Sharp China: Hollerin’ About Yellen; Gallium and Germanium Warnings; Understanding PRC Domestic Challenges; The Barbie Movie Banned in Vietnam
This week’s episode is outside the paywall so available to everyone.
On today's show Andrew and Bill begin with reactions to Secretary of the Treasury Janet Yellen's trip to China, including thoughts on what might be the next evolution in the decoupling discourse, various social media controversies that were unrelated to the substance of her meetings, and the optics of cabinet officials traveling to Beijing without many of their Chinese counterparts reciprocating. Then: New PRC regulations for the export of gallium and germanium, and why last week's announcement may do more damage to the PRC…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.