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Anjani Trivedi
Japan Times
COMMENTARY / World
May 3, 2023
China’s DriveGPT is here. Time to play catch-up.
Beijing’s regulations have put its autonomous-vehicle industry way ahead of competitors. Entry-level offerings won’t cut it any more.
Japan Times
COMMENTARY / World
Mar 6, 2023
Trying to replace China’s supply chains? Don’t bother
Vietnamese factories were supposed to save globalization. It doesn’t look like that’s happening.
Japan Times
COMMENTARY / World
Feb 28, 2023
China’s old playbook is back. That’s bad news.
A nod to projects fueled by debt at the expense of industrial technology may not end well for China.
Japan Times
COMMENTARY / Japan
Feb 22, 2023
Toyota’s new EV plan is a big reality check
Getting drivers to adopt electric vehicles — and buy into the technology transition — will require a fundamental shift in Toyota’s thinking.
Japan Times
COMMENTARY / World
Feb 3, 2023
‘Blood batteries’ drive America’s frantic EV ambitions
In its quest to secure the raw materials needed to make electric vehicles, the U.S. is turning to some questionable places.
Japan Times
COMMENTARY
Oct 5, 2022
Tesla’s big batteries aren’t the fire problem. Lithium is.
Investors need to look behind the headline data and realize the danger in the widespread use of this technology.
Japan Times
COMMENTARY / World
Sep 28, 2022
The holes in America’s China-style industrial policy
Washington is too focused on shutting out Chinese parts for EV batteries, which will ultimately hold the U.S. back from expanding its own supply chain.
Japan Times
COMMENTARY / World
Aug 23, 2022
Don’t believe the grim forecast — China is just fine
Beijing's poor headline numbers aren't the only story — and that means investors need to use a new lens to assess the economy.
Japan Times
COMMENTARY / World
Feb 14, 2022
How China's cybersecurity laws could backfire
China wants to have control over the information cars have about drivers, roads and the faces and voices they pass, according to a draft law on data-security management issued in May.
Japan Times
COMMENTARY / World
Jan 19, 2022
The Made in China plan is back, and it’s better
State planners released a five-year smart manufacturing development plan in late December that aims to digitize 70% of the country's large enterprises.
Japan Times
COMMENTARY / World
Dec 9, 2021
If Tesla's got troubles, everyone should worry
Tesla is struggling to procure a raw material only available in China for a battery cell that it's trying to develop, but U.S.-China trade tensions could stand in the way.
Japan Times
COMMENTARY / World
Nov 7, 2021
There’s an unseemly rush to power EV batteries
While lithium has been through a similar surge on the back of EVs before, this time there's a legitimate demand-supply issue with a shortage on the horizon.
Japan Times
COMMENTARY / World
Aug 19, 2021
Hong Kong's COVID-19 policies are borderline reckless
The government's inability to adapt while failing to put in place policies that ensure long-term safety are standing in the way of keeping the public's trust.
Japan Times
COMMENTARY / World
Jul 7, 2021
The real reason no one wants to be a banker anymore
Analysts say banks are becoming more like machines, 'with less dependency on human capital.”
Japan Times
COMMENTARY / Japan
Mar 28, 2021
Japan remade its supply chains after catastrophe. Here’s what it learned.
Japan's industrial network became more resilient after the tsunami and meltdown catastrophes of 2011, which inflicted more than $200 billion in damage to businesses.
Japan Times
COMMENTARY / World
Mar 3, 2021
When the fantasy of better battery science doesn’t match reality
The technical challenges of making better batteries (and therefore, electric vehicles) are enormous and the expectations associated with them are even more fantastical.
Japan Times
COMMENTARY / Japan
Feb 19, 2021
Toyota broke its just-in-time rule just in time for the chip shortage
In contrast to the rest of the auto industry, Japan's Toyota Motor Corp. said it wasn't expecting a shortfall of semiconductors to affect its production.
Japan Times
COMMENTARY / World
Jan 7, 2021
Who's on the hook if vaccines go wrong?
Policy makers in developing nations may not have a choice but to take what they can get — cheaply and quickly. But in so doing, they might just be storing up legal troubles for later.
COMMENTARY / Japan
Jan 6, 2021
China’s dreams of self-reliance still depend on Japan Inc.
For signs of how China’s ambitions to become a self-made, high-tech industrial powerhouse are faring, look to Japan Inc.
Japan Times
COMMENTARY / World
Dec 18, 2020
While we're waiting for electric cars to fully charge, how about hybrids?
Investors have run up the stock prices of electric car companies and their valuations far higher than the businesses really warrant.

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