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June 12, 2019

China
Did Huawei’s Chip Stockpiling Bring China’s 2018 Trade Surplus Down?

China's 2018 trade surplus fell by a bit more than I would have expected, and it wasn't all because of higher commodity imports. Imports of manufactures were strong relative to export growth. Could t…

Did Huawei’s Chip Stockpiling Bring China’s 2018 Trade Surplus Down?

November 30, 2005

United States
Chips and cars …

According to some, the future belongs to American platform companies. Manufacturing is a commodity, the real money comes from design, engineering and marketing.   The US - by implication - should not…

November 8, 2019

Cybersecurity
Cyber Week in Review: November 8, 2019

Twitter suspends terrorist group accounts, backtracking from former exceptions; Russia strives for sovereign internet with uncertain future; The United States and Taiwan hold first joint cyberwar exe…

People watch a live broadcast of India's second lunar mission, Chandrayaan-2, inside an electronics showroom in Kolkata, India, July 22, 2019.

November 7, 2019

Taiwan
How China Is Interfering in Taiwan’s Election

Beijing is spreading disinformation to influence Taiwan’s election in January, but that doesn’t necessarily mean President Tsai Ing-wen will get voted out.

October 25, 2019

Cybersecurity
Cyber Week in Review: October 25, 2019

Islamic State appeals to young users with propaganda on TikTok; Google claims "quantum supremacy" with new processing chip; Russian cyber-espionage group masquerades as Iranian hackers; Facebook and …

A handout picture from October 2019 shows a component of Google's Quantum Computer in the Santa Barbara lab, California, U.S. Picture taken in October 2019.

October 29, 2019

Oil and Petroleum Products
How Iran Can Hold the World Oil Market Hostage

Iran poses an acute threat to oil infrastructure across the Middle East, potentially allowing it to extort concessions from world powers.    

Workers at the damaged site of a Saudi Aramco oil facility.

October 18, 2019

Cybersecurity
Cyber Week in Review: October 18, 2019

Huawei redeploys U.S.-linked executives and looks to other markets; U.S. cyberattacks against Iran unveiled; Russian APT involved in 2016 DNC hack still active; United States evaluates election secur…

U.S. President Donald Trump and Russia's President Vladimir Putin shake hands during a joint news conference after their meeting in Helsinki, Finland, July 16, 2018.

October 17, 2019

Taiwan
What Might Be in Treasury's October 2019 Foreign Exchange Report?

The Fall 2019 Treasury Foreign Exchange Report should send a strong warning to Thailand, Taiwan, and Singapore that their current pattern of intervention in the market would put them at risk of futur…

What Might Be in Treasury's October 2019 Foreign Exchange Report?

October 4, 2019

Taiwan
Shadow FX Intervention in Taiwan: Solving a 100+ billion dollar enigma (Part 2)

Large-scale purchases of foreign bonds have become the central flow sustaining Taiwan’s massive current account surplus and keeping the Taiwan dollar weak. The size of this flow raises the question o…

Shadow FX Intervention in Taiwan: Solving a 100+ billion dollar enigma (Part 2)

September 27, 2019

Cybersecurity
Cyber Week in Review: September 27, 2019

ECJ rules GDPR "right to be forgotten" does not extend beyond EU; Chinese companies innovate without U.S. components; debate over cyber norms plays out at UN General Assembly; leaked documents implic…

Alibaba's Chief Technology Officer (CTO) Jeff Zhang holds a new self-developed AI chip Hanguang 800 at the Alibaba Cloud Computing Conference in Yunqi of Hangzhou, Zhejiang province, China September 25, 2019.