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Two years ago, I heard that Taiwan's govt had unearthed surveillance files from the secret police of its authoritarian era. They were finally becoming open to the public, nearly four decades after Taiwan's democratisation. I wanted to see what was inside: economist.com/1843/2025/05/0…

GREAT LEDE: Six thousand inflatable snowmen and holiday figurines are sitting in Alan Chau’s Guangdong factory with nowhere to go. AND: Among the Americans looking for solutions outside of China is Reid Smoot, a distant relative of the late Sen. Reed Smoot . . .

You must absolutely ready NYT's DealBook interview ‘Don’t Need a Deal.’ with WH CEA's head Stephen Miran nytimes.com/2025/05/10/bus…, the most extraordinary excerpt of which I am pasting hereinafter. You judge. Gianluca c1 bis Hanno Lustig Adam Posen KKGB Kitty Brad Setser

Foreman, CEO of Basic Fun, called his PRC suppliers at 4:30 a.m. . . . ordered them to resume shipments of Tonka trucks, Care Bears . . . helped avert a planned furlough of 40% of his workforce. But even the lower tariffs will force him to raise prices and accept lower profits.

1/ A quick word from me — not a promo, but a personal note. If you’ve been listening to Sinica or reading the newsletter and found it valuable, I’d be grateful if you’d consider becoming a paid subscriber. Here’s why 👇

While the pervasive uncertainty on Tariffs continues, deeper structural shifts are in motion that could reshape global markets for years to come. Is Xi Jinping’s pivot toward private enterprise real and sustainable, and can it succeed without full monetary independence?

Depressing read. nytimes.com/2025/06/03/us/…

“Tariffs are an added challenge for our member companies . . . however, most companies are not planning to exit China. “Instead, they are localising operations or shifting some production to third countries . . None report shifting production back to the US.”

The myth of the suppressed Chinese consumer on.ft.com/45Ucthd

.James Millward 米華健 in NYT op-ed: “Just as every American is connected to the U.S. government in some way—getting a driver’s license, paying taxes…—dealing with the Communist Party is a fact of life for Chinese citizens, not an ideological commitment.” nytimes.com/2025/06/15/opi…

Is China Winning the Tech War? A conversation with James Kynge James Kynge Listen here: soas-china-institute.buzzsprout.com/1669327/episod… Apple: podcasts.apple.com/gb/podcast/is-… Spotify: open.spotify.com/episode/3IBxmP… #SOAS

.andy rothman: “The disappointing pace of growth has been due to several years of government policies which were well-intentioned but poorly thought out and chaotically implemented.” sinicapodcast.com/p/trump-will-m…

1/ A quick thread about my latest essay, "The Wasting Disease: Are We Misdiagnosing the Spot on the Chinese Lung?" 🧵

Dear Secretary Lutnick. Please share the text of the deal so American consumers, retailers, manufacturers and farmers can understand just how huge it is. Thank you for your attention to this matter!

Wendy Cutler, Vice President of ASPI and former Deputy U.S. Trade Negotiator, comments on President Trump's decision to impose a 25 percent #tariff on goods from #Japan and #SouthKorea effective August 1.🧵⬇️

“The percentage of total U.S. farmland owned by Chinese investors amounts to just 0.0003 percent and has declined sharply in recent years — down around 31 percent since 2021.”

“A senior US official said the purpose of the trip to Japan is in Bessent’s capacity as head of the American delegation to the Expo. There will be no formal bilateral meetings or discussions of trade, the official said.”

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