Sharp China: New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
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Show Notes:
On today’s show Andrew and Bill begin with a raft of proposed export controls from Beijing on AI-related technologies, solar-related technologies, and machinery, as well as continued angst surrounding Japan’s rare earth access. Then: Reactions to strong Q3 GDP numbers in the PRC, continued stock market struggles, questions about GDP targets,…
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