China

Overview

China’s state-led approach to trade, technology, infrastructure, and security presents a systemic challenge to open development models. From AI governance to global lending practices, Beijing is reshaping the rules of economic engagement. The Institute studies how open societies can advance transparency, innovation, and equitable cooperation to counter coercive approaches.

Strategic Question 

Can open economies maintain competitiveness and uphold inclusive development while navigating deep interdependence with a state power reshaping global norms?

Featured

America’s Private-Capital Advantage – How to Outcompete Chinese State Capitalism

America’s Private-Capital Advantage – How to Outcompete Chinese State Capitalism

Learn More

Outrunning the Dragon Means Running Together

Outrunning the Dragon Means Running Together

Author’s Note This essay opens my new series, Toward a Trusted Tech Alliance, exploring how democracies can move from fragmentation to common cause in the digital era. At its core is what I call a Digital Steel Accord — in other words, a foundational agreement on data and AI standards, narrow enough to be practical […]

Learn More

China Trade Deal – Timeout, not a Treaty

China Trade Deal – Timeout, not a Treaty

Learn More

How China is Handling the Trade War

How China is Handling the Trade War

Learn More

Countering China’s Manufacturing Dominance

Countering China’s Manufacturing Dominance

Learn More

Tariffs on China, Canada and Mexico

Tariffs on China, Canada and Mexico

Learn More

Upcoming Events

View Event

The World’s Worst Bet: How the Globalization Gamble Went Wrong—And What Would Make It Right.

Content

The Temple of Heaven in Beijing, China, viewed through open red doors with golden studs, under a bright blue sky with scattered clouds.

Blog, China, Geopolitics, Mind The Gap, Strategic Competition

From Vision to Execution Learn More

by Mark Kennedy

December 22, 2025

Aerial view of Mexico City’s skyline featuring the Torre Latinoamericana, the Palacio de Bellas Artes, and various modern and historic buildings under a clear blue sky with mountains in the distance.

Americas, Development, Innovation, Policy Brief

Technology Entrepreneurship in Emerging Markets: Latin America’s Innovation Momentum Learn More

December 16, 2025

A woman stands with a laptop in a large server room, surrounded by rows of servers and blue digital light trails representing data transfer throughout the facility.

Americas, Artificial Intelligence, Capital That Connects, Development, Diplomacy, Europe, Finance, Geoeconomics, Indo-Pacific, Infrastructure, Innovation Imperative, Middle East & Africa, Technology, Telecom, Testimony

America AI Exports Program Comments Learn More

by Mark Kennedy

December 13, 2025

A large black cable with green stripes lies on the ocean floor, surrounded by underwater plants and illuminated by blue-tinted sunlight filtering through the water.

Americas, Artificial Intelligence, Blog, Digital, Finance, Geopolitics, Indo-Pacific, Infrastructure, Middle East & Africa, Stacks of Trust, Technology, Telecom

Securing the World’s Digital Arteries Learn More

by Mark Kennedy

December 11, 2025

Two chess kings stand on a chessboard. One is decorated with the American flag, the other with the Chinese flag, symbolizing the rivalry or competition between the United States and China.

Artificial Intelligence, China, Digital, Finance, Geopolitics, Industrial Policy, Infrastructure, Innovation, Innovation Imperative, Podcast, Stacks of Trust, Strategic Competition, Supply Chains, Technology, Telecom

Goldman Sachs Podcast: Mark Kennedy Explores the Future of US–China Technology Competition Learn More

by Mark Kennedy

December 10, 2025

A B-2 Spirit stealth bomber, labeled Spirit of Oklahoma, parked on an airbase tarmac under a clear blue sky, with its landing gear exposed and wheel chocks in place.

Defense, Speech, Strategic Competition, Supply Chains

From Reading Men to Predictive Machines: AI, Tripolar Nuclear Rivalry, and the Future of Deterrence Learn More

by Mark Kennedy

December 10, 2025

Black and white stones are arranged on a wooden Go board with a grid pattern. The stones are grouped in a way that suggests part of a Go game is in progress.

Alliances, Alliances at the Crossroads, Americas, Blog, China, Europe, Geopolitics, Indo-Pacific, Strategic Competition, Ukraine & Russia

To Win in Wéiqí, You Must See the Whole Board Learn More

by Mark Kennedy

December 6, 2025

A close-up of a hand holding a microchip, with digital graphics in the background. The flags of China and the United States are displayed in the foreground, symbolizing technology competition.

Artificial Intelligence, China, Digital, External Link, Finance, Geopolitics, Industrial Policy, Infrastructure, Innovation, Innovation Imperative, Stacks of Trust, Strategic Competition, Supply Chains, Technology, Telecom

Mark Kennedy on the US–China Tech Race in Goldman Sachs Research’s Top of Mind Learn More

by Mark Kennedy

December 4, 2025

A glowing cityscape at night with blue light trails and arcs connecting various points, symbolizing digital connectivity or data transfer across an urban network.

Artificial Intelligence, Blog, Digital, Finance, Infrastructure, Technology, Telecom, Trade, Trusted Tech Alliance

Building an AI Stack the World Wants to Choose Learn More

by Mark Kennedy

December 2, 2025

<< < > >>