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Xi quotes from Central Urban Work Conference; PLA Daily on Lai's speeches; RMB appreciation pressure; Forcing Cosco into ports deal; Another…
China’s urbanization is transitioning from a period of rapid growth to stable development, and urban development is shifting from a phase of large-scale…
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Bill Bishop
Sharp China: Nvidia Can Sell H20 Chips to China Again; Trump Softening on China?; A Flurry of Xi Activity; Yang Hansen at NBA Summer League
On today's show Andrew and Bill begin with reports that Nvidia will soon be allowed to again sell its H20 chips in China. Topics include: A win-win deal…
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Bill Bishop
1:00:56
Price controls coming for EVs?; Nvidia CEO in Beijing; Trump to delay US-China tariff deadline?
NDRC on accelerating the “formation of the new development pattern” - The Party Leadership Group of the National Development and Reform Commission has…
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Bill Bishop
2
Busy Xi; Central Urban Work Conference; H20 export controls gone in win-win for Nvidia and China
Trump removes export controls on Nvidia H20 chips - On the eve of Nvidia CEO’s Jensen Huang’s trip to Beijing, the Trump Administration decided to…
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Bill Bishop
2
Xi in state media; Rumors of more real estate support; EU-China; PRC to surpass US in basic science research funding; FreeWeChat
Real estate stocks surge on rumors of more government support - Shares of PRC real estate companies surged Wednesday because of a rumor going around…
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Bill Bishop
1
Sharp China: Wang Yi’s Message on Ukraine; Continued EU Tensions; Deflation and ‘Disorderly’ Competition; Extended Thoughts on Two Months of…
Listen now | This episode of Sharp China is outside the paywall. On today's show Andrew and Bill begin with a look at tensions between the PRC and the…
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Bill Bishop
3
1:11:42
More on June Politburo meeting; Stabilizing employment; Trump's threat to bomb Beijing; EU's mindset needs "rebalancing"; TikTok
Did President Trump end “strategic ambiguity” over Taiwan? - The authors of “2024”, a new book about last year’s US Presidential campaign, obtained a…
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Bill Bishop
Xi's Shanxi tour; VDL's tough on China speech; Rare earths; Kindergarten mass lead poisoning; "London Framework"
EU-China - European Commission President Ursula von der Leyen had very tough things to say about China in a speech to the European Parliament Tuesday…
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Bill Bishop
Xi in Shanxi; 88th anniversary of start of War of Resistance Against Japanese Aggression; New Xi Thought book; Liu Yuanchun on involution…
Xi in Shanxi - July 7th is the 88th anniversary of the 1937 Marco Polo Bridge Incident, the start of Second Sino-Japanese War. Xi went on an inspection…
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Bill Bishop
1
Li Qiang to BRICS; Fujian finance; The Dalai Lama; Q3 special bonds; RMB
Dalai Lama says he will be reincarnated - In a statement Wednesday His Holiness the Dalai Lama said:The process by which a future Dalai Lama is to be…
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Bill Bishop
All about the RMB with Robin Brooks
Robin is a Senior Fellow at the Brookings Institution, and formerly Chief Economist at the IIF and Chief FX Strategist at Goldman Sachs. He writes an…
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Bill Bishop
 and 
Robin J Brooks
4
57:35
Central Commission for Financial and Economic Affairs meets; Involution; Magnets; Yanhuang Chunqiu 炎黄春秋
It sounds like some companies may be getting guidance on price-setting and there will be a renewed push to “phase out backward production capacity in an…
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Bill Bishop
1
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