China

Research Activities
Research on China

Explore a comprehensive list of IOG's research on China.
China
China’s Rare Earth Export Controls: “International Rules” Orientation and the Avant-Garde Use of Security Exceptions

This article was originally published (in Japanese) in the May 2026 issue of Overseas Investment and Finance (Kaigai Toyushi). htt

Senior Research Fellow

Kenichi Doi

Japan
Critical Minerals: Resiliency or Risks?

Geoeconomic Agenda is a new Pacific-centric, globally-minded podcast that investigates the connections between economics, geopolit

Visiting Research Fellow

Paul Nadeau

Europe
European Industry and the “Second China Shock”

IOG Economic Intelligence Report (Vol. 5 No. 11)

Visiting Research Fellow

Andrew Capistrano

Japan
From “Separating Politics and Economics” to “Balancing Politics and Economics”: Japan-China Relations in the Age of Economic Security

Following President Trump’s visit to China, both Washington and Beijing have begun speaking—in their own respective terms—of const

Visiting Senior Research Fellow

Hotaka Machida

Japan
Author of “Defending Taiwan” Discusses Expectations for Japan’s Role

What Does "Defending Taiwan" Explain? / The 'Quarantine' Option for China / Political and Economic Challenges in a Taiwan Crisis /

Director & Group Head, Economic Security

Kazuto Suzuki

Americas
US-China Summit 2026: Decoding the Stakes for Japan

Reflecting on Geoeconomic Summit 2026 / Two Leaders and 17 American CEOs / Outcomes of the US-China Summit / How Americans View Ch

Director & Group Head, Economic Security

Kazuto Suzuki

Americas
Digital Currencies and Monetary Hegemony, Part III of III: Dollar Hegemony and Digital Currencies

Part I of this series examined the history of the weaponization of finance and currency, as well as the argument that reserve curr

Visiting Senior Research Fellow

Shin Oya

China
China’s Geoeconomic Power at The Auto China 2026 Show: The Pursuit — and Limits — of “Autonomy” in the AI Vehicle Age

As China’s automotive industry rapidly expands its presence in global markets, the implications extend far beyond conventional ind

Senior Research Fellow

Kenichi Doi

Americas
Between the WTO and Decoupling: US-China Managed Interdependence

IOG Economic Intelligence Report (Vol. 5 No. 09)

Visiting Research Fellow

Andrew Capistrano

Americas
Canada’s China recalibration: Rapprochement or risk-hedging?

Canadian Prime Minister Mark Carney drew global attention at this year’s World Economic Forum in Davos, Switzerland, where he argu

Senior Research Fellow

Kenichi Doi

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