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Inside China / Business

Kevin Walmsley
Hundreds of paid subscribers

For business professionals and executives doing business with China

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues322Founded2 years agoLast Issue6 days ago
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Latest Issues

The EU wants to rip Chinese companies out of their telecom networks. But they can't.

Bullets:

The European Union plans to "rip-and-replace" Chinese telecom gear from their systems, across the continent.

Regulators estimate the cost of the program at around 4 billion euro, and hope that member countries switch to Nokia...

6 days ago
26
8

China accelerating gold buys, even through the war. And Tether is trying gold-backed crypto.

Bullets:

The war on Iran has caused severe liquidity problems at the world's central banks, who were forced to sell off gold reserves to buy energy.

But in China, gold buying accelerated in March and April. Further, China's government...

8 days ago
38
4

Cheap Chinese drones are wrecking modern militaries. That could be a good thing.

Bullets:

China has monopolies on supply chains and manufacturing of industrial drones.

Drones are suddenly and widely in use by non-NATO countries across the world, and wreak havoc on weapons platforms and fixed targets worth hundreds...

10 days ago
48
10

China has decisively won the shipping war

Bullets:

In just three decades, China's shipbuilding industry went from zero, to today building more vessels than the rest of the world combined.

The White House, the War Department, and leading lawmakers have promised billions of dol...

13 days ago
41
10

The War Department is desperate for lots of new weapons, and new weapons suppliers

Bullets:

The Pentagon is racing to rebuild munitions stocks, which have been drained to feed wars in Ukraine, Iran, Gaza, and Lebanon.

The War Department is seeking a record $1.5 trillion budget, and new weapons suppliers recruited fr...

15 days ago
41
14

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