On today's show Andrew and Bill begin with takeaways from the SCO Summit, including Xi's announcement of the Global Governance Initiative (GGI), outreach to the global south, and the PRC's warming relationship with India as Modi's first trip to China in seven years spawns anxiety in the US, and a variety of structural tensions remain. From there: Context for Beijing's recent efforts to correct the views of World War II, including efforts to recognize China's role in defeating Japan, contested accounts of the Communist Party's contributions, and contested understandings of the Potsdam Declaration. At the end: Mexico moots tariffs of their own, the US rescinds a waiver for SK Hynix and Samsung factories in China, and a few takeaways from Nvidia's earnings call last week.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: email@sharpchina.fm
To subscribe to Stratechery, click here.
To subscribe to Sinocism, click here.
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
SCO Summit in Tianjin; Xi proposes the Global Governance Initiative (GGI) 全球治理倡议; Xi in the media; Central Social Work Department — Sinocism
Xi Uses Summit, Parade and History to Flaunt China’s Global Pull — New York Times
India Was the Economic Alternative to China. Trump Ended That. — New York Times
Scoop: White House believes Europe secretly undoing Ukraine war's end — Axios
Upholding the correct view of WWII history — People's Daily
Military parades and memory wars: China and Russia commemorate history to reimagine international order — Brookings
Where were you in the World Anti-Fascist War? — The Strategist
Forgotten Ally: China’s World War II, 1937-1945 — Rana Mitter
Mexico to Raise Tariffs on Imports From China After US Push — Bloomberg
Samsung, SK Hynix Lose US Waiver on Chip Gear for China Use — Bloomberg
Nvidia earnings beat Wall Street’s sky-high expectations, but the stock fell because ‘there were no H20 sales to China-based customers’ — Fortune
Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the World — Sharp Tech
Special coverage of China's grand gathering celebrating 80th anniversary of victory - YouTube YouTube