China’s electric cars reinvent the wheel for good

The country’s automakers are overtaking legacy marques at home and abroad. In this Exchange podcast, industry consultant Tu Le explains what has given BYD, especially, the edge over rivals. He also makes the case for…
The Exchange

US and China are decoupling, and it is permanent

Forget de-risking or containment. In this Exchange podcast, Gavekal research director Chris Beddor explains the political framing of the slogans, unpicks changing trade and financial flows between the world’s two biggest economies and explains why…
The Exchange

Energy crises speed up the green transition: podcast

In 2022, war and power shortages have led to more fossil fuel use. But they also act as a catalyst for the rollout of renewable energy. In this edition of The Exchange podcast, ex-Snam boss…
The Exchange

The Exchange: American-EU relations return to warm

After four frosty years, Washington and Brussels are back to cooperation on foreign and economic policy, with some big trade wins already on the scoreboard, Ambassador Stavros Lambrinidis tells Rob Cox in an interview hosted…
The Exchange

The Exchange: Steering Europe’s green transition

Frans Timmermans has a key leadership role in the European Union’s quest to reduce its 2030 emissions by 55% compared to 1990 levels. Ahead of a major set of green policy updates next month, he…
The Exchange

The Exchange: ECB President Christine Lagarde

Untangling the politics behind the EU – China Comprehensive Agreement on Investment Recent sanctions and counter-sanctions between the EU and China have put the future of the Comprehensive Agreement on Investment (CAI) in doubt. Where…
The Exchange

Sustainable finance

European bank ING is a leader when it comes to holding borrowers to climate-change commitments. In an interview hosted by the European-American Chamber of Commerce New York, ING Americas CEO Gerald Walker talks to Breakingviews’…
The Exchange

A talk with Margrethe Vestager

Europe’s antitrust tsar is responsible for keeping U.S. digital behemoths in check and making sure that the bloc doesn’t slip too far behind on technology. She joined Liam Proud to talk about a string of…
The Exchange