De Chinese Wouden, woensdag 23 oktober: BRICS-top
Het belangrijkste nieuws is de BRICS-top in Rusland. Xi Jinping kan weer eens langs bij zijn goede vriend Vladimir. Ik had eigenlijk wat willen schrijven over de Chinese visie op de BRICS, maar zelfs als je werkloos bent, kun je het nog te druk hebben. Ik raad dan ook vooral aan om door te scrollen naar de sectie over de BRICS-top en zelf de citaten te lezen.
Nederland en Europa 🇳🇱🇪🇺
ASML’s CEO Christophe Fouquet expects pressure will grow from the US to further restrict sales of semiconductor technology to China – Bloomberg: ‘ASML expects sales to the country will shrink to about 20% of total revenue next year, a level that it considers more normal.’ 🇳🇱
ASML CEO Christophe Fouquet says European countries like the Netherlands must not restrict inbound migration if they want to remain competitive in key industries – Bloomberg 🇳🇱
In Full: ASML CEO on AI, China, Chips, US Restrictions – Bloomberg TV
Bloomberg Talks: Christophe Fouquet – Bloomberg 🍎
Slachterij Tönnies opent ultramoderne fabriek in China – Nieuwe Oogst 🇳🇱
Waiting for Trump? How EU’s China policy anticipates his return to the White House – SCMP: ‘That US diplomats were lobbying their European counterparts to take a tougher stance on China should not be a surprise. But what may raise a few eyebrows is the fact that they were asked to intervene by the European Commission’ ‘The message was simple: if you vote against these duties and if Donald Trump wins the US presidential election in November, then the bloc’s ability to make a deal with him that might involve China policy would be severely diminished.’
‘A task force under the European Commission’s secretary general, Ilze Juhansone, has gamed out post-election scenarios on China’ 🇪🇺
Scholz: We need the best cars, not the best tariffs – MarketScreener: ‘German car manufacturers should not be afraid of their Chinese competitors.’ 🇩🇪
Topmanager Volkswagen uit China gezet omdat hij op vakantie in een ander land joint rookte – HLN 🇩🇪
Cannabis im Blut – Festnahme! : China-Diktator schmeißt VW-Top-Manager aus dem Land – Bild 🇩🇪
De sensatiekrant wijst er terecht op, dat een topman van zo’n belangrijk industrieel concern vroeger relatief onaantastbaar zou zijn geweest – ik vraag me ook af hoe routinematig toeristen bij terugkeer uit Thailand worden getest op drugsconsumptie in het buitenland.
China and the Vatican agree to extend an agreement on appointing bishops – AP: ‘for four more years, officials said Tuesday.’ 🇻🇦
Britain seeking new ‘starting point’ in China relationship after Lammy visit – SCMP 🇬🇧
Rusland 🇷🇺
China is on track to become the largest market for Russia’s pipeline gas this year, overtaking Europe after the Kremlin’s war against Ukraine capped [!] flows of the fuel to the region – Bloomberg 🇷🇺
Handel 🚗🇪🇺
China could fend off EU tariff moves with more direct investment, Shanghai Academy of Social Sciences analyst Zhang Pengfei says – SCMP 🇪🇺
De provinciale afdelingen van het ministerie van staatsveiligheid (MSS) van Shanghai en Zhejiang zijn verantwoordelijk voor het Westen, daarbij vaak gebruikmakend van de denktanken in Shanghai. De FBI zegt dat de Shanghai Academy of Social Sciences een van de fronten is die Shanghai MSS gebruikt. Dat zou deze suggestie meer gewicht geven.
Kan Europa het gevecht tegen bussen uit China nog winnen? – EW Magazine: „VDL pleit voor het uitbreiden van de maatregelen.” 🇳🇱🇪🇺
Conflict met vervoerder Qbuzz dreigt het einde van e-busmaker Ebusco in te luiden – NRC 🇳🇱
Tech War 💽💥
Chinese envoy Fù Cōng 傅聪 tells UN Security Council that US tech restrictions against China may ‘plunge the world into the abyss of confrontation’ – SCMP: ‘“The ‘small yard and high fence’ has become a ‘large yard with iron curtain’, seriously destabilising industrial and supply chains, increasing development gaps and hindering technological progress,” Fu said.’ 🇺🇸
TSMC 台積電 told US of chip in Huawei 华为 product after TechInsights teardown finding, source says – Reuters: ‘TSMC said in a statement on Monday that it had proactively communicated with the Commerce Department regarding the matter.’
Europe falls behind China in playing host to clinical drug trials – FT 🇪🇺
US unveils new rules to block China, Russia, and Iran from accessing bulk US data – Reuters 🇺🇸
China takes bold step in turning public data into gold mine like land sales – Zhou Xin for SCMP
Chinese game makers look abroad to avoid regulations and fees at home – Nikkei Asia
Taiwan eyes support hubs for chipmakers in Japan and US overseas expansion – Nikkei Asia
TSMC 台積電, the go-to chipmaker for Nvidia and Apple, is growing more dominant as Intel and Samsung stumble – Bloomberg
The Philippines is trying to enlist Taiwanese chip giants in an effort to expand in semiconductors – Bloomberg: ‘The Philippines is betting that its low costs and ample workforce could help attract manufacturers.’ 🇵🇭
Als Filipijnse gastarbeiders het werk toch al doen in duurder Singapore en Taiwan…
BRICS-top
Xinhua Headlines: Greater BRICS spearheads Global South cooperation as leaders meet in Kazan – Xinhua: ‘“Today, China is exactly what the countries of the Global South want to be,” said Dilma Rousseff, former Brazilian president and president of the NDB’
Brick by brick, Xí Jìnpíng 习近平 drives BRICS cooperation – Xinhua: ‘With the world trudging on in a new period of turbulence and transformation, the leader of the largest developing country is poised to help guide BRICS, the leading echelon of the Global South, to play a bigger role in building a better shared future for humanity.’
Xi Jinping als gids voor de voorhoede van het Mondiale Zuiden. Steeds openlijker ambitie.
Xí Jìnpíng 习近平 tells Putin the world is in chaos but friendship with Russia will endure – Reuters: ‘Putin called Xi “dear friend” and said the partnership with China was a force for stability in the world.’
Xí Jìnpíng 习近平 says China and Russia find right way for neighbouring major countries to get along with each other – Xinhua: ‘China and Russia, both permanent members of the UN Security Council and major countries in the world, should deepen comprehensive strategic coordination, strengthen communication and coordination within multilateral frameworks such as the United Nations and the Shanghai Cooperation Organization, promote a correct view of World War II history, firmly uphold the UN-centered international system, and jointly safeguard global strategic stability and international fairness and justice, Xi said.’
Russia and China gear up for bigger Brics summit in push for new order – Nikkei Asia 🇷🇺
Poetin wil bij BRICS-top macht tonen, maar moet ook dompers verwerken – NOS 🇷🇺
BRICS-top biedt Poetin een kans om te tonen dat hij allesbehalve alleen staat – NRC 🇷🇺
Why Turkey, a Nato member, wants to join BRICS – Bloomberg 🇹🇷
Serbia’s President Aleksandar Vučić says he won’t attend an annual BRICS summit, despite Putin’s invite – Bloomberg 🇷🇸
Opinie: Over één ding zijn de BRICS-landen het eens: de westerse dominantie moet stoppen – Ruth Mampuys en Haroon Sheikh in NRC
Opinie: Het Westen moet empathischer zijn – dat is onze plicht – Eva Rammeloo in NRC
Kantelpunt 🌏⏱️
NATO’s Rob Bauer: ‘China’s intentions in the Arctic are unclear — and that is a growing concern’ – High North News: ‘“[…] There is increased cooperation between Russia and China in this region that has a clear military aspect to it”, Bauer says.’ 🇷🇺
US F-35B makes 1st landing on Japan SDF carrier Kaga off San Diego – Kyodo News: ‘The vertical test landing, executed at around 3 p.m. Sunday local time, is part of efforts to turn the Kaga, an Izumo-class destroyer, into a full-fledged aircraft carrier.’ 🇯🇵
Overige
China buitenland en defensie
US and Canada warships transit Taiwan Strait, Taiwan’s defence ministry says – Focus Taiwan 🇺🇸🇨🇦
US Canadian warships disrupt stability of Taiwan Strait, Chinese military spokesperson says – Xinhua 🇺🇸🇨🇦
US Commerce Department blacklists dozens of groups over weapons-related violations – POLITICO: ‘The announcement includes six Chinese-based entities, which the U.S. alleges were used as fronts to try and procure U.S.-originated equipment to aid China’s military modernization and also Iran’s unmanned aerial vehicle and “weapons of mass disruption” programs.’ 🇺🇸
Russia, Iran, and China could stoke post-election violence, US intelligence officials say – Reuters 🇺🇸
Grensconflict India en China na vier jaar hoogspanning bezworen, net op tijd voor ontmoeting Modi en Xi – de Volkskrant 🇮🇳
India says it reached a pact with China on military patrols along their disputed border – AP: ‘Foreign Secretary Vikram Misri said the pact is to lead to the “disengagement” of troops at the Line of Actual Control’ 🇮🇳
Indonesia expels China Coast Guard ship harassing research vessel in North Natuna Sea – SeaLight 🇮🇩
Singapore blocks 10 websites set up by foreign actors over potential hostile information threat – CNA: ‘two sites are also allegedly part of a network linked to Shanghai Haixun Technology, a Chinese public relations firm, according to research by Google-owned cybersecurity firm Mandiant in 2023.’
‘seven sites belong to a network under public relations firm SeaPRwire, […] the sites have run articles that were replicated across […] on the TimesNewswire website’ ‘Digital threat research group The Citizen Lab reported earlier this year that TimesNewswire also features prominently in an influence campaign involving at least 123 websites operating in China’ 🇸🇬
Let op hoe CNA uitlegt hoe onderzoeken van Westerse onderzoekers impliceren dat 9 van de tien websites Chinese beïnvloedingsoperaties zijn, terwijl het zelf blijft spreken over een ‘foreign actor’ en niet expliciet een eigen standpunt inneemt. Typisch Singapore.
What’s behind the China-Thailand ‘Strike-2024’ exercise? – Ian Seow Cheng Wei for The Diplomat: ‘The significance of Strike-2024 lies in the introduction of unmanned drones into the military exercises.’ 🇹🇭
A Stuff investigation: Is the CCP suppressing protest in New Zealand? – Stuff: ‘A Stuffinvestigation using frame by frame video analysis and facial recognition software appears to confirm their suspicions. And now police have reopened their investigation.’ 🇳🇿
West blasts China on rights, China responds: What about Gaza? – Reuters 🇺🇳🇵🇸
China urges Japan to maintain ‘mutually cooperative, non-threatening’ ties, says foreign minister Wáng Yì 王毅 – Reuters 🇯🇵
China lodges ‘solemn protest’ and demands justice from Myanmar over consulate attack – SCMP 🇲🇲
China economie
Why Xí Jìnpíng 习近平 changed his mind on China’s fiscal stimulus – FT: ‘Analysts believe that behind closed doors officials had been growing increasingly concerned about the economy since at least July, when the party held its third plenum’
Xí Jìnpíng 习近平 makes economic-centric instructions to spur China’s growth – SCMP
China cuts interest rates in battle to hit year-end growth target – FT: ‘Monday’s cuts were at the upper end of a range signalled by Pan Gongsheng, PBoC governor, on Friday’
China’s economy saw its slowest growth in more than a year. Can it still hit its target? – SCMP
China’s Singles’ Day sales festival fails to inspire consumers – Reuters
L’Oréal sales disappoint due to weak Chinese demand – FT 🇫🇷
China’s official youth unemployment rate falls after climbing for two straight months – Reuters
China shipbuilder shores up yuan’s use in trade via landmark containership deal – SCMP
China binnenland
Chinese county Dushan, infamous for lavish projects, back in spotlight as local debts linger – SCMP
Hong Kong
HSBC 滙豐 chief Georges Elhedery unveils sweeping overhaul of lender – FT: ‘that will redraw its operations between east and west’ 🇬🇧
Taiwan buitenland en defensie
zie ook: draadje van SCMP-correspondent Finbarr Bermingham op Twitter over het debat over Taiwan in het Europees Parlement. 🇪🇺
Chinese live-fire drills in Strait part of annual ‘routine exercise’, Taiwan’s defence ministry says – Taipei Times: ‘China might be using the exercise to exert deterrence in the Taiwan Strait, the ministry said’ 🇨🇳
Taiwan’s army conducting live-fire drills off Penghu Islands – Taipei Times: ‘hours ahead of Chinese military drills around Niushan Island off China’s Fujian Province.’ ‘part of the army’s annual Chen Chiang exercise in the region’
Xí Jìnpíng 习近平 visit highlights PLA Rocket Force’s key role in Taiwan strategy – SCMP: ‘Song said that these missiles are not likely to be used against Taiwanese forces but rather to target the US military.’ 🇨🇳
Beijing hails cross-strait policies as reported Taiwanese visitor numbers and residence bids surge – SCMP 🇨🇳
Taipei Mayor Chiang Wan-an 蔣萬安 (KMT) hoping Taipei-Shanghai City Forum will be held this year despite tensions – Taipei Times 🇨🇳
中共中央台办、国务院台办主任宋涛会见〔曾任行政院院長的〕刘兆玄等台湾文化界人士 – 中国台湾网:“来参加首届海峡两岸中华文化峰会” 🇨🇳
Liu Chao-shiuan (KMT), voormalig premier onder President Ma, ontmoette in Peking het Chinese hoofd Taiwanzaken Song Tao tijdens een nieuwe top over gedeelde Chinese cultuur.
Preparing for a Chinese blockade, Taiwan maps out wartime food plans – Reuters
Taiwan no plan to relocate South African office despite request, foreign minister says – Focus Taiwan: ‘The minister accused the South African government of unilaterally violating an agreement it signed with Taipei in 1997’ 🇿🇦
Taiwan appoints presidential advisor Lin Hsin-i 林信義 as APEC summit representative – Reuters
Taiwan’s easing of Japan import ban could help trade deal, foreign ministry says – Focus Taiwan 🇯🇵
Taiwan mulls joining Luzon Economic Corridor project – Focus Taiwan: ‘being launched by the United States, Japan and the Philippines.’
Taiwan binnenland en economie
Premier Cho Jung-tai 卓榮泰 (DPP) makes concession in bid to break budget impasse – Focus Taiwan: ‘The issue has kept the NT$3.33 trillion budget proposal presented by the Cabinet from passing its first reading’
DPP suggests is may seek Constitutional Court interpretation over budget impasse – New Bloom: ‘This move continues the KMT’s scorched earth tactics against the DPP. In particular, the KMT’s blocking of the national budget would also freeze the defense budget.’
KMT pushing update to referendum rules – Taipei Times: ‘to again allow referendums and national elections to be held on the same day.’
KMT’s Constitutional Court amendment bill threatens democracy, NPP says – Taipei Times: ‘accompanied by members of the Taiwan Statebuilding Party, the Taiwan Obasang Political Equality Party, the Green Party Taiwan and the Social Democratic Party’
TPP defends LGBT support after Taipei Pride accusation – Taipei Times
Two acquitted in free China trip vote-buying case – Focus Taiwan
Taiwan goes nuclear-free as remaining reactor closes for last regular maintenance before decommissioning – Taipei Times
China tension highlights risk of Taiwan’s nuclear phase-out plan – Bloomberg
Taiwan is ‘very open’ to using new nuclear technology to meet surging demand from chipmakers devouring electricity in the AI boom, according to Premier Cho Jung-tai — one of the strongest signs yet that the government is rethinking its opposition to reactors – Bloomberg