Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering.

Bill Bishop is the author of Sinocism

To email the show: email@sharpchina.fm

Xi skips BRICS Business Forum; Fukushima waste water; Philippines resupplies grounded ship; Arm IPO; Raimondo trip — Sinocism

Xi to South Africa; Disappointing rate cut; Another CIA spy; Central Science and Technology Commission meets — Sinocism

Xi Skips Speech Defending China Economy at BRICS Business Forum — Bloomberg

China’s Hidden Financial Dangers Erupt With Shadow Bank Crisis — Bloomberg

China’s 40-Year Boom Is Over. What Comes Next? — Wall Street Journal

Biden calls China a ‘ticking time bomb’ over economic problems — NBC News

China Suspends Report on Youth Unemployment, Which Was at a Record High — New York Times

China’s ‘whack-a-mole’ economic playbook leads to confusion — Financial Times

How Will a Chinese Financial Crisis Impact the World? — New York Times

China unveils second CIA espionage case within 15 days — Global Times

U.S., China Try to Draw Nations to Their Side as Divisions Harden — Wall Street Journal

China Scuttles a $5.4 Billion Microchip Deal Led by U.S. Giant Intel — New York Times

Arm Needed 3,500 Words to Explain Its China Risks Before IPO — Bloomberg

Arm’s F-1, Arm’s Risks, Arm’s Price — Stratechery

In Depth: How SoftBank Wrestled Back Control of Arm China — Caixin Global

Arm set to regain control of renegade China unit after near 2-year battle — Financial Times

Even Jimmy Butler Had to Witness the Hottest Village Basketball League in China — Wall Street Journal

This Viral Mountain Village Hosts China’s Rural Version of NBA — YouTube: WSJ

NBA’s James Harden stunned as Chinese fans buy 10,000 bottles of his wine in 10 seconds – after a ‘great move’ criticising Daryl Morey — SCMP

J-Harden Wines