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(Preview) The Questions Swirling Around the Fourth Plenum; PLA Purges Made Official; The Latest on the Trade War and Nexperia
On today's show Andrew and Bill begin with questions surrounding the Fourth Plenum as it continues in Beijing this week. Topics include: The Party's messaging on past successes, a timeline for policy announcements in the days and weeks to come, steps the Party may take to address consumption with its next Five-Year Plan, and the full spectrum of possibilities surrounding Xi and his succession plans. From there: Reactions to the news of PLA purges that became official last week, including why some explanatory theories make more sense than others and why the upheaval is not necessarily a positive signal for Taiwan. At the end: More notes on the trade war with the U.S., the plot thickens with Nexperia and the Netherlands, a new website for Andrew's writing, and an update on Yang Hansen in Portland.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Fourth Plenum; PLA cases; US-China; Q3 GDP; US-Australia; Qin Gang — Sinocism
PLA Daily Editorial: Unswervingly Carry the Anti-Corruption Struggle in the Military Through to the End 解放军报》社论：坚定不移把军队反腐败斗争进行到底 — PLA Daily
Forever Xi Jinping? Perhaps Not — Sinocism
In China, a Forbidden Question Looms: Who Leads After Xi? — New York Times
China Ousts Top Military Officials as Xi Widens Graft Purge — Bloomberg
Bessent, Chinese vice premier to meet to try to defuse US tariff hike — Reuters
China targets five U.S. subsidiaries of South Korea’s Hanwha Ocean, sending shares down 8% — CNBC
Dutch seized Nexperia over fears Chinese owners planned to move chip production to China — South China Morning Post
Nexperia China tells employees to ignore orders from Dutch head office — South China Morning Post
Apple to Build Tabletop Robot and Home Hub in Vietnam — Bloomberg
Apple taps China’s BYD to build HomePod with screen, tabletop robot in Vietnam — South China Morning Post
Did Xi Jinping Just Have a Bad Moment? — Sharp Text
View all episodes
By Andrew Sharp and Sinocism’s Bill Bishop
4.5
2020 ratings
On today's show Andrew and Bill begin with questions surrounding the Fourth Plenum as it continues in Beijing this week. Topics include: The Party's messaging on past successes, a timeline for policy announcements in the days and weeks to come, steps the Party may take to address consumption with its next Five-Year Plan, and the full spectrum of possibilities surrounding Xi and his succession plans. From there: Reactions to the news of PLA purges that became official last week, including why some explanatory theories make more sense than others and why the upheaval is not necessarily a positive signal for Taiwan. At the end: More notes on the trade war with the U.S., the plot thickens with Nexperia and the Netherlands, a new website for Andrew's writing, and an update on Yang Hansen in Portland.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Fourth Plenum; PLA cases; US-China; Q3 GDP; US-Australia; Qin Gang — Sinocism
PLA Daily Editorial: Unswervingly Carry the Anti-Corruption Struggle in the Military Through to the End 解放军报》社论：坚定不移把军队反腐败斗争进行到底 — PLA Daily
Forever Xi Jinping? Perhaps Not — Sinocism
In China, a Forbidden Question Looms: Who Leads After Xi? — New York Times
China Ousts Top Military Officials as Xi Widens Graft Purge — Bloomberg
Bessent, Chinese vice premier to meet to try to defuse US tariff hike — Reuters
China targets five U.S. subsidiaries of South Korea’s Hanwha Ocean, sending shares down 8% — CNBC
Dutch seized Nexperia over fears Chinese owners planned to move chip production to China — South China Morning Post
Nexperia China tells employees to ignore orders from Dutch head office — South China Morning Post
Apple to Build Tabletop Robot and Home Hub in Vietnam — Bloomberg
Apple taps China’s BYD to build HomePod with screen, tabletop robot in Vietnam — South China Morning Post
Did Xi Jinping Just Have a Bad Moment? — Sharp Text
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