Sharp China: Elon Musk’s Surprise Trip to Beijing; A Third Plenum Set for July; An Uneventful Blinken Visit; Xi’s Trip to Europe
This episode of Sharp China is free for everyone.
Show Notes:
On today's show Andrew and Bill begin with a surprise, 24-hour trip to China for Elon Musk, and a Sunday meeting with Premier Li Qiang. Topics include: The Musk meeting as PRC response to mounting scrutiny in the US, the benefits to both sides of the Tesla-PRC relationship, and why this week's news may not answer Tesla's long term questions in the Chinese market. From there: Parsing the readout from the April Politburo meeting, including insights into how leadership sees the economy now, an announcement for the long-awaited Third…
The skinny
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