Sinocism | Bill Bishop | Substack

TikTok deal; PLAAF corruption; US arms sales to Taiwan; Public security priorities for 15th 5YP; Indigenous police dogs

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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: Xi Jinping Thought on Domestic Demand; Political Economy vs. the Actual Economy; The Stories of the Year and Questions for 2026

Recent posts

Hainan Free Trade Port; Huawei overseeing China’s EUV “Manhattan Project”; Rebalancing EU-China relations; Real estate; Cognitive warfare

Currently, the new round of scientific and technological revolution and industrial transformation is accelerating breakthroughs; artificial intelligence…

Dec 18 • Bill Bishop

Sharp China: Xi Jinping Thought on Domestic Demand; Political Economy vs. the Actual Economy; The Stories of the Year and Questions for 2026

Dec 17 • Bill Bishop

1:09:05

Expanding demand; Real Estate; US-China drug co-op; Panama Ports deal at risk; MetaX 沐曦 IPO; EU pork tariffs

The Wall Street Journal reports that the PRC is now demanding state-owned firm Cosco get a controlling stake in the consortium that has been negotiating…

Dec 17 • Bill Bishop

Expanding Domestic Demand is a Strategic Move; Weak November economic data; Jimmy Lai; Meta and China scam ads

The lead article in the latest issue of Qiushi titled “Expanding Domestic Demand is a Strategic Move 扩大内需是战略之举” is a “compilation of excerpts from…

Dec 16 • Bill Bishop

Central Economic Work Conference concludes; Five Musts and Eight Key Tasks; US-Japan-China; H200s

The Central Economic Work Conference concluded Thursday. I have posted a full translation of the readout here. There were no surprises as it mostly…

Dec 12 • Bill Bishop

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

At the end of its ten-day mission to China, the IMF released a report raising its estimates for 2025 and 2026 GDP growth to 5.0% and 4.5%. More…

Dec 11 • Bill Bishop

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 • Bill Bishop

1:05:23

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

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