In this episode of China Decode, hosts Alice Han and James Kynge unpack China’s high-stakes push for tech independence, from Moore Threads’ explosive IPO to Beijing’s drive to build a homegrown alternative to Nvidia. They also explore why the renminbi (CNY) remains deeply undervalued despite calls for a stronger yuan. Later, they sit down with Patrick McGee, author of Apple in China: The Capture of the World’s Greatest Company, to discuss Apple’s deep reliance on China and the broader political and commercial leverage Beijing now wields over Western companies.
Timestamps
00:58 Markets
01:25 China’s strategy to compete with Nvidia
10:41 Why the renminbi remains so undervalued
23:01 Conversation with Patrick McGee
37:32 Predictions
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