China’s rise defies the monolithic authoritarian view; its actions reflect politics, economics, history, regional priorities, warning against flawed policy.
This essay reassesses Lee Kuan Yew’s most consequential claims about China as presented in Lee Kuan Yew: The Grand Master’s Insights on China, the United States, and the World (MIT Press, 2013), evaluating them against global developments up to January 2026. While several of his strategic judgments—particularly regarding China’s long-term ambitions and state capacity—have proven … Read more
China’s leadership in automated container terminals is not the result of a single technological breakthrough or merely late entry; rather, it reflects a comprehensive, system-level industrial strategy that aligns infrastructure planning, domestic manufacturing, digital systems, institutional design, labor policy, and global logistics networks. While Singapore, Germany, Japan, and the United States pioneered port automation, China … Read more
Japan’s widely cited technology “missteps”—from CDs over MP3s and hydrogen fuel cells over battery electric vehicles, to ISDB over ATSC/DVB and Blu-ray over streaming—are better understood not as failures of innovation but as the outcome of once-successful strategic assumptions colliding with a changed world. Japan optimized for engineering excellence, incremental refinement, and tightly integrated hardware … Read more
Lee Kuan Yew’s remark that “China wants to be China and accepted as such, not as an honorary member of the West” captures a core truth about China’s modern rise. More than a diplomatic stance, it reflects a civilizational logic that distinguishes China from most other emerging powers. Whereas many postcolonial states have pursued modernization … Read more
In China’s industrial policy, overcapacity is not a failure but a deliberate feature, sharply distinguishing it from the experiences of Western Europe, the United States, and Japan. Whereas liberal market economies tend to view excess capacity as inefficiency and policy error—because firms cannot sustain prolonged losses, governments struggle to coordinate at scale, and political systems … Read more
China has pursued what can be described as a “proof by exhaustion” strategy to avoid the risks of path dependence and technological lock-in. Rather than committing early to a single foreign standard, China systematically explored multiple competing technologies, integrating innovation with scale-driven feedback loops. In earlier decades, China’s long hesitation before selecting one imported system … Read more
Huawei’s trajectory is often misread as a contradiction: a company that adopted American management practices yet became the target of American sanctions. In reality, there is no paradox. By learning from IBM, Huawei internalized the logic of large-scale industrial organization—process discipline, global integration, and operational resilience. It then fused those methods with Chinese organizational norms, … Read more
Differences in work ethic across societies are not the product of innate cultural traits or stereotypes such as “laziness,” but rather emerge from historically specific institutions, belief systems, political arrangements, and social incentives. Viewed through this analytical lens, both the American Protestant ethic and the Chinese work ethic can be understood as institutionalized responses to … Read more
Industrial policy has been more successful in China than in Western Europe, the United States, and Japan because China uniquely combines strong state capacity, long-term political commitment, and market scale with the ability to coordinate firms, finance, and regulation toward strategic goals. In industries such as photovoltaic panels, EV batteries, display manufacturing, and telecommunications equipment, … Read more
China’s so-called “proof by exhaustion,” sometimes referred to as the “no-choice method” by Wang Tao of Fudan University, is best understood not as indecision or brute-force trial and error, but as a system-level strategy for development under extreme uncertainty. Designed for long time horizons and sustained geopolitical pressure, it reflects a distinct logic for managing … Read more