Sign up to save your podcasts
Or
Share Animal Spirits and Xi Bull Market 2.0; Plans for the Property Sector; US-China Updates; Xi and the Succession Question
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Animal Spirits and Xi Bull Market 2.0; Plans for the Property Sector; US-China Updates; Xi and the Succession Question
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 revived animal spirits and the market response to the stimulus measures emerging from Beijing. Topics include: The September Politburo meeting as a sign of the government's commitment, why the capital markets may be a security priority for Xi, what might have motivated the sudden policy shift at the top, and parallels to the market responses in 2014. From there: The property sector and the multi-layered problem policymakers are attempting to solve, Blinken meets with Wang Yi in New York but still no word on a phone call between President Biden and Xi Jinping, a PRC nuclear submarine sinks, and a question about succession in the event of Xi's passing.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi bull market 2.0?; More support for real estate; Wang Yi meets Blinken — Sinocism
More special bonds for fiscal stimulus?; Stock market surge; Water-filled submarine; MSS mad at New Zealand; Raising money by detaining private entrepreneurs — Sinocism
China stocks surge in biggest single-day rally since 2008 on stimulus cheer — Reuters
And Just Like That, China Did a Policy U-Turn (Again) — Wall Street Journal
China’s Housing Glut Collides With Its Shrinking Population — Wall Street Journal
Secretary Blinken’s Meeting with People’s Republic of China (PRC) Director of the CCP Central Foreign Affairs Commission and Foreign Minister Wang Yi — U.S. Department of State
China’s Newest Nuclear Submarine Sank, Setting Back Its Military Modernization — Wall Street Journal
China concealed sinking of newest nuclear submarine, U.S. says — Nikkei Asia
Xi Jinping’s Succession Dilemma — Asia Society
View all episodes
By Andrew Sharp and Sinocism’s Bill Bishop
4.5
2020 ratings
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 revived animal spirits and the market response to the stimulus measures emerging from Beijing. Topics include: The September Politburo meeting as a sign of the government's commitment, why the capital markets may be a security priority for Xi, what might have motivated the sudden policy shift at the top, and parallels to the market responses in 2014. From there: The property sector and the multi-layered problem policymakers are attempting to solve, Blinken meets with Wang Yi in New York but still no word on a phone call between President Biden and Xi Jinping, a PRC nuclear submarine sinks, and a question about succession in the event of Xi's passing.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi bull market 2.0?; More support for real estate; Wang Yi meets Blinken — Sinocism
More special bonds for fiscal stimulus?; Stock market surge; Water-filled submarine; MSS mad at New Zealand; Raising money by detaining private entrepreneurs — Sinocism
China stocks surge in biggest single-day rally since 2008 on stimulus cheer — Reuters
And Just Like That, China Did a Policy U-Turn (Again) — Wall Street Journal
China’s Housing Glut Collides With Its Shrinking Population — Wall Street Journal
Secretary Blinken’s Meeting with People’s Republic of China (PRC) Director of the CCP Central Foreign Affairs Commission and Foreign Minister Wang Yi — U.S. Department of State
China’s Newest Nuclear Submarine Sank, Setting Back Its Military Modernization — Wall Street Journal
China concealed sinking of newest nuclear submarine, U.S. says — Nikkei Asia
Xi Jinping’s Succession Dilemma — Asia Society
More shows like Sharp China with Bill Bishop
View all
Odd Lots
1,942 Listeners
Conversations with Tyler
2,455 Listeners
The a16z Show
1,096 Listeners
Sinica Podcast
610 Listeners
ChinaPower
207 Listeners
ChinaTalk
289 Listeners
GZERO World with Ian Bremmer
795 Listeners
The Asia Chessboard
109 Listeners
Dwarkesh Podcast
522 Listeners
Pekingology
142 Listeners
Sinocism Live
67 Listeners
The Foreign Affairs Interview
458 Listeners
"Econ 102" with Noah Smith and Erik Torenberg
151 Listeners
Face-Off: The U.S. vs China
163 Listeners
Sharp Tech with Ben Thompson
95 Listeners