Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Bill Bishop is the author of Sinocism

On today's show Andrew and Bill begin with a few updates on the Central Economic Work Conference, economic headwinds facing the PRC economy, including weaker-than-expected retail data, mixed data from the real estate market, and concerns from an economist assessing the conditions on the ground. From there: Reactions to last week's PLA exercises around Taiwan, divergent reactions from policymakers in Taipei and Washington, and a new report on the process behind the Biden Administration's latest round of updates to the semiconductor export controls. At the end: President-elect Trump on his relationship with Xi Jinping, TikTok takes its case to the Supreme Court, and the NBA (sort of) announces plans for a series of preseason games in Macau.

To email the show: email@sharpchina.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

China Consumer Slowdown Shows Urgent Need to Encourage Spending — Bloomberg

Prices Won’t Stop Falling in China, and Beijing Is Grasping for Solutions — Wall Street Journal

China's 2024 property sales on course to reach just half the peak — Nikkei

A top Chinese economist just said what many people suspected: China's official GDP numbers may not be accurate — Business Insider

Big Chinese naval exercise leaves Taiwan and US struggling for response — Financial Times

How U.S. Firms Battled a Government Crackdown to Keep Tech Sales to China — New York Times

An Interview with Gregory Allen About the State of China Chip Export Controls — Stratechery Interview

President-elect Donald Trump delivers remarks — CNBC YouTube

TikTok Asks Supreme Court to Block Law Banning Its U.S. Operations — New York Times

New trade hawk on the block — Politico

Real Estate: Bret Baier Home Listed for a Record $32 Million — The Georgetowner

NBA to return to China with multiyear deal in Macau — Reuters

Should your friend's enemies become your enemies?