Sinocism | Bill Bishop | Substack

IMF and RMB; H200s; DeepSeek and Nvidia; Japan-China; Reactions to the US National Security Strategy

READ THE LATEST

Sinocism

Sinocism

Get smarter about China

Podcasts

Sinocism Live

A Sharp Tech and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More

Sinocism Live

Sinocism Live: Beijing’s strategy to remake global security

Sharp China Podcast

Sharp China: Trump’s Plan to Sell Advanced Chips to China; U.S. Concessions Piling Up Amid a Push for 'Stability'; Macron and the EU…

Recent posts

Sharp China: Trump’s Plan to Sell Advanced Chips to China; U.S. Concessions Piling Up Amid a Push for 'Stability'; Macron and the EU…

On today’s show Andrew and Bill begin with the news that the US is greenlighting the sale of Nvidia’s H200 chips to the PRC market. Topics include…

Dec 10 •

1:05:23

Central Economic Work Conference; Nvidia's H200 chips for China; PRC-Japan fighter radar locks; Chen Yixin

Facing the so-called “reciprocal tariff” storm unilaterally set off by the United States, China fought back quickly and fired multiple arrows at once…

Dec 10 •

December Politburo meeting and the imminent Central Economic Work Conference

We should have a bit more clarity later this week when we get the readout from the CEWC, and I think we should expect that whatever comes out of the…

Dec 8 •

Macron meets Xi; US-China "stability"; PRC rejects Takaichi’s reiteration of 1972 statement

Xi really has done a good job navigating the first year of the Trump Administration, and there are more things he can probably get from Trump between…

Dec 5 •

Macron in Beijing; Hong Kong; PRC-Japan; Real estate; RMB appreciation talk; Selling LGFV debt to retail investors

Just days before the Central Economic Work Conference (CEWC), China International Capital Corp chief strategist Miao Yanliang, who previously was chief…

Dec 4 •

Sharp China: Trump, Takaichi and a Game of Telephone; Japan Jawboning Continues; An Internet Governance Study Session; China Making Trade…

Listen now | This episode of Sharp China is outside the paywall. On today’s show Andrew and Bill begin with the call between Trump and Xi last week, a…

Dec 3 •

1:03:10

Finance and fiscal policy after the Fourth Plenum; Wang Yi in Russia; Rare earths; Japan-China; Macron to China; Real estate

Maintain the basic stability of the RMB exchange rate at a reasonable and equilibrium level. Promote the internationalization of the RMB, improve the…

Dec 3 •

Top posts

Sharp China: Big Picture Questions for 2024; Taiwan and the Philippines and Tentative Stability; Our Favorite Memories from 2023

Dec 21, 2023 • Bill Bishop and Andrew Sharp

Engineers of the Soul: Ideology in Xi Jinping's China by John Garnaut

Jan 17, 2019 • Bill Bishop

Sharp China: The Taiwan Status Quo; Markets and GDP Go Opposite Directions; China and the Red Sea; Cannabis; Soccer Corruption

Jan 19, 2024 • Bill Bishop and Andrew Sharp

Wang Yi at the UN; Fu Zhenghua sentenced; Nvidia China sales

Sep 22, 2022 • Bill Bishop

Sharp China: Tesla’s Future in China; Chinese EVs Around the World; Moves to Stabilize the Markets; More Questions on the Red Sea

Jan 26, 2024 • Bill Bishop and Andrew Sharp

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts