This is a heavily interactive web application, and JavaScript is required. Simple HTML interfaces are possible, but that is not what this is.
Post
Michael Pettis
michaelpettis.bsky.social
did:plc:aday7msfnpqba7psqpjq3pij
9/15
To put this in simpler terms, there are two very different ways in which we can express China's demand imbalance, but these are just different ways of expressing the same problem of excess capacity—and require the same set of solutions.
2025-08-26T09:56:35.478Z