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CHINA
A VERY COMPETITIVE PART OF THE ECONOMY

CNA Insider: New Economic World Order? Industrial Policies & De-Risking From China | When Titans Clash 3 - Part 2


Original article: https://www.youtube.com/watch?v=SJsL3db8NBI
Peter Burgess COMMENTARY

Peter Burgess
New Economic World Order? Industrial Policies & De-Risking From China | When Titans Clash 3 - Part 2

CNA Insider

Jan 19, 2024

1.62M subscribers ... 138,485 views ... 1.4K likes

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#CNAInsider #Indonesia #USA

USA, India, Europe, China - all of them are pursuing industrial policies in earnest, as de-risking with China deepens. What are the consequences of a new subsidy arms race, and how will it shape a new economic world order?

In the United States, we examine how a slew of recent policies have lifted the domestic economy but complicates developments elsewhere. In China, we look at how government action has created some of the world’s largest battery and green tech companies. In India, we analyze if it could replace China as a manufacturing powerhouse. In Indonesia, we see how Chinese, South Korean, and Western companies work together to process nickel and build electric vehicles- demonstrating that in a world divided by geopolitics, there is still much need for collaboration.

WATCH MORE When Titans Clash

Part 1: • China vs The West: Does Trade War Spe...
  • 00:00 The end of globalisation?
  • 01:41 TSMC's new semiconductor factory in the US
  • 05:26 Protectionism and new US industrial policy
  • 09:33 International semiconductor subsidy arms race
  • 10:56 China's rapidly growing green tech sector
  • 15:34 China scales up 'assembly line model' to its cities
  • 17:05 China's de-risking actions?
  • 21:52 De-risking's detrimental effects on Southeast Asia
  • 23:40 International companies move manufacturing to India
  • 26:18 China vs India: How do they compare?
  • 33:03 Global powers woo India
  • 35:40 Nickel mining in Indonesia
  • 41:23 Indonesia's electric vehicle ambitions
About the show: As de-risking deepens, China’s economy loses billions in investments. Is this the end of made-in-China, and the rise of new manufacturing powerhouses like India and Mexico? What is the new form of globalization that is emerging?

#CNAInsider #WhenTitansClashCNA #USA #China #India #Indonesia #Economy #EVs #Battery

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Transcript

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