Sharp China: All Eyes on Iran; Two Sessions Questions; Alibaba, DeepSeek and Distillation; Another UK Spying Scandal
This episode of Sharp China is outside the paywall.
Show Notes:
On today’s show Andrew and Bill begin with the war in Iran and its implications for the PRC. Topics include: Upsides and downsides for China, why US strategy was likely related to Iran and not the PRC, questions about the Strait of Hormuz, the Iran partnership and PRC global leadership, implications for Taiwan, why a Beijing visit from Donald Trump remains likely, and yet another US war in the Middle East… From there: What to watch for at the Two Sessions this week, an exodus at Alibaba, waiting for a new DeepSeek model, and…
The skinny
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