US-China trade talks begin; Apple and Alibaba earnings; BRI; Political security and hostile foreign forces
Good morning from relatively balmy DC. Thanks to all of you who gifted three months to a friend, and welcome to all you new readers.
Things are slowing down as we approach the Year of the Pig, so the newsletter is a bit thin today:
The US-China trade talks start today in DC, I have heard nothing solid yet about what to expect;
The new foreign investment law that will pass in March looks promising but don’t get too excited until we see how it is implemented;
Apple and Alibaba both reported earnings Wednesday afternoon and as expected their reports showed some softness in China’s economy but nothing too terrible;
The Meng Wanzhou extradition case is proceeding, her next appearance in court is set for March 6.
I will be on the CNBC show “The Exchange” at about 1:40 PM EST today to discuss the US-China trade talks.
One housekeeping note: If you want to read the newsletter in your web browser just click on the headline of the newsletter.
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