Trade, tech and geopolitics: what you need to understand about China today
World Economic Forum
170,847 views
China is a partner and rival to many countries around the world. But what should we know about this country that is central to the global economy and is playing an ever greater role in geopolitics?
On this joint episode of Radio Davos and Asian Insider, a podcast from the Singapore-based Straits Times, we speak to Qian Liu, whose company Wusawa helps advise companies understand China.
Co-hosted by Ravi Velloor of Asian Insider: https://www.straitstimes.com/tags/asi...
Produced and edited by: Editing - Seamus Hart, Louie Carroll. Studio production: Gareth Nolan
This was recorded at the World Economic Forum’s Annual Meeting of the New Champions 2026. Catch up on that at wef.ch/amnc26 and across social media using the hashtag #AMNC26.
About Straits Times Asian Insider:
Channel: https://str.sg/JWa7
Apple Podcasts: https://str.sg/JWa8
Spotify: https://str.sg/JWaX
Weekly Asian Insider newsletter: https://str.sg/sfpz
Related podcasts:
From 'US innovates, China imitates' to 'Opportunity 2.0' - lessons from Summer Davos: https://www.weforum.org/podcasts/radi...
The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff: https://www.weforum.org/podcasts/radi...
AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radi...
Check out all our podcasts on wef.ch/podcasts:
YouTube - @wef
Radio Davos - subscribe: https://pod.link/1504682164
Meet the Leader - subscribe: https://pod.link/1534915560
Agenda Dialogues - subscribe: https://pod.link/1574956552
Chapters:
00:00 Intro: Radio Davos × Asian Insider — and the Swahili Word Behind Wusawa Advisory
02:48 China's Economy Now: The Three Pillars, and Why Exports Matter Less Than You Think
05:01 Chinese Consumer Confidence: Youth Unemployment, Flat Wages and the Property Wealth Effect
07:08 China as a Giant Venture Capital Fund: How "Fail Fast" Became "Make No Mistakes"
08:37 China's Property Market After Evergrande: Why Qian Liu Won't Bet on a Recovery
10:34 A China – EU Trade War: Why Qian Liu Expects Brussels to Move First
14:02 EVs and Cognac: The China – Europe Trade War That Has Already Started
15:48 The Second China Shock: What Chinese Exports Are Doing to Southeast Asia
21:13 "Lying Flat" and Involution: Why China's Export Model Can't Last
24:15 Strait of Hormuz: Why the Oil Shock Barely Touched China's Economy
25:56 Trump in Beijing: How 2026 Reset the US – China Relationship
28:51 Rare Earths: Why China Waited 40 Years to Play Its Strongest Card
31:32 From EVs to DeepSeek to Biotech: China's Next Manufacturing Wave
32:39 Gender Economics: Why Educating Women Pays More Than the Stock Market
The World Economic Forum is the International Organization for Public-Private Cooperation. It provides a global, impartial and not-for-profit platform for meaningful connection between stakeholders to establish trust, and build initiatives for cooperation and progress.
Find out more below:
World Economic Forum Website ► http://www.weforum.org/
YouTube ► wef
LinkedIn ► LinkedIn: world-economic-forum
Facebook ► Facebook: worldeconomicforum
Instagram ► Instagram:
X ► Twitter: wef
TikTok ► TikTok: worldeconomicforum
WhatsApp ► https://www.whatsapp.com/channel/0029...
Threads ► https://www.threads.com/@worldeconomi...
Flipboard ► https://flipboard.com/@WEF
#WorldEconomicForum #wef
20 Comments
Thanks so much for conversation, explaining, focusing and sharing this conference...
🌐🙋♂️📘📘📘📘📘
Trade, tech and geopolitics: what you need to understand about China today
World Economic Forum
170,847 views
China is a partner and rival to many countries around the world. But what should we know about this country that is central to the global economy and is playing an ever greater role in geopolitics?
On this joint episode of Radio Davos and Asian Insider, a podcast from the Singapore-based Straits Times, we speak to Qian Liu, whose company Wusawa helps advise companies understand China.
Co-hosted by Ravi Velloor of Asian Insider: https://www.straitstimes.com/tags/asi...
Produced and edited by: Editing - Seamus Hart, Louie Carroll. Studio production: Gareth Nolan
This was recorded at the World Economic Forum’s Annual Meeting of the New Champions 2026. Catch up on that at wef.ch/amnc26 and across social media using the hashtag #AMNC26.
About Straits Times Asian Insider:
Channel: https://str.sg/JWa7
Apple Podcasts: https://str.sg/JWa8
Spotify: https://str.sg/JWaX
Weekly Asian Insider newsletter: https://str.sg/sfpz
Related podcasts:
From 'US innovates, China imitates' to 'Opportunity 2.0' - lessons from Summer Davos: https://www.weforum.org/podcasts/radi...
The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff: https://www.weforum.org/podcasts/radi...
AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radi...
Check out all our podcasts on wef.ch/podcasts:
YouTube - @wef
Radio Davos - subscribe: https://pod.link/1504682164
Meet the Leader - subscribe: https://pod.link/1534915560
Agenda Dialogues - subscribe: https://pod.link/1574956552
Chapters:
00:00 Intro: Radio Davos × Asian Insider — and the Swahili Word Behind Wusawa Advisory
02:48 China's Economy Now: The Three Pillars, and Why Exports Matter Less Than You Think
05:01 Chinese Consumer Confidence: Youth Unemployment, Flat Wages and the Property Wealth Effect
07:08 China as a Giant Venture Capital Fund: How "Fail Fast" Became "Make No Mistakes"
08:37 China's Property Market After Evergrande: Why Qian Liu Won't Bet on a Recovery
10:34 A China – EU Trade War: Why Qian Liu Expects Brussels to Move First
14:02 EVs and Cognac: The China – Europe Trade War That Has Already Started
15:48 The Second China Shock: What Chinese Exports Are Doing to Southeast Asia
21:13 "Lying Flat" and Involution: Why China's Export Model Can't Last
24:15 Strait of Hormuz: Why the Oil Shock Barely Touched China's Economy
25:56 Trump in Beijing: How 2026 Reset the US – China Relationship
28:51 Rare Earths: Why China Waited 40 Years to Play Its Strongest Card
31:32 From EVs to DeepSeek to Biotech: China's Next Manufacturing Wave
32:39 Gender Economics: Why Educating Women Pays More Than the Stock Market
The World Economic Forum is the International Organization for Public-Private Cooperation. It provides a global, impartial and not-for-profit platform for meaningful connection between stakeholders to establish trust, and build initiatives for cooperation and progress.
Find out more below:
World Economic Forum Website ► http://www.weforum.org/
YouTube ► wef
LinkedIn ► LinkedIn: world-economic-forum
Facebook ► Facebook: worldeconomicforum
Instagram ► Instagram:
X ► Twitter: wef
TikTok ► TikTok: worldeconomicforum
WhatsApp ► https://www.whatsapp.com/channel/0029...
Threads ► https://www.threads.com/@worldeconomi...
Flipboard ► https://flipboard.com/@WEF
#WorldEconomicForum #wef