Chinese Whispers
A podcast hosted by Cindy Yu on Chinese politics, society, and more.
A podcast hosted by Cindy Yu on Chinese politics, society, and more.
Taiwan is “the most important issue,” Xi Jinping warned Donald Trump. “If mishandled, the two nations could collide or even come into conflict, pushing the entire China-US relationship into a highly perilous situation,” according to Chinese state media. The contrast with Trump’s comments was striking. Trump had earlier named trade as the most important issue. In opening remarks, the American President stuck to bland flattery, saying he and Xi had a “fantastic relationship,” that Xi was a “great leader” and that “it is an honor to be your friend.” “The relationship between China and the USA is going to be better than ever before,” he insisted.
Donald Trump flew to Beijing this week and wants three things when he sits down with China’s President Xi Jinping: a tariff truce that survives his own courts, Chinese pressure on Iran to end the war that never seems to end and a photograph that makes him look victorious. Xi has problems of his own. But he has watched four American presidencies from Zhongnanhai, the walled compound beside the Forbidden City where the Communist party leadership rules, and he knows the value of silence when his counterpart is talking himself into trouble. Trump’s approval rating is the lowest of his second term. What Xi wants from this meeting with Trump is recognition: two great powers, two systems, meeting as equals Trump has obliged Xi noisily.
As President Trump travels to China today, his original plans for the visit have been upended. He wanted to arrive as a triumphant conqueror but increasingly resembles a supplicant. Will he strike a "Two T’s" deal – a grand bargain that trades Taipei for Tehran? Trump has periodically voiced his irritation with China, but at bottom he respects – and even admires – President Xi Jinping as the kind of tough guy that he can do business with on a variety of fronts. The most important one has become Iran, which is threatening to increase its nuclear enrichment program and successfully defying Trump’s threats to blow it into oblivion. China is Iran’s biggest backer. It previously pushed Tehran into ceasefire talks with Washington.
Despite the hype surrounding China’s artificial intelligence capabilities, progress remains heavily dependent on theft and smuggling. The Chinese Communist party (CCP), meanwhile, is determined to maintain tight control. That has become increasingly clear ahead of this week’s Beijing summit between Donald Trump and Xi Jinping. The Chinese leader is determined to lead the world in what he terms an "epoch-defining technology." He appears confident that Trump, preoccupied by his war against Iran, has limited options to counter Beijing’s increasingly brazen activities. Last month, the White House accused Beijing of "industrial-scale" theft of know-how from American AI labs.
Although the substance of the Donald Trump-Xi Jinping talks are about tariffs, trade, supply issues (rare earth metals etc), fentanyl, Taiwan and most importantly Iran, the main purpose of the meeting for both leaders will be their future political survival. This is the essential subtext that you will probably not hear about from most legacy media. Xi needs a successful deal with Trump to show that he is still useful as Secretary General of the CCP Trump needs to bag wins soon to bring to prevent a Democratic sweep of Congress in November’s midterm elections. Lose both houses and the President can be sure that impeachment will follow.
China’s largest trade show is now under way in the southern city of Guangzhou. The Canton Fair is a colossal month-long affair with around 32,000 exhibitors and is often described as a shop window for Chinese manufacturers – a barometer of the China trade – where just about anything and everything can be bought. This year the mood is subdued. "The specter of the Iran war hung heavy like the banners inside the gigantic exhibition halls," as Bloomberg described it. Exhibitors reportedly complained of soaring costs and falling orders, most notably from the Middle East.
The West’s technology brains and universities are arming China. A few of them are potentially breaking the law to do it, but most of them don’t need to. The front door has been open for years, and nobody in London or Washington has thought to close it. According to a federal indictment unsealed in Manhattan last month, on December 18, 2025, in a warehouse somewhere in Southeast Asia, a team of men used a hair dryer to peel serial-number labels off genuine server boxes and press them onto fakes. The real servers, loaded with some of America’s most restricted artificial intelligence hardware, are alleged to have long since been shipped to China. What remained, according to the indictment, were dummies – non-working replicas repackaged to look untouched.
30 min listen
As the crisis in the Middle East has escalated, Donald Trump's posturing has led many to question his strategy – and if he even has one. Geoffrey Cain, former foreign correspondent, expert on authoritarian regimes – and the author of this week's cover piece in The Spectator, joins Freddy to explain why Trump's ultimate target in the war is China. From the Belt and Road development initiative to more tacit bilateral support, President Xi has been playing a game of chess, to try to check America's power. With Nicolás Maduro arrested and Ayatollah Khamenei assassinated, President Trump is showing his willingness to project American power, at whatever cost – so far. Cain raises questions for those who assume we're moving to a multipolar world.
One of the most serious issues in the well-filled in-tray of freshly endorsed Japanese Prime Minister Sanae Takaichi is Taiwan, which China claims as its own sovereign territory, and the lamentable state of Sino-Japanese relations. Takaichi provoked fury with comments in the Japanese parliament in November when she stated that were China to attack Taiwan, it would be interpreted as a "survival-threatening situation" for Japan, implying a military response could follow. Under the terms of its constitution, Japan is severely limited in its military options but Takaichi appeared to be preparing more solid ground with her phrasing. A 2015 law changed the constitution allowing Japan to retaliate if the country faced a "life-threatening" situation.
The decision to sentence Jimmy Lai to 20 years in jail in Hong Kong is no surprise, but it is no less shocking or heartbreaking. For his family, especially his courageous wife Teresa, son Sebastien and daughter Claire, who have advocated so tirelessly for their father over the past five years, one can only imagine the pain and grief they feel. Sebastien and Claire have walked the corridors of power in Washington, DC, London, Ottawa, Brussels, Paris and beyond, and sat in television studios for hour after hour, seemingly to no avail. For Hong Kong, this is yet another dark day, yet another nail in the coffin of the city’s freedoms. And for everyone who cares about liberty, the rule of law and basic human rights, this sentence is a punch in the solar plexus.
According to unconfirmed reports, General Zhang Youxia, China’s vice-chairman of the Central Military Commission (CMC), sent a company of troops (over a hundred or more) to the government’s Yingxi Hotel in western Beijing on January 18. Their mission was to arrest Xi Jinping. A few hours before, the Chinese president – alerted by an informant – set in motion countermeasures. Troops under the command of Cao Qi, head of Xi’s Central Guards Bureau, ambushed Zhang’s soldiers. In the ensuing gunfight at Yangxi Hotel, nine guards were reportedly killed along with dozens of Zhang Youxia’s soldiers. Throughout China, military movements have been banned and troops and officers have been confined to barracks.
The scrappy Cambodian border town of Poipet, long associated with vice and criminality, was shaken shortly before Christmas by the sound of F-16 fighter jets screaming overhead. The Thai Royal Air Force was, astonishingly, bombing a series of casinos. At least five fortified compounds were damaged, which were part of a vast industry that has conned millions of people across the world out of billions of dollars. This was “a war against the scam army,” Thailand’s army said. Scamming is a mainstay of Cambodia’s economy. The country earns an estimated $12 billion annually from online scamming alone, around half the value of its formal economy. Poipet is just one small outpost of a Chinese organized crime network, many elements of which have links to the Chinese Communist party.
Donald Trump is playing hemispheric monopoly. Depending on what day of the week it is, the President's focus alternates between Venezuela, Canada, the Panama canal – and for the last twelve months or so, Greenland. Given what Trump and his team have said over the past week, their acquisition plans for the island are well advanced. But why exactly does he want Greenland? The world’s largest island is an integral part of the Kingdom of Denmark and is about three times larger than Texas. While the term du jour is geopolitics, perhaps the most plausible reason for why Trump is gunning for Greenland is ego-politics. We have a president eager to make America great again and complete the task that his predecessor President Monroe started some 200 years ago.
No writer has done more than Jung Chang to bring the horrors of Maoist China to the attention of western readers. In her monumental memoir Wild Swans (1991), she recounted the Chinese Communist Revolution, the Great Famine and the Cultural Revolution through the stories of her grandmother, her mother and herself. Its influence was enormous: Wild Swans sold more than 15 million copies, making it one of the best-selling nonfiction books of all time. In Mao: The Unknown Story (2005), co-written with her husband, the historian Jon Halliday, she blew apart decades of Chinese Communist party propaganda to reevaluate Mao as one of history’s greatest monsters, as bad, if not worse, than Hitler or Stalin.
For all the talk about artificial intelligence and quantum supremacy, the fate of civilizations still depends on breakfast. ChatGPT can’t grow corn. Empires rise on stomachs as much as on silicon. And America’s food system – long dismissed as safe and self-sufficient – has quietly become a front line in the US-China rivalry. We act as if lunch is inevitable, but Beijing knows that food is power. A new report from the America First Policy Institute should wake us up. Washington long treated agriculture as a post-political space where globalization could do no harm, and was therefore happy to let much of the nation ship its growth to China. As Ambassador Kip Tom and Royce Hood argue, China has thus taken over critical pieces of the US agricultural system and food supply.
China’s naked weaponization of rare earths brings to mind Mao Zedong’s "four pests" campaign, the old tyrant’s fanatical effort to exterminate all flies, mosquitoes, rats and sparrows, which turned into a spectacular piece of self-harm. Sparrows were always an odd choice of enemy, but Mao and his communist advisors reckoned each one ate four pounds of grain a year and a million dead sparrows would free up food for 60,000 people. The campaign, launched in 1958, saw the extermination of a billion sparrows, driving them to the brink of extinction. But the sparrows also ate insects, notably locusts, whose population exploded, and the ravenous locusts wreaked far more damage to crops than the sparrows ever did, hastening China’s descent into the deadliest famine in human history.
Donald Trump went nuclear. Before his meeting with Chinese leader Xi Jinping at an air base in South Korea, he ordered the Pentagon to test atomic weapons on an “equal basis” with China and Russia. Was Xi impressed? Probably not. While Russia expressed indignation, China did not permit itself to be distracted by Trump’s nuclear shenanigans. Instead, Beijing aimed to obtain economic concessions from a prideful Trump, which it did. From the outset, Xi sought to bring Trump down a peg, declaring that “both sides should consider the bigger picture and focus on the long-term benefits of cooperation, rather than falling into a vicious cycle of mutual retaliation.” Trump seems to have absorbed the lesson.
This summer’s big security summit in Tianjin, followed by the military parade in Beijing on September 3, has been widely interpreted as a sign of a new global realignment. At a time of growing friction within the US alliances in East Asia and Europe, President Xi Jinping of China, President Vladimir Putin of Russia and about 20 leaders mostly from Central Asia have not just reaffirmed their nations’ close ties. They sought to strengthen the emerging multipolar system, which they see as a rejection of the US-dominated global order. This idea is hardly new.
Anyone who questions any aspect of climate doom, or who challenges targets to achieve net zero carbon emissions, is of course funded by the oil industry. We know this because the climate lobby keeps telling us so. While they painstakingly try to convey scientific truths, they are constantly undermined by dark money purveying lies and distortions. That is what they want us to believe, at any rate – although I have to say I am not sure where exactly in my bank accounts all these bungs from the oil industry are supposed to be. But could it actually be the climate alarmist lobby and the renewable energy industries which are funded by dark money – from the Chinese Communist party? That, at least, is the claim made by Ted Cruz while chairing a Senate Committee this week.
“If it ain’t Boeing, I ain’t going,” goes the old adage, championing the supposed superiority of the company’s planes on safety issues. If you are traveling in China in future that probably means that you won’t be going very far at all. The US aviation giant is emerging as one of the biggest losers of Donald Trump’s trade war. China has not merely applied punitive tariffs on the company’s planes; it has banned imports altogether. Even existing orders of planes appear to be affected by the ban. What’s more, the ban applies to Boeing itself rather than to general imports of US aircraft – it is personal. Boeing, already reeling from the crash of two 737 MAXs in Indonesia in 2018 and Egypt in 2019, lost $11.
Tesla and its hyperactive boss, Elon Musk, are having a rough month. On both sides of the Atlantic, there have been protests against the “Nazi-mobile” and the “Swasti-car.” The electric vehicle (EV) manufacturer’s sales are plummeting across Europe, and its stock is in freefall. On top of that, its biggest rival, China’s BYD, has just announced a super-fast charger that allows you to “fill up” your EV as quickly as you once could your gas-powered car. All companies go through rough patches, especially when they are leading a new industry. But Tesla is losing its technological edge to China— and that could prove fatal. If it performs as advertised, BYD’s rapid charging system could revolutionize the EV industry.
For Republican voters sick of “deep-state” shenanigans, Kash Patel, the new head of the FBI, seems an ideal appointment. He and his new deputy, the former police officer turned podcaster Dan Bongino, look and sound like exactly the right men to disrupt a bureau that has at times in the past eight years acted as an investigative arm of the Democratic party in its attempts to thwart Donald Trump through the legal system. Patel is considered so pleasingly anti-establishment that his ties to a Chinese e-commerce business have been largely overlooked. He has holdings worth up to $5 million in a fast-fashion company called Shein, founded in China but headquartered in Singapore, and he intends to keep his stock. There’s nothing wrong with that, per se.
Might peace in Ukraine be prelude to an even more serious conflict between the United States of America and China? Is that a hysterical question? The deal-or-no-deal drama starring Donald Trump, Volodymyr Zelensky and European leaders has dominated the news in recent days, so much so that the latest clash between Washington and Beijing has gone all but unnoticed. Yet China’s official response to the Trump administration’s move to raise its tariffs on Chinese imports to 20 percent does appear to mark a dramatic escalation. "Exerting extreme pressure on China is the wrong target and the wrong calculation,’’ said China’s foreign ministry spokesperson Lin Jian. "If the US has other intentions and insists on a tariff war, trade war or any other war, China will fight to the end.
Forty years ago this Christmas I visited Hong Kong for the first time — a few days after the signing in Beijing of the Sino-British Joint Declaration that sealed the former colony’s transfer to mainland rule in 1997. It was a moment of apprehension, but at least the timetable had been set. And how lucky I was to have experienced that extraordinary outpost as it was then, in such contrast to what China’s masters have made it now. The Christmas Day service in St. John’s Cathedral, overhead fans stirring the turbid air, was a poignant glimpse of Hong Kong’s past. Norman Foster’s Hongkong Bank building, the most expensive in the world at the time, was approaching completion as a symbol of commercial confidence in the future.