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Xi on Science and Technology; PBoC Q2 Monetary Policy Committee meeting; H200 orders?; PRC open-source and global AI governance
It is necessary to seize the window period of global talent flows and actively recruit outstanding young talent and teams from overseas…
5 hrs ago
•
Bill Bishop
4
Floods and Xi’s instructions; PRC to limit access to top AI models?; PBoC policy support for Hong Kong; Tax burden on private firms
Reuters reported Tuesday that the Ministry of Commerce convened a meeting to discuss “putting limits on the most advanced AI models — both…
Jul 7
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Bill Bishop
4
1
Two new PLA generals; Submarine-launched missile test; Ezra Jin released; "Routine" patrols of waters east of Taiwan
These two new generals have survived the PLA purges, but as the PLA Daily reminds everyone in a full page article in the Monday edition - Carry the…
Jul 6
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Bill Bishop
8
2
1
American Decline, Chinese Exposure | Sinification: June 2026
US-China & Taiwan | Middle East | Europe | Going Out | East Asia | Russia | Economy | Society & Local Governance | Tech & AI | Critical Minerals
Jul 5
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Jacob Mardell
,
James Farquharson
, and
Thomas des Garets Geddes
27
6
Official explanation of CITIC Tower crash; EU-China; Japan-PRC; Tungsten; Global significance of Xi Thought on Party Building
The PRC’s throttling of tungsten exports to Japan is starting to hurt Japanese firms, and some of their overseas customers. Japanese supplies of…
Jul 2
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Bill Bishop
9
1
2
CPC’s 105th anniversary ceremony; July 1 Medal recipients; AI model regulation; Coupang's Shanghai adventure; Alibaba settles with US…
The US government has removed export controls on Anthropic’s Claude Fable 5 and so it is again available to the public. In its post announcing the…
Jul 1
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Bill Bishop
11
1
June 2026
June Politburo meeting; CPC turns 105; Decent June economic data; Meituan's LLM; 30 years for Guo Wengui
Flood and drought risks must be especially acute right now. The June Politburo meeting had as its agenda “study and deploy flood control and drought…
Jun 30
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Bill Bishop
8
1
Plane flies into Beijing’s tallest building; More export controls on Japanese firms; Pause in march towards EU-China trade war?; Premier Li…
small plane flew into Beijing’s tallest building - the CITIC Tower aka “China Zun” - killing the pilot and injuring 13 people. The authorities released…
Jun 29
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Bill Bishop
13
1
3
Xi in Shandong; Premier Li on “China Opportunity 2.0”; Tightening Supply Chain Security; Long Arm of the Law on Promoting Ethnic Unity and…
Li Qiang told the audience in Dalian used “steady, new, vibrant, integrated” to describe “both the overall profile of China’s economy at present and its…
Jun 24
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Bill Bishop
6
Sharp China: Party Building and Xi's Dominance; Memory Chips and ASML Accusations; Germany's Puzzling Push for Plaza Accords
On today’s show Andrew and Bill begin with Xi Jinping Thought on Party Building and further signs that one year after from a summer of rumors and one…
Jun 24
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Bill Bishop
33
1
2
56:19
Wang Yi on lessons of US-Iran war; Selected Works of Xi Jinping on Party Building; Policy support for auto consumption; Liu Guozhong and…
Politburo member and Vice Premier Liu Guozhong inspected Wuxi and Nanjing on June 22-23, touring biopharmaceutical, AI, and cloud computing firms along…
Jun 23
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Bill Bishop
5
2
Li Qiang inspects Dalian; Response to US expansion of China military companies list; Contaminated diapers; No "Plaza Accord" to help the EU…
Is a new “Plaza Accord” the EU’s latest China fantasy? - Last week’s European Council summit signaled growing concern about the PRC’s economic…
Jun 22
•
Bill Bishop
9
1
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