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Tariffs and resolute struggle; State Council wants more consumption and foreign investment; DeepSeek censorship and propaganda; TikTok
Tariffs - The PRC tariffs and other measures announced last week went into effect at 12:01 AM Monday Beijing time. CCTV’s WeChat account Yuyuan Tantian…
11 hrs ago
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Bill Bishop
27
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Tariffs and resolute struggle; State Council wants more consumption and foreign investment; DeepSeek censorship and propaganda; TikTok
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Xi meets more foreign leaders; US China "big deal" talk; TikTok; Bao Fan; USAID China work
2. A “big deal” between US and China? - It is still hard (impossible?) to figure out what Trump’s strategy towards China, assuming he has one. There…
Feb 7
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Bill Bishop
9
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Xi meets more foreign leaders; US China "big deal" talk; TikTok; Bao Fan; USAID China work
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2
1:06:23
Sharp China: The Tariff Tit-for-Tat Begins; The PRC and the Panama Canal; Apple and Google in China; DeepSeek One Week Later
On today's show Andrew and Bill begin by talking through a first round of US tariffs on PRC goods and responses from the PRC earlier this week. Topics…
Feb 6
•
Bill Bishop
40
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Foreign leaders meet with Xi; US-China; Lu Shaye; Tesla; Modernization; DeepSeek
2025 will be a tough year for PRC carmakers - Caixin has a long story titled “2025 No Longer Just a Price War, the Auto Industry Enters the 'Warring…
Feb 6
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Bill Bishop
47
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Foreign leaders meet with Xi; US-China; Lu Shaye; Tesla; Modernization; DeepSeek
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US-China tariffs and export controls; Google in China trouble again
There had been talk Tuesday that President Trump would speak with general Secretary Xi sometime today, but now there are reports the call is not…
Feb 4
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Bill Bishop
48
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US-China tariffs and export controls; Google in China trouble again
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Sharp China: Happy Lunar New Year and A Few Thoughts on DeepSeek
On today’s show Andrew and Bill wish a Happy Lunar New Year to the audience and interrupt the holiday week in the PRC to share various reactions to a…
Jan 30
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Bill Bishop
40
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1
36:52
DeepSeek deep sixes US tech stocks; Wang Yi-Rubio call; CIA on COVID origins; PRC carbon peaking?; Generic drugs scandal
DeepSeek’s open source AI breakthroughs tanked US tech stocks, and especially Nvidia. The reaction looks overblown to me, but I do not give investment…
Jan 27
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Bill Bishop
71
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DeepSeek deep sixes US tech stocks; Wang Yi-Rubio call; CIA on COVID origins; PRC carbon peaking?; Generic drugs scandal
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Sharp China: TikTok Fiasco Continues; Breathing Room on Tariffs; The RMB Calculus; Notes on Taiwan and Hollywood
On today's show Andrew and Bill begin with the fate of TikTok after a wild week of updates. Topics include: A ByteDance investor who says that TikTok…
Jan 24
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Bill Bishop
39
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58:48
Xi visits Shenyang; Regulators discuss measures to help capital markets; A TikTok deal “short of divestiture”?; “Anesthetics Not…
A TikTok deal “short of divestiture”? - General Atlantic CEO Bill Ford is on the board of ByteDance and his firm is a big shareholder in ByteDance. He…
Jan 24
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Bill Bishop
45
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Xi visits Shenyang; Regulators discuss measures to help capital markets; A TikTok deal “short of divestiture”?; “Anesthetics Not anesthetizing and laxatives not laxating”
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Xi in Liaoning; New plan to get long-term capital into the markets; Trump threatens 10% tariffs; TikTok; Dear Li Hua; Fukushima
Trump threatens 10% tariffs - Investors had found some comfort in the fact the President Trump did not impose more tariffs on the PRC on his first day…
Jan 22
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Bill Bishop
36
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Xi in Liaoning; New plan to get long-term capital into the markets; Trump threatens 10% tariffs; TikTok; Dear Li Hua; Fukushima
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Xi-Putin Chat; Trump gone soft on China?; TikTok’s US challenge; DeepSeek; Ding at Davos; Manufacturing industry stimulus?
Trump gone soft on China? - On Monday President Trump signed the “America First Trade Policy” Executive Order (EO). The EO has a section titled…
Jan 22
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Bill Bishop
46
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Xi-Putin Chat; Trump gone soft on China?; TikTok’s US challenge; DeepSeek; Ding at Davos; Manufacturing industry stimulus?
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US-China in Trump 2.0; January Politburo meeting; Getting ready for Spring Festival; TikTok
Perhaps most important, there was nothing in the day one orders signed by Trump about new tariffs in China, in spite of all the campaign rhetoric. As…
Jan 20
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Bill Bishop
12
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US-China in Trump 2.0; January Politburo meeting; Getting ready for Spring Festival; TikTok
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Sharp China: Big Picture Questions for 2024; Taiwan and the Philippines and Tentative Stability; Our Favorite Memories from 2023
Dec 21, 2023
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Bill Bishop
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Andrew Sharp
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Sharp China: The Taiwan Status Quo; Markets and GDP Go Opposite Directions; China and the Red Sea; Cannabis; Soccer Corruption
Jan 19, 2024
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Bill Bishop
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Andrew Sharp
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Wang Yi at the UN; Fu Zhenghua sentenced; Nvidia China sales
Sep 22, 2022
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Bill Bishop
355
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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?
Jan 17
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Bill Bishop
53
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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
Jan 26, 2024
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Bill Bishop
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Andrew Sharp
253
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