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Sharp China with Bill Bishop

Latest episodes

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Jun 8, 2023 • 1h 6min

(Free) A New Blinken Visit?; US-China Drama in Singapore; The Post-Covid Stimulus Calculus; Travel to the PRC in 2023

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 to China?; Xi on desertification; Li Qiang to Germany and France; Economic concerns; Disappearing "Glory to Hong Kong" — Sinocism Trade data; Waiting for stimulus; EU-China; Gaokao; SOE cadre's career-ending stroll — Sinocism US Secretary of State Blinken Set to Travel to Beijing for Talks in Coming Weeks — Bloomberg U.S. and China lock horns at Asia’s top security forum — Washington Post Statement on Unprofessional Intercept of U.S. Aircraft over South China Sea — USINDOPACOM Popularity of China’s ‘New Security Initiative’ is inevitable: Global Times editorial — Global Times Fareed Zakaria — Twitter Xi urges sustained efforts to curb desertification — Xinhua China, Mongolia aim to stop spread of shared desert that threatens mining and agriculture on both sides — SMCP What Engagement With China Has Meant for Me — Wall Street Journal China Is Drilling a 10,000-Meter-Deep Hole Into the Earth — Bloomberg In a geologic triumph, scientists drill a window into Earth’s mantle — Washington Post The most shocking photo of Beijing air pollution I’ve ever seen — Washington Post
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May 31, 2023 • 9min

(Preview) The Latest Failed Attempt at US-China Defense Dialogue; Beijing’s Misread of Europe; Musk in China; Microsoft Finds Malware in Guam

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 Security Commission meets; Politburo study session on education; US-China; Musk in the PRC; More allegations of interference in Canadian politics — Sinocism Xi meets Russian Prime Minister; Wang Huning visits Xinjiang; US-China; Malware — Sinocism China Rebuffs Pentagon Chief, Blunting Push for Rapprochement — Wall Street Journal China turns down US invitation for defence chiefs meeting in Singapore — Financial Times Statement on Unprofessional Intercept of U.S. Aircraft over South China Sea — US Indo-Pacific Command In China’s words, it’s open for business. In actions, not so much. — Washington Post Nathaniel Sher — Twitter Europe Rebuffs China’s Efforts to Split the West in Pushing Ukraine Cease-Fire — Wall Street Journal Xi urges accelerated efforts to modernize national security system, capacity — Xinhua Elon Musk meets Chinese foreign minister, who calls for ‘mutual respect’ in U.S. relations — NBC News China’s C919 Takes Maiden Commercial Flight—and First Bite From Boeing — Wall Street Journal China’s COMAC: An Aerospace Minor Leaguer — CSIS Chinese Malware Hits Systems on Guam. Is Taiwan the Real Target? — New York Times Why do planes get water salutes? — YouTube Elon Musk pulls off dance moves at Tesla's Shanghai plant — YouTube
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May 24, 2023 • 11min

(Preview) The G-7 Summit and the PRC Response; Making Sense of Biden’s China Approach; $23 Trillion in Local Debt; Censorship Domestically and Abroad

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 G-7 on China; PRC response; Biden says a thaw coming in US-China relations; Micron ban; Covid second wave — Sinocism G7 issues strongest condemnation of China as it intensifies response to Beijing — Financial Times Flaring tensions over G7 and Micron show limits to US-China reset — Financial Times Biden Sees Coming ‘Thaw’ With China, Even as He Rallies Allies Against Beijing — New York Times Why the US delayed China sanctions after shooting down a spy balloon — Reuters China’s $23 Trillion Local Debt Mess Is About to Get Worse — Bloomberg Cover Story: China’s Effort to Move Mountain of ‘Hidden Debt’ Faces Uphill Climb — Caixin Global Chinese comedian arrested after joke about army — BBC Nigel Ng — Twitter ESPN Has Reportedly Pulled Notable Sports Documentary — The Spun K Tse — Twitter Iconic Moments: Chang vs Lendl - Roland Garros 4th Round, 1989 — YouTube
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May 10, 2023 • 12min

(Preview) US and China Dreaming of Bali; A Changing Risk Profile for Investors; Canada Expels a PRC Diplomat; Plans for Population and Youth Unemployment

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 Sinocism Podcast: Tu Le of Sino Auto Insights on the rise of the China vehicle industry — Sinocism CCFEA on industrial system on population; Canada expels a diplomat; Details of the Capvision investigation; Qin Gang meets US Ambassador — Sinocism Chinese FM meets U.S. ambassador — Xinhua Biden Administration Tamps Down Talk of US-China Decoupling — Bloomberg US, China spar in first face-to-face meeting under Biden — Associated Press China Signals Spying Fears Amid Probe of Consulting Firms — Wall Street Journal U.S. Think Tank Reports Prompted Beijing to Put a Lid on Chinese Data — Wall Street Journal Why leaked spy docs have sent China and Canada’s fraught relationship to a new low — NBC News Two high-level memos allege Beijing covertly funded Canadian election candidates — Global News China Focus: China pursues high-quality population development to support modernization — Xinhua America’s Bad Bet on India — Foreign Affairs The Chip Ban Seven Months Later, China's Response, More on Intel and Tower Semiconductor — Sharp Tech An Interview with Chip War Author Chris Miller — Stratechery Interviews Entrapment (1999) — YouTube
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May 3, 2023 • 1h 4min

Open for Business (and Raiding Foreign Businesses); Xi Calls Zelenskyy; India, Pakistan and the PRC; Decoupling with an Asterisk

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 China Locks Information on the Country Inside a Black Box — Wall Street Journal China’s ‘men in black’ step up scrutiny of foreign corporate sleuths — Financial Times U.S. Chamber Statement on Concerns Over PRC Investment Climate — U.S. Chamber of Commerce China's exit bans multiply as political control tightens under Xi — Reuters New Report: Trapped - China’s Expanding Use of Exit Bans — Safeguard Defenders Xi calls Zelensky — Sinocism Xi-Zelensky call; Bain's Shanghai troubles; Counter-espionage law; Li Ganjie heads Organization Department; Employment measures — Sinocism Speak Plainly, Mr. Chairman — China Media Project America’s Bad Bet on India — Foreign Affairs Sinocism Podcast: Tania Branigan on her book Red Memory: The Afterlives of China's Cultural Revolution — Sinocism An excerpt from Tania Branigan's Red Memory: The Afterlives of China's Cultural Revolution — Sinocism
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Apr 26, 2023 • 11min

(Preview) The Lu Snafu; A Broadened Espionage Act; China’s Own Regional Banking Crisis; A Beginner’s Guide to the Taiwan Status Quo

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 Lu Shaye creates a mess in the EU; Covid; PLAN turns 74; Guizhou debt; Dong Yuyu — Sinocism Macron and VDL brief Biden on their PRC trips; Yellen's China speech; “农管“, agricultural administrative law enforcers; BYD — Sinocism Baltics blast China diplomat for questioning sovereignty of ex-Soviet states — Politico China doesn’t want peace in Ukraine, Czech president warns — Politico The Man Behind China's Aggressive New Voice — New York Times Prominent Chinese journalist faces espionage charges — Washington Post China Accuses Newspaper Editor of Espionage After Meeting With Diplomat — Wall Street Journal Janet Yellen offers an olive branch to China — Financial Times Biden tells 60 Minutes U.S. troops would defend Taiwan, but White House says this is not official U.S. policy — CBS News One of the Most Influential Ambassadors in Washington Isn’t One — New York Times
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Apr 19, 2023 • 12min

(Preview) Macron and Lula Meetings; 'Surgical' Trade Retaliation; The DOJ Charges Dozens of Chinese Security Officers; Waiting for the FBI's Balloon Report

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 Lula and Xi; National security cases; US indictments of PRC police officers; Yi Gang on the RMB; Spy balloon disclosures — Sinocism Lula vows partnership with China to ‘balance world geopolitics’ — Finanical Times Why China’s Leader Hasn’t Called the President of Ukraine — New York Times Europe must resist pressure to become ‘America’s followers,’ says Macron — Politico China starts ‘surgical’ retaliation against foreign companies after US-led tech blockade — Financial Times U.S. Arrests Two, Charges Dozens for Alleged Illegal U.S. Activities by Chinese Security Agents — Wall Street Journal China stalls Antony Blinken’s Beijing visit over ‘spy balloon’ concerns — Financial Times Leaked secret documents detail up to four additional Chinese spy balloons — Washington Post
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Apr 13, 2023 • 59min

(Free Preview) The Tsai/McCarthy Meeting and China's Reaction, Taiwan's Upcoming Presidential Election, Warren Buffett and TSMC, and China and AI

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 Taiwan's president warns 'democracy is under threat' in joint remarks with McCarthy — CNN European leaders in Beijing; Tsai in California; Xinhua attacks US financial hegemony; Saudi-Iran Beijing meeting — Sinocism China to inspect ships in Taiwan Strait, Taiwan says won't cooperate — Reuters PLA exercises around Taiwan; Macron and the PRC; Did Tedros "slander China"?; AI Bubble — Sinocism China military ‘ready to fight’ after drills near Taiwan — Associated Press Xi inspects Guangdong; Lula to China; Draft AI rules; Macron; Sandstorms; Substack Notes open to all — Sinocism 2024 election a choice between 'democracy and autocracy': DPP nominee Lai — Focus Taiwan China slaps security reviews on AI products as Alibaba unveils ChatGPT challenger — Financial Times Buffett says geopolitics a factor in Berkshire sale of TSMC stake — Reuters
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Mar 24, 2023 • 11min

(Preview) The Grim Implications of Xi's Week in Moscow and the Continuing Adventures of TikTok on Capitol Hill

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-Putin; Ukraine; Reshaping the world order; Cloud loophole for US chip controls; Lula to China — Sinocism TikTok toast?; PRC-Russia; China Development Forum; National security rectification; Taiwan; Knowledge decoupling — Sinocism Xi Jinping-Vladimir Putin talks highlight Russia’s role as ‘junior partner’ to China — Financial Times China Is Starting to Act Like a Global Power — Wall Street Journal The world according to Xi — The Economist How TikTok Failed to Make the Case for Itself — Platformer US Regulator Warns About Data Security During TikTok Hearing — Bloomberg How TikTok Became a Diplomatic Crisis — New York Times Tech Shame in the "New Era" — China Media Project Chinese recommendations in the DMV? — Sinocism Chat
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Mar 15, 2023 • 13min

(Preview) Middle East Diplomacy and Reports of a Putin Visit; New Submarines for Australia; A Kamala Harris Beijing Trip?; What Xi Learned from His Father

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 A country in flux: Recent and future policy shifts in Chin — Brookings Institute Premier Li’s first State Council Executive Meeting; National Data Bureau; AUKUS — Sinocism Two meetings; Xi to Russia; Update on PRC visas; AUKU — Sinocism Saudi Arabia, Iran Restore Relations in Deal Brokered by China — Wall Street Journal Exclusive: China's Xi plans Russia visit as soon as next week - sources — Reuters China’s Xi Plans to Speak With Zelensky for First Time Since Ukraine War Broke Out — Wall Street Journal Germany and the Netherlands signal weakening of Europe’s China tech ties — Fortune China looms large as Biden makes submarine moves with UK, Australia — CNN A Squabble About History Almost Killed Xi Jinping’s Father — Foreign Policy What Xi Jinping Learned—And Didn’t Learn—From His Father About Xinjiang — The Diplomat Simple, but not easy: After rejecting basketball for years, Zach Edey's Zen-like approach made him unstoppable — CBS Sports Let sleeping dogs lie — Tashi the Golden Doodle's Substack

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