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Xi chats with European Council President Antonio Costa; US rule on connected vehicles; RMB talk; Supply chain binding; TikTok
4. US finalizes rule on connected vehicles - The US Department of Commerce issued the final rule on restricting imports of connected passenger vehicles…
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Bill Bishop
2
RMB signaling; Trade surplus; New US AI export rules; TikTok to become XTok?
6. Bloomberg reports PRC officials may arrange a Musk takeover of TikTok - TikTok’s day at the Supreme Court Friday did not sound like it went well, but…
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Bill Bishop
1
Standing Committee meeting; Inflation deflation; Support for the RMB; AI chip restrictions
New US rules on AI chip exports imminent - Bloomberg reports that as soon as Friday the US will announce an “expansion of semiconductor trade…
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Bill Bishop
CCDI Plenum Communique; Big Data and anti-corruption work; Trouble for economist Gao Shanwen; Expansion of trade-in subsidies
CCDI Plenum Communique - The absence of a mention of specific sectors in Xi’s speech Monday to the CDI Plenum was not a sign that the corruption…
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Bill Bishop
4
Elderly Care Services; National unified market; Tibet earthquake; Zunyi Conference; "Profit-driven" law enforcement
Cracking down on administrative inspections on companies and “distant-water fishing” - In addition to the NDRC guideline discussion of “problems such as…
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Bill Bishop
2
CCDI Plenary Session; PBoC warning to RMB bears; Annual meeting of propaganda officials; Hacking allegations; Tencent
People’s Bank of China warning to RMB bears? - The PBoC is signaling that it wants a stable RMB, probably dashing the hopes of those betting that RMB…
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Bill Bishop
4

December 2024

Xi in Qiushi - Comprehensively Advancing the Building of a Strong Country and the Great Cause of National Rejuvenation Through Chinese…
The lead essay in the January 1, 2025 issue of the Qiushi Journal is the main part, over 11,000 characters, of a speech Xi Jinping delivered on February…
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Bill Bishop
Xi in Macau; Standardizing public statements by economists and analysts; Dong Jun in Vietnam
2. Minister of Defense Dong Jun visits Vietnam - According to Vietnamese media Dong met with Party General Secretary and Central Military Commission…
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Bill Bishop
Rural work conference; US DoD report on PLA; China-India border talks; TikTok; TP-Link; Chinese version of economics
Annual Central Rural Work Conference meets - The December 19 People’s Daily editorial (社论) on the conference summed up the key points: “In…
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Bill Bishop
Sharp China Bonus Episode: TikTok Gets a Hearing at the Supreme Court
Listen now | We decided to do a short, free episode to discuss the Supreme Court’s decision to take up TikTok’s case before the January 19th deadline.
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Bill Bishop
3
16:56
Sharp China: CEWC and Bleak Economic Data; PLA Exercises Around Taiwan; New Reporting on Chip Controls; Trump’s Standing Invitation to Xi
Listen now | Show Notes: On today's show Andrew and Bill begin with a few updates on the Central Economic Work Conference, economic headwinds facing the…
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Bill Bishop
1
57:02
Xi in Hainan; CEWC commentaries; campaign to curb local government extortion of firms; Wang Yi sums up PRC diplomacy; Weaponizing antitrust…
More antitrust investigations of US firms coming? - So says The Information, which reports that the “Chinese antitrust regulator’s decision a week ago…
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Bill Bishop
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