Abhinav Singh
@abhinavsingh
Abhinav Singh
Once-stellar growth inside China has, for many foreign firms, slowed to a crawl as competition with local rivals intensifies. In addition, Germany’s previously small trade deficit with China has ballooned (see chart 2). Last year it reached €66bn ($76bn), or around 1.5% of GDP, driven by a collapse in German exports to China and a rush of imports, notably of cars, chemicals and machinery—hitherto German specialities.
China’s civilian ships are the product of its vast commercial shipbuilding industry, which serves customers all over the world. In less than three decades, China’s shipyards have built the world’s biggest navy and now account for about 53% of global shipbuilding. By comparison, the U.S. accounts for 0.1%.This massive commercial fleet would be... See more
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The UK imported $22.3 billion worth of apparel and made-ups in 2023, while India supplied only $1.59 billion. Before the CETA, India faced MFN tariffs averaging 9-12 per cent (HSN61-63). With the CETA, Indian exporters are on par with Bangladesh and Vietnam (zero tariff), and enjoy a tariff edge over China. This effectively removes a long-standing... See more
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This is about national power, not standard of living (the US obviously still has a much higher GDP per capita!).
In the event of potential Great Power conflict, some parts of the economy matter much more than others... https://t.co/1lmVIrc5Zp
From Noahpinion: In the event of potential Great Power conflict, some parts of the economy matter much more than others...
Trade and
Europe, and Germany’s rising trade deficit with China since 2020
For too long, Washington did too little to add new power to its grid. From 2005 to 2020, the United States added close to zero net new power. After U.S. President Joe Biden took office, in 2021, and passed a law subsidizing the construction of clean energy infrastructure, the country added more than 100 gigawatts in new capacity.
The AI Grand Bargain
Neither Cisco Systems , which dumped its manufacturing, nor the upstart startup, Cerent , which used contract manufacturing from its beginning, were vertically integrated. These two companies became and started out, respectively, as new corporations of the coming 21st century of globalization. Barry Lynn, in End of the Line , does a masterful job... See more
End of the Line: The Rise and Coming Fall of the Global…
Book review of ‘End of the Line’ by Barry C. Lin
# Chinese regulations and competition are panicking European manufacturers
The Economist
11/20/2025
Briefing | From customer to killer
Recent curbs on computer chips and rare earths are feeding broader fears about deindustrialisation
Nov 20th 2025
Bert Sutter, the boss of a medical-devices firm and head of an association of German manufacturers, has a
... See more