(Preview) A Maximalist Response to Japan's PM; More Bad Real Estate News; Leaked Warnings on Alibaba; Hasan Piker Touring China
Description
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” at banks, and a rescue mission for the Shenzhou 21 crew at Tiangong space station. At the end: A leaked White House memo alleges Alibaba is cooperating with the PLA, Hasan Piker’s viral travels spawn thoughts on Western influencers touring China, and a BBC journalist is reportedly under investigation for espionage in Brussels.
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Bill Bishop is the author of Sinocism
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
PRC-Japan crisis; October government spending drops; Real estate prices continue to decline; Shenzhou 20 crew returns — Sinocism
Weak October credit data; CSRC head to resign?; No letup in PRC attacks over Japanese PM’s Taiwan comments; New Model of Global Leadership; Nexperia — Sinocism
Saber-rattling about militarily intervening in the Taiwan Strait situation will only lead Japan down a road of no return — PLA Daily
How Japan’s new prime minister has brought China’s ‘wolf warriors’ back out — CNN
Japan senior diplomat visits Beijing to ease spat over Taiwan — Nikkei Asia
China Secondhand Home Prices Fall in All Major Cities for Second Month — Caixin
China Sees Worst Credit Growth in a Year as Demand Dries Up — Bloomberg
China Banks Issue Phantom Loans to Hit Targets in Slow Economy — Bloomberg
Exclusive: GM wants parts makers to pull supply chains from China — Reuters
White House memo claims Alibaba is helping Chinese military target US — Financial Times
Tesla Wants Its American Cars to Be Built Without Any Chinese Parts — Wall Street Journal
US influencer Hasan Piker’s China tour draws fire after viral Tiananmen police encounter — SCMP
america against china against america — Jasmine Sun
Sinocism Live: Dispatches from China with Afra Wang and Jasmine Sun — Sinocism
BBC journalist probed by secret services over China spying allegations — Daily Mail
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