Sharp China with Bill Bishop (Preview) Stabilization Measures and Export Questions; Taiwan Considers US Arms Purchase; TSMC Halts Advanced Chip Sales to China; Trump Tea Leaves and Cabinet Picks
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Bill Bishop is the author of Sinocism
On today's show Andrew and Bill begin with Friday's announcement from the NPC standing committee and more incremental stabilization measures from PRC leadership. Topics include: Foreign investors (again) hoping for more, "deepening reforms" and domestic consumption, the trade surplus with the US exceeds the trillion dollar threshold, and why attempts to build an alliance with the EU are unlikely to succeed. From there: Taiwan considers a big arms purchase as Trump prepares to take office, the Philippines aims to buy intermediate range missile launchers, and TSMC halts the sale of advanced chips to China. At the end: Trump's early cabinet picks, another report on Trump's plans for TikTok, the "reverse Nixon" dream, and Elon Musk's mother is a brand ambassador in the PRC.
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@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Fiscal stabilization package; Trade surplus; Philippines-PRC tensions; TSMC; Waltz to be National Security Advisor — Sinocism
China’s Stimulus Policies Now Put Emphasis on Consumption, Expert Says — Caixin
Exclusive - China presses Europe for anti-U.S. alliance on trade — Reuters (2018)
Ukraine war: EU’s next top envoy says China must pay ‘higher cost’ for backing Russia — SCMP
Taiwan considers big US defence purchases as overture to Donald Trump — Financial Times
Philippines aims to buy US missile launcher in move likely to anger China — Financial Times
TSMC to close door on producing advanced AI chips for China from Monday — Financial Times
Exclusive: US ordered TSMC to halt shipments to China of chips used in AI applications — Reuters
Donald Trump’s cabinet picks signal tougher stance on China — Financial Times
A Trump adviser on how the international economic system should change — The Economist
Beijing’s Worst Nightmare After Trump’s Win: a ‘Reverse Nixon’ — Wall Street Journal
Trump expected to try to halt TikTok ban, allies say — Washington Post
Maye Musk, the mother of Elon Musk, is now the global brand ambassador of AISE baobao — X: @Byron_Wan
Reverse ferret — Wikipedia