US-China trade talks begin; Apple and Alibaba earnings; BRI; Political security and hostile foreign forces

Good morning from relatively balmy DC. Thanks to all of you who gifted three months to a friend, and welcome to all you new readers.

Things are slowing down as we approach the Year of the Pig, so the newsletter is a bit thin today:

  • The US-China trade talks start today in DC, I have heard nothing solid yet about what to expect;

  • The new foreign investment la…

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