About this episode
This episode of Sharp China is outside the paywall.Show Notes:On today's show Andrew and Bill begin with Trump raising tariffs on the PRC by 10%, the PRC's response, and the phone call Xi-Trump phone call that was rumored a month ago but still hasn't happened. Then: What to watch for during Two Sessions week, Xi has always supported private enterprises, a response from the Ministry of Foreign Affairs on fentanyl, and why the U.S. focusing on domestic enforcement only goes far. From there: A roundup of news on chips, including an investigation in Singapore, TSMC's investment in the United States, a Wall Street Journal report on Nvidia, and questions facing the Trump team as new policy takes shape. At the end: The New York Times reports on "plea leniency," FIFA won't play ball with the PRC, and a variety of Moutai thoughts as Kweichow Moutai struggles to find demand.You can listen to the podcast in the Substack app:Or click here for instructions to add the podcast to your preferred player.Subscribe to Sinocism here.Subscribe to Stratechery here.Related Readings:US Tariffs; Two Sessions; Xi has always supported private enterprises; Peaceful China Initiative; Chips -- SinocismResponse to US tariffs; Two Sessions begin; DeepSeek -- SinocismFURTHER AMENDMENT TO DUTIES ADDRESSING THE SYNTHETIC OPIOID SUPPLY CHAIN IN THE PEOPLE’S REPUBLIC OF CHINA -- The White HouseXi Leaves Door Open for Talks With Measured Response to Trump -- BloombergStatement from the Ministry of Foreign Affairs -- MoFA on TwitterBlackRock to buy Panama Canal ports after pressure from Donald Trump -- FTCanadian Police Say They Dismantled Country’s Largest Drug Lab -- NYT (Nov. 2024)
