Sharp China with Bill Bishop (Preview) William Lai’s Inauguration; Real Estate Follow-Up; Q&A on Gold and EV Capacity; Fast Fashion on Saturday Night Live
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Bill Bishop is the author of Sinocism
On today’s show Andrew and Bill begin with President William Lai’s inauguration in Taiwan, including the PRC responses we've seen so far, recent activity around Kinmen island, and a Bloomberg report that ASML’s EUV machines can be shut down remotely in the event of an invasion of Taiwan. From there: Friday’s announcement of relief plans for the real estate sector, and more thoughts on the challenges facing policymakers as they look to revive consumer sentiment. Then: Questions on the People's Bank of China, a recent push into gold purchases, EV capacity, tariffs on foreign cars, and the latest Central Committee member to be investigated for corruption. At the end: Temu and Shein inspire a Saturday Night Live skit, and Rep. Mike Gallagher is formally sanctioned by the PRC.
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
New Taiwan President; PRC reactions; Real estate; New bull market in Shanghai?; EU trade threa — Sinocism
"Pillar of shame" for Lai; Wang Yi at SCO; Gallagher sanctioned; XiAI; Guo Youcai; Ben Lim — Sinocism
Full text of President Lai Ching-te's inaugural address — Focus Taiwan
Mainland says Lai sends "dangerous signal" in speech as Taiwan's new leader — Xinhua
China has a point about Taiwan’s new leader — Financial Times
Thousands protest against contentious Taiwan parliament reforms — Reuters
Record number of Chinese ships enter Taiwan waters near Kinmen island — RFA
China's property support measures disappoint — Reuters
What China’s central bank and Costco shoppers have in common — The Economist
ASML and TSMC Can Disable Chip Machines If China Invades Taiwan — Bloomberg
How China’s EV overcapacity has come to a head after 15 years, and what’s in store for the industrial policy race with US and EU — SCMP
China Has Gotten the Trade War It Deserves — The Atlantic
China Hints at Retaliation in Trade Clash With Europe — Bloomberg
China Says Agriculture Minister Tang Renjian Is Under Investigation — Bloomberg
China sanctions former Rep. Mike Gallagher, a fierce critic of Beijing — NBC News
Hudson’s Mike Gallagher’s Statement in Response to CCP Sanctions — The Hudson Institute
Fast Fashion Ad - SNL — YouTube: Saturday Night Live