Alice Han

I would have been surprised if you told me this a couple of years ago, but here we are.

All right, James, you know what time it is.

It's prediction time.

As you peer into your crystal ball, what is your prediction for the week?

Well, it's related to the Japan story that we've been tracking.

I expect China will test out a lot of its export controls with greater frequency and degree on Japan in the coming months.

I think Takeuchi has been emboldened in her hawkish stance on China.

The Chinese don't like it.

And in a way, they will use Japan and the sanctions they put on Japan as a warning to Washington.

So I could foresee further ramp up in restrictions on some of the critical minerals, some industrial goods and intermediate inputs on the grounds of their dual use technologies.

And that will be a warning shot, I think, both for other countries in the region, but in particular for the U.S.

at a time where we've got that critical April summit that could happen between Xi and Trump in China.

All right, that's all for this episode.

Thank you for listening to China Decode.

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