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Sharp China: The Unraveling is Accelerating; Post-Escalation Options for the PRC; Trump Goals and EU Possibilities; Another Maddening TikTok Development
This episode of Sharp China is outside the paywall.
Show Notes:
On today's show Andrew and Bill return to discuss the intensification of the US-China trade war, including tariffs of 104% beginning on Wednesday, the PRC's options to respond, how companies like Apple could be squeezed, and why this represents the lowest point for US-China relations in a very long time. Then: Exploring EU opportunities and challenges after Premier Li Qiang's call with EU President Ursula von der Leyen, the debunked report about South Korea and Japan cooperating with the PRC, and unpacking the risks and possibilities inherent to the course the US side has chosen over the past week. At the end: Reactions to the latest TikTok extension from President Trump, a report that Liu He's son is under investigation, and a new name for the gardening podcast that may be essential in the months to come.
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:
As the additional 50% US tariffs go into effect will the bottom fall out of the US-China relationship? -- Sinocism
Trump threatens 50% more tariffs on PRC; Trouble for Liu He's son; TikTok -- Sinocism
April 7 People's Daily on responses to US tariffs 集中精力办好自己的事 增强有效应对美关税冲击的信心 -- Sinocism
Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk -- Stratechery
China has the tools to weather Trump storm, Premier Li tells EU’s von der Leyen -- SCMP
China investigates ‘princeling’ amid crackdown on finance industry -- FT
Trump punts on TikTok deal — app gets another 75 days -- Politico
To add the Sharp China feed to your preferred podcast player:
Click on the "listen on" button and you will see a dropdown with several options. Make sure you are logged into your account when you do it so you get the correct private RSS feed for subscribers. If you have not logged in for a while you can enter your email and then we will send you a login link.
The “email link” in the pulldown shown above will send you an email that also makes it easy to set it up in your preferred podcast app on your phone.
If you use the Substack app it has a built- in podcast player.
Thanks for listening.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit sinocism.com/subscribe
View all episodes
By Bill BishopThis episode of Sharp China is outside the paywall.
Show Notes:
On today's show Andrew and Bill return to discuss the intensification of the US-China trade war, including tariffs of 104% beginning on Wednesday, the PRC's options to respond, how companies like Apple could be squeezed, and why this represents the lowest point for US-China relations in a very long time. Then: Exploring EU opportunities and challenges after Premier Li Qiang's call with EU President Ursula von der Leyen, the debunked report about South Korea and Japan cooperating with the PRC, and unpacking the risks and possibilities inherent to the course the US side has chosen over the past week. At the end: Reactions to the latest TikTok extension from President Trump, a report that Liu He's son is under investigation, and a new name for the gardening podcast that may be essential in the months to come.
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:
As the additional 50% US tariffs go into effect will the bottom fall out of the US-China relationship? -- Sinocism
Trump threatens 50% more tariffs on PRC; Trouble for Liu He's son; TikTok -- Sinocism
April 7 People's Daily on responses to US tariffs 集中精力办好自己的事 增强有效应对美关税冲击的信心 -- Sinocism
Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk -- Stratechery
China has the tools to weather Trump storm, Premier Li tells EU’s von der Leyen -- SCMP
China investigates ‘princeling’ amid crackdown on finance industry -- FT
Trump punts on TikTok deal — app gets another 75 days -- Politico
To add the Sharp China feed to your preferred podcast player:
Click on the "listen on" button and you will see a dropdown with several options. Make sure you are logged into your account when you do it so you get the correct private RSS feed for subscribers. If you have not logged in for a while you can enter your email and then we will send you a login link.
The “email link” in the pulldown shown above will send you an email that also makes it easy to set it up in your preferred podcast app on your phone.
If you use the Substack app it has a built- in podcast player.
Thanks for listening.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit sinocism.com/subscribe