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Trump to China in May; Iran war; Manus mess; Mexico heading for the trade doghouse
The Iran war should be over by May 13th, if that is the condition for President Trump’s visit to China to meet Xi Jinping. Earlier today Trump posted…
 • Bill Bishop
Sharp China: A Giant Mess with Super Micro; Completely Correct Xiong'an Progress; The PRC's Balancing Act on Iran; Manus, Apple and Router…
Show Notes:
 • Bill Bishop
52:12
Wang Yi speaks with Iranian counterpart; Japan-China; Router ban; Hong Kong bookstore owner arrested; Poyang Lake dam
Japan-China - There is a new diplomatic incident between Japan and China. A man claining to be a member of the Self-Defence Forces went over the wall of…
 • Bill Bishop
Xi inspects Xiong'an; China Development Forum; Iran; Nvidia chip smuggling; SOE rules; Sleeping fish
Xi took three PBSC members - Li Qiang, Cai Qi and Ding Xuexiang - and three other Politburo members - He Lifeng, Yin Li, and Chen Min’er - to inspect…
 • Bill Bishop
Sharp China: The War in Iran and the Visit to Beijing; New DNI Assessments on Taiwan; Military Scientists Disappearing From Public View
Show Notes:
 • Bill Bishop
54:56
Iran war; PBoC's 2026 tasks; US-China; Japan; Front-loading 2026 spending
Japanese Prime Minister Takaichi has arrived in the US. In a public meeting earlier today with President Trump, a reporter asked about the Japan-China…
 • Bill Bishop
Turkmenistan leader in Beijing; China-Iran war; Rural land contracts; US intelligence does not see invasion of Taiwan in 2027; "Open source…
“Open source” Chinese modernization - In the Tuesday newsletter I highlighted a long Xinhua commentary - “Consolidating the Foundation and Making…
 • Bill Bishop
US-China; PRC-Vietnam; H200s; China cuts the "Apple tax"; Chinese Modernization and 15th Five-Year Plan
President Trump said Tuesday that his meeting with Xi may now take place in five or six weeks, and that the Chinese are “fine with it”. He was…
 • Bill Bishop
Sinocism live on US-China relations with the FT’s Demetri Sevastopulo
Watch now | A recording from Bill Bishop's live video
 • Bill Bishop and Demetri Sevastopulo
59:36
Trump delays China visit because Iran war likely will not be over by March 31; US-China trade talks; Xi on marine economy; Stabilizing…
President Trump does not believe the war with Iran will be over in two weeks, and so he will not be traveling to China to meet Xi. China is unlikely to…
 • Bill Bishop
Sharp China: The 'Raising a Lobster' Frenzy; Iran and US-China as Trump's Visit Looms; Two Sessions Takeaways
Listen now | Show Notes:
 • Bill Bishop
1:04:16
China-Iran; MoD on US military use of AI; Guiding the OpenClaw frenzy
Bloomberg reported Wednesday that “government agencies and state-owned enterprises, including the largest banks, have received notices in recent days…
 • Bill Bishop
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