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Scott Kennedy

@kennedychina

Senior Adviser & Trustee Chair, Center for Strategic & International Studies | CSIS

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01.03.2025
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Latest posts by Scott Kennedy @kennedychina

The Slow Tech Dragon: Is It Here To Stay?
The Slow Tech Dragon: Is It Here To Stay? In this presentation, Scott Kennedy, CSIS’s Trustee Chair in Chinese Business & Economics, shares insights from his research as well as his recent trip to Ch...

Watch | @kennedychina.bsky.social explains why China's economy is best described as a "slow tech dragon" and why it is likely to remain one for the foreseeable future.

www.youtube.com/watch?v=1kJ1... 

16.12.2025 19:00 👍 5 🔁 1 💬 0 📌 0
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China’s Economic Progress and Challenges: A Conversation with Leading Chinese Economist Yao Yang | China Field Notes – with Scott Kennedy | CSIS Podcasts Scott Kennedy talks with Yao Yang, one of China’s most thoughtful and influential economists.

In a new episode of China Field Notes, host @kennedychina.bsky.social and economist Yao Yang discuss the sources of China’s economic growth.

Listen: www.csis.org/podcasts/chi... 

29.11.2025 22:00 👍 5 🔁 3 💬 0 📌 0
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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...

23.10.2025 11:07 👍 0 🔁 0 💬 0 📌 0
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China’s Tech Obsession Is Weighing Down Its Economy A decade of cutting-edge investment hasn’t translated into growth.

"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

21.10.2025 18:52 👍 1 🔁 2 💬 0 📌 0
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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.

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...

12.10.2025 13:25 👍 0 🔁 0 💬 0 📌 0

Thank you, @beijingpalmer.bsky.social for featuring our work!

11.10.2025 00:01 👍 0 🔁 0 💬 0 📌 0
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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...

08.10.2025 18:16 👍 0 🔁 0 💬 0 📌 0
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Will Trump & Xi make a deal? Read the latest from several @csis.org China experts.
www.csis.org/analysis/exp...

07.10.2025 14:16 👍 0 🔁 0 💬 0 📌 0
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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.

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...

26.09.2025 22:00 👍 0 🔁 1 💬 0 📌 0
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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...

25.09.2025 17:22 👍 0 🔁 2 💬 0 📌 0
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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...

25.09.2025 17:22 👍 0 🔁 2 💬 0 📌 0
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China’s Unsold Property Area Shrinks for Sixth Straight Month in August

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...

17.09.2025 07:55 👍 8 🔁 1 💬 1 📌 0
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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.

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...

17.09.2025 16:03 👍 1 🔁 1 💬 0 📌 0
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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.

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...

17.09.2025 16:03 👍 1 🔁 1 💬 0 📌 0
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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...

10.09.2025 14:38 👍 0 🔁 1 💬 0 📌 0
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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...

10.09.2025 14:38 👍 0 🔁 1 💬 0 📌 0
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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...

09.09.2025 18:11 👍 1 🔁 1 💬 0 📌 0
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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...

09.09.2025 18:11 👍 1 🔁 1 💬 0 📌 0
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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.

My latest take on US-China relations, in Time, explains why ties appear to have stabilized temporarily.

time.com/7309836/trum...

16.08.2025 11:56 👍 1 🔁 0 💬 0 📌 0
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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

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-...

14.08.2025 13:25 👍 0 🔁 0 💬 0 📌 0
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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 ...

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...

09.06.2025 20:34 👍 4 🔁 3 💬 0 📌 0
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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.

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...

03.06.2025 23:59 👍 1 🔁 0 💬 0 📌 0
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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.

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...

29.05.2025 21:06 👍 1 🔁 0 💬 0 📌 1
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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…

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.

15.05.2025 13:03 👍 1 🔁 1 💬 0 📌 0
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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.

“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...

10.05.2025 02:07 👍 0 🔁 0 💬 0 📌 0
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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.

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...

09.05.2025 16:14 👍 1 🔁 0 💬 0 📌 0
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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.

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...

20.04.2025 13:42 👍 4 🔁 1 💬 0 📌 0
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Trump Administration Live Updates: Draft Executive Order Calls for Reorganization of State Department

If accurate, this would be a plan to intentionally weaken America’s foreign policy capabilities and influence. Would be welcome by Beijing and other competitors.

www.nytimes.com/live/2025/04...

20.04.2025 13:35 👍 0 🔁 0 💬 0 📌 0
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The Tariff War Trump Has Launched Against China That He Will Surely Lose Background Briefing goes far beyond the headlines and deep under the radar to bring forward truths unheard elsewhere in American media. Background Briefing features international and national news, ex

We are joined with @kennedychina.bsky.social to examine the tariff war Trump has launched against China and why Being is betting they can beat Trump. soundcloud.com/user-8304426...

17.04.2025 22:53 👍 4 🔁 2 💬 0 📌 0
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The U.S.-China Tariff War | ChinaPower Project In this episode of the ChinaPower Podcast, Dr. Scott Kennedy joins us to discuss the recent escalation in tariffs between the U.S. and China. Dr. Kennedy starts with laying out the current situation,…

NEW: “The Chinese [are] pushing back extremely aggressively...in an effort to impose costs on the U.S. so it does not go overboard, and that the U.S. also has incentives to negotiate,” explains @kennedychina.bsky.social on this #ChinaPower Podcast about the U.S.-China tariff war: bit.ly/4jhiclj

19.04.2025 18:01 👍 0 🔁 2 💬 0 📌 0