China American Cold War

In mid-2018, the US declared the China American Cold War a go. It comprised a series of ratcheting trade tariffs by the Trump Administration directed at China. these were directed largely at shifting global manufacturing supply chains, especially in technology, away from China. The measures were directed specifically at China’s stated aim of dominating global technology, artificial intelligence and robotics by 2025.

Other dimensions of the growing Great Power conflict included freedom of navigation through the South China Sea where China had constructed series of far-flung militarised atolls that armed the distant approaches to its mainland and effectively claimed that ocean as sovereign Chinese.

The Cold War was also concentrated around Chinese ‘sharp power’ which had made significant inroads in influencing policy outcomes within the US alliance network in and around the Asia Pacific via bribes, debt diplomacy and corruption of media.

The China American Cold War showed all of the characteristics of an historic, ideological struggle between liberal democracy and statist growth that had defined the 20th century battle between the US and the Soviet Union.


Can Huawei be contained?

Via FT: China has summoned the US ambassador in Beijing to demand the cancellation of an arrest warrant for Meng Wanzhou, chief financial officer of Chinese telecoms company Huawei, in the latest sign that her detention is souring relations between the two powers. Beijing also threatened Canada with “serious consequences” following the arrest of Ms


What has Cold War 2.0 cost Trump’s stock market?

Via FTAlphaville: Just days after President Trump broke bread with Chinese president Xi Jinping in Buenos Aires and agreed to a ceasefire in the US-China trade war, Trump tweeted that his administration is working closely “on seeing whether or not a REAL deal with China is actually possible”. If not, the self-proclaimed “Tariff Man” warned that new


China spits APEC dummy again

Via the AFR: China has accused the United States of spoiling the Asia-Pacific Economic Cooperation (APEC) leaders summit by attending with “great anger”. However, it says it will not oppose Australia’s partnership with the US to redevelop Papua New Guina’s naval base at Manus Island. Reiterating calls by Chinese leaders for Australia and other countries


Angry China versus everyone in Cold War 2.0

Via Bloomberg: The European Union is hammering out the first bloc-wide rules to prevent foreign investments from threatening national security, as Chinese acquisitions foster political unease. Negotiators representing EU governments and the European Parliament may agree on draft legislation to screen foreign direct investments on November 20, according to Franck Proust, a French member of


America is united in Cold War 2.0

In a lot of the earnings calls that we’ve been listening to, US executives have been having a bet each way on Cold War 2.0. They’ve been trying adhere to US demands without offending China. We see this mindset as a halfway house towards something more hawkish. From the FT today: In an America that


Steve Bannon on the Chinese world vision

Must view stuff from Real Vision as Steve Bannon unloads on China. Another undisclosed airplane hangar, another epic interview. We’re bringing you our next installment on Real Vision’s #BigNameSeason! Watch the full interview with @jkylebass & Stephen K. Bannon now: — Real Vision (@realvision) November 2, 2018 The reason China has stayed organized


Chinese tech to be devastated by Cold War 2.0

Via Bloomie: A Chinese state-owned company was charged with conspiring to steal trade secrets of U.S. chipmaker Micron Technology Inc. as the Justice Department steps up actions against China in cases of suspected economic espionage. Fujian Jinhua Integrated Circuit Co. and Taiwan’s United Microelectronics Corp. were indicted in California along with three individuals, the Justice


US sails gaily through Taiwan Straits

Via WSJ: Two U.S. warships sailed through the Taiwan Strait, U.S. and Taiwan defense officials said Monday, a maneuver intended to signal to China that the U.S. could travel in any international waters. The voyage completed Monday “demonstrates the U.S. commitment to a free and open Indo-Pacific,” said Cmdr. Nate Christensen, deputy spokesman for the


SinoAmerican Cold War structural

Via Chanticleer today former deputy director of the Central Intelligence Agency, Mike Morell, who is advising Magellen: “Being anti-Chinese is a bipartisan position in the United States,” Morell said, recounting his recent chat with Democrat Senator Mark Warner, who sits on the Senate select intelligence committee and said he had shifted his position on China in


Welcome to the ‘school’ of Xi Jinping thought

Via Foreign Affairs comes Kevin Carrico, lecturer in Chinese studies at Macquarie University, the translator of Tibet on Fire, and the author of The Great Han: Race, Nationalism, and Tradition in China Today: Classes in Marxism have long been compulsory in Chinese universities, normally welcomed by tired students as an excellent chance to catch up on their