China’s next move is already decided. Yours isn’t.
The Pacific Divide helps executives, investors, and governments anticipate China’s industrial strategy and act ahead of it, across energy, biotechnology, semiconductors, and supply chains.
When the shift reaches the headlines, our clients have already moved.
Our advantage is unglamorous: we work from what Beijing actually publishes, in the language it publishes in.
Our assessments inform decision-makers in Washington, London, and allied capitals, and our analysis appears where the policy community reads.
Practices
Energy
Where to site, how to price power, and what China’s compute buildout means for your grid, your costs, and your competitors.
东数西算
Biotechnology
Protect your pipeline, your partnerships, and your data before the rules reach them.
国务院令第818号
Semiconductors
Exposure you can act on, across the layers export controls miss and your competitors ignore.
模芯云用
Supply Chains
Know who actually owns your supply chain, and move before the dependency becomes the headline.
商务部对外投资指南
The Age of the Announced
China governs in public. Its industrial strategy is announced years before it arrives, yet Western boards keep meeting it as a surprise. The gap between announcement and arrival is where advantage lives. We put our clients inside that gap.
Selected analysis
China Brief · The Jamestown Foundation
Identified the transfer layer that nine years of controls never reached.
Called the plan’s real architecture before the official translation existed.
UK House of Commons · Written Evidence
Analysis accepted into the permanent parliamentary record.
How we work
Executive Briefing
Your China exposure, mapped and prioritized, with options your board can act on. Delivered in two weeks.
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Retained Advisory
A standing early-warning channel on the decisions that will reach your business, before they do.
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Commissioned Research
The answer to the question your strategy depends on, built to withstand board and regulator scrutiny.
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