Sharp China with Bill Bishop

By Andrew Sharp and Sinocism’s Bill BishopNews

Sharp China with Bill Bishop episodes

November 29, 2023 (Preview) The Foreign Influencer Ecosystem; Money Flowing Out of China; Xi’s Exit Strategy; A Mao YouTube Controversy
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 protected]
Politburo meeting; No date for Third Plenum; More Party in foreign affairs work; Support for private enterprises; Myanmar-PRC border; 蛋炒饭 — Sinocism
Xi in Shanghai; Politburo studies foreign legal work; Xi and Putin's gas; ICBC corruption — Sinocism
Singing from the CCP’s songsheet — Australian Strategic Policy Institute
Friendly foreign influencers win growing following in China — Financial Times
Sidney Rittenberg, Idealistic American Aide to Mao Who Evolved to Counsel Capitalists, Dies at 98 — New York Times
Zhao Lijian: China reassigns combative ‘Wolf Warrior’ diplomat — BBC
China Premier Li Qiang Named Head of Powerful Financial Body — Bloomberg
Gold Bars and Tokyo Apartments: How Money Is Flowing Out of China — New York Times
Everything You Need to Know About China’s Child Pneumonia Outbreak — Bloomberg
Famous Chef Accused of Mocking Mao, Again — China Digital Times
Chef Wang teaches you: Homestyle egg fried rice. Several key steps, let's learn together! — Chef Wang
Mao Zedong’s son died over a bowl of egg-fried rice and the CCP continues to cover it up — State of Play in China
18 min
November 21, 2023 (Preview) Xi-Biden at APEC; Xi’s Message to the Business Community; Another ‘Dictator’ Comment; Eyes on Taiwan’s Presidential Election
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 protected]
Woodside Summit and the San Francisco Vision; Fentanyl; Real Estate; Applied Materials and SMIC — Sinocism
Li Qiang heads CFC; Real Estate; Taiwan election; US-China; Prosecutors and Xi Thought on Culture — Sinocism
Watch: The moment Biden and Xi discuss presidential sedans — NBC News
In Talks With Biden, Xi Defends China’s Rise, While Seeking to Reassure — New York Times
Biden removes sanctions from Chinese institute in push for fentanyl help — Reuters
The global network behind the fentanyl crisis — Financial Times
Chinese propaganda frames Xi's US pivot — Reuters
U.S. Executives Get No Reassurance From Xi on Tougher China Business Environment — Wall Street Journal
Biden calls Xi a dictator after carefully planned summit — Reuters
Why did Joe Biden call Xi Jinping a dictator? — China in Context/SOAS China Institute
Taiwan’s Opposition in Disarray as Alliance Talks Stumble — Bloomberg
Taiwan's former US envoy, well-known in US, vilified by China, named VP candidate — Reuters
One of the Most Influential Ambassadors in Washington Isn’t One — New York Times
Take heart, it looks like China could send new pandas to the US — AP
The Amazing Panda Adventure (1995) Official Trailer — Rotten Tomatoes Classic Trailers YouTube Channel
California Governor Presents Xi with Golden State Warriors Jersey — CCTV Video News Agency YouTube Channel
Biden Panda Cold Open — Saturday Night Live YouTube Channel
16 min
November 16, 2023 A Stratechery, Sharp Tech, and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More
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
After one year of Sharp Tech and Sharp China, a summit with Ben Thompson, Bill Bishop and Andrew Sharp to discuss podcasting, the chip ban, the US-China relationship and beyond.
To email the show: [email protected]
To read the full transcript, click here.
1 hr 5 min
November 08, 2023 (Preview) What Should We Expect at APEC?; Foreign Firms Pull $160 Billion Across Six Quarters; Lee Zhang Detained; Australia Relations 'on the Right Path'
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 Xi Jinping’s trip to San Francisco and a likely meeting with President Biden next week. Topics include: A planned dinner with business leaders, why the PRC hasn’t yet confirmed the trip, modest goals for both sides, more ambitious concessions China and the US may seek. From there: Janet Yellen’s column in the Washington Post, the Wall Street Journal offers one calculation for foreign capital flight, and why changes at the as yet unscheduled Third Plenum may not allay investor anxiety. At the end: The detention of Zhang Hongli, a.k.a. Lee Zhang, in what appears to be another corruption investigation, warming relations between the PRC and Australia, and the pandas in Washington D.C. prepare for a long flight.
To email the show: [email protected]
PRC-Australia back on the "right path"; He Lifeng to DC; Investor detentions and foreign funds outflows; Vanke; Hydropower — Sinocism
More state capital for key areas; Prepping for Xi in San Francisco; More real estate support likely; PLA; Huawei AI chips; BRI — Sinocism
US Defense Chief Lloyd Austin Asks to Meet With China’s Still-Unnamed Counterpart — Bloomberg
There’s a way for the U.S. to compete with China — and to work with China — Washington Post
Foreign Firms Pull Billions in Earnings Out of China — Wall Street Journal
Wang Xiangwei's Thought of the Day on China — Wang Xiangwei's Thought of the Day on China
China Opens Corruption Probe Into Ex-ICBC Banker Zhang Hongli — Bloomberg
Inside a Brazen Scheme to Woo China: Gifts, Golf and a $4,254 Wine — New York Times
Private schools rethink China future after flunking growth test — Reuters
Australian and Chinese leaders talk pandas and wine as ties improve despite disagreements — AP
Here’s How the Pandas Are Getting From the National Zoo to China — Washingtonian
The hidden power of China’s pandas — and why the U.S. is losing them all — Washington Post
Surprise panda goodbye — Axios
13 min
November 01, 2023 Li Keqiang and the Mourning Playbook; Wang Yi in DC and Xi to APEC; Gavin Newsom Goes to China; Rahm Emanuel and Resource Extraction
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 protected]
Li Keqiang; Financial Work Conference; Xi on women; US-China; Xiangshan Forum — Sinocism
Xi meets California Governor Newsom; Biden warns on Second Thomas Shoal; Aricle 23 coming to Hong Kong; Xi Thought on Culture — Sinocism
Central Financial Work Conference; Biden and Xi to meet; Li Keqiang — Sinocism
‘Other leaders are corrupt’: Li Keqiang mourning poses challenge for Beijing — Financial Times
Post by Wenhao on X — @ThisIsWenhao
U.S.President Joe Biden Meets with Wang Yi — MoFA
Readout of President Joe Biden’s Meeting with People’s Republic of China Director of the Office of the Foreign Affairs Commission and Foreign Minister Wang Yi — The White House
If China is forced to resolve the Taiwan question through the use of force, it will be a legitimate and just war: Lieutenant General — Global Times
Beijing’s top spy agency cracks down on illegal foreign weather stations amid push to stop data leaving China — South China Morning Post
California Gov. Gavin Newsom plows into child while playing basketball in China — KTLA
China’s Xi Welcomes Gavin Newsom in Beijing With Eye on U.S. Visit — Wall Street Journal
Geopollutical Warfare — Doomberg
Post by Rahm Emanuel on X — @USAmbJapan
Post by Rahm Emanuel on X — @USAmbJapan
Exclusive: US military bulk buys Japanese seafood to counter China ban — Reuters
NBA 'first class' in China despite past conflicts, Yao Ming says — ESPN
Personal exchanges cited as key for bilateral ties — China Daily
Gala Dinner 2023 — National Committee on U.S.-China Relations
1 hr 6 min
October 25, 2023 (Preview) Tension Simmering in the South China Sea; The Five Eyes and More Spies; Foxconn and Jon Stewart; The New Yorker on Xi
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 the latest confrontation between the PRC and the Philippines in the South China Sea, clarity as to PRC maritime tactics that look increasingly like an undeclared blockade, and questions about when and how the US might get involved. From there: Qin Gang and Li Shangfu are formally removed from the State Council, the MSS discloses details of another citizen accused of spying for the US, and leaders of the Five Eyes go to Silicon Valley and 60 Minutes. At the end: Heightened scrutiny of Foxconn in advance of January’s presidential election in Taiwan, Tim Cook goes to China, Jon Stewart leaves Apple, and the New Yorker’s Evan Osnos examines the sentiments in China after Xi Jinping's first decade in power.
To email the show: [email protected]
Li Shangfu and Qin Gang; 1T RMB in new debt; Xi visits PBoC and SAFE; Neighborhood diplomacy; AI chip controls — Sinocism
Second Thomas Shoal approaching a crisis?; Wang Yi to visit the US; Spy games intensify; Real estate, debt and stock market support; Malaise — Sinocism
U.S. Support for our Philippine Allies in the Face of Repeated PRC Harassment in the South China Sea — U.S. Department of State
Speak its name: Blockade — SeaLight
Counter-Coercion Series: Second Thomas Shoal Incident — Asia Maritime Transparency Initiative
China stealing technology secrets -- from AI to computing and biology, "Five Eyes" intelligence leaders warn — CBS News
“Five Eyes” intelligence leaders warn of China’s global espionage campaign — 60 Minutes YouTube
Five-Eyes Spies Are Bringing Their China Warnings in From the Cold — Bloomberg Opinion
Killing C.I.A. Informants, China Crippled U.S. Spying Operations — New York Times
China launches investigation into iPhone maker Foxconn, says state media — Financial Times
How China Built ‘iPhone City’ With Billions in Perks for Apple’s Partner — New York Times
Jon Stewart’s Show on Apple Is Ending — New York Times
China's Age of Malaise — The New Yorker
CCTV show on the arrest of another alleged American spy — CCTV YouTube
26 min
October 19, 2023 (Preview) Commerce Closes Some Chip Loopholes; What About TikTok?; Putin and Xi in Beijing; The Beginning of Sinocism
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 the long-awaited updates to the Biden Administration’s export controls on chips. Topics include: Bad news for Nvidia and good news for PRC semi companies, initial responses from PRC leadership, and follow-up thoughts on the strategic calculus of the U.S. From there: Impromptu TikTok discussion in light of the export controls underscoring the importance of strategic considerations. Then: Xi welcomes Vladimir Putin back to Beijing, the state of the Russia-China partnership, and why Xi and Putin may see opportunity as war erupts in the Middle East. At the end: Brief thoughts on the Belt and Road Initiative, and Bill shares an abridged version of the Sinocism origin story to celebrate the site's six-year anniversary as a paid newsletter.
To email the show: [email protected]
Belt and Road Forum concludes; Xi meets Putin; Q3 GDP; Reactions to updated semiconductor controls — Sinocism
Belt and Road Forum; US updates semiconductor controls; Cheng Lei speaks; Relief for local governments; US-PLA close encounters -- Sinocism — Sinocism
Commerce Department moves to cut key supply lines to China’s AI industry — Washington Post
U.S. curbs export of more AI chips, including Nvidia H800, to China — CNBC
Commentary: Belt and Road cooperation to hasten demise of "neocolonialism" — People’s Daily Online
China Chips and Moore’s Law — Stratechery
College Students and Chips, The Future of Computing (and the Limits of Physics), Formula 1 and Apple — Sharp Tech
Will Xi Jinping’s Gamble on Vladimir Putin Pay Off? — Bloomberg
How the Israel-Hamas War Is Tilting the Global Power Balance in Favor of Russia, China — Wall Street Journal
Rush by west to back Israel erodes developing countries’ support for Ukraine — Financial Times
China Got a Big Contract. Nepal Got Debt and a Pricey Airport. — New York Times
11 min
October 11, 2023 Xi-Biden Momentum; Calls to Condemn Hamas; The Chip Lobby Fights the Export Controls; Apple and Kyrie Irving
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 a meeting between Xi Jinping and a congressional delegation led by Senate Majority Leader Chuck Schumer, the latest indication that Xi and the PRC are working toward a trip to APEC in November and a likely meeting with President Biden. From there: Reports of updates to the semiconductor export controls in advance of a Xi visit, Senator Schumer asks Xi and Wang Yi for a swift condemnation of Hamas terror attacks, and whether PRC messaging in the Middle East will deviate from the playbook we saw Russia and Ukraine. Then: The introduction of Xi Jinping Thought on Culture, an analyst's look at the evolution of semiconductor export controls, and why Nvidia reportedly sought to have the aforementioned analyst "sidelined" as policymakers continue to calibrate new restrictions for U.S. exports. At the end: Tim Cook's takes on manufacturing expertise in China, a competing theory as to how that expertise was honed, and Kyrie Irving becomes a global ambassador for ANTA apparel.
To email the show: [email protected]
To subscribe to Sinocism, click here.
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BRI white paper; More stimulus talk; Country Garden; Improving legal environment for private business; Huawei — Sinocism
Xi Jinping Thought on Culture 习近平文化思想; Xi meets Schumer; Semiconductor controls; Disappointing holiday data; Xizang — Sinocism
China, US need not go head to head, President Xi Jinping tells senators, in strongest sign he may head to Apec summit — SCMP
Thucydides Trap — Wikipedia
U.S., China Both Try to Gain Upper Hand Ahead of Biden-Xi Summit — Wall Street Journal
US senators seek Xi’s help to pressure Iran on Middle East conflict — Financial Times
Xi Focus: Xi Jinping Thought on Culture highlighted at key meeting — Xinhua
In Chip Race, China Gives Huawei the Steering Wheel: Huawei’s New Smartphone and the Future of Semiconductor Export Controls — Center for Strategic & International Studies
An Interview with Gregory C. Allen About China’s Chip Ban Response — Stratechery Interview
How the Big Chip Makers Are Pushing Back on Biden’s China Agenda — New York Times
Apple’s Latest China Challenge: A Crackdown That Could Shrink Its App Store — Wall Street Journal
Post by S.L. Kanthan — @Kanthan2030
Post by Jonathan P. Sine — @JonathonPSine
How Apple tied its fortunes to China — Financial Times
Kyrie Irving Is Now an Exec at Chinese Firm Tied to Human Rights Abuses — Rolling Stone
Post by Kyrie Irving — @KyrieIrving
1 hr 4 min
September 27, 2023 (Preview) Ongoing Tension with the Philippines; Xi Welcomes Assad; Ambassador Emanuel Continues His Posting; Panda Diplomacy and the National Zoo
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 protected]
A Global Community of Shared Future: China's Proposals and Actions; MSS head on national security in digital era; Qin Gang and Fu Xiaotian; US-China — Sinocism
Xi in Zhejiang; Asian Games; Xi meets Assad; Huawei; US-China on road back to Bali — Sinocism
Chinese TV presenter linked to missing foreign minister had surrogate child in US — Financial Times
Blasting Bullhorns and Water Cannons, Chinese Ships Wall Off the Sea — New York Times
The South China Sea Tribunal — Law of the Sea
Asia Maritime Transparency Initiative — AMTI
Philippines vows not to back down as China warns against 'trouble' at disputed shoal — Reuters
Philippines and US accuse China of illegally targeting supply ships — Financial Times
U.S. Support for the Philippines in the South China Sea — US State Department
White House told U.S. ambassador to Japan to stop taunting China on social media — NBC News
Senior Nomura banker barred from leaving mainland China — Financial Times
Rahm Emanuel — @USAmbJapan
How China’s Language Shifted After Landmark Xi-Biden Meeting — Bloomberg
Panda Palooza: A Giant Farewell — Smithsonian
The Panda Party’s Almost Over — Foreign Policy
Giant panda Xiao Qi Ji celebrating 3rd birthday at National Zoo — YouTube
The Amazing Panda Adventure (1995) Official Trailer — YouTube
13 min
September 21, 2023 (Preview) Unanswered Qin Gang Questions; Three Wins for Xi Jinping Economic Thought; US Sources Float New Balloon Details; Huawei Intrigue Continues
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 protected]
Qin Gang; Grim reports from chambers of commerce; Wang Yi in Russia; Huawei phone; Zhang Youxia — Sinocism
US-China meetings; Spy balloon that was not spying?; Wang Yi to Russia; PRC diplomacy; PLA rumors — Sinocism
China’s Former Foreign Minister Ousted After Alleged Affair, Senior Officials Told — Wall Street Journal
Post by US Ambassador to Japan Rahm Emanuel — @USAmbJapan
Chinese defence minister under investigation by Beijing, US believes — Financial Times
AmCham Shanghai Releases Report on Business Climate in China — AmCham Shanghai
China’s Worst Capital Outflow in Years Spells More Yuan Pressure — Bloomberg
Europe’s Wind Industry Calls for Support Amid Mounting Struggles, China Competition — Wall Street Journal
EV makers’ use of Chinese suppliers raises concerns about forced labor — Washington Post
The bizarre secret behind China's spy balloon — CBS News
In Risky Hunt for Secrets, U.S. and China Expand Global Spy Operations — New York Times
Thread on US Export Controls and the Mate 60 Pro — Sinocism Chat
No Evidence That China Can Make Advanced Chips ‘at Scale,’ US Says — Bloomberg
Apple iPhone 15 Pro Max Deliveries Slip to November in Sign of Demand — Bloomberg
Xiaotian Fu Garden — Churchill College Cambridge
10 min