Public writing & talks

Sovereigns & Capitals

A newsletter on the political economy of the geoeconomic turn: China's industrial policy, the West's response, and the Global South in between. Recent pieces:

• Who Wanted What in Beijing
• The Hardware Wall
• Trump Is Borrowing Germany's China Playbook
• The Overcapacity Debate: What the West Gets Wrong About China

Read and subscribe on Substack →

Talks and panels

• Panel chair and contributor, Helsinki Geoeconomics Forum, 2024 and 2025