Sharp China: A Maximalist Response to Japan's PM; More Bad Real Estate News; Leaked Warnings on Alibaba; Hasan Piker Touring China
This is a free preview of a paid episode. To hear more, visit sinocism.com
Show Notes:
On today’s show Andrew and Bill begin with a week of escalating rhetoric in response to Japanese Prime Minister Sane Takaichi’s comments about a Taiwan contingency. Topics include: Memories of Senkakku Islands tensions in 2012, why protests in the streets are unlikely this time, possibilities to escalate and de-escalate from here, and possible PRC motivations for reacting so forcefully. From there: A new round of disappointing real estate data while Lou Jiwei predicts prolonged contraction, “phantom loans”…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.