Scott Kennedy
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kennedychina.bsky.social
Scott Kennedy
@kennedychina.bsky.social
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Senior Adviser & Trustee Chair, Center for Strategic & International Studies | CSIS
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Scott Kennedy @kennedychina.bsky.social · Apr 11
“The escalation, brinksmanship, and volatility will likely be a monumental waste of time.”

foreignpolicy.com/2025/04/10/t...
Why Beijing Thinks It Can Beat Trump
China’s elites have a new confidence in their own system.
foreignpolicy.com
kennedychina.bsky.social
How did Han Shen Lin go from serving in the US Marine Corps to working in banking in China? Listen to the latest
@csis.org "China Field Notes" podcast for this fantastic discussion about his life's journey, China's financial sector, and US-China relations. www.csis.org/podcasts/chi...
October 23, 2025 at 11:07 AM
Reposted by Scott Kennedy
ncuscr.bsky.social
"Techno-wizardry on one side and struggling villages on the other conveys valuable yet only partially accurate pictures of a complex country."

#PIPFellow @kennedychina.bsky.social and Scott Rozelle discuss China's tech rise for @foreignpolicy.com:

https://bit.ly/47kgElN
China’s Tech Obsession Is Weighing Down Its Economy
A decade of cutting-edge investment hasn’t translated into growth.
bit.ly
October 21, 2025 at 6:52 PM
kennedychina.bsky.social
Saw this blow-up coming (from my August essay):

“At some point Beijing may run out of luck, and either not concede enough in negotiations or push too hard to make a TACO, and instead generate a Trumpian tirade or policy overreaction.”

time.com/7309836/trum...
Why the U.S. and China Are Playing Nice
There's peace and quiet as another extension of the trade truce was announced this week. But it may not last, writes Scott Kennedy.
time.com
October 12, 2025 at 1:25 PM
kennedychina.bsky.social
Thank you, @beijingpalmer.bsky.social for featuring our work!
beijingpalmer.bsky.social BeijingPalmer @beijingpalmer.bsky.social · Oct 10
it's a good day to read about how the two stories of the Chinese economy - a booming tech sector and stagnant growth - are really the same story.

foreignpolicy.com/2025/10/10/c...
China’s Tech Obsession Is Weighing Down Its Economy
A decade of cutting-edge investment hasn’t translated into growth.
foreignpolicy.com
October 11, 2025 at 12:01 AM
kennedychina.bsky.social
In this NEW @csis.org "China Field Notes" podcast, @middleburycollege.bsky.social Jessica Teets defends the continuing unique value of field research in China & explains the unintended consequences of Xi Jinping's governance reforms.
www.csis.org/podcasts/chi...
October 8, 2025 at 6:16 PM
kennedychina.bsky.social
Will Trump & Xi make a deal? Read the latest from several @csis.org China experts.
www.csis.org/analysis/exp...
October 7, 2025 at 2:16 PM
Reposted by Scott Kennedy
csis.org
On the latest episode of China Field Notes, @ilariamazzocco.bsky.social interviews @chinaecon.csis.org Chair and usual host, @kennedychina.bsky.social about his latest trip to China and insights on the tech sector and slowing economy.

Tune in: www.csis.org/podcasts/chi...
Innovation and Involution: A Conversation with CSIS’s Scott Kennedy  | China Field Notes – with Scott Kennedy | CSIS Podcasts
Ilaria Mazzocco interviews the program’s usual host, CSIS Trustee Chair Scott Kennedy, about his latest trip to China.
www.csis.org
September 26, 2025 at 10:00 PM
Reposted by Scott Kennedy
kennedychina.bsky.social
Cars with drones, jumping cars, swimming cars! In latest
@csis.org "China Field Notes" podcast, I share insights from my recent China trip, including to BYD, with @ilariamazzocco.bsky.social sitting in the interviewer's seat this time.

www.csis.org/podcasts/chi...
September 25, 2025 at 5:22 PM
kennedychina.bsky.social
Cars with drones, jumping cars, swimming cars! In latest
@csis.org "China Field Notes" podcast, I share insights from my recent China trip, including to BYD, with @ilariamazzocco.bsky.social sitting in the interviewer's seat this time.

www.csis.org/podcasts/chi...
September 25, 2025 at 5:22 PM
Reposted by Scott Kennedy
michaelpettis.bsky.social
Yicai: "The area of unsold properties across China declined for the sixth consecutive month in August. Unsold properties fell by 3.2 million square meters to 761.7 million sqm as of Aug. 31. Residential properties fell by 3.1 million sqm to 402.3 million sqm."
www.yicaiglobal.com/news/area-of...
China’s Unsold Property Area Shrinks for Sixth Straight Month in August
www.yicaiglobal.com
September 17, 2025 at 7:55 AM
Reposted by Scott Kennedy
kennedychina.bsky.social
Widespread calls in China for industries to practice "self-discipline" and not engage in price wars is nothing new; nor is the failure of such efforts. Read about China's ambivalence with markets in my latest blogpost.

www.csis.org/blogs/truste...
Involution and Industry Self-Discipline: Echoes from the Past | Trustee China Hand | CSIS
Scott Kennedy discusses the current conversation around "involution" in China and how it relates to earlier calls for "industry self-discipline" and attempts to establish price cartels.
www.csis.org
September 17, 2025 at 4:03 PM
kennedychina.bsky.social
Widespread calls in China for industries to practice "self-discipline" and not engage in price wars is nothing new; nor is the failure of such efforts. Read about China's ambivalence with markets in my latest blogpost.

www.csis.org/blogs/truste...
Involution and Industry Self-Discipline: Echoes from the Past | Trustee China Hand | CSIS
Scott Kennedy discusses the current conversation around "involution" in China and how it relates to earlier calls for "industry self-discipline" and attempts to establish price cartels.
www.csis.org
September 17, 2025 at 4:03 PM
Reposted by Scott Kennedy
kennedychina.bsky.social
The pandemic obscured China's rise in EVs to those outside the country, stresses @cnbc.com Evelyn Cheng. In new @csis.org "China Field Notes" podcast, she discusses her 7 yrs reporting from China, tech progress, how consumers are adapting, social challenges & more.
www.csis.org/podcasts/chi...
September 10, 2025 at 2:38 PM
kennedychina.bsky.social
The pandemic obscured China's rise in EVs to those outside the country, stresses @cnbc.com Evelyn Cheng. In new @csis.org "China Field Notes" podcast, she discusses her 7 yrs reporting from China, tech progress, how consumers are adapting, social challenges & more.
www.csis.org/podcasts/chi...
September 10, 2025 at 2:38 PM
Reposted by Scott Kennedy
kennedychina.bsky.social
JUST OUT! "China's economy: How bad is it?" During today's
@csis.org event, a panel of top experts highlighted the strengths & weaknesses of China's economy. Although mixed, their answers were far from muddled. Watch the program here:
www.csis.org/events/china...
September 9, 2025 at 6:12 PM
kennedychina.bsky.social
JUST OUT! "China's economy: How bad is it?" During today's
@csis.org event, a panel of top experts highlighted the strengths & weaknesses of China's economy. Although mixed, their answers were far from muddled. Watch the program here:
www.csis.org/events/china...
September 9, 2025 at 6:12 PM
kennedychina.bsky.social
My latest take on US-China relations, in Time, explains why ties appear to have stabilized temporarily.

time.com/7309836/trum...
Why the U.S. and China Are Playing Nice
There's peace and quiet as another extension of the trade truce was announced this week. But it may not last, writes Scott Kennedy.
time.com
August 16, 2025 at 11:56 AM
kennedychina.bsky.social
Spoke on @pbs.org with @newshour.bsky.social about unprecedented arrangement the Trump admin deal has w/ Nvidia & AMD for them to pay 15% of their sales to USG on their sales of their advanced chips to China. Bad for tech advancement & export control regime.
www.pbs.org/video/chips-...
PBS News Hour | Trump’s AI chip deal sparks legal questions | Season 2025
Trump’s AI chip deal sparks legal questions and national security concerns
www.pbs.org
August 14, 2025 at 1:26 PM
Reposted by Scott Kennedy
debseligsohn.bsky.social
The US-China S&T Agreement was just renewed and is worth protecting. A new piece by @kennedychina.bsky.social and I for @chinaecon.csis.org
nam04.safelinks.protection.outlook.com?url=https%3A...
The U.S.-China Science and Technology Cooperation Agreement Is Not Yet Obsolete
Deborah Seligsohn and Scott Kennedy explain why the recently renewed U.S.-China Science and Technology Cooperation Agreement can help to promote responsible science and technology cooperation between ...
nam04.safelinks.protection.outlook.com
June 9, 2025 at 8:35 PM
kennedychina.bsky.social
My prediction about US-China relations just before the meeting in Geneva:

“any progress should be seen as fleeting. The chances of renewed escalation and a drawn-out stalemate are quite high.”

foreignpolicy.com/2025/05/09/c...
Don’t Expect a Trade Deal in Geneva
China doesn’t know what the U.S. wants—and maybe the U.S. doesn’t either.
foreignpolicy.com
June 3, 2025 at 11:59 PM
kennedychina.bsky.social
My amazing colleague @mazzocco_ilaria persuasively argues that the US federal govt needs to quickly recommit to EVs in order for the US auto industry to remain globally relevant and competitiveness in ALL segments of the industry.

www.csis.org/analysis/wha...
What’s Missing from the U.S. Debate on Electric Vehicles
Proposed policies by Congress and the administration aimed at slowing the EV industry would have negative implications for innovation in the United States and the development of local EV value chains.
www.csis.org
May 29, 2025 at 9:06 PM
Reposted by Scott Kennedy
est.csis.org
Director of @chinaecon.csis.org , @kennedychina.bsky.social , and @philuck.bsky.social join the Truth of the Matter podcast to discuss the 90-day pause in the trade war between the United States and China and what might come next.
Emergency Podcast: U.S.-China Tariff Pause | The Truth of the Matter | CSIS Podcasts
Scott Kennedy, senior adviser and director of the CSIS Trustee Chair in Chinese Business and Economics, and Philip Luck, director of the CSIS Economics Program and Scholl Chair in International…
tinyurl.com
May 15, 2025 at 1:03 PM
kennedychina.bsky.social
“The US and China have to find a way to coexist or they will decouple and there will be huge consequences for the global economy and the world order. So one can’t overestimate the importance of these negotiations.”

www.bloomberg.com/news/article...
Trump Team Seeks Tariff Cuts, Rare Earths Relief in China Talks
The Trump administration is weighing a dramatic tariff reduction during weekend talks with China to de-escalate tensions and temper the economic pain both are already starting to feel.
www.bloomberg.com
May 10, 2025 at 2:07 AM
kennedychina.bsky.social
My latest take on the US-China trade war as all eyes turns to Geneva: "Don’t Expect a Trade Deal in Geneva - China doesn’t know what the U.S. wants—and maybe the U.S. doesn’t either."

foreignpolicy.com/2025/05/09/c...
Don’t Expect a Trade Deal in Geneva
China doesn’t know what the U.S. wants—and maybe the U.S. doesn’t either.
foreignpolicy.com
May 9, 2025 at 4:15 PM
kennedychina.bsky.social
Congratulations, Brazil, and others, who are replacing US ag exports to China. You should send a thank-you card to the Trump administration.

www.nytimes.com/2025/04/20/b...
How Trump’s Tariffs Could Hurt US Farmers and Benefit Brazil
China has long relied on the U.S. for soybeans. But with new steep tariffs, it is likely to look even more to Brazil and Argentina.
www.nytimes.com
April 20, 2025 at 1:42 PM