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

Sinica Podcast

Kaiser Kuo

Culture, China News, Hangzhou, Chinese, International Relations, Chongqing, Beijing, Sichuan, Currentaffairs, China, Politics, Chengdu, Shanghai, Guangzhou, China Economy, News, China Politics, Business, Film, Shenzhen

4.8 • 676 Ratings

🗓️ 10 June 2025

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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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Transcript

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0:00.0	Welcome to the Cynical Podcast, the weekly discussion of current affairs in China.
0:13.4	In this program, we'll look at books, ideas, new research, intellectual currents, and cultural trends
0:18.7	that can help us better understand what's happening in China's politics, foreign relations, economics, and society.
0:25.3	Join me each week for in-depth conversations that shed more light and bring less heat to how we
0:30.7	think and talk about China. I'm Kaiser Guo coming to you for my home in Chapel Hill, North
0:35.8	Carolina. Cynica is supported this year by the Center for East Asian Studies at the University of Wisconsin-Madison,
0:42.0	a National Resource Center for the Study of East Asia.
0:45.1	The Cynica podcast will remain free, but if you work for an organization that believes in what I'm doing with the show,
0:51.2	please consider lending your support.
0:53.4	You can get me at Cinecapod at gmail.com.
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1:01.9	Become a subscriber and enjoy, in addition to this show, the complete transcript of it,
1:07.0	essays from me as well as writings, and lots of other podcasts from some of your favorite
1:11.0	China-focused colonists and commentators.
1:13.8	Do check out the page to see all it's on offer and consider again helping me out.
1:19.1	Be sure also to check out the new China Talking Points, our new show.
1:23.0	It's available on YouTube and streaming live every other Wednesday.
1:28.3	I'm shocked at how blatantly accepted it's become to hold anti-China views in the West.
1:33.6	My guest today has written more than once on X, I guess, nay, Twitter.
1:38.5	That sentiment, something with which I absolutely agree, certainly caught my attention.
1:43.1	It's really validating to hear someone who isn't steeped in the whole world of China analysis,
1:47.7	who has, you know, a little distance,
	...

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