Sharp China: Made in China 2025 and What Comes Next; EV Price Wars; The EU and Its China Dilemmas; Xi and His Rivals

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Show Notes:

On today's show Andrew and Bill begin with reports that next year's five-year plan will double down on the Made in China 2025 strategy. Topics include: The legacy and successes of Made in China 2025, ferocious domestic competition in industries like electric vehicles, and an aspect of self-reliance that continues to elude modern leadership. From there: A report that the EU is ready to work with the US on China policies of its own, why the EU and PRC have struggled to form an alliance, and why the detente between the US and China is looking increasingly fragile. At the end: The MSS warns of espionage, Czechia accuses the MSS of hacking its Ministry of Foreign Affairs, and an emailer has questions about Xi and his political rivals.

Related Readings:

National Digital Identity System -- Sinocism

US-China Geneva"détente" may be breaking; US to start revoking PRC student visas; China-PIC meeting; EV sector bloodbath coming? -- Sinocism

Xi Mulls New Made-in-China Plan Despite US Call to Rebalance -- Bloomberg

The lessons from China’s dominance in manufacturing -- FT

Was Made in China 2025 Successful? -- Rhodium Group

Chinese EV Stocks Tumble After BYD Slashes Prices as Much as 34% -- Bloomberg

Why Trump Lashed Out at Europe Over Trade -- WSJ

The problems with China’s efforts to patch things up with Europe: ‘there are limits’ -- SCMP

US Warns Pirelli Risks Restrictions Due to Chinese Investor -- Bloomberg

U.S. Pauses Exports of Airplane and Semiconductor Technology to China -- NYT

Post from Jan Lipavsky -- X

Belgium bugged Anderlecht football stadium to spy on Huawei MEP lobbying -- Politico EU

The Conscience of the Party -- Harvard University Press