Xi does rare earths and the Long March monum…

I wish I could say happy Monday but based on conversations and developments since the last issue of the newsletter I do not remember ever being this pessimistic about the trajectory of US-China relations. The Chinese side has ramped up the nationalist propaganda, including airing old movies glorifying fighting Americans in the Korean War, while the US move against Huawei is a direct strike against China’s most successful tech company and a symbol of the PRC’s achievements and its aspirations.

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