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Commentaries by Brendan Kelly

Brendan Kelly

Non-resident Fellow on Chinese Economy and Technology, Asia Society Policy Institute’s Center for China Analysis

Brendan Kelly, a former director for China economics issues on the US National Security Council staff, is a non-resident fellow on Chinese Economy and Technology at the Asia Society Policy Institute’s Center for China Analysis.
  • Dec 03, 2024

    While President-elect Donald Trump’s tariff threats are likely to dominate headlines in the near term, China’s industrial overcapacity remains a larger, core challenge for the global economy and trading system in the coming years. With recently implemented tariffs by advanced and emerging economies, and Chinese responses and macro stimulus, how this issue may evolve over the next few years is becoming clearer – with significant geopolitical implications.

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