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Strategic Stability, Structural Strain | Sinification: May 2026
US-China | Global Order | East Asia | Europe | Middle East & Pakistan | Chinese Economy | Research and Education | Tech & AI The clearest fault line in…
4 hrs ago
•
James Farquharson
,
Thomas des Garets Geddes
, and
Jacob Mardell
17
2
New regulations on outbound investment; Qiushi on future industries; Chip export control dysfunction; Shangri-La Dialogue; EU-China
The June 1 issue of Qiushi has as its main theme the development of future industries, and the lead article from Xi is part of his speech at the January…
18 hrs ago
•
Bill Bishop
86
4
May 2026
Sharp China: Social Mobility and Hukou Reform; US Halts Taiwan Arms Sales?; Ongoing Pressure on Japan; An American Xinhua Journalist…
Listen now | Show Notes: On today's show Andrew and Bill begin with the news that Beijing moved to further ease hukou restrictions, including why this…
May 28
•
Bill Bishop
33
3
56:30
Wang Yi at the UN; American Xinhua "journalist" arrested; Keeping AI talent at home; Recalculating carbon intensity; Another WMP blowup
Thomas Pauken II, who also used the name Tom McGregor in his work for Xinhua, CCTV and other CPC propaganda outlets, was arrested in February on a visit…
May 26
•
Bill Bishop
9
Xi meets Pakistan PM and Serbian President; Coal mine explosion; Delinking basic public services from hukou; Crackdown on overseas trading…
The State Council took steps to further reform the hukou system with the issuance of “Implementing Opinions on Rolling Out the Provision of Basic Public…
May 25
•
Bill Bishop
8
1
1
Unified national market; PRC-Russia; Arms sales to Taiwan; Fiscal spending; EU-China; "Dear You 给阿嬷的情书"
In response to a question at a Thursday press conference about the European Commission drafting a new trade instrument to address overcapacity, Ministry…
May 21
•
Bill Bishop
12
2
1
Sharp China: Constructing US-China Stability; Trump's Taiwan Comments and More Summit Takeaways; Putin in China
Listen now | Show Notes: On today's show Andrew and Bill parse the messaging from both sides of last week's US-China summit in Beijing. Topics include…
May 21
•
Bill Bishop
32
2
59:20
Putin's China visit; More from MOFCOM on US-China outcomes; Action plan for stabilizing employment; Nvidia in China; Safeguarding mineral…
Russian President Putin is already on his way back home after meeting with Xi on Wednesday. It appears he did not get the deal he has most coveted, the…
May 20
•
Bill Bishop
7
1
Putin arrives in Beijing; US indicts PRC container firms and executives; Developing Party members; Tracking foreigners
The US Department of Justice today announced indictments of seven Chinese executives and four of the world’s largest shipping container manufacturing…
May 19
•
Bill Bishop
11
2
US-China summit outcomes; Constructive relationship of strategic stability; Taiwan; Putin to Beijing; Li and Ding on AI
The entry of the China-US strategic contest into a new phase of strategic stalemate is the second logical premise for our consideration of the correct…
May 18
•
Bill Bishop
106
1
7
Trump meets Xi; The new vision of building a constructive China-U.S. relationship of strategic stability; AI
The first day of President Trump’s visit to Beijing had impressive optics and lots of warm, positive energy, at least in the public reporting. Specific…
May 14
•
Bill Bishop
114
9
Trump arrives in Beijing; Xi's busy Tuesday; Fair competition and unified markets; Action plan for AI and Energy
US President has arrived in Beijing.
May 13
•
Bill Bishop
12
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