China Morning Missive Watch this space closely. You know what the Chinese did with EVs. Pure domination in just a handful of years. Expect the very same with the robotics industry. This entire shift to the fourth industrial revolution, with nearly all segments dominated by Chinese players isn’t being nearly addressed in traditional media. For the likes of the States and EU nations, those economies will receive a massive one, two punch. China and AI. Could be a very rough decade ahead. https://www.bloomberg.com/news/articles/2025-08-01/robots-emerge-as-new-driver-for-china-s-tech-rally-with-75-jump
GM from Shanghai. I never tire of this city. The contrast on display wherever you look always puts a smile on my face. image
Vanguard will ultimately bend the knee. It is only a matter of time. And this here below is now 18 months old.
China Morning Missive Will fully admit, China going full “visa on arrival” was something I never expected. Then again, it has been a brilliant move. Tourists from all over are making their way to the Mainland. Shanghai is essentially fully back to the pre-Covid days of foreigners roaming the streets. What has been interesting to watch are the reactions. So far this year I’ve had a half dozen friends and/or family travel through and each – to the man and woman – have left completely flabbergasted. The make the point of there being an obvious disconnect between what was expected and reality. Again, everyone made the point that China isn’t at all how it is presented in the American or European media. Most will also comment that China feels like living in the future. Suspect that is more a case of a massive lack of investment by American and Europe. None of this is a surprise to me, but I am very thankful that more and more people are making their way to China and getting a first hand look for themselves. Highly recommend a trip for all of you out there. And if you do make it to Shanghai, be sure to let me know.
For the longest time, I’ve made the point that all critiques of #China are warranted. At the same time though, it has also been obvious that those critiques have been woefully incomplete. Selective in how they are presented. What has been far more evident to me is a G7 leadership that is increasingly feeling cornered. Debt is weighing down the system all over. If the only way out is through, then NATO sees that the only way through as WAR. As an act of screaming into the void here I am making the point that when the head of NATO publicly states that his outlook isn’t just for Russia to expand farther with its aggression and directly attack Europe but that this will be done at the behest of China. The quote below comes from Mark Rutte, the current head of NATO. “There’s an increasing realization, and let’s not be naive about this: If Xi Jinping would attack Taiwan, he would first make sure that he makes a call to his very junior partner in all of this, Vladimir Vladimirovich Putin, residing in Moscow, and telling him, ‘Hey, I’m going to do this, and I need you to keep them busy in Europe by attacking NATO territory,'” Rutte told the New York Times Again, this is the Secretary General of NATO going on the record expecting war. #madness.
Clutch those pearls. For all the finger pointing directed at #China, it isn’t often you see a sitting President state the obvious. “Yeah! Well, we do that too.” There are no heroes and there are no villains, only nation states seeking to gain an advantage over any/all rivals.
Hey all. I’m trying something new for all of you interested in my various posts of #China content. Work in progress, but sending this clip through as a test run. If you’ve any specific questions, I plan to post a couple of videos a week and would love nothing more than to directly address any/all questions. No topic is off the table. image
Had a truly solid time with this conversation. For those out there looking for a different #China dialogue have a watch/listen. You can also search “The covered call” on any podcast platform if that’s more you style.
As expected, China is being awfully quiet. Just sitting back and letting it all play out. No need to even comment on the current state of global affairs.