26 Feb
2026
Global China Conversations #46
Supply Chains Under Pressure: How to Understand and Respond to China’s Evolving Export Controls?
11:00
–
12:00
Topic
China’s export control policy is evolving rapidly and becoming increasingly complex, with growing implications for global supply chains, corporate risk management, supply security, and strategic autonomy at the national and supranational levels. From critical minerals to advanced technologies, new rules and enforcement practices are reshaping how companies and governments assess exposure and build resilience. How has China’s export control policy developed over time? What are the key drivers behind its most recent measures? What are the implications for businesses? What are the broader political and geopolitical consequences for international (economic) relations? How can businesses and policymakers respond to China’s export controls and navigate the growing regulatory uncertainty in a world marked by rising geopolitical tensions?
Program
The event consists of different impulse lectures followed by a discussion.
The Global China Conversation #46 will be held in English.
Literature
China Macro Group (2025), Understanding China’s Evolving Approach to Export Controls and Implications for International Business, CMG Primer.
García Bercero, I. and Poitiers, N.F. (2025), From Strategy to Doctrine: the Next Steps for European Economic Security, Policy Brief No. 32/25, Bruegel.
Speaker - Presentation 1
Markus Herrmann Chen (China Macro Group)
Markus Herrmann Chen is a cross-cultural China analyst, strategy consultant and mediator, advising international corporate, investment and public sectors on China’s evolving political economy, specialized in assisting strategic decision-making of governance, executive and functional bodies regarding business engagement in the Chinese market, across key management issues such as strategy, partnerships, negotiations, risk management and resilience, or HQ-subsidiary alignment, as well as collaborating with Chinese companies and organizations more generally.
Prior to CMG, Markus worked as Government Affairs Director with Bayer MaterialScience in China and as Management Consultant with Boston Consulting Group (BCG) in its Shanghai, Hong Kong and Zurich offices. Moreover, he is the Strategic Advisor Europe to Caixin Global, China’s leading financial media group, a member of the World Economic Forum’s Expert Network and he is a member of the advisory board of CEIBS Zurich / Europe. Markus holds law degrees with specialization in public-, international- and WTO-law from the Universities of Geneva and Berne, plus, he studied Mandarin at Peking University as a resident student.
Jack Lee (China Macro Group)
As an Analyst at the China Macro Group, Jack is specialized in geopolitics with a strong focus on Chinese foreign policy, US-China relations as well as Southeast Asian affairs. His professional background spans market analysis, policy research and editorial work with roles at both academic and industry institutions. Immediately prior to CMG, Jack interned at Airbus China’s CEO/COO’s office. Fluent in multiple languages, Jack is adept at bridging cultural and analytical perspectives to effectively interpret Chinese political and economic developments.
Jack holds a BA (Hons) in International Relations with French from the University of Nottingham Malaysia Campus, School of Politics and International Relations, and an MA in Law in Political Science at the School of Social Sciences at Tsinghua University.
Speaker - Presentation 2
Niclas Frederic Poitiers, Ph.D. (Bruegel)
More Information coming soon.
Moderator
China.Table
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