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Bill Bishop is the author of Sinocism)
On today's show Andrew and Bill begin with reports that next year's five-year plan will double down on the Made in China 2025 strategy. Topics include: The legacy and successes of Made in China 2025, ferocious domestic competition in industries like electric vehicles, and an aspect of self-reliance that continues to elude modern leadership. From there: A report that the EU is ready to work with the US on China policies of its own, why the EU and PRC have struggled to form an alliance, and why the detente between the US and China is looking increasingly fragile. At the end: The MSS warns of espionage, Czechia accuses the MSS of hacking its Ministry of Foreign Affairs, and an emailer has questions about Xi and his political rivals.
To email the show: [email protected])
@SharpTechPodcast Channel — YouTube)
@Stratechery Channel — YouTube)
Premier Li visits Indonesia and Malaysia; 15th Five-year plan and “Made in China 2025”; Improving the modern corporate system with Chinese characteristics; National Digital Identity System — Sinocism)
US-China Geneva "détente" may be breaking; US to start revoking PRC student visas; China-PIC meeting; EV sector bloodbath coming? — Sinocism)
Xi Mulls New Made-in-China Plan Despite US Call to Rebalance — Bloomberg)
The lessons from China’s dominance in manufacturing — Financial Times)
Was Made in China 2025 Successful? — Rhodium Group)
Chinese EV Stocks Tumble After BYD Slashes Prices as Much as 34% — Bloomberg)
Why Trump Lashed Out at Europe Over Trade — Wall Street Journal)
The problems with China’s efforts to patch things up with Europe: ‘there are limits’ — SCMP)
US Warns Pirelli Risks Restrictions Due to Chinese Investor — Bloomberg)
U.S. Pauses Exports of Airplane and Semiconductor Technology to China — New York Times)
Post from Jan Lipavsky — X: @JanLipavsky)
Belgium bugged Anderlecht football stadium to spy on Huawei MEP lobbying — Politico EU)
The Conscience of the Party — Harvard University Press)
