Still lots of ?s ahead on whether CN will selectively apply data security rules to MNCs in ways that favor local firms, but the *relative* relaxation in cross-border data transfer rules is an important signal. Wrote about the coming shift back in April: barrons.com/articles/us-ch…

The debate on outbound investment rules reveals an America in self-examination & introduces a new variable to the adversarial space of US-China relations.🙏 Reva Goujon Derek Scissors Emily Benson Emily Kilcrease Kevin Klyman 傅道格 Doug Fuller for the great input thewirechina.com/2023/10/01/out…

Beware of simple quick takes on the Oct. 17 (update to Oct 7 rules). These 295 pages plus entity listings pack a lot of punch.

Middle power balancing 👀 Singapore's big tender for data centers went to 2 Chinese-backed and 2 US-backed companies - US data center operator Equinix, CN rival GDS, Microsoft, and consortium with ByteDance. Australian operator AirTrunk asia.nikkei.com/Spotlight/The-… via Nikkei Asia

USCIS data show O-1A (extraordinary talent) visas awarded in the first year of revised guidance jumped 30%, to 4570, and held steady in FY23. STEM EB-2 visas approved in 2022 also steady after “national interest” waiver shot up by 55% over 2021, to 70,240 science.org/content/articl…

👀 geopolitical game of chicken being played out over oil rich Guyana as Venezuela uses referendum to assert claim over Essequibo. A reminder that economic chaos won’t necessarily deter territorial gambits .. bbc.com/news/world-lat…

Chinese outbound EV investment surged in 2022 and 2023. Reva Goujon Armand Meyer and I analyze what this means and what we expect going forward in a new Rhodium Group study. Read here: rhg.com/research/pole-…

Data security merging with ICT cybersecurity concerns in the IoT world. This is a very. big. deal. Latest here on the implications of new data security rules and ICTS investigation into connected vehicles Rhodium Group rhg.com/research/shut-…

In our latest Rhodium Group report on US-led tech controls, JP Kleinhans, Laura Gormley & I delve into the China legacy chip debate: what does the data show, what are the policy pathways, and how will US partners respond. Welcome your feedback! rhg.com/research/thin-…

My colleague Charlie Vest updated our 301 analysis now that we have the HS codes. Some notable carveouts (see critical materials, in particular), which could well inspire China's retaliatory target list...rhg.com/research/us-ch…