A Chinese military attack against Taiwan represents the ultimate geopolitical contingency for global business. My latest for @thewirechina explores how executives are preparing & whether Taiwan can transform its silicon shield into AI armor. @diisdkthewirechina.com/2024/09/29/rea… Business is booming between the U.S. & Taiwan. Thanks to growth in AI chips and servers, Taiwan's exports to the U.S. in the first quarter of this year even surpassed what was sold to China - long Taiwan's largest trading partner.

Chancellor Scholz is back home from China. Many see his visit motivated by Germany’s economic reliance on China. But Germany is not dependent on China. It is rather a select group of German multinationals that push this narrative. My take @ForeignPolicy foreignpolicy.com/2022/11/04/ger…🧵 Let's start with trade. China tops the rankings in representing 9.5% of Germany's total exports & imports in goods. But diversity, not dependency, characterizes Germany’s trade relationship with the world. US, France, Poland, & other EU neighbours are at 5-8%.

Today is the day. ‘How China Loses’ is out in the US! It was a long haul with journeys to China, South Sudan, Argentina, Japan, & around Western Europe. A thread with some memorable quotes from scholars, diplomats, managers, & activists I met on the way. amazon.com/How-China-Lose… ‘How can China call it non-interference when people are being killed?’ Henry Odwar, a South Sudanese MP, on China’s checkered legacy in the Sudans, where Beijing's military & financial support to Sudan fuelled the killing & displacement of South Sudanese civilians #SinoAfrica