Damien Ma
Senior Advisor — China & Southeast Asia
Founder and Managing Director of MacroPolo, the Paulson Institute's think tank. Previously built the China practice at Eurasia Group.
China
China's macro outlook, US-China competition, and the politics of technology.
Overview
Aurora's China coverage interprets the country's macro trajectory, technology policy, and the evolving US-China competition. We translate Beijing's policy signals for investors and operating executives.
Coverage themes
Macro & policy
Growth model, property and local-government debt, and PBoC policy.
US-China competition
Export controls, investment screening, and the strategic decoupling agenda.
Technology & industry
Semiconductors, AI, EVs, and China's industrial policy push.
Experts on China
What we publish on China
- Quarterly China macro and policy outlook
- Property and local-government debt tracker
- US-China decoupling and export-controls briefings
- Industrial-policy deep dives: semiconductors, AI, EVs
Aurora's China coverage is delivered to a small group of institutional clients. Request the briefing or speak with the specialist directly.