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(Preview) Continued Market Adventures; Shifting Trade Patterns with China; Looming Green Energy Questions; Messi and a Hong Kong Mess
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
On today's show Andrew and Bill begin with another week of volatility in and around the PRC markets, including a crash on Monday, stabilization as the week unfolded, reports of a meeting between Xi and regulators, and changes at the CSRC. Then: For the first time in 17 years Mexico has supplanted China as the biggest U.S. trade partner, which raises questions about the future of the bilateral trade relationship and volume of PRC goods that have been diverted through countries like Mexico and Vietnam. At the end: The future of green energy manufacturing in the EU and China, a look at the sad and absurd week of controversy surrounding Lionel Messi, and a Happy Lunar New Year to all Sharp China listeners.
To email the show: [email protected]
CSRC head replaced; Government wants more EV exports; Wei Fenghe absence; Messi’s groin good enough for Japan — Sinocism
Stocks; Xi Thought; Nukes — Sinocism
Xi Can’t Use 2015 Playbook to Calm China Markets, Investors Say — Bloomberg
Xi to Discuss China Stocks With Regulators as Rescue Bets Build — Bloomberg
China’s Economy Is in Serious Trouble — New York Times
Hitting China's Wall — New York Times
China’s well-to-do are under assault from every side — The Economist
How a U.S. Embassy post about giraffes became an outlet for despair about China’s tumbling stock markets — NBC News
China dethroned as top source of US imports after 17 years, replaced by Mexico: census data — SCMP
A China-U.S. Decoupling? You Ain’t Seen Nothing Yet — Wall Street Journal
EU mum as solar industry time bomb ticks — Politico
With solar industry in crisis, Europe in a bind over Chinese imports — Reuters
Messi is playing in a match that concerns integrity: Global Times editorial — Global Times
China says Messi's absence in Hong Kong match beyond 'realm of sports' as fury builds — Reuters
Josh Ye — @ByJoshYe
The 2024 CMG Spring Festival Gala — CCTV YouTube Channel
View all episodes
By Andrew Sharp and Sinocism’s Bill Bishop
4.5
2020 ratings
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
On today's show Andrew and Bill begin with another week of volatility in and around the PRC markets, including a crash on Monday, stabilization as the week unfolded, reports of a meeting between Xi and regulators, and changes at the CSRC. Then: For the first time in 17 years Mexico has supplanted China as the biggest U.S. trade partner, which raises questions about the future of the bilateral trade relationship and volume of PRC goods that have been diverted through countries like Mexico and Vietnam. At the end: The future of green energy manufacturing in the EU and China, a look at the sad and absurd week of controversy surrounding Lionel Messi, and a Happy Lunar New Year to all Sharp China listeners.
To email the show: [email protected]
CSRC head replaced; Government wants more EV exports; Wei Fenghe absence; Messi’s groin good enough for Japan — Sinocism
Stocks; Xi Thought; Nukes — Sinocism
Xi Can’t Use 2015 Playbook to Calm China Markets, Investors Say — Bloomberg
Xi to Discuss China Stocks With Regulators as Rescue Bets Build — Bloomberg
China’s Economy Is in Serious Trouble — New York Times
Hitting China's Wall — New York Times
China’s well-to-do are under assault from every side — The Economist
How a U.S. Embassy post about giraffes became an outlet for despair about China’s tumbling stock markets — NBC News
China dethroned as top source of US imports after 17 years, replaced by Mexico: census data — SCMP
A China-U.S. Decoupling? You Ain’t Seen Nothing Yet — Wall Street Journal
EU mum as solar industry time bomb ticks — Politico
With solar industry in crisis, Europe in a bind over Chinese imports — Reuters
Messi is playing in a match that concerns integrity: Global Times editorial — Global Times
China says Messi's absence in Hong Kong match beyond 'realm of sports' as fury builds — Reuters
Josh Ye — @ByJoshYe
The 2024 CMG Spring Festival Gala — CCTV YouTube Channel
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