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Cases and lockdowns; Birth rate; US-China meetings; More regulatory pressure for tech firms; Apple DailySummary of today’s Essential Eight: Covid - Lockdowns by another name continue in parts of several cities as daily cases are approaching the level of the Shanghai disaster earlier this year. Right now it feels like we are seeing a repeat of Shanghai in late March, when local…
Covid case surge tests "optimizations"; Xi returns to Beijing; Chen Wenqing goes to Yan'an; TikTok's US troublesSummary of today’s Essential Eight: Covid cases surging - Beijing recorded three Covid-related deaths, the first officials deaths from Covid in the PRC in six months. Cases are surging in several cities including Beijing, Shijiazhuang, which has now locked down, Guangzhou and…
More Covid cases in more cities; Foxconn violent protests highlight Apple's China risks; RRR; Marijuana murdersToday’s newsletter is a bit abbreviated as I have to prepare for the Thanksgiving Holiday. The newsletter will be off Thursday for a day of eating turkey and seeing family, I will be back Friday with the weekly discussion thread. Thanks for you support and patience.
