Sylvain Saurel’s Newsletter

Sylvain Saurel’s Newsletter

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Sylvain Saurel’s Newsletter
Sylvain Saurel’s Newsletter
In Its Search for a New Growth Model, Xi Jinping’s China Is Betting Everything on Innovation.

In Its Search for a New Growth Model, Xi Jinping’s China Is Betting Everything on Innovation.

Xi Jinping's China is giving itself the means to achieve its ambitions for the future.

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Sylvain Saurel
May 09, 2025
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Sylvain Saurel’s Newsletter
Sylvain Saurel’s Newsletter
In Its Search for a New Growth Model, Xi Jinping’s China Is Betting Everything on Innovation.
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China seems doomed to slow down. After a surge in exports to the United States before the tariffs, economic growth is likely to fall below 5% from this year onwards, half what it was fifteen years ago.

At the same time, China seems to be triumphing. In artificial intelligence, with the launch of DeepSeek and its Sputnik effect, in electric cars, and soon in capital goods.

Where does the truth lie? In both directions, as we'll see in the rest of this article, China is both a country that's going wrong and a country that's going right.


Bitcoin Isn’t Perfect, but It’s Our Best Alternative to the Creature From Jekyll Island.

A voracious creature that has been discreetly and insidiously devouring our purchasing power for over 110 years.


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