Two sessions; G-20; PRC firms added to US entity list; Liu He on chips
I got lots of positive comments for my use of a Gif for commentary yesterday, now thinking I should just do this newsletter with Gifs instead of commentary…Kidding of course, and I was not actually making a joke when I used the dumpster fire Gif in the section on US-China relations. Given everything that is going on here in DC and in Beijing, I can not craft a credible scenario in which relations even stop getting worse in the near-term. Perhaps you readers have some suggestions for credible scenarios that you can contribute in tomorrow’s weekly discussion. I could use the positive energy…
The Two Sessions starts this weekend, so get ready for almost two weeks of whole process democracy, and what could be some very interesting and meaningful bureaucratic restructurings.
Summary of the Essential Eight:
The Two Sessions - Some interesting reads and speculations.
Confidence growing about economy - If they target GDP growth of 6%, as Reuters suggests they might, does that assume that there ar…