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China: The First Robot State
Physical AI is the new white good. It will redistribute physical labor the way those machines redistributed domestic work. And this time, the factories capturing that value are mostly in China.

Pascal Coppens
Jul 107 min read


There is No Overcapacity
What if “overcapacity” isn’t China’s flaw - but Europe’s wake-up call? ‘ Overcapacity’ has become a buzzword in trade policy discussions, from US to the EU. In recent months, European leaders have grown increasingly alarmed about what they perceive as a potential tsunami of Chinese products flooding global markets. This is no longer just about China selling high-volume, capital-intensive products like steel or labor-intensive goods textiles. It’s now about China exporting hig

Pascal Coppens
Jul 7, 20255 min read


Four Chinese Innovation Trends to Watch in 2025
As we enter 2025, it’s shaping up to be a pivotal year for global superpowers. The re-election of Donald Trump could either "Make America...

Pascal Coppens
Jan 7, 20256 min read


Western Automotive: Game over! Play Again? YES/NO
As of October 31st, 2024, the European Commission has implemented new tariffs on battery electric vehicles (BEVs) imported from China....

Pascal Coppens
Nov 8, 20244 min read
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