Sinocism by the old China hand Bill Bishop is a great Substack newsletter covering many of these developments. Flagging if other readers are interested. The Centre for Strategic and International Studies (CSIS) have via their China Power and Strategic Technologies programmes a number of great reports on Chinese semiconductor procurement, 5G security and control of rare earth supplies such as neodymium. They’re great reports!
Thank you for this note. I agree Bill Bishop is a fountain of information about China. It’s also worth mentioning that he moved home to Washington DC a few years ago because of the changing climate for independent thinkers in Beijing.Click HERE to subscribe to Fuller Treacy Money Back to top