On Thursday, US @SFRCdems will vote on a "Strategic Competition Act" with China.
On #geoeconomic front, it aims to pull together some FP, #connectivity practices into one China-centric strategy and also proposes concrete policy measures.
Some highlights [long thread]
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101: $15mil/year for US embassies to hire expert who helps interested businesses with supply chain diversification/management away from China
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Apr 3, 2020 • 14 tweets • 8 min read
Latest round of #5G contract allocation by China Mobile is another blow to EU 'reciprocity' demands, as @m_huotari points out. This is only the latest iteration of setbacks in
the EU-CN telecoms reciprocity saga
During 3G deployment, Nokia & Ericsson had approx. 50% market share in CN. With rise of CN national champions, N&E share tumbled (approx: 25% at start of 4G, 15% at end, <10% today)
Meanwhile...
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Nov 7, 2019 • 24 tweets • 14 min read
Back from recent #Tokyo trip, many interesting discussions on #geoeconomics ie developments in 5G, investment screening, export control, industrial strategy, and the EPA/SPA. Talks with Japan's MFA, EU Delegation, think tanks and academia. Some observations: [LONG THREAD]
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For Tokyo, US implmt. of export controls under ECRA is next big thing. Shape and form of BIS/DoC 'emerging & foundational tech' still open but potential implications for Japanese (and EU) business is massive (extraterritorial enforcement/sanctions?)
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