The Dunne Insights Newsletter

VinFast: A Stunning Comeback

Winning At Home And In Southeast Asia

Aug 5 • 

Michael Dunne

31

July 2025

My NY Times Op-Ed: BYD, China & America

"The company embodies a Chinese industrial model that is leaving America in the dust."

Jul 9 • 

Michael Dunne

11

2

China's Next Sputnik Moment

"Zero-Mileage" Second Hand Cars From Mexico

Jul 1 • 

Michael Dunne

19

1

June 2025

It’s Time to Realign

The race for industrial resilience is on. Realign 2025 brings together leaders in government, industry, and capital to chart the next era of…

Jun 25 • 

Michael Dunne

9

America: Leashed Up by Chinese Magnets

Magnets are the powerful new industrial magic. China owns them. America needs them.

Jun 24 • 

Michael Dunne

50

7

April 2025

How GM Led A Parade of Chinese Automakers Into Mexico

A Hasty Fix Comes Back to Haunt

Apr 30 • 

Michael Dunne

48

11

March 2025

China: The Forever King of Tariffs

A Stealthy Weapon Paves Way To Industrial Power

Mar 15 • 

Michael Dunne

69

21

February 2025

China to Europe: Marry Me - Or Else

A Fork In The Road For Europe

Feb 11 • 

Michael Dunne

34

1

January 2025

BYD: So Damn Good – But Not Invincible.

What Warren Buffett Might Be Thinking

Jan 21 • 

Michael Dunne

55

1

December 2024

An Automotive Frankenstein Is Born

Extreme Competition With Chinese Characteristics

Dec 10, 2024 • 

Michael Dunne

92

13

November 2024

High Noon in Mexico

Chinese Cars Pour In, Rattling The USMCA

Nov 19, 2024 • 

Michael Dunne

50

8

September 2024

The Great China Car Blitzkrieg

Record Exports Are Shattering 100 Years Of Western Car Dominance

Sep 18, 2024 • 

Michael Dunne

120

33