Sharp China: Unpacking the New Stimulus Measures; A Top Economist Disappears; US Moves on Connected Vehicles; The Future of China Policy for Democrats

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Show Notes:

On today's show Andrew and Bill begin with a raft of measures announced this week to stimulate the economy. Topics include: A pop to the stock market just in time for the PRC's 75th anniversary, stimulating mergers and acquisitions, whether this week's measures indicate more relief in the months to come, and more. Then: The disappearance of prominent economist Zhu Hengpeng, and a reminder of structural problems under Xi that have continued to intensify, regardless of monetary policy. At the end: The Ministry of Commerce announces that the owner of Calvin Klein and Tommy Hilfiger are under investigation, the US Commerce Department moves forward with a proposed rule that would effectively ban Chinese vehicles from the US, and a Substack post offers a taxonomy of Democrat China policies and questions about who might set the agenda for a Kamala Harris administration.