China Economic Spotlight

Cutting edge analysis on the economic tensions between the world’s two largest economies.

From investment screening to tariffs, from export controls to sanctions—these are the tools that are defining the future of the US-China economic relationship. The US and China are reshaping their rules of engagement, and the GeoEconomics Center is positioned to provide data-driven analysis on the implications of institutionalizing friction between the world’s largest economies.

The Taiwan Trilogy

China Pathfinder

China Pathfinder

China is a global economic powerhouse, but its system remains opaque. Policymakers and financial experts disagree on basic facts about what is happening inside the country. To create a shared language for understanding the Chinese economy, the China Pathfinder project scores China and other open market economies across six key areas and presents an objective picture of China relative to the world.

G7-China Economic Statecraft

Econographics on China

Econographics

Aug 28, 2026

The G20 needs more carrots to rebalance away from China

By Barbara C. Matthews

Tariffs alone won’t fix global imbalances. The G20 should use economic “carrots” to de-risk from China without destabilizing it.

China Economy & Business

Dispatches

Aug 28, 2026

Why China’s export-maximizing strategy is working—for now

By Martin Mühleisen

China’s economy faces real constraints, but Beijing’s repressive political system might manage them for far longer than expected.

China Economy & Business

Dispatches

Jul 27, 2026

What the latest US sanctions bill means for Russia—and for China, India, and Iran

By Maia Nikoladze

If it passes, the bill would affect several major countries that currently trade with Russia, and those effects should be factored into US planning.

China Financial Sanctions and Economic Coercion

Econographics

Jul 27, 2026

Why banning open-source AI is a bad idea

By JP Schnapper-Casteras

The best response to capable Chinese open models is not to make US developers less capable. It is to build better, safer, more competitive US models—open and closed.

Artificial Intelligence China

Econographics

Jul 20, 2026

Germany is finally waking up to the China challenge. And Beijing is gearing up to respond

By Jessie Yin

As Berlin confronts the effects of the China Shock 2.0, the EU will need to proceed strategically. After all, Beijing has expanded its economic statecraft toolkit to counter the EU's anti-dumping and anti-subsidy duties.

China Economy & Business

At the intersection of economics, finance, and foreign policy, the GeoEconomics Center is a translation hub with the goal of helping shape a better global economic future.