Sharp China: Tariffs and the Escalatory Cycle; China and the Fentanyl Crisis; TSMC Plans and Nvidia Scrutiny; Hard Times for Moutai
This episode of Sharp China is outside the paywall.
Show Notes:
On today's show Andrew and Bill begin with Trump raising tariffs on the PRC by 10%, the PRC's response, and the phone call Xi-Trump phone call that was rumored a month ago but still hasn't happened. Then: What to watch for during Two Sessions week, Xi has always supported private enterprises, a response from the Ministry of Foreign Affairs on fentanyl, and why the U.S. focusing on domestic enforcement only goes far. From there: A roundup of news on chips, including an investigation in Singapore, TSMC's investment in the United…
The skinny
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