Sharp China with Bill Bishop

Bill Bishop, author of Sinocism, discusses Xi Jinping's absence from international summits, MSS encouraging spying, Huawei's defiance of US export controls, Apple's shift to Chinese suppliers, unauthorized access to US military installations by Chinese nationals, and understanding Chinese perspectives through various sources including Kaishin.

Bill Bishop, author of Sinocism, discusses the controversy surrounding the release of contaminated water from Fukushima. They explore Chinese sentiment towards Japan, safety concerns with aquatic products, and the potential boycott of Japanese goods. The chapter also delves into the implications for Japanese businesses in China and the rise of virtual protests.

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

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 Awful flooding in and around Beijing; MSS on counter-espionage; More signals of real estate support; Wang Yi invited to visit US — Sinocism Beijing records heaviest rainfall in at least 140 years, causing severe flooding and 21 deaths — Associated Press China floods: Dramatic rescue in Hebei, Beijing neighbourhoods submerged — YouTube Collage: Floods in Beijing and Hebei — Sixth Tone China Official’s Call to Save Xi’s City Angers Flood Victims — Bloomberg New PLA Rocket force leadership; Consumption measures; Hopes for real estate policy support; US-China — Sinocism China ousts top generals from nuclear Rocket Force — Financial Times China names General Wang Houbin as new PLA Rocket Force chief after former commanders snared in corruption scandal — South China Morning Post The Week of LK-99 Intrigue, China and Trailing Edges Chips, Intel Goes to Washington — Sharp Tech U.S. Hunts Chinese Malware That Could Disrupt American Military Operations — New York Times China Doesn’t Want to Compete. It Wants to Win. — The Atlantic US seeks to deepen Tokyo-Seoul security links to boost Pacific deterrence — Financial Times China hints leaders started annual seaside vacation in flood-hit province — Reuters At Mao’s Beach, China’s Leaders Still Make History as Lifeguards Hide From the Sun — New York Times

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 Wang Yi replaces Qin Gang; Is Qin under investigation?; Korean War 70th anniversary; Xi'an protests — Sinocism Politburo meeting on the economy; Qin Gang; Measures to encourage private investment; RIP Gen. Wang Shaojun — Sinocism Replaced, Then Erased: Mystery Deepens Around China’s Former Foreign Minister — Wall Street Journal China’s missing foreign minister loses his job — Economist Elon Musk and the Disappearing Man — @ThisIsWenhao China signals more support for real estate with a ‘big change’ in tone — NBC News Exclusive: Beijing pushes for toning down of China risks in IPO prospectuses — Reuters Sample Letter to Companies Regarding China-Specific Disclosures [1] — Securities and Exchange Commission Chip CEOs Urge US to Study Impact of China Curbs and Take Pause — Bloomberg Kyle Anderson obtains Chinese citizenship — China News Service Mavericks' Kyrie Irving partners with ANTA on new shoe deal — ESPN

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 National conference on ecological and environmental protection; Kerry and Henry Kissinger in Beijing; Qin Gang; Tang poems — Sinocism Weak GDP data; National security "covert front 隐蔽战线"; US export controls; Covid excess deaths — Sinocism Xi Jinping’s foreign minister has vanished from public view. His prolonged absence is driving intense speculation — CNN Where Is China’s Foreign Minister? Beijing Won’t Clear Up the Mystery — New York Times China Blocked Jack Ma’s Ant IPO After Investigation Revealed Likely Beneficiaries — Wall Street Journal Ambassador to the United States Qin Gang made first throw at an NBA game. — YouTube Chinese Foreign Minister Qin Gang sends New Year greetings at NBA game — YouTube Kissinger Meets China Defense Chief in Pursuing Closer Ties — Bloomberg China’s envoy to US Xie Feng congratulates Henry Kissinger on 100th birthday — SCMP Chip companies, top US officials discuss China policy — Reuters Chinese Hackers Targeted Commerce Secretary and Other U.S. Officials — New York Times China reports second-quarter GDP miss, another record high in youth unemployment — CNBC Looming U.S. Investment Restrictions on China Threaten Diplomatic Outreach — New York Times Canadian Politicians Who Criticize China Become Its Targets — New York Times The “Just Sisters” Defense: China’s Sex-Scandal Surge — The New Yorker

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 3 Takeaways From Janet Yellen’s Trip to Beijing — New York Times Despite Yellen, U.S.-China Decoupling Has Momentum of Its Own — Wall Street Journal Janet Yellen awkwardly bows to CCP official during Beijing trip: 'Optics the Chinese love' — Fox News Chinese women economists called 'traitors' online for meeting with Yellen — Reuters Column: China flexes critical metals muscles with export curbs — Reuters After China’s Rare Earth Embargo, a New Calculus — New York Times Co-Director of Think Tank Indicted for Acting as Unregistered Foreign Agent, Trafficking in Arms, Violating U.S. Sanctions Against Iran, and Making False Statements to Federal Agents — Department of Justice ‘Health reasons’: Chinese Foreign Minister Qin Gang to miss Asean meeting — SCMP Is High-speed Rail in China a "Gray Rhino"? — reading, writing & investing China Travel Advisory — US State Department Studio defends Barbie movie after controversial map prompts Vietnam ban — The Guardian How Do ‘Barbie’ and Blackpink Figure in a Dangerous Territorial Dispute? — The New York Times

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 Weak holiday consumption; PRC-Russia; US-China; Patriotic education; Heat wave; Covid origins — Sinocism Biden on the balloon, dictators and surprises; Fentanyl and Taiwan; Local debt survey again ; PRC-Cuba; Jack Ma — Sinocism Biden labels China’s Xi Jinping a dictator — Politico Biden calling China’s leader a ‘dictator’ opens new rift just after Blinken’s tensions-easing trip — Associated Press Foreign Ministry Spokesperson’s Remarks on the Wagner Group Incident — MoFA Xi Jinping vows to fight 'tigers' and 'flies' in anti-corruption drive — The Guardian Xi cages big tiger in anti-corruption drive — BBC Xi Jinping has more tigers, foxes and flies in his sights — Nikkei Asia U.S. Tracked Huawei, ZTE Workers at Suspected Chinese Spy Sites in Cuba — Wall Street Journal When a Huawei Bid Turned Into a Hunt for a Corporate Mole — Bloomberg Who Owns Huawei? — Christopher Balding and Donald Clarke Who Really Owns Huawei? A response to Professors Balding and Clarke — Pekingnology Secretive Chip Startup May Help Huawei Circumvent US Sanctions — Bloomberg U.S. files first-ever charges against Chinese fentanyl manufacturers — Nikkei Asia China’s role in the fentanyl crisis — Brookings What is the Indo-Pacific region and why does the US keep using this term? — SCMP

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 Blinken's Beijing meetings; Byebye spy balloon; Li Qiang in Germany; CYL Congress; Waiting for stimulus — Sinocism Li Qiang in Germany; New report on Cuba-PRC cooperation; New old leadership at Alibaba; Rate cuts — Sinocism Qin Gang Holds Talks with U.S. Secretary of State Antony Blinken — MoFA President Xi Jinping Meets with U.S. Secretary of State Antony Blinken — MoFA Biden’s gamble: Delaying sanctions and playing down Chinese espionage will improve relations with Beijing — NBC News Spy balloon 'chapter should be closed’ after China talks, Blinken tells NBC News — NBC News Remarks by President Biden Before Air Force One Departure — The White House Beijing Plans a New Training Facility in Cuba, Raising Prospect of Chinese Troops on America’s Doorstep — Wall Street Journal Buildup resumed at suspected Chinese military site in UAE, leak says — Washington Post Leaked Pentagon documents give insight into China’s secret ‘Project 141’ — India Today When a Huawei Bid Turned Into a Hunt for a Corporate Mole — Bloomberg Messi mania: China embraces pitch-invading fan as millions line up behind ‘punished’ teen who hugged an icon and led security a merry dance — SMCP Full Footage of Messi Reaction to a Chinese Fan Invading the Pitch to Hug Him — YouTube Eveline Chao on Niubi! – a Chinese slang phrasebook — The Beijinger

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 Honduras President in China; Blinken visit to PRC; PRC-South Korea; Valuation system with Chinese characteristics — Sinocism Xi in Inner Mongolia; Extreme circumstances 极端情况; Fentanyl; Monkey laundering; PRC spy base in Cuba? — Sinocism Cuba to Host Secret Chinese Spy Base Focusing on U.S. — Wall Street Journal China Weighs Broad Stimulus With Property Support, Rate Cuts — Bloomberg Xi Prepares China for ‘Extreme’ Scenarios, Including Conflict with the West — Wall Street Journal China’s Local Debt Woes Seen in $700 Fine for Cucumber Dish — Bloomberg U.S. to Allow South Korean, Taiwan Chip Makers to Keep Operations in China — Wall Street Journal South Korea's diplomacy drifting further away from being 'confident': Global Times editorial — Global Times China Reduced Air Pollution in 7 Years as Much as US Did in Three Decades — Bloomberg ‘Extraordinary progress’ – Beijing meets air pollution goals after coal crackdown — Climate Home News China to hold first nationwide village basketball tournament — CGTN Under the Dome (Part 1 of 8) — YouTube