China economic analyst

Alice Han

China-focused economist and strategist covering macroeconomic trends, supply chains, and geopolitical implications of economic policy.

Known For

China macroeconomicsSupply chain analysisGeopolitical economics

Canon

The China-Russia Alliance: From Transactional to Structural

Culture Functions as a Collective Brain

Dollar Dominance: The US Financial System as Structural Superpower

Efficiency Gains Create Systemic Fragility

Goodhart's Law: When the Measure Becomes the Target

Government-Mandated AI Model Shutdown as Regulatory Precedent

The Jagged Frontier: AI's Radical Unevenness Across Domains

Local Status vs. Global Status — Signals Determine Room Reading

Paradigm Shifts Are Invisible to Incumbents

Public Sector Investment Is the Foundation of Technological Innovation

Soft Power and Alliance-Building as Strategic Multipliers

Episodes

#China Decode: What's at Stake Ahead of Trump and Xi's September Meeting, and China's Biotech SurgeSep 8, 2026 #China Decode: Is China Winning the Global AI Trust War?Sep 1, 2026 #China Decode: Taiwan's Record Defense Budget, Evergrande's Life Sentence, and China's Robot BoomAug 25, 2026 #China Decode: Microsoft's China Retreat, Remembering Zhu Rongji, and Typhoon Dolphin's AftermathAug 18, 2026 #China Decode: China's Bid for AI Dominance, and Chinese Food TrendsJul 28, 2026 #China Decode: The World Now Views China More Favorably Than the U.S.Jul 21, 2026 #China Drops Its Jobs Target, Tencent Buys Back Manus, and the Rise of "Tier 3 City" LivingJul 14, 2026 #China Decode: Ballistic Missile Test, Europe's AC Addiction, and China's AI Coding ChallengerJul 7, 2026 #China Decode: Apple's China Chip Play, DeepSeek Seeking Billions, and the Californication of Chinese FoodJun 30, 2026 #China Decode: Hong Kong's AI Crackdown, Lululemon's Marketing Backlash, and World Cup FeverJun 23, 2026 #China Decode: The AI Race Just Took a Stunning TurnJun 9, 2026 #China Decode: Can China Challenge Nvidia's Dominance?Jun 2, 2026 #China Decode: Why China Keeps Selling U.S. TreasuriesMay 26, 2026 #China Decode: Trump Promised to Be Tough on China. Xi Outplayed Him.May 19, 2026 #China Decode: The Trump-Xi Meeting That Could Reshape the Global EconomyMay 12, 2026 #China Decode: China Is Beating the U.S. in Space?!May 5, 2026 #China Decode: The U.S. vs China AI Battle Is Getting UglyApr 28, 2026 #China Decode: The AI Advantage No One Is Talking AboutApr 21, 2026