The Dunne Insights Newsletter

The Great China Joint Venture Boomerang

How Global Automakers Are Accelerating Their Own Demise

Nov 15 • 

Michael Dunne

82

33

13

October 2025

How China Is Gutting Western Automakers

The Formula: Scale Up. Flood In. Starve Out.

Oct 14 • 

Michael Dunne

230

68

29

September 2025

China Marches Into Europe

Monster Speed and Scale

Sep 11 • 

Michael Dunne

42

9

3

August 2025

VinFast: A Stunning Comeback

Winning At Home And In Southeast Asia

Aug 5 • 

Michael Dunne

35

2

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

13

2

2

China's Next Sputnik Moment

"Zero-Mileage" Second Hand Cars From Mexico

Jul 1 • 

Michael Dunne

22

1

3

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

10

April 2025

How GM Led A Parade of Chinese Automakers Into Mexico

A Hasty Fix Comes Back to Haunt

Apr 30 • 

Michael Dunne

49

11

5

March 2025

China: The Forever King of Tariffs

A Stealthy Weapon Paves Way To Industrial Power

Mar 15 • 

Michael Dunne

71

23

15

February 2025

China to Europe: Marry Me - Or Else

A Fork In The Road For Europe

Feb 11 • 

Michael Dunne

35

1

5

January 2025

BYD: So Damn Good – But Not Invincible.

What Warren Buffett Might Be Thinking

Jan 21 • 

Michael Dunne

55

1

6