Author of "The New Art of War: China's Deep Strategy Inside the United States"

Author Archives: William Holstein

Japan’s Strategy For Riding the China Dragon

As I reported seven years ago in this article for Chief Executive magazine, Japan has pursued a strategy of moving into very specialized niche products to stay ahead of China’s raw manufacturing capacity. Japan makes the highest technology components that go into much of China’s exports. It makes the sensors and gauges and batteries that […]…

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Why Trump’s Demand for $200 Billion Reduction in China’s Trade Surplus Is So Irrational

It’s taken many decades for the United States, China and other countries to create a global trading order in which American companies and companies from many other countries either manufacture in China for export to the United States, engage in joint ventures that export back to the U.S., or operate purchasing offices that source China-made […]…

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Many American tech companies in harm’s way if U.S.-China dispute blows up

Qualcomm and Apple have obvious problems in China. The Chinese government is holding up approval of Qualcomm’s purchase of another semiconductor maker, NXP Semiconductors. It has that power because 65 percent of Qualcomm’s sales are in China. As a result of delays in approving that purchase, Qualcomm is having to lay off workers in the […]…

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Good News on Reshoring

The Reshoring Initiative people are on top of their game and are the leading experts on job creation in America as a result of U.S. companies bringing jobs back or non-U.S. companies making investments. They show that that the United States created 171,000 jobs last year as a result of these trends. That’s great news. […]…

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Has President Trump Already Been Outmaneuvered on Korea?

An article of faith that has wisely guided American policy efforts regarding the Korean Peninsula is that the Americans need to remain in lockstep with the South Korean and Japanese governments, just as North Korea remains in sync with China and to some extent Russia. But even before Trump sits down with Kim Jong-un, presuming […]…

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