cover of episode Industrial Policy, "Overcapacity," and U.S.-China Trade: A Conversation with Cambridge's Jostein Hauge

Industrial Policy, "Overcapacity," and U.S.-China Trade: A Conversation with Cambridge's Jostein Hauge

2025/6/10
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Kaiser Guo: 我对西方社会如此公然地接受反华观点感到震惊,这种现象需要被质疑和反思。 Jostein Hauge: 我认为西方社会的反华情绪是多种因素共同作用的结果。首先,西方国家长期以来习惯于在经济、政治和文化上占据主导地位,这种优越感使得它们难以接受中国的崛起。其次,中国经济的快速发展对西方构成了竞争威胁,加剧了西方的焦虑和不安。最后,意识形态的差异也被用来合理化对中国的负面看法。我认为,西方需要反思其对华政策,避免将中国视为威胁,而是将其视为合作伙伴,共同应对全球性挑战。我始终认为,世界经济实际上是由富裕国家组织和服务的。在富裕国家看来,只要发展和消除贫困不威胁到我们的经济竞争地位,我们就可以接受。中国在某些方面对美国构成了经济威胁,这正在加剧反华情绪。

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This week on Sinica, I chat with Jostein Hauge, political economist and an Assistant Professor in Development Studies at the University of Cambridge, based at the Centre of Development Studies and the Department of Politics and International Studies, and author of the book The Future of the Factory: How Megatrends are Changing Industrialization).

3:09 – Self Introduction: Jostein Hauge

4:23 – Anti-China Sentiment in Western Discourse

7:40 – Misconceptions and Prevailing Narratives

10:08 – Technological Transfer and the Political Economy

12:18 – Historical Periods of Economic Rivalry 

14:36 – Evolving Industrial Policy: From Japan’s MITI to China and the U.S. today

18:59 – China’s Contemporary Industrial Policy: Quality or Quantity? 

21:13 – China as a Rising Power: Is History Repeating?

24:18 – The Sustainability of China’s Industrial Policy 

26:43 – China, Overcapacity, and Global Imbalances

34:07 – Overcapacity: Economic Reality or Ideological Construct?

36:04 – China's domination in the renewable energy market

39:13 – China’s greenhouse gas emissions

43:17 – How China is reshaping the IP regime 

48:14 – The U.S. national security stance and the trade war with China

55:10 – Europe’s approach to China

Paying it forward: Kyle Chan at High Capacity)

Recommendations:

Jostein: The White Lotus) (TV Series)

Kaiser: The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II) by Stephen R. Platt

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