Sta Hungry Stay Foolish

Stay Hungry. Stay Foolish.

A blog by Leon Oudejans
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Coupling-decoupling

EU looks to ban companies from making sensitive tech in China (Politico)

Politico Europe title: EU looks to ban companies from making sensitive tech in China Politico subtitle: Brussels moves to create new powers to clamp down on companies outsourcing key supply chains to autocratic countries. By: JAKOB HANKE VELA and BARBARA MOENSDate: 20 June 2023 "BRUSSELS — The EU on Tuesday revealed plans to prevent European...

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Biden’s industrial policy is missing a key ingredient: Allies (WaPo)

The Washington Post Opinion title: Biden’s industrial policy is missing a key ingredient: Allies By: the Editorial Board Date: 19 June 2023 "The era of unfettered free trade is over. There’s bipartisan sentiment in Washington to build what national security adviser Jake Sullivan has called a “new consensus” around “a modern industrial and innovation strategy.”...

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Vertical integration is back

I've never been a fan of outsourcing as it means losing control, despite what suppliers promise in their Service Level Agreements (SLAs). Outsourcing is part of (horizontal or vertical) disintegration. I need, want and believe in (self-) control, even while knowing that it's an illusion in certain circumstances. In 1983, a Harvard Business Review article wondered:...

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Washington isn’t listening to business on China any more (FT)

INTRODUCTION LO: The FT opinion below is an interesting, valid analysis that is worth reading. Until 2020, I would - probably - have agreed with the conclusions below. In my 2019 update of the 7 Belief systems (eg, 2015 original), I had even removed Politics from its Power domain. The subsequent Chinese political crackdown on various business sectors made me...

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Geopolitics in time

Power might be the most dominant human force. Not only in individuals (ie, micro) but also in groups, nations, and - more recently in human history - also in blocs (ie, macro). The belief systems in the Power domain are Money, Politics, Religion (out in 2019), and Technology (new in 2019). My diagram does not show the Power conquests by individuals (eg, Crusades,...

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China’s exit bans multiply as political control tightens under Xi (Reuters)

Reuters title: China's exit bans multiply as political control tightens under Xi By: James Pomfret and Angel Woo Date: 2 May 2023 "Summary: - Safeguard Defenders report maps rise in exit bans - Foreign business community concerned about exit bans - U.S.-China geopolitical tensions weigh - Mintz Singaporean executive exit banned this year China is...

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