Rebounding Profits, Rising Risk: The State of American Business in China @NCUSCR
Rebounding Profits, Rising Risk: The State of American Business in China  @NCUSCR
Uploaded August 2026 | Updated September 2026, 11 hours ago
#USChinaRelations #Business #GlobalBusiness
U.S. businesses continue to find success in China, even as the bilateral relationship remains challenging, according to the 2026 USCBC Member Survey. With 95% of respondents saying their China operations are important to global competitiveness, the survey shows why the market remains essential to American companies and their growth worldwide.

In this conversation on August 3, National Committee President Steve Orlins interviews Sean Stein, president of the US-China Business Council (USCBC), about USCBC's recently released 2026 Member Survey of 175 American companies doing business in China. Mr. Stein discusses why companies continue to view China as essential despite mounting headwinds, including bilateral tariffs, Chinese export controls on rare earths, and rising competition from increasingly capable Chinese firms. He also addresses the outlook for the U.S.-China trade truce, which is set to expire in November, and what American businesses say is needed from both governments to stabilize the relationship. 

About the speaker: ncuscr.org/event/behind-the-numbers-us-china-business-councils-2026-member-survey

00:00 Teaser: Key Findings at a Glance
00:38 Introductions: Steve Orlins & Sean Stein
01:55 Survey Methodology: 175 Member Companies
02:57 What Are the Main Takeaways of the Survey?
06:47 What's Suprising About Profitability?
07:39 The Real Constraint: Chinese Competitiveness, Not Tariffs
09:20 Are Export Controls Backfiring?
10:42 Why It's Getting Harder to Do Business in China
14:52 What Are the US and Chinese Governments Getting Wrong?
17:47 Is Spinning Off China Businesses an Inevitable Trend?
21:03 Will More Consumer Brands Separate Their China Units?
25:11 Is US Public Opinion on China Starting to Shift?
27:21 Bonus: Will Ford Compete With Chinese EVs Within a Decade?
28:42 Closing Remarks
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National Committee on U.S.-China Relations |

Rebounding Profits, Rising Risk: The State of American Business in China

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