If you're interested in de-risking or simply just staying informed about what's going on in China, how businesses are adapting in an ever-changing regulatory landscape, and on US-Sino relations etc., here's a weekly digest of news stories from this past week to take note of.
🧵
Strategy Risks
254 posts
Navigating uncertainty and risk management through data products and business intelligence. Founded by @isaacstonefish.
- China's response to President Trump's tariffs isn't just economic—it is political warfare. Beijing is playing a 3-part game: Direct. High road. Low road. Let’s break it down. 🧵
- Story that's not getting enough attention: China's People's Liberation Army is conducting military exercises in Belarus, near the Polish border. It's very rare for the PLA to operate officially in Europe this way. independent.co.uk/news/world/eur…
- Replying to @StrategyRisksSenate targets China, voting to restrict farmland purchases & US investment. The proposed rule would require the president to review farmland transactions and block any deals that would give China, Iran, Russia & North Korea “control” of U.S. farmland.
- Replying to @StrategyRisksThat same day, China blocked imports from 4 U.S. firms—2 poultry, 1 sorghum. One of them? Mountaire Farms, a top GOP donor and Trump ally. Not a coincidence.
- Replying to @StrategyRisksThis is Beijing targeting Trump’s base. Not just punishing U.S. industry—punishing the parts of it that matter politically.
- Replying to @StrategyRisksItaly to exit BRI? PM Meloni is reportedly considering an exit from China's Belt and Road Initiative by the end of this year. Biden and Meloni are meeting in D.C. and will likely discuss China and Italy's plans to break with China.
- China's chip capabilities are just 3 years behind industry leader TSMC, showing the limitations of US efforts to stem Beijing's development of cutting-edge chips.
- Replying to @StrategyRisksNot enough jobs. China's high youth unemployment rate leads many to work as "full-time children." Youth unemployment has become a serious challenge for China, with the jobless rate among people ages 16-24 hitting 21.3% in June.
- Replying to @StrategyRisksShakeup at the foreign ministry. Xi Jinping’s foreign minister, Qin Gang, is ousted after a month-long unexplained absence from public view. There's been no explanation aside from a brief reference to health issues which observers say is unlikely. wsj.com/articles/china…
- Replying to @StrategyRisksFord and Chinese battery manufacturing partner (CATL) probed by US lawmakers who say it could make an American automaker reliant on a company with links to forced labor in China's Xinjiang region. CATL also supplies GM, Volkswagen, BMW, Tesla.
- Replying to @StrategyRisksWhat’s next? Beijing may go after major U.S. companies—accusations unrelated to trade: Tax violations Product safety Regulatory infractions Goal: Get U.S. companies to pressure their own government.
- This week in China: what you should know if you're interested in de-risking or monitoring what's going on in politics and business in China, and their ripple effects around the world A thread🧵
- Replying to @StrategyRisksEvery move is designed to sway U.S. decision-makers indirectly—through donors, districts, and corporate lobbyists. It’s calculated. And it often works.

