Sharp China with Bill Bishop

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 reactions to last week's arrest of Linda Sun, a former deputy chief of staff to governor Kathy Hochul. Topics include: The allegations contained in the Department of Justice indictment of Sun and her husband, the PRC efforts to influence local government officials around the world, the status of New York Consul General Huang Ping, and a report on the suppression of dissidents during Xi's APEC visit in November. From there: Updates on the overcapacity concerns around the world, a Bloomberg story on a $6.5 trillion stock rout, and reactions to a thoughtful Substack post on deleveraging efforts and deflation concerns in the midst of recent turmoil. At the end: An update on Qin Gang that may or may not resolve lingering questions, and a new rock bottom for the PRC men's soccer team. To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Xi at Education conference; US accuses PRC of more help for Russia's "war machine"; Deflation; Raising retirement age — Sinocism Qin Gang's new job?; US business advisory for Hong Kong; Yi Gang on deflation; Xi on education — Sinocism The Secrets of an Unassuming N.Y. Official Accused of Working for China — New York Times A top Chinese official in NY is on the outs over the Linda Sun case. Or is he? — Gothamist Linda Sun Indictment — United States District Court Find the Cost of Interference — China Articles Key takeaways from AP’s report on China’s influence in Utah — AP How China extended its repression into an American city — Washington Post Why China Is Starting a New Trade War — Wall Street Journal There’s a China-Shaped Hole in the Global Economy — Wall Street Journal China trade war ‘maybe unavoidable’, EU’s top diplomat Josep Borrell warns — SCMP The Downdraft — A Letter from Paul China’s $6.5 Trillion Stock Rout Worsens Economic Peril for Xi — Bloomberg China’s Deflationary Spiral Is Now Entering Dangerous New Stage — Bloomberg The real problem with China’s economy — The Economist China Should Fight Deflationary Pressure Now, Ex-PBOC Chief Says — Bloomberg Chinese Localities Adopt ‘Sell Everything to Save the Day’ Policy to Ease Debt — Caixin China’s ‘disappeared’ foreign minister demoted to low-level publishing job, say former U.S. officials — Washington Post What China’s Property Gloom and Soccer Fiasco Have in Common — Wall Street Journal China Football Association bans 43 after corruption probe — ESPN

Bill Bishop, the author of Sinocism, hosts Jake Sullivan, the National Security Advisor, and Wang Yi, the Director of the Office of the Central Foreign Affairs Commission. They dive into the essential dialogues between U.S. and Chinese leaders, shedding light on the impacts of recent meetings amidst escalating South China Sea tensions. The discussion also covers geopolitical ramifications of semiconductor controls and China's threats to Japan. Wrapping up, they explore the explosive success of the video game 'Black Myth: Wukong' and its cultural significance.

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 return from the Beidaihe break with an update on a raft of Xi rumors and a programming note. Then: Back to the South China Sea, where good news at Second Thomas Shoal has quickly been overshadowed by an aerial incident at Scarborough Shoal and Monday's collision between PRC coast guard vessels and the Philippine coast guard. From there: A Foreign Affairs article outlining Beijing's perspective on the 2024 Presidential election in the US, three categories of American China strategists, and questions about Kamala Harris' approach to China. At the end: The scrutiny surrounding Tim Walz and his history of engagement with China, reports of a proposed rule on Chinese connected vehicle software, and a LiDAR company is removed from the Pentagon's blacklist. To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Xi meets Olympics team; Fiji PM and IPU delegation; PRC-Philippines tensions; US reacts to PRC’s evolving nuclear strategy; Real estate price cuts — Sinocism Xi meets Vietnam General Secretary; Premier Li chairs State Council plenary and executive meetings; PRC-Philippines boat collisions — Sinocism Philippines Fortifies South China Sea Outpost For a Decade — Bloomberg Collisions Tear Holes in U.S. Ally’s Ships as Tensions Flare in South China Sea — Wall Street Journal Does China Prefer Harris or Trump? — Foreign Affairs Manila's provocations in South China Sea doomed to fail — China Military Online The Case for a Clean Energy Marshall Plan — Foreign Affairs How to talk China in 2024 — Breaking Beijing Tim Walz, Harris’s VP pick, has a long history with China — Washington Post Tim Walz’s long history with China shaped by horrors of Tiananmen — Financial Times China is not an enemy — Washington Post US expected to propose barring Chinese software in autonomous vehicles — Reuters China’s Hesai to be removed from US defence department blacklist — Financial Times The right’s serious minds have a Tim-Walz-Chinese-sleeper-agent theory — Washington Post

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 programming note for the next few weeks and various questions for the next few months of the Biden Administration. Topics include: A meeting between Secretary of State of Anthony Blinken and Wang Yi, more threats of escalating sanctions if the PRC supports Russian war efforts, what Kamala Harris China policies might look like, and whether the Commerce Department will take action on connected vehicles before November. From there: Rumors of Huawei’s demise were greatly exaggerated, and why sanctions may have focused PRC energy without achieving their intended goal. At the end: Quick reactions to Tuesday’s Politburo meeting, some very cautious optimism at Second Thomas Shoal, and surveying the PRC swimming controversy that came to light in April and continues to percolate this week in Paris. To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meloni in Beijing; Wang-Blinken meeting; Sierra Madre resupply; National Internet IDs; CSRC tasks for H2; TikTok — Sinocism Wang Yi Meets with U.S. Secretary of State Antony Blinken — MofA Blinken and a Top Chinese Official in Talks on U.S.-China Tensions — New York Times EU’s Borrell Disputes China’s Take on Meeting About Middle East — Bloomberg The U.S. Wanted to Knock Down Huawei. It’s Only Getting Stronger. — Wall Street Journal July Politburo meeting to analyze the current economic situation and set out priorities for the second half of this year — Sinocism Philippines Performs First Sierra Madre Resupply Since Inking Deal with China — USNI News Warning signs blinking over swimmers’ anger at alleged Chinese doping scandal ahead of Olympics — CNN Moolenaar, Krishnamoorthi, Blackburn, Van Hollen Introduce the Restoring Confidence in the World Anti-Doping Agency Act — China Select Committee Chinese swimmers at Paris Olympics deny doping accusations as diplomatic row grows — NPR China, Citing Tainted Burgers, Cleared Swimmers in a New Doping Dispute — New York TImes Usain Bolt Ate 100 Chicken McNuggets a Day in Beijing and Somehow Won Three Gold Medals — Time Magazine Kamala Harris’s China Record Contrasts with Trump Focus on Trade — Wall Street Journal A Program for Progressive China Policy — Quincy Institute ASML, Tokyo Electron Shielded From US Chip Export Rules, For Now — Bloomberg Exclusive: New US rule on foreign chip equipment exports to China to exempt some allies — Reuters

Author Bill Bishop discusses the Third Plenum resolution and Xi's focus on reforms. Topics include the lack of leaks in the Xi era, ongoing trade tensions, and challenges faced by news organizations in China. The episode also touches on memories of the 2008 Olympics in Beijing.

Bill Bishop, author of Sinocism, discusses topics such as the third plenum communique, rumors about Xi Jinping's health, Trump's comments on Taiwan, and the state of the Biden chip policy. They delve into the significance of the plenum, uncertainties around Xi's health, and reactions to geopolitical events.

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 prepare for next week’s Third Plenum by talking through expectations and themes to watch. Topics include: The signals from April's Xinhua readout announcing the plenary session, remembering third plenums of the past, why common prosperity is on the agenda, why this year's plenum may be the clearest articulation of Xi’s vision for the Party and the PRC, and examining some of the ongoing domestic issues that the Party may (or may not) try to address with reforms. At the end: A scandal over edible oils, the market for silicone masks, fierce competition in the bubble tea market, and checking in with Zach Edey. To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Plenum Countdown; Orban in Beijing; Floods; PRC says "Volt Typhoon" a US op; Edible oil in fuel tankers — Sinocism Xi promotes a general; Symposium on the economic situation; Another cyber warning; Edible oil mess; Plenum; Inequality — Sinocism China Focus: 20th CPC Central Committee to hold 3rd plenary session in July — Xinhua Yao Yang on the resilience of China's economy — The East is Read What to expect at the Chinese Communist Party’s most important meeting of the year — Atlantic Council China’s Top Bankers Are Embracing Xi Jinping Thought, Chinese Communist Party — Bloomberg China to probe alleged use of fuel tanker trucks carrying cooking oil — Reuters China Confronts an Insidious New Privacy Risk: Lifelike Silicone Masks — Sixth Tone Milk Tea Craze Is Bringing Out All China’s Wrongs — Bloomberg Zach Edey NBA Highlights — X: @NBA

Democratic Rep. Raja Krishnamoorthi discusses legislation divesting TikTok, American VC investments in PLA-linked PRC companies, tackling IP theft in tech, progress on fentanyl, PRC behavior in South China Sea, and more on Sharp China podcast

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 the latest incident at Second Thomas Shoal, where the Chinese Coast Guard blocked an attempted resupply of the Sierra Madre in a standoff that caused damage to Philippine Naval vessels and several injuries to members of the Navy. Topics include: Another escalation in a devolving relationship, whether the U.S. will intervene, why China has ignored Vietnam’s buildup elsewhere in the Spratly Islands, and more. Then: Reports that Beijing has no preference between Biden or Trump in the upcoming U.S. election, the significance of the CMC Political Work Conference after a year of speculation about corruption throughout the PRC military, a report that Xi told EU leadership the U.S. wants China to invade Taiwan, reactions to a disturbing account of a Pentagon-backed propaganda campaign in the Philippines, and an email about Mount Everest. To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Second Thomas Shoal; PLA rectification and political training; Tax; Moutai; Stock market; Ecuador — Sinocism CMC Political Work Conference; Xi inspects Qinghai; Video from Second Thomas Shoal incident; Policy support for hard tech and venture capital — Sinocism Video of Philippine Navy Confrontation with the Chinese Coast Guard on June 17, 2024 — X: @gmanews US’ support for the Philippines is just psychological comfort — Global Times Philippines secretly reinforces ship at centre of South China Sea dispute — Financial Times Philippines secretly reinforces ship at centre of South China Sea dispute — Financial Times China Has No Favorite in Biden-Trump Race, US Intelligence Finds — Bloomberg Xi stresses PLA's political loyalty at crucial meeting held in old revolutionary base — Xinhua How the Red Sun Rose — Columbia University Press The Return of Peace Through Strength — Foreign Affairs Xi Jinping claimed US wants China to attack Taiwan — Financial Times Pentagon ran secret anti-vax campaign to undermine China during pandemic — Reuters Myth of Mallory preserved in Everest's ice and snow — The Guardian

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 Wednesday's announcement that the EU will increase tariffs on electric vehicles imported from the PRC, including potential responses from Beijing, the fissures among the EU coalition, the reality on the ground in and around Europe, and the war in Ukraine looming over the decisions from EU policymakers. From there: An attack on four U.S. teachers in Jilin City, the reactions among commentators in the U.S., and life for Americans living in the PRC. At the end: Xi Jinping asks entrepreneurs where all of China's billion-dollar startups have gone, questions about how Apple's AI plans might work in China, and an extended discussion of corruption among the party and the PLA, the baseline opacity of investigations, and a few memorable cases from the past. To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube EU EV tariffs; Affordable housing; PLA rectification and political training; Russia-related sanctions; Third Plenum — Sinocism Reform meeting; Jilin stabbings; PLA corruption; Wang Yi at BRICS Plus; Sanctions — Sinocism European Union Hits E.V.s From China With Extra Tariffs Up to 38% — New York Times EU to hit Chinese electric cars with tariffs of up to 48% — Financial Times Ain’t No Duty High Enough — Rhodium Group 4 Instructors From Iowa College Are Attacked in Public Park in China — New York Times The United States used to have cachet in China. Not anymore. — Washington Post Xi Asks a Unicorn Question. Head-Scratching Follows. — Wall Street Journal Apple’s top software engineer on AI: “We wanted to establish an entirely different bar” (Exclusive) — Fast Company Exclusive: Fallen Chief of Bad-Asset Manager Had Tons of Cash — Literally — Caixin A Second Ex-Huarong Executive Sentenced to Death Over Bribery — Bloomberg China's Gilded Age: The Paradox of Economic Boom and Vast Corruption — Yuen Yuen Ang In the Name of the People — YouTube