(Preview) Retirement Age Reforms; A Sabina Shoal Win for the PRC and Questions for the US; Chip Companies in DC; Japan and TikTok

Sharp China with Bill Bishop

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Bill Bishop is the author of Sinocism

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On today’s show Andrew and Bill begin by wishing a happy Mid-Autumn Festival to all. Then: The PRC government implements the Decision on Gradually Raising the Statutory Retirement Ages. Why was this necessary, why were the changes made now, and what might this signal about the rest of goals and reforms announced at the Third Plenum? From there: The PRC blockade at Xianbin Jiao/Sabina Shoal appears to have succeeded as the Philippines returns the BRP Theresa Magbanua to port, and questions persist as to when, and how, the US might deter PRC tactics in the South China Sea. At the end: The latest lobbying effort surrounding updated export controls, Japan's negotiations with the US over export controls, the Biden administration takes on the de minimis loophole, and TikTok’s trial begins in DC.

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@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

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Economic data; Retirement ages; A win for the PRC at Xianbin Jiao/Sabina Shoal?; US pastor released; US chip export controls — Sinocism

Overcapacity; National security; Japan and chip controls; Moutai; Big food concept — Sinocism

China Raises Retirement Age for the First Time Since the 1950s — New York Times

Commentary & Translation: China’s Plan to Raise Statutory Retirement Ages — NPC Observer

China’s working age population is shrinking — CNBC

U.S. 'ready' to assist Philippines with South China Sea resupplies — Nikkei

Video by Joseph Morong — X: @Joseph_Morong

Philippines Withdraws Ship From South China Sea Flashpoint — Bloomberg

Philippines Vows to Return to Disputed Shoal After Ship Pullout — Bloomberg

US strategists face dilemma over Beijing claim in South China Sea — Financial Times (2014)

China rams Philippine ship while 60 Minutes on board; South China Sea tensions could draw U.S. in — 60 Minutes

Thread from the Select Committee on the Chinese Communist Party — X: @committeeonccp

US and Japan near deal to curb chip technology exports to China — Financial Times

Analysis: China moves to play 'Okinawa card' over Japan's Taiwan stance — Nikkei

FACT SHEET: Biden-⁠Harris Administration Announces New Actions to Protect American Consumers, Workers, and Businesses by Cracking Down on De Minimis Shipments with Unsafe, Unfairly Traded Products — The White House

Court Appears Skeptical of TikTok’s Challenge to U.S. Ban — Wall Street Journal

How a Tariff Rule Aimed at China Could Affect U.S. Ad Spending — Wall Street Journal