Commentary

  • "Will China Fold on Structural Issues? An Algorithm Says Not Any Time Soon," China Business Review, March 11, 2019. Joint with Julian T. Chan.
  • "China's Next Policy Change: Not What President Trump Hopes For." AEIdeas, January 15, 2019. Joint with Julian T. Chan.
  • "Sinology 2.0: Decoding China’s People’s Daily," AEIdeas, November 21, 2018. Joint with Julian T. Chan.
  • "Machine Learning with a Twist: Detecting Structural Differences in Complex Data," MLconf, November 19, 2018. Joint with Julian T. Chan.
  • "Machine Learning with a Twist: How Trivial Labels Can Be Used to Predict Policy Changes," Dataconomy, November 1, 2018. Joint with Julian T. Chan.
  • "Congress Should Back White House Plan to Use Tolls to Fix Infrastructure," The Hill, March 2, 2018.
  • "China Is Trying to Bribe North Korea into Good Behavior. Here Is What That Means for America." The National Interest, November 9, 2017.
  • "All the General Secretary’s Men," AEIdeas, October 17, 2017. Joint with Julian T. Chan.
  • "What (Not) to Expect from China’s Upcoming Party Congress," AEIdeas, August 31, 2017.
  • "Trump’s High-Risk, High-Reward Trade Policy toward China," AEIdeas, August 8, 2017.
  • "Reading Xi Jinping," Foreign Affairs, July 4, 2017.
  • "China Must Rethink Free Float for the Yuan, as US Border Tax Looms," South China Morning Post, March 7, 2017. Joint with Zhimin Li.
  • "Donald Trump and the Perils of Promising Too Much," Real Clear Politics, October 19, 2016. Joint with Rasa Karapandza.
  • "Yes, Low-Information Voters Have the Right to Vote," AEIdeas, April 28, 2016.
  • "A Saudi Dump of US Assets Will Only Hurt the Saudis," Real Clear Markets, April 21, 2016.
  • "Debate Text Analysis: Trump Is the Moderate," Real Clear Politics, April 14, 2016.
  • "China Needs Reform Not Another Investment Splurge," Financial Times, February 17, 2016. Joint with Zhimin Li.
  • "China Needs Clear Market Rules and Consistent Enforcement," Inside Sources, January 12, 2016.
  • "China’s IPO System Badly Needs Reform," Inside Sources, November 24, 2015.
  • "China’s New Securities Superstar, Fang Xinghai, Is No Hero," The National Interest, November 9, 2015.
  • "China’s Stock Market Is about to Tank — Again," Fortune, September 28, 2015.
  • "China’s Troubling Lurch Back to Socialism," Real Clear Markets, August 13, 2015.