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The Retired Investor

Welcome to the China Research Reading Room

Research Papers

  • China's AI Dream
  • Benchmarking China's Technology
  • How Xi Sees the World
  • The China Reckoning
  • China and the International Order
  • Can China Back Down?
  • Avoiding a US-China War
  • China's Economic Transition
  • Energy-Debt Dynamics in China
  • Inequality in China
  • IMF: China's Credit Boom is Different
  • A More Difficult Reform Phase in China
  • China's Rise is Over
  • Will China Collapse?

Recommended Books

  • The Return of Marco Polo's World, by Robert Kaplan
  • Over the Horizon: Time, Uncertainty, and the Rise of Great Powers, by David Edelstein
  • On China, by Henry Kissinger
  • Destined for War, by Graham Allison
  • The China Fantasy, by James Mann
  • China's Crony Capitalism, by Minxin Pei
  • Haunted by Chaos: China's Grand Strategy from Mao Zedong to Xi Jinping, by Sulmaan Wasif Khan

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