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US/CHINA: Ban on selected Xinjiang exports may be just the beginning

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The Trump administration announced narrowly-targeted restrictions on US imports from Xinjiang, with broader measures likely in the coming weeks. The controversy surrounding the Disney film Mulan has drawn public attention to alleged human rights abuses in the territory. …   Become a member to read the rest of this article Username or E-mail Password Remember […]

CHINA: Quiet central bank intervention restrains RMB appreciation

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The People’s Bank of China appears to be quietly intervening through proxy banks to resist upward pressure on the renminbi amid broad US dollar weakness. The scale of central bank intervention appears modest; rather than actively weakening the RMB, the PBoC is “leaning a…   Become a member to read the rest of this article

CHINA/US: Building the diplomatic architecture of a tech Cold War

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Chinese Foreign Minister Wang Yi announced on 8 September that China will develop a new “Global Data Security Initiative” (GDSI) to promote multilateral rules on cybersecurity, internet governance, and data governance. The initiative is Beijing’s answer to Washington’s “Clean Net…   Become a member to read the rest of this article

US/CHINA: Washington ramps up support for Taiwan, fueling tension with Beijing

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The US government has taken a series of steps in recent months to bolster diplomatic, economic, and security relations with Taiwan.Washington and Taipei moved closer to formal negotiations over a bilateral free trade agreement after Taipei eased longstanding restrictions on im…   Become a member to read the rest of this article

CHINA/US: Does Beijing intend to block the sale of TikTok?

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New Chinese export-control rules require a license for exporting content-recommendation algorithms, giving Beijing the authority to block a pending sale of TikTok. But Beijing’s intentions are unclear; it is possible that Chinese authorities still intend to let the sale proc…   Become a member to read the rest of this article

US/CHINA: Analyzing possible scenarios for the ban on WeChat

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The scope of the Trump administration’s ban on TikTok, which is a crucial tool for the China-based affiliates of US companies, remains uncertain. Under a minimalist interpretation, the Chinese affiliates of US companies would be allowed to continue using WeChat to deal with …   Become a member to read the rest of this article

US/CHINA: Phase 1 trade deal faces elevated risks as US election approaches

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Some advisors to US President Donald Trump are urging him to abandon the phase 1 trade deal, while neither Democratic challenger Joe Biden nor Congress appear willing to defend it. The US trade deficit with China hit a 20-month high in July, and Chinese purchases of US expor…   Become a member to read the […]

US/CHINA: Why has Beijing not retaliated against US technology companies?

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The Chinese government has responded tit-for-tat to several recent coercive measures from the US, but the pattern of retaliation has been inconsistent. For some US actions, Beijing has not responded at all. Lack of retaliation on several vital issues raises the question of whethe…   Become a member to read the rest of this article

US/CHINA: US election politics elevate bilateral risks in the coming months

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US presidential campaign politics are exerting an increasing influence on US policy towards China, creating elevated risks through January 2021. The Trump administration may seek to accelerate enactment of tough new policies against China in case US President Donald Trum…   Become a member to read the rest of this article

US/CHINA: New US position on South China Sea raises risk of naval confrontation

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A US statement on the South China Sea shifts Washington’s position to align fully with a 2016 ruling by a Hague tribunal under the UN Convention on the Law of the Sea (UNCLOS). The new US position maintains Washington’s neutrality on most disputed territorial claims but reje…   Become a member to read the rest […]