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Rectifying the PV industry; Youth unemployment; Wang Yi in India; September 3

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A Sharp Tech and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More
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Sharp China: July Politburo Meeting Takeaways and Trump’s Evolving Approach to China

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Beidaihe break over; New Xi books; Support for real estate; Liu Jianchao; PRC-India
On Monday Premier Li chaired the ninth plenary meeting of the State Council to “thoroughly study and implement the guiding principles of General…
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Bill Bishop
Sharp China: July Politburo Meeting Takeaways and Trump’s Evolving Approach to China
Show Notes: On today’s show Andrew and Bill begin with July’s Politburo Meeting, including a date for the Fourth Plenum, more condemnations of…
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Bill Bishop
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July Politburo meeting; 4th Plenum set for October; US-China; AI safety
The Politburo met on July 30. According to the readout the Fourth Plenum is scheduled for sometime in October, and the main agenda item for that meeting…
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Bill Bishop
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No drama in Stockholm; Rare Earths and Trump's China shift; Beijing floods; Ok to say overcapacity, New Shaolin Temple Abbot
The bigger reason for the Trump Administration shift on China may be rare earth magnets, and this quote from the Financial Times’ Trump blocks Taiwan’s…
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Bill Bishop
Trump really wants a deal with Xi; President Lai's really bad few days; Global AI governance plan; Cash for Kids; Suffering ahead for…
2. Taiwan President Lai having a rough few days - The campaign to recall 24 KMT legislators failed completely, as all 24 retained their seats after…
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Bill Bishop
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EU-China Summit; Revising the Pricing Law to battle involution; Taiwan recall; Nvidia chip smuggling; Crackdown on rare earths-related…
EU-China meetings - European Council President António Costa and European Commission President Ursula von der Leyen had a bilateral meeting with Xi…
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Bill Bishop
1
EU-China summit; US AI plan; Hangzhou water mess; "Manhattan Project" for fusion energy
National fusion energy firm - On Tuesday the PRC officially launched the China Fusion Energy Company. In a Linkedin post about the new company, Senior…
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Bill Bishop
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Sharp China: The Taiwan Status Quo; Markets and GDP Go Opposite Directions; China and the Red Sea; Cannabis; Soccer Corruption
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Wang Yi at the UN; Fu Zhenghua sentenced; Nvidia China sales
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Vanke in trouble; US politicians flip flop on TikTok; Xiaohongshu RedNote's fleeting moment?
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Sharp China: Tesla’s Future in China; Chinese EVs Around the World; Moves to Stabilize the Markets; More Questions on the Red Sea
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