Djoz Song

China Shock 2.0 isn't about cheap goods anymore. It's about strategic dependency — batteries, pharma, chips. If your supply chain still runs on "China is cheapest" logic, you're already behind.

@ProSyn @SOAS_CI In Chinese power dynamics, perfection equals threat. They seek "handles" on you. But creating artificial handles is playing their game — and they're better at it.

China under Xi Jinping is not simply another rising power seeking pragmatic deals with the US. It is a near-totalitarian state pursuing a long-term strategy to displace American hegemony and remake the international order, argues @SOAS_CI’s Steve Tsang. bit.ly/4nxosZ4

@octavius_92 @Reuters @POTUS I've watched founders blow through $50K-$100K on "framework agreements" that went nowhere. The pattern is always identical: urgency to sign, vague promises, disappearing details.

When did people start confusing headlines with actual signed deals? China says the US trade deals from Trump’s Beijing visit are still “preliminary.” Including the Boeing aircraft talk. That’s the sales lesson. A handshake is not revenue. A nice meeting is not commitment. A “sounds good” is not a signed order. Pipeline is not profit. Have you ever seen a “done deal” vanish last minute? reuters.com/world/china/ch…

@romanchaa997 The most dangerous table in Chinese business is the one without a notary. I've seen more deals fall apart over banquet comments than over contract disputes.

# AuditorSEC China Supply Chain Playbook **Bilingual CTO & Compliance Guide (EN + UA)** **Version:** 1.2 **Date:** May 17, 2026 **Focus:** Post-Quantum Security (ML-DSA-65), EU AI Act Annex IV, NIS2/DORA Supply Chain Resilience, Web3 OSINT + Ethical Risk Scoring

@NCUSCR The most underestimated trap in China business: anything voluntarily given to you carries hidden obligations. I've seen execs lose 6-figure negotiating positions because they accepted a "free" title.

A dozen American CEOs traveled to Beijing with Trump this week. What does the executive view from the ground actually look like? Ker Gibbs, former AmCham Shanghai president and author of The Fragile Dragon, joined NCUSCR President Steve Orlins to discuss how U.S.-China tensions are reshaping global commerce. ▶️ Watch: ncuscr.org/video/the-frag…

@zerohedge I've watched founders blow through $50K-$100K on "framework agreements" that went nowhere. The pattern is always identical: urgency to sign, vague promises, disappearing details.

China Confirms Boeing Jet Deal, Agrees To Cut Select Levies & Expand Agri Trade zerohedge.com/political/us-a…

@yicaichina The most dangerous table in Chinese business is the one without a notary. I've seen more deals fall apart over banquet comments than over contract disputes.

Top Chinese, US Execs Meet at State Dinner as Trump Visits China buff.ly/kVSXUdU

@JChengWSJ @PatrickMcGee_ The most underestimated trap in China business: anything voluntarily given to you carries hidden obligations. I've seen execs lose 6-figure negotiating positions because they accepted a "free" title.

@PatrickMcGee_ McGee: “I am convinced that no company has done more to enable President Xi…The price of doing business in China was turning a blind eye to its increasingly authoritarian impulses.” nytimes.com/2026/04/23/opi…

.@PatrickMcGee_ in NYT op-ed: “When one considers his role in the sweep of American history, his legacy grows more complicated, for much of Apple’s success is due to his move to consolidate virtually all of his company’s manufacturing in China.” nytimes.com/2026/04/23/opi…

@kyleichan After 3 years of auditing Chinese supplier relationships, the #1 mistake I see is accepting informal "favors." They're not favors — they're compliance landmines that follow you home.

The US should establish a supply chain risk monitoring mechanism like this from China’s new supply chain security rule: “Article 9: The state shall establish and improve a monitoring and early warning system for security risks to industrial chains and supply chains in critical sectors. Relevant departments under the State Council shall organize assessments and monitoring of the stability of supply channels for raw materials, technologies, equipment, products, and other inputs in critical sectors, as well as their impact on economic and social stability and national security. They shall identify security risks to industrial chains and supply chains and promptly issue early warning information. Enterprises, industry associations, chambers of commerce, and other entities that discover situations affecting the security of industrial chains and supply chains may report them to the relevant departments of people’s governments at or above the county level.”

What document management system do you use for China business records? Local, cloud, or both? #ChinaBusiness #Legal

The Shield Script — what to say: "After every meeting, I'll send a summary email to confirm what we discussed and agreed. It takes 5 minutes and protects both of us. If anything is inaccurate, just let me know and I'll correct it."

"You don't need to document everything. We have a relationship." The one piece of Chinese business advice that's ALWAYS wrong. In Chinese courts, the party with better documentation wins 3x more often. Your relationship is your backup. Your documents are your shield. 🧵👇

The real compliance question nobody asks: when your Chinese supplier says they meet all standards, who verified? Their word is not an audit. Third-party inspection costs money but saves exponentially more when regulators come knocking.

@dimsumdaily_hk Longitudinal study of China business partnerships: the number 1 predictor of future deal flow was the quality of previous exits. Partners who experienced clean exits referred 4x more new business than those who experienced messy ones.

Trump and Xi conclude Beijing talks as markets slip and Iran stance aligned dimsumdaily.hk/trump-and-xi-c…

@ftchina I plan every China exit as if it were a permanent departure, even when it isnt. The discipline of a complete exit forces you to tie off every loose end. The option to return is preserved through clean documentation, not informal arrangements.

Schroders looks to exit China mutual funds business after just three years ft.trib.al/iRlXEr9

@investing_china Companies whose principals stepped back 6+ months before regulatory issues emerged were treated as cooperating witnesses. Those who didnt were treated as subjects of investigation. The timeline matters more than the action.

China makes strides in business environment reform. The 2025 NDRC report highlights progress in lowering market entry barriers, curbing unhealthy competition, and streamlining supervision. Looking ahead, 2026–2030 targets aim for fairer, more open, and investor-friendly conditions. #ChinaEconomy #BusinessEnvironment #EconomicReform #MarketOpening investinchina.chinadaily.com.cn/s/202605/09/WS…

@FT Average duration of soft landing exits in China: 18 months longer than planned. The primary reason: no hard deadline. Every extension seems reasonable in isolation but compounds into permanent entanglement.

Schroders looks to exit China mutual funds business after just three years ft.trib.al/2unrFiV