China Geopolitics

China Geopolitics

The South China Morning Post political economy team analyse the latest economic data from China, delve deep into the ongoing US-China trade and tech war, and examine China's changing economic relationship with Europe, Africa and the Indo-Pacific. Hear deep background on Beijing's political machinations and how they affect policy and its global diplomacy.

South China Morning Post News & Politics 50 rész
Analysing the US-China Alaska meeting; EU announces sanctions for China over Xinjiang
34 perc 50. rész
Finbarr Bermingham and the SCMP political economy team delve beneath the opening bluster of the US-China meeting in Anchorage and analyse the bigger picture. What of the US opening gambit on Xinjiang, Hong Kong and Taiwan? What will the agreement on action to confront climate change mean? Zhou Xin looks at the media coverage in mainland China media framing this as demonstrating China's superpower status; John Carter looks at the upcoming NATO meeting and the significance of the European Union…
What China's NPC decided; the US-China Alaska meeting; will the Quad be Asia's NATO?
35 perc 50. rész
Finbarr Bermingham, Zhou Xin and John Carter look at the coming high-level meeting between the US and China in Alaska, and compare what each team of negotiators are looking to get from the occasion, while Biden's calling together of the 'Quad' raises more questions of what India, Japan and Australia have in common. Hear analysis from Beijing-based reporters Mai Jun and Kinling Lo of China's National People's Congress, its announced electoral changes for Hong Kong's electoral system, and how the…
Analysing China's NPC; focus on Hong Kong; in-depth with Reinhard Butikofer, European Parliament
43 perc 49. rész
Finbarr Bermingham speaks with SCMP political economy editors Zho Xin and John Carter about the latest Hong Kong crackdown on pro-democracy figures, and delve deep into the latest policy announcements at the National People's Congress in Beijing concerning economic growth and technology. Hear an in-depth interview with Reinhard Butikofer, German politician and chair of the European Union parliamentary delegation to China.
China's Two Sessions preview, Biden's trade policy and the EU's China strategy
27 perc 48. rész
Finbarr Bermingham and political economy editors John Carter and Zhou Xin look at the upcoming announcement of Beijing's five year plan and how it will address the rising middle income trap for China's economic growth. Hear analysis of the Biden administration inquiry into 'supply chains' that didn't mention China and the push by US tech companies back into the mainland now Trump has gone. Special guest is Philippe LeCorre, EU specialist with Harvard University, discussing the EU strategy…
In conversation: Ngozi Okonjo-Iweala, new director-general for the WTO
21 perc 47. rész
A special ICYMI recap of an interview between Finbarr Bermingham and Ngozi Okonjo-Iweala, back when she was one of two candidates vying for the position of director general of the World Trade Organization. Hear her talk about her vision for the WTO regarding Covid-19 vaccines, how to repair US-China trade relations and exactly what reforms she thinks are needed for this organisation to be effective.
Analysing China's new Covid-19 outbreak; the Myanmar coup and China, ASEAN and US reactions
26 perc 46. rész
John Carter unpacks how fresh outbreaks of Covid-19 in mainland China will impact the Chinese economy, as the nation prepares for the Lunar New Year holiday. SCMP China desk edtor Wiliam Zheng analyses Beijing's top diplomat's first policy speech since the Biden inauguration; senior Asia correspondent Bhavan Jaipragas looks at China's relationship with Myanmar, the reaction from Beijing and Washington to the coup and how it contrasts with how the ASEAN nations have reacted.
Xi Jinping at Davos and global reaction; analysing the China-EU investment deal
44 perc 45. rész
Finbarr Bermingham and the team discuss Xi's Davos speech. How is it different from his speech in 2017, when he spoke just after Trump took office and pitched China as the saviour of multilateralism? He also made an important play for the global south, pitching China as the power that will support the developing world. In the second part of the show economist Nick Marro from the Economist Global Trade Intelligence Unit discusses the furore around the EU China investment deal, signed in December…
China's economy grows, but at what cost? Biden's new appointees talk tough on Beijing
33 perc 44. rész
Analysis of China's economy following its GDP announcement; it was one of few in the world to exit 2020 with growth, but what of the growing inequality between rich and poor. Has its economic model reached a plateau, and how will it continue to grow its nation's wealth? John Carter and Zhou Xin look at China's economy in 2021 and its challenges, and find contrast in how the US and China approach Big Tech. Washington correspondent Jacob Fromer analyses what he has witnessed in the confirmation…
China gloats as Trump sows Capitol chaos; Beijing telco giants kicked off NYSE
24 perc 43. rész
The headlines have been on Washington this week as riotous Trump supporters laid siege on the US capital, but it has not gone unnoticed in Beijing, where Chinese media and officials have been relishing the chaos. John Carter and Zhou Xin join Finbarr Bermingham to discuss a blistering start to the year. Financial reporter Chad Bray makes his podcast debut to discuss the regulatory hokey cokey facing big Chinese telecoms firms, which may be about to exit the New York Stock Exchange.
The US 'audit war' on Chinese companies begins; in-depth with Long Yongtu, China's trade and WTO veteran
40 perc 42. rész
The US is about to pass a bill demanding Chinese companies submit to American audit standards or be de-listed from US stock exchanges. Finbarr Bermingham, John Carter and Zhou Xin analyse the impact this will have on the trillions of dollars invested by Chinese companies, and what potential escalations this might lead to. Hear also about the impact of new bans on American made silicon chips to Chinese companies. Our feature interview is with Long Yongtu, one of the pre-eminent veterans of China…
What's behind Xi Jinping's CPTPP surprise - can he outflank Biden before January?
21 perc 41. rész
Just days after signing the RCEP trade deal, China's president Xi Jinping shocked analysts and the global trade community with his support for the CPTPP - the agreement once thought to be the highest grade trade deal excluding China in existence, and described as 'the anti-China club' by some Chinese commentators. Why would he do this? Finbarr Bermingham sits down with SCMP political economy editors Zhou Xin and John Carter to look at Xi Jinping's motives and how they fit in a broader…
Is RCEP a big deal? Analysing Asia's response and revealing Obama's China regrets
30 perc 40. rész
Fifteen countries from Asia Pacific this week signed the world's biggest trade deal, led by ASEAN but crucially including China. Hear expert analysis from journalists who have covered this every step of the way. Does RCEP represent a lost opportunity for the US and a strategic win for China? Will China's regional sparring partners be able to ratify it? Finbarr Bermingham is joined by Bhavan Jaipragas, Zhou Xin and John Carter to get the details. We've also rifled through Barack Obama's new book…
China digests US election chaos; how a Biden White House would change the US-China dynamic
23 perc 39. rész
The SCMP's political economy team take a break from updating the live blog to discuss this week's dramatic, elongated US election. What does it mean for China? What kinds of jokes are going around Chinese social media? What do the Beijing newspapers say - or not say? And what do China watchers think about the state of the relationship? Zhou Xin, John Carter and Finbarr Bermingham discuss this - as well as implications for upcoming negotiations on finance and trade involving Europe and Japan…
America goes to the polls, China unveils its five-year plan: analysing Beijing versus Biden & Trump
42 perc 38. rész
In this very special edition, the SCMP Political Economy team count down to a seismic day in the global calendar - November 3. China will release details of its next five-year plan, the same day of the US presidential election. John Carter and William Zheng draw a line between the two events - including a specific detail from a Beijing press conference with huge symbolic meaning for China. Economist Andy Rothman explores China's economic recovery and frisks three post-election scenarios, while…
The Biden Trump trade tussle; Xi Jinping's 'Korea' speech; WTO nominee Ngozi Okonjo-Iweala
46 perc 37. rész
The SCMP team discuss the Biden-Trump debate and its minimal focus on trade, and compare it with the much more impactful speech given by China's president Xi Jinping for the 70th anniversary of the Korean War, asking the Chinese people to reclaim the 'Korean Spirit'. Hinrich Foundation research fellow and former USTR and WTO negotiator Stephen Olson gives his analysis of Trump and Biden trade policies; in-depth discussion about the future of post-pandemic world trade with Nigerian WTO nominee…
China trade rebounds amid tech decoupling fears and food supply crisis; in depth with WTO Director General nominee Yoo Myung-hee
42 perc 36. rész
Analysis of China’s trade surge as its tech sector prepares for US sanctions, and the food supply crisis resulting from swine flu and floods spurs food imports.
Is China's economic recovery overrated? The 'unreliable entity' list appears, China's food supply challenges escalate
34 perc 35. rész
The SCMP political economy team analyse China's 'entity list' and its potential implications for firms such as HSBC. Hear analysis of how floods and typhoons mean China continues to struggle with food security issues, and Shehzad Qazi, managing director of China Beige Book, discusses the explosive report claiming the Chinese economy is technically in recession, with recovery in places like Beijing and Shanghai but deep malaise elsewhere.
Trouble with Xinjiang cotton bans, China's 'hollow' WTO victory, US decoupling reality revealed
46 perc 34. rész
The SCMP team analyse the watered-down US import controls on Xinjiang products and nations of the European Unions sharpening their focus on human rights in China. Former WTO official Tatiana Prazeres, now based in Beijing, discusses China's 'hollow victory' in a dispute over Trump's trade war tariffs at the WTO. We'll also hear about one company's manufacturing journey in the age of Trump, and the reality of 'decoupling' and 'reshoring'.
Trump & Biden push decoupling; Xinjiang cotton bans risk blowback
26 perc 33. rész
Both Trump and Biden are trying to force US firms to leave China but is the gravitational pull of the Chinese market too strong? The team analyse the growing consensus in America's presidential candidates' policies as well as the impending threat of a new global trade alliance against China. Hear why the impending US bans on cotton from Xinjiang that uses forced labour might just blow up the phase one trade deal and leave both economies  much worse for wear. #scmppodcasts #tradewar 
Analysing the gaping US-China trade deficit; can China 'kneecap' Trump on TikTok?
21 perc 32. rész
Despite promising to cut the US trade deficit in the 2016 election campaign, Donald Trump must today grapple with an even larger gap today, despite his trade war. Meanwhile, China has announced TikTok is now on a list of Chinese companies prohibited to exchange technology with the US. How will it play out? Finbarr Bermingham is joined by political economy editors Zhou Xin and John Carter to discuss what's next. #scmppodcasts #tradewar
New US sanctions for South China Sea; RNC Trumpfest an anti-China carnival
34 perc 31. rész
How the new US sanctions on Chinese companies militarising the South China Sea will hit Texas and Sydney; analysing the irony of the trade deal being the only thing holding the US-China relationship together; Owen Churchill unpacks the anti-China focus of Donald Trump's speeches at the Republican National Convention.
Analysing Hong Kong's WTO challenge to Trump; the US 'Name the Enemy Act' targets Xi Jinping
29 perc 30. rész
After Hong Kong vowed to sue Donald Trump at the WTO over plans to relabel the city's exports as "Made in China", trade law professor Bryan Mercurio discusses the debate over whether a case is worthwhile. In a busy week for US China affairs, trade talks appear to be back on, even as US lawmakers push to take punitive action against Beijing to the extreme. SCMP Hong Kong desk editor Denise Tsang is our special guest, unpacking why the Hong Kong government is so upset its exports to the US will…
Trump's Hong Kong attack; China's bank and food problems; Xinjiang and John Deere
39 perc 29. rész
Donald Trump says Hong Kong can "go to hell", but what further weapons does the US president have in his arsenal? Political economy editors Zhou Xin and John Carter unpack the reality, and look at two potential crises for China: huge levels of bad loans in a struggling bank sector and food security, with Xi Jinping calling for an end to food waste. Finbarr Bermingham chats with reporters Jacob Fromer and Cissy Zhou about the SCMP scoop revealing US giant John Deere's huge exports of cotton…
Trump targets TikTok and WeChat, China's exports jump, Cold War beckons
30 perc 28. rész
US President Donald Trump signs executive orders targeting two of China's biggest mobile apps in a new escalation of the US-China tech war. Finbarr Bermingham, Zhou Xin and John Carter from the SCMP political economy team unpack how this will impact business and culture on both sides of the world, and Washington bureau chief Rob Delaney analyses the bipartisan mood in the US in support of Trump's moves.
China grows, US slumps; Xi Jinping prepares for decoupling; in depth with WTO contender Amina Mohamed
40 perc 27. rész
The SCMP political economy team, Finbarr Bermingham, John Carter and Zhou Xin analyse a historic week where the United States recorded a massive economic slump while China continued to eke out growth in its post-lockdown economy. Hear analysis of Xi Jinping's recent addresses and this week's meeting of the Politburo, and clues of increasing preparation for decoupling. We will also hear from Kenya's nomination for the WTO vacancy Amina Mohamed, about her views on how the WTO can help resolve the…
Why Chengdu and Houston matter; Trump's impact on Hong Kong's economy revealed
44 perc 26. rész
Political economy editors John Carter and Zhou Xin explain the impact of the closure of the Chengdu consulate on US companies, and the deep historical meaning China attaches to the Houston consulate. Hong Kong desk editor Denise Tsang reveals the ongoing fears of American and Japanese companies about being based in Hong Kong and the bad economic news ahead. Veteran trade lawyer Will Marshall unpacks how his clients and Hong Kong's business community are discovering the Hong Kong Autonomy Act is…
The reality of the Hong Kong Autonomy Act; the EU and UK confront China on new fronts
27 perc 25. rész
The SCMP political economy team analyse the reality of Trump's Hong Kong Autonomy Act, and what Hong Kong means to China both economically and historically; Europe correspondent Stuart Lau unpacks the coming deadline for the EU's investment treaty with China, in a week where Britain became the newest front in the burgeoning tech war.
How the Hong Kong Autonomy Act will work; analysing Joe Biden's China policy; two years of trade war
36 perc 24. rész
Political economy editors Zhou Xin and John Carter join Finbarr Bermingham to analyse how Donald Trump's Hong Kong Autonomy Act will impact business here, and reflect on the past turbulent two years of trade war. Hear an in-depth interview with Clark Jennings, former White House advisor on a potential Biden presidency and what aspects of Trump’s policies toward China would be kept and which would be changed.
How China reads Bolton's book; analysing chaotic US talk of dead deals and decoupling
22 perc 23. rész
SCMP political economy editor Zhou Xin has a copy of John Bolton's book 'The Room Where It Happened' and discusses what its revelations mean for Chinese readers; Washington bureau chief Rob Delaney unpicks the rollercoaster week of statements from Navarro, Ross and Trump, the talk of decoupling the US and China as well as analysing of how Trump will use the trade deal to leverage his popularity with his rural base for the upcoming election. Presented by Finbarr Bermingham.
In-depth with Jesus Seade, World Trade Organisation director general nominee
36 perc 22. rész
Jesus Seade, the Mexican candidate to lead the World Trade Organisation, has pitched himself as the “trade expert” who can bring both the US and China back to the negotiating table. This is a deep-dive interview with Finbarr Bermingham, probing his thoughts on the US-China trade war, the phase one trade deal and what Seade learned from leading the talks that saw the North American Free Trade Agreement revamped as the United States-Mexico-Canada Agreement (USMCA), due to take force on July 1.
Tracking China's phase one trade deal purchases, six months after signing
31 perc 21. rész
Who will buy? It's a week where soybeans, fossil fuels, wolf warrior diplomacy and the 2020 US Presidential campaign collided... SCMP editors John Carter and Teddy Ng discuss the latest events in the rising US-China rivalry, while Peterson Institute for International Economics' trade expert Chad Bown joins Finbarr Bermingham on the line to discuss China's progress towards meeting trade deal purchasing targets. 
Hong Kong security law and US-China trade; China's new tariffs for Australia
24 perc 20. rész
How will Beijing's controversial national security law for Hong Kong affect US-China trade relations, now that US Secretary of State Mike Pompeo has declared Hong Kong 'no longer autonomous'? Finbarr Bermingham brings political economy editors Zhou Xin and John Carter together to discuss the possible outcomes, while Su-Lin Tan looks at China's decision to massively increase tariffs on Australian barley and the potential for switching to American suppliers - is this a new front in China's trade…
China's new Hong Kong law will enflame US tensions, James McGregor on the superpowers' lowest ebb
31 perc 19. rész
Finbarr Bermingham joins political economy editors Zhou Xin and John Carter to scrutinise the announcements from China's 'two sessions', and discuss whether Donald Trump could change Hong Kong's special status in response to China's new Hong Kong national security law. Our feature interview is with James McGregor, Greater China chairman of APCO Worldwide’s, who gives a searing analysis of the current state of superpower rivalry and reflects on how China's more aggressive diplomatic stance is…
US-China trade deal on the rocks? Top negotiator Kelly Ann Shaw talks trade and Trump
35 perc 18. rész
Finbarr Bermingham, Zhou Xin, and John Carter take apart the threats, barbs and hostility between the White House and Beijing this week, to look at the new reality of the phase one deal, just four months after it was signed. Also, a special feature interview with Kelly Ann Shaw, until recently a top negotiator in the Trump trade team, and one of the architects of the phase one deal. Shaw talks the prospects of implementing phase one as the coronavirus blame game rages in the foreground.
Analysing China's medical export boom; what if Beijing weaponises its US dollar holdings?
28 perc 17. rész
China's latest trade data is surprisingly positive, thanks to PPE exports - but is it a 'false dawn'? Finbarr Bermingham gets political economy editors John Carter and Zhou Xin to parse the numbers and discuss what's to come or China. Hear in-depth discussion about why China cancelling US Treasury bonds is 'the nuclear option' tantamount to a declaration of war, and Cissy Zhou analyses the growing sentiment in political and business circles of a 'new cold war' between China and the US, and the…
Reporting on China's mask juggernaut; analysing China’s hidden unemployment crisis
26 perc 16. rész
Finbarr Bermingham and the political economy team take you inside the 'hidden' crisis happening in China - its burgeoning unemployment. Sidney Leng and John Carter reveal the difficulties in finding out just how many have lost their jobs during this pandemic, what the short to medium term prospects are for the millions of jobless and Beijing's policy response. Wendy Wu discusses the ongoing 'Wild West' market for ventilators, masks and PPE being made in China and how the new export ban is…
End of an era: analysing how coronavirus broke China's historic economic growth run
28 perc 15. rész
Finbarr Bermingham speaks with political economy editors John Carter and Zhou Xin about the worst economic data for China since 1976, what it means for the broader economy and why the concept of 'revenge spending' promoted on Chinese social media is at best a mirage. Economist Carlos Casanova looks into the details underlying China's GDP figures and parses the details on potential good news as well as the more worrying trends of business bankruptcies in mainland China and what that portends for…
How coronavirus is changing Beijing's economic strategy; what the coming collapse in global trade means
39 perc 14. rész
Wuhan re-opens the same day the crucial Canton Trade Fair is cancelled. China is facing a critical moment, with the central government pivoting away from exports as a source of economic growth. Finbarr Bermingham and the team analyse the ongoing challenges China faces. Our feature interview is with Professor Heiwai Tang, from the University of Hong Kong, who lays out how the pandemic looks set to wipe out small business in favour of corporations.
Coronavirus economics: China's mask diplomacy and its economy's faltering recovery
28 perc 13. rész
What are the politics behind Xi Jinping's Zhejiang visit? What does Donald Trump need in November for his election victory? Hear about the crucial economic movements influencing the US and China's response to the pandemic. Political economy editors Zhou Xin and John Carter look at the data and the detail of China's economy. Our guest is Frank Lavin, a veteran diplomat and former White House official, talking about China's global leadership role and how the US economy is changing with the…
A new phase of coronavirus blame game: what is the legacy of Covid-19 on global supply chains?
31 perc 12. rész
In a week when the economic impact of coronavirus on the global economy was made clear, political economy editors John Carter and Zhou Xin join Finbarr Bermingham to discuss China's "wolf warrior" diplomats, the second wave demand shock to hit China's economy and why, when the rest of the world is firing financial bazookas, China is keeping its powder dry.Trade expert and SCMP columnist David Dodwell then gets his crystal ball out to try and envisage the post-coronavirus global supply chain…
Coronavirus and the 'war economy': the US and China bicker as the ship goes down
35 perc 11. rész
As the crisis escalates through the global economy, a new issue threatens to make things worse: the US and China trading insults over whose fault it is. Political economy editor John Carter analyses the latest industry and economic news, its comparison to the Global Financial Crisis and why the world desperately needs the US and China to work together. Natixis chief economist for the Asia Pacific region, Alicia Garrero-Herrero unpacks the deals and data of this topsy-turvy week and delivers a…
Coronavirus hits US demand for Chinese-made goods; why China's mask-making dominance is important
19 perc 10. rész
Finbarr Bermingham speaks with Zhou Xin and John Carter about the impact of coronavirus on US demand for Chinese goods and how that will affect China's economy. They also discuss the virus' blame game, as figures in both the US and China try to scapegoat the other for the pandemic, and the psychological importance of the returning Canton Fair. Su-Lin Tan joins Finbarr to discuss what China's massive increase in mask production means for global supply chains and whether it could be indicative of…
Will China weaponise its US drug supply chain? Ken Jarrett analyses coronavirus and trade deal
31 perc 9. rész
The coronavirus continues to wreak havoc on China's economy. Political economy editors John Carter and Zhou Xin analyse the numbers and the damage done to the Chinese economy. Simone McCarthy on how the drug supply chain is being hit by the virus, as well as the suggestion that China could weaponise medicine supplies as part of its trade negotiations with the US. Former US Consul General of Shanghai, Kenneth Jarrett, joins on the line to discuss whether the coronavirus will hit China's chances…
Coronavirus crisis ransacks trade and supply chains; Trinhnomics on China's labour problem
23 perc 8. rész
Finbarr Bermingham talks to political economy editors Zhou Xin and John Carter about China's challenges in getting back to work, including the ongoing labour shortage, and a burgeoning agricultural crisis; Natixis senior economist Trinh Nguyen (of @trinhnomics fame) on how the labour shortage is killing Chinese manufacturing as big companies splash the cash, and how companies fleeing the trade war to Vietnam are learning there is no such thing as a clean break from China. 
Coronavirus reignites talk of US-China decoupling, EU firms reconsider supply chains, tech battle rumbles on
26 perc 7. rész
Finbarr Bermingham and the SCMP team unpack how the US and Europe are responding to the disruption to China's economy as a result of the coronavirus. Political economy desk editor Zhou Xin analyses the ongoing impact on the Chinese economy and the possibility of Beijing invoking the force majeure clause on the US-China trade deal; Washington bureau chief Rob Delaney details the US Senators hoping to further push their agenda for economic decoupling amidst the background of criticism of Huawei;…
Coronavirus and China: the US trade deal, force majeure, global shockwaves and a growing crisis
25 perc 6. rész
Finbarr Bermingham talks to political economy editor Zhou Xin about how China is coping with its obligations to the phase one trade deal with the US as it battles the ongoing coronavirus epidemic. Renaud Anjoran, CEO of China manufacturing consultancy Sofeast Ltd analyses the crisis of staffing in China's manufacturing plants and the shockwaves being witnessed in global trade.  
Global trade disrupted: analysing the impact of the Wuhan coronavirus crisis
25 perc 5. rész
It's a crucial moment for China's economy and trade, nevermind the phase one deal signed with the US. As it faces up to its role at the epicentre of a global health emergency, Beijing is also facing up to an impending political disaster if GDP drops below 5 per cent. Finbarr Bermingham analyses the impact of the coronavirus on global trade and the implications for China's economy with Nick Marro, global trade lead, Economist Intelligence Unit and Zhou Xin, political economy desk editor, South…
Wuhan coronavirus: after trade war truce, China’s new black swan emerges
28 perc 4. rész
 A week after China signed a phase one trade deal that seemed like a reprieve for its slowing economy, the country finds itself in a new and altogether more unpredictable crisis. Political Economy and China desk editors and reporters Zhou Xin, Teddy Ng, Mimi Lau and Kinling Lo bring us insights on the biggest story in the world, on the eve of the Lunar New Year Holiday during which 3 billion journeys will be made in China. We’ll also hear from National University of Singapore professor Alex…
Trade 'deal' vs uneasy truce: analysing US and China's response to phase one; China's GDP and birth rate shock
33 perc 3. rész
Senior editors Zhou Xin and Robert Delaney parse the reality of phase one and public reaction in US and China; international trade lawyer Ben Kostrzewa from Hong Kong-based law firm Hogan Lovells discusses the immediate impact of the deal; reporter Sidney Leng unpacks the double shock announcements of China's GDP and its falling birth rates.  
Chinese diplomacy versus Trump's tweets; Taiwan's elections influenced by trade war
24 perc 2. rész
Washington bureau chief Robert Delaney and political economy editor Zhou Xin analyse the context of next week's planned signing of the phase one trade deal; how China avoids being drawn into Trump's brand of reality-TV politics; the US Senators aiming to scale up their anti-China legislation after the phase one trade deal is signed; the grim reality of a 'phase two' trade deal and Cissy Zhou reports from Taiwan on how the elections are being influenced by the US-China trade war.
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