disclosure, and green bonds get most attention but these are not that impactful. www.environmental-finance.com/content/anal...

New article out in Socio-Economic Review @sasemeeting.bsky.social: 'The pullback of Chinese overseas financing and its implications for a post-neoliberal global financial order.' doi.org/10.1093/ser/...

‪New article out in New Political Economy! My co-author, @james7jackson.bsky.social, and I propose the concept of 'green financial planning' to capture how the Paris Agreement presents a state-capital relationship around planning. www.tandfonline.com/doi/full/10....

Really nice discussion of how US monetary policy affects decarbonization in emerging economies, from @danieldrisc.com www.cambridge.org/core/journal...

I'll be in Beijing all of May and June as a visiting scholar at Peking University's Carbon Neutrality Institute. Let me know if you're in town or if you know someone I should meet.

NEW ARTICLE out in Capital & Class revisiting the debate on whether China is capitalist or socialist: ‘Reconsidering the ‘China model’ through structure and agency: The hybrid realities of Chinese capitalism and ‘socialism with Chinese characteristics’ journals.sagepub.com/doi/10.1177/...

We have another phenomenal panel on green finance tomorrow morning at #ISA2025! We're bringing the energy with papers on solar investment, state-owned investment banks, the Bridgetown Initiative, sovereign green bonds, and more! 8:15 am in the Mobley Room!