Pekingology

China is generating groundbreaking advances in electric vehicles, battery technology, applied artificial intelligence, and industrial robotics. Yet Chinese households are facing stagnant wages, consumption is weak, and public confidence in the economy appears to be declining. In this episode of Pekingology, CSIS Senior Fellow Henrietta Levin is joined by Alicia García-Herrero, a leading expert on Chinese economics, to unpack China's "dual economy." They discuss why President Xi has prioritized global technological leadership over economic opportunity at home, why many of China's most successful companies struggle to turn a profit, and whether rapid AI adoption will boost growth or imperil social stability.

To learn more, read Alicia García-Herrero's recent article in China Leadership Monitor, "China's Dual Economy: When Strategic Ambition Hollows Out the Foundation."

China is rapidly emerging as a global leader in robotics and embodied artificial intelligence, leveraging its manufacturing scale and deep supply chains to shape the future of automation. In this episode of Pekingology, CSIS Senior Fellow Henrietta Levin is joined by Wendy Chang, Senior Analyst at MERICS, to unpack the significant advances – and limitations – of China’s robotics sector and its embodied AI ecosystem. They discuss the politics that have driven huge amounts of capital towards innovative Chinese robotics companies, why China’s humanoid robots may not be quite as impressive as they initially appear, and the global implications of China's robotics ambitions.

To learn more about China's embodied AI strategy, you can read the new MERICS report from Wendy Chang, Rebecca Arcesati, and Altynay Junusova: Embodied AI: China's Ambitious Path to Transform Its Robotics Industry.

Ten years after an international tribunal found the vast majority of China’s claims in the South China Sea to be unlawful, the risk of conflict in this vital global throughway remains stubbornly high. This week on Pekingology, CSIS Senior Fellow Henrietta Levin is joined by Greg Poling, Director and Senior Fellow of the CSIS Asia Maritime Transparency Initiative and Southeast Asia Program, for a wide-ranging discussion on China’s strategy, successes, and failures in the South China Sea. They examine the evolving nature of China’s maritime claims, why Beijing cares so much about small rocks in the middle of the ocean, and why the South China Sea has become a major flashpoint in U.S.-China relations.

To learn more about the South China Sea, you can read Greg’s book On Dangerous Ground: America’s Century in the South China Sea. https://global.oup.com/academic/product/on-dangerous-ground-9780197633984

As a global power, China faces a growing tension between its ambitions to reshape the international order and its disinterest in bearing the costs of upholding that new system. In this episode of Pekingology, CSIS Senior Fellow Henrietta Levin is joined by Sam Chetwin George, Senior Fellow at the Asia Society’s Center on U.S.–China Relations and Research Fellow at China Heritage, to explore Beijing’s evolving perspectives on the post-World War II order and what comes next. They discuss China’s vision for global governance, the ideological foundations of its international strategy, how its domestic economic challenges may shape its international priorities, and how it approaches the conflicts in Ukraine, Iran, and Myanmar.

 

To learn more about Sam’s perspectives on Chinese foreign policy, you can read his new Foreign Affairs article, China Was Ready for the Age of Anarchy: Why Turbulence Will Make Beijing More Assertive. https://www.foreignaffairs.com/china/china-was-ready-age-anarchy

China and Russia have transformed a historically fraught relationship into one of the most consequential strategic partnerships in the world. This week on Pekingology, CSIS Senior Fellow Henrietta Levin is joined by Alexander Gabuev, a leading expert on China-Russia ties and director of the Carnegie Russia Eurasia Center. They examine how Xi Jinping and Vladimir Putin have deepened their bilateral and personal ties, what China gains from supporting Russia's war in Ukraine, and where the limits of their “no-limits” partnership may lie. The conversation explores energy, sanctions, leverage, people-to-people ties, and the role of the Xi-Putin relationship in shaping the future of international order.