Sinocism

Sinocism

Fifth Plenum Communiqué
Today’s note is just focused on the Fifth Plenum communiqué that was released earlier today. The communiqué largely confirms the direction suggested by…
 • Bill Bishop
Sharp China: Five Questions on the Fifth Plenum; Mbappé Hysteria and a Chinese Own Goal; The STAR 50 AI Bubble Has Burst
Show Notes: On today's show Andrew and Bill begin with five questions on the Fifth Plenum as Xi continues his corruption crackdowns and propaganda…
 • Bill Bishop
1:01:25
Fifth Plenum watch; Mbappé mess continues; EU still hoping PRC will revalue RMB
In this issue: 1. Fifth Plenum watch 2. Mbappé mess continues 3. EU-China
 • Bill Bishop
Fifth Plenum; Struggle sessions for Mbappé after calling Mao a dictator; Struggles for A-share investors
“Insults to China’s late great leader will not be tolerated! Eating China’s food while smashing China’s cooking pot? Mbappé, you’re unworthy!”
 • Bill Bishop
Fifth Plenum begins; October Politburo meeting; Kim Jong Un visits Dandong; Tough proposed US investment rules; AI; GGI
In this issue: 1. Fifth Plenum begins 2. October Politburo meeting 3. State Council executive meeting 4. Wang Huning meets Kim Jong Un in Dandong 5. US…
 • Bill Bishop
Long March 90th anniversary ceremony; Li Qiang meets Putin; A-share investors suffering
In this issue: 1. Long March 90th anniversary event 2. Li Qiang meets Putin 3. Wang Yi meets his Djibouti counterpart 4. New long march for A-share…
 • Bill Bishop
Promoting tech and industry “deep integration”; Long March; Youth unemployment; AI export controls
Thursday is the 90th anniversary of the official completion of the Long March. There will be a commemoration and a speech by Xi. As I have written in…
 • Bill Bishop
Sharp China: New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
Listen now (71 mins) | Show Notes: On today’s show Andrew and Bill begin with a raft of proposed export controls from Beijing on AI-related…
 • Bill Bishop
1:11:26
Premier Li’s message to Iran; National Data Group; Fifth Plenum watch; Squeezing Japan; Long March
In this issue: 1. Li Qiang at the SCO Heads of Government meeting 2. National Data Group inaugurated 3. Fifth Plenum watch 4. Rare earth squeeze on…
 • Bill Bishop
Q3 GDP growth on target; Xi on compute; Export controls; Fifth Plenum watch
In this issue: 1. Export controls around AI, biomedicine, photovoltaic tech, drones and dredgers 2. 4.5% official Q3 GDP growth 3. Xi Jinping inspects…
 • Bill Bishop
Fifth Plenum approaching; EU signaling car deal just the start; Li Qiang going to Russia; The Great Expedition 伟大远征
The key to properly implementing the major decisions and plans of the CPC Central Committee lies in people, and we must be alert to “two-faced people…
 • Bill Bishop
September trade, prices and credit data; Li Qiang at the Canton Fair; EU-China
When some people discuss China’s trade today, they often see only import and export figures and overlook the real effects behind them. China is both a…
 • Bill Bishop
© 2026 Sinocism LLC · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture