'The Relevant Organs' Pro Tip: 'You Definitely Need a Show Trial'
Spitballing here, GOP friends, but Josh Hawley, Ted Cruz, Ron Johnson and Marjorie Taylor-Greene would make an excellent Gang of Four, if you need a show trial.
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CHINAMacroReporter
February 19, 2021
‘No, China is not the EU’s top trading partner'
‘This week the media seized on a report by Eurostat, the European Union’s statistical agency, to declare that China surpassed the United States in 2020 to become the EU’s main trade partner. This is simply not true.’
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February 18, 2021
‘China faces fateful choices, especially involving Taiwan’
'Should Mr Xi order the People’s Liberation Army to take Taiwan, his decision will be shaped by one judgment above all: whether America can stop him. If China ever believes it can complete the task at a bearable cost, it will act.’ ‘
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February 18, 2021
'An Unsentimental China Policy'
'Jake Sullivan, wrote in Foreign Affairs in 2019, “The era of engagement with China has come to an unceremonious close.”Yet it is worth remembering what engaging China was all about.’ For most of the past half century, efforts to improve ties with the country were not about transforming it. Judged by its own standards, U.S. engagement with China succeeded. It was only after the Cold War that a desire to change China became a prominent objective of U.S. policy.’
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January 31, 2021
'Ted Cruz, Chinese Communist Party Agree: Keep Hongkongers Trapped in China'
‘The bill Cruz blocked, the Hong Kong People's Freedom and Choice Act of 2020, would grant political asylum to any resident of Hong Kong who arrives in the United States, allowing them to remain in the country legally after the expiration of any other visa.'
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January 31, 2021
Analysis: China tests Biden on Taiwan, with eye on another island
‘And it is at Pratas Island where a behind-the-scenes tug-of-war is being played out between the U.S. and China.’
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January 31, 2021
'Top Conflicts to Watch in 2021: The Danger of U.S.-China Confrontation Over Taiwan'
‘While people appear to believe that the Biden administration will strive to avoid acute crisis with China over Taiwan, U.S. policy toward Taiwan only reflects half of the story. The other, and more important half is from China.’
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January 31, 2021
China Tests Biden
In today’s issue: 1. China Tests Biden Over Taiwan / 2. The UK Stands Up, the U.S. Not So Much / 3. Why Impeding U.S.-China Capital Flows Isn't Easy
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January 27, 2021
Xi Jinping: 'Why We All Just Get Along?'
In today’s issue:1. Biden Shows his Hand on China / 2. Xi Shows his Hand on the U.S./ 3. Multi-Lateralism, Chinese-Style / 4. Cooperation or 'Strategic Competition'?
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January 27, 2021
'Xi Jinping Wows Them at Davos'
‘The test for the Biden team is whether it will be tripped up by the feints toward international norms and comity that punctuate Mr. Xi’s pattern of regional aggression.’
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January 27, 2021
Part One | 'Biden’s Opening Salvo on Beijing'
‘The Biden administration is less than a week old, but its most consequential foreign-policy decisions may already be behind it.’
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January 27, 2021
'China’s Xi Champions Multilateralism at Davos, Again'
‘While Xi’s speech may have echoed similar themes from his 2017 address, today’s circumstances are markedly different.’
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January 27, 2021
'China’s Xi Warns Against Confrontation in Veiled Message to Biden'
‘Chinese President Xi Jinping issued a veiled warning against the new Biden administration’s preparations to rally allies to challenge Beijing on a range of issues.’
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January 27, 2021
'China rejects 'strategic competition' and calls on US to cooperate'
‘China wants cooperation, not strategic competition, the Foreign Ministry said Tuesday, a day after the White House said it was looking to form a "new approach" toward China.’
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January 27, 2021
'Xi Jinping at the Virtual Davos: Multilateralism with Chinese characteristics'
‘At the virtual Davos this week, Xi essentially proposed a multilateralism with Chinese characteristics—designed to ensure that international interactions be conducted in accordance with China’s perspectives.’
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January 27, 2021
Part Two | 'Biden’s Opening Salvo on Beijing'
‘China will think carefully before making its next moves, but it’s unlikely to submit tamely to American pressure.’
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January 23, 2021
‘Reasons for Increases In Cross-Border Capital Flows into China’
'Cross-border portfolio capital flows into China have been rising since 2014.'
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January 23, 2021
'Rethinking 2020: What’s Overlooked and What’s Overhyped'
‘If a single word were chosen to define US-China in 2020, “decoupling” would be a good candidate. What has been overlookedis just how little meaningful decoupling actually happened.’
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January 23, 2021
'A Complex Inheritance: Transitioning to a New Approach on China'
‘For the Biden administration to successfully transition to a new and more effective China strategy, the various existing Trump measures should not be treated in the same way.’
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January 23, 2021
‘China’s Easing of Regulations Restricting Foreign Ownership of Financial Firms’
'Foreign firms have only a tiny slice of most segments of this market; they control less than 2 percent of banking assets, for example, and less than 6 percent of the insurance market.'
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January 23, 2021
'Does Xi Jinping Face a Coup Threat?'
In today’s issue: 1. Rest easy. Xi is Safe / 2. China a Career Killer? /3. Rethinking 2020: What’s Overlooked and What’s Overhyped / 4. China’s Financial Opening Accelerates
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January 23, 2021
The struggle over chips enters a new phase
In the 20th century the world’s biggest economic choke-point involved oil being shipped through the Strait of Hormuz. Soon it will be silicon etched in a few technology parks in South Korea and Taiwan.’
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January 23, 2021
'Why Chinese Companies are Having a Tough Time Recruiting in the U.S.'
‘I have seen senior executives who take on very public roles within some of these Chinese companies find that their life after those companies has been more limited. It even has a bit of a taint. A bit like working for tobacco.’
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January 23, 2021
H.R. McMaster: 'Biden would do the world a favor by keeping Trump’s China policy'
‘No doubt the Biden administration will see ways to improve the strategic framework we devised, but continuity with the approach is essential.’
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January 23, 2021
'Does Xi Jinping Face a Coup Threat?'
‘So if you're an autocrat, you really have to be nervous about what's the military doing and is the military coming after me?’
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January 23, 2021
‘China’s Financial Opening Accelerates’
‘Despite predictions by some observers that the United States and China are headed for a “decoupling,” China’s integration into global financial markets is accelerating.’
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January 22, 2021
Confronting the Challenge of Chinese State Capitalism
‘When a U.S. or European firms compete against, say, COSCO Shipping or Huawei, it is the entirety of the Chinese government’s balance sheet that it must contend with, not just an individual firm.’
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January 20, 2021
'When it comes to China, Team Biden sounds a lot like Team Trump'
‘As Biden has announced his picks for cabinet positions and senior policy advisers, it has been almost impossible to distinguish his new team's China rhetoric from that of the departing Trump officials.’
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January 20, 2021
'When it comes to China, Team Biden sounds a lot like Team Trump'
In today’s issue: 1. Biden's China Hawks / 2. Keep Trump's China Policy [?] / 3. Breaking Down Biden's China Challenges
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January 16, 2021
'Jack Ma Misreads Xi Jinping'
"The reason why Jack Ma and others could build enormous Internet companies is because the Party had no idea what they were doing. They became famous globally and made China look very good, but then the Party had to figure out how to get their arms around them."
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January 16, 2021
'China: Taming the Overshoot'
‘We expect GDP growth to improve to 7.1% in 2021 from 2.2% in 2020.Realized growth will likely overshoot potential growth in 2021, but from a policy perspective, we expect that the authorities would prefer to avoid an aggressive overshoot in one particular year in exchange for a smoother and more sustainable growth profile over the next five years.’
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January 16, 2021
'Financial Technology Is China’s Trojan Horse'
‘Chinese fintech firms function like a geoeconomic Trojan horse.’
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January 16, 2021
'Where in the World is Jack Ma?'
In today’s issue: 1. Where in the World is Jack Ma?'The CCP's Ambivalence about the Private Sector’‘Jack Ma Misreads Xi Jinping’ / 2. China’s Fintech Threat‘Financial Technology Is China’s Trojan Horse’ / 3. 2021 Economic Outlook: Sunrise in a Fractured World’ | CHINA
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January 13, 2021
'Kurt Campbell, Biden’s pick for a new NSC Asia position, should reassure nervous allies'
‘Asia watchers in Washington and America’s Asian allies should be reassured that Biden is planning to elevate the importance of the Indo-Pacific region by creating this coordinator role and staffing it with someone so senior.'
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January 13, 2021
1. 'Restoring Balance'
‘China’s growing material power has indeed destabilized the region’s delicate balance and emboldened Beijing’s territorial adventurism. Left unchecked, Chinese behavior could end the region’s long peace.’
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January 13, 2021
3. 'Forging Coalitions'
‘The principal challenge facing the United States is to bridge European and regional approaches to Chinese challenges.’
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January 13, 2021
'How America Can Shore Up Asian Order'
‘This combination of Chinese assertiveness and U.S. ambivalence has left the Indo-Pacific region in flux.'
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January 13, 2021
2. 'Restoring Legitimacy'
‘Negotiating Beijing’s role in this order is the most complex element of the overall endeavor.’
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