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 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

Bill Bishop, author of Sinocism, discusses PRC messaging at Shangri-La Dialogue, Xi's speech on 'New Quality Productive Forces,' Russia-China gas negotiations, and reflections on Tiananmen Square 35 years later.

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 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

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 an overview of the new tariffs announced by President Biden this week, including the implications for America's green energy industries, the evolving scope of global competitive realities, and a variety of questions for future US policymakers. From there: Why Beijing may be reluctant to issue a substantive response to US tariffs while the EU refines its own tariff policies on EVs, and Vladimir Putin's visit to China highlights the delicate balance Beijing has tried to strike between capitalizing on the relationship with Russia and maintaining its ties to Europe. At the end: The many hurdles facing policymakers trying to restore the real estate sector, a New York Times op-ed about TikTok, an update on the Michael Chang documentary that was delayed last year, and Pink Floyd in Sichuan. To email the show: email@sharpchina.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Xi-Putin; Real estate meeting Friday; US-China — Sinocism US Tariffs; Putin to China; April credit contraction; Taiwan; UK; Qinghai court drama — Sinocism President Biden Takes Action to Protect American Workers and Businesses from China’s Unfair Trade Practices — The White House US-China Trade War, Volume 2 — Rhodium Group US factories under threat from 'unprecedented wave' of Chinese solar panel imports — Recharge Asian Solar Imports Are Subject of New US Commerce Probe — Bloomberg EU feels heat from all sides as decision on Chinese EV duties looms — SCMP Chinese solar groups pull out of tender after EU anti-subsidy probe — Financial Times China Considers Government Buying of Unsold Homes to Save Property Market — Bloomberg Cover Story: Will China’s Latest Policy Call-to-Arms Turn the Ailing Property Market Around? — Caixin The End of TikTok Is a Propaganda Win for Beijing — New York Times ESPN Films Announces Upcoming 30 for 30 Summer 2024 Programming Slate — ESPN ESPN Films Announces 30 for 30 Documentary “American Son” on Tennis Player Michael Chang — ESPN (2022) Kids from Leshan, Sichuan-based music school perform Pink Floyd’s “Another Brick in the Wall” — X: @Byron_Wan