Archive - DQ Writing Substack

Pricing the China Shock: The Unintended Consequences of Sectoral Trade Protectionism

Synopsis: The China Shock can be measured in terms of import flows or, alternatively, as a price effect.

Jul 11 •

June 2025

Good and Bad Industrial Policy Lessons for the Asia-Pacific in a Changing Global Order

One of the more powerful wake-up calls from policymakers for economists recently is this: "Advocating industrial policy was once considered…

Jun 28 •

May 2025

Three Ironies in Fracturing World Order

I don't think the current US administration has a plan for the international system.

May 22 •

Dealing with a Two-Shock International System

May 1 •

April 2025

Boao Forum: The Tragedy of Multilateralism for the Global South

Apr 5 •

March 2025

Echoes of an Alternate "Might Makes Right" History of Betrayal

Mar 20 •

February 2025

Geopolitics is an amplifier platform for economics. But the tradeoff between them is a false promise.

by Danny Quah, Feb 2025

Feb 17 •

January 2025

Economic development doesn't happen in a vacuum of multilateralism

Jan 25 •

December 2024

A Two-Shock Model for Indo-Pacific Geopolitical Order

A "China-Shock" model has been, not inappropriately, a dominant framework that many observers use to understand recent geopolitical developments in…

Dec 22, 2024 •

November 2024

The Quiet Unassuming Origins of China's EV Industry

In 2000 Wan Gang was still working at Audi in Germany when he presented to China's State Council the idea that clean fuel would provide critical impetus…

Nov 13, 2024 •

October 2024

Bretton Woods from UNCTAD

I did this UNCTAD podcast in Geneva in mid-September, on the Bretton Woods system (80 this year).

Oct 19, 2024 •

September 2024

America as No. 2

What do Third Nations want, those that are not Great Powers in the heat of contention?

Sep 22, 2024 •

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