by Jacques Lemoisson | Jan 14, 2021
The lingering chip supply crunch could lead to a 5% year-on-year decline in production volumes for some carmakers in the first quarter this year, said UBS auto analyst Gong Min. We highlighted that the supply chain disruption due to the Trade war initiated in 2018 and...
by Jacques Lemoisson | Jan 13, 2021
This is not good news. The mistrust is spreading fast and this vaccine was granted 70/75% effective… In addition, the CEO of Sinopharm (the sole labo authorized by Chinese authorities to sell its vaccine) resigned today, for personal reasons… All countries...
by Jacques Lemoisson | Jan 11, 2021
China’s own aerospace ambitions and the geopolitical tensions that surround them could make it a turbulent ride. Traffic is 8% higher than a year ago, data by Oliver Wyman’s PlaneStats show. In the U.S. and Europe, it is still down 41% and 68%, respectively. With...
by Jacques Lemoisson | Jan 10, 2021
Perhaps the first real expression of the water war. Nepal represents the sources of the main rivers in China and India. Whole Nepal is a part of the Ganga Basin and it is estimated that approximately 70% of dry season flow and 40% of the annual flow of the Ganga River...
by Jacques Lemoisson | Jan 9, 2021
The new rules are designed to block any foreign restriction that “unjustifiably prohibits” Chinese citizens or companies from “engaging in normal economic, trade and related activities with a third state or its citizens,” China’s Ministry of Commerce said. The...
by Jacques Lemoisson | Jan 9, 2021
For years, I have written in my posts and outlooks my visions of the Chinese policy regarding Hong Kong and Taïwan. The box of Hong Kong is tick and now China is looking to Taïwan. Xi Jinping, on January 1st, transferred to control of the PLA from the State Council to...
