What's in this episode: TOP BIT: Travel Warnings, Warships, and Sharp WordsJapan's PM Sanae Takaichi states a Chinese attack on Taiwan poses an "existential threat" to Japan, sparking a diplomatic storm.Beijing responds with harsh rhetoric (a diplomat suggesting Japan's "dirty neck" be "severed") and summons ambassadors.China issues travel warnings for Japan, leading to free rebookings/refunds for flights.Increased military presence: China's Coast Guard patrols near disputed islands; Taiwan r...
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What's in this episode: TOP BIT: Travel Warnings, Warships, and Sharp WordsJapan's PM Sanae Takaichi states a Chinese attack on Taiwan poses an "existential threat" to Japan, sparking a diplomatic storm.Beijing responds with harsh rhetoric (a diplomat suggesting Japan's "dirty neck" be "severed") and summons ambassadors.China issues travel warnings for Japan, leading to free rebookings/refunds for flights.Increased military presence: China's Coast Guard patrols near disputed islands; Taiwan r...
Trade war: China ends chip blockade | asiabits Nov 10th 2025
asiabits
6 minutes
1 week ago
Trade war: China ends chip blockade | asiabits Nov 10th 2025
What's in this episode: Opener: Chinese fashion retailers fight ~80% return rates during Double 11 by using conspicuous A4-sized tags on clothing.Highlights: Goldman Sachs notes a surge of U.S. investment into Japanese tech/AI stocks (Nikkei up 30%). Pop Mart shares drop 5.5% after a controversial livestream.TOP BIT: China Lifts Nexperia Export BanAction: China resumes exports of "discrete chips" from its Nexperia plant (70% of Nexperia's output).Impact: Averted production stoppages for major...
asiabits
What's in this episode: TOP BIT: Travel Warnings, Warships, and Sharp WordsJapan's PM Sanae Takaichi states a Chinese attack on Taiwan poses an "existential threat" to Japan, sparking a diplomatic storm.Beijing responds with harsh rhetoric (a diplomat suggesting Japan's "dirty neck" be "severed") and summons ambassadors.China issues travel warnings for Japan, leading to free rebookings/refunds for flights.Increased military presence: China's Coast Guard patrols near disputed islands; Taiwan r...