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Bill Bishop is the author of Sinocism
On today’s show Andrew and Bill begin with a call between President Trump and Xi, two days of meetings between the U.S. and China in London, and an apparent effort from both sides to de-escalate. Topics include: Retracing steps of the past few weeks, clarity for the U.S. and others on the PRC’s leverage over rare earths, the possibility of the U.S. easing tech export controls, and the lack of trust on both sides in the wake of the past few months. From there: The U.S. has concerns about a Chinese embassy in the UK, the New York Times surfaces a purported FSB document outlining various counterespionage anxieties related to the PRC, and Xi’s daughter joins a dinner with Lukashenko. At the end: People’s Daily publishes an interview with Ren Zhengfei, Xi continues his attempts to curb excess among party members, and Victor Wembanyama visits a Shaolin Monastery.
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@Stratechery Channel — YouTube
US-China talks continue; Ren Zhengfei interview; Shenzhen Comprehensive Reform Pilot; Influencer recruiting — Sinocism
Xi's busy week; US-China London talks; Rare earths; Huawei and Nvidia; Auto involution; Consumption — Sinocism
US, China Officials Agree on Plan to Reduce Trade Tensions — Bloomberg
China’s Chokehold on This Obscure Mineral Threatens the West’s Militaries — New York Times
US raises concern over plan for Chinese embassy in London — Financial Times
Dutch sound alarm on Chinese super-embassy in London — The Spectator
Secret Russian Intelligence Document Shows Deep Suspicion of China — ew York Times
Xi Tightens Leash on Officials’ Boozing and Lavish Living — Wall Street Journal
Snopkov shares tidbits of non-public part of meeting between Lukashenko, Xi Jinping — Belta
NBA star Victor Wembanyama reportedly starts 10-day seclusion practice at China’s Shaolin Temple — Global Times
