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Premier Li visits Indonesia and Malaysia; 15th Five-year plan and “Made in China 2025”; Improving the modern corporate system with Chinese…
Premier Li visits Indonesia and Malaysia - After visiting Indonesia over the weekend, Premier is now in Kuala Lumpur, Malaysia to attend the ASEAN (the…
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Bill Bishop
No newsletter today
I am having a hard time finding much interesting to write about today so have decided to start the summer a day early.
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Bill Bishop
Anger over Ascend guidance and "AI containment"; Golden Dome; Rare Earths; Support for small and micro enterprises
With DeepSeek, the Chinese leadership may see an opportunity to mount a global version of AI “encircling the cities from the countryside 农村包围城市” against…
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Bill Bishop
Sharp China: Chips and the Geneva Consensus; US Policy and the Chinese Century; Controversy Over Solar Power Inverters
On today's show Andrew and Bill begin with the Commerce Department's guidance on Ascend Chips, caustic responses to that policy on the PRC side…
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Bill Bishop
1
1:03:51
Xi's Henan tour; Lai's speech; Budget deficit; Private economy promotion law
During a May 19–20 inspection tour of Henan, Xi Jinping laid out a sweeping set of priorities for the province, positioning it as a frontline in the…
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Bill Bishop
Lai's inauguration anniversary; Xi in Henan; Official belt tightening; Chip controls
Tuesday May 20th is the first anniversary of the inauguration of Taiwan President Lai, and he is scheduled to give a speech (發表執政周年談話) at 9:30 AM.After…
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Bill Bishop
Premier Li on domestic circulation; Ding on tech self-reliance; AI chips; Rare earth magnets; CO2 emissions decline
Standing Committee member, Executive Vice Premier and Director of the Central Science and Technology Commission Ding Xuexiang made an inspection tour to…
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Bill Bishop
2
China-CELAC Forum; Xi and Lula; More policy support for tech financing; Solar shutdown risk?Huawei chips; Death by baijiu
US-China trade - The walk backs on both sides took effect earlier today. Remember that Beijing Daily commentary about Mao’s essay “On Protracted War…
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Bill Bishop
3
Sharp China: A 90-Day Pause, Big Tariff Reductions and What De-Escalation Might Mean for the U.S. and China
Show Notes:bOn today's show Andrew and Bill gather on short notice with reactions to Monday's news of a deal between the U.S. and China to significantly…
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Bill Bishop
34:59
Surprise US-China trade de-escalation; Rare earths; National security white paper; China-Latin America Forum in Beijing
Both sides looked to have blinked but I think the US side blinked harder. In addition to the significant reduction of tariffs rates on PRC goods…
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Bill Bishop
1
Xi meets Putin; US may cut PRC tariffs soon; Made in China weapons down Indian jets
Both sides firmly oppose any attempt to incite other countries worldwide to take a hostile stance toward China and Russia or to smear Sino-Russian…
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Bill Bishop
1
Sharp China: Trade Talks in Switzerland; Continuing Data Opacity Concerns; Xi Heads to Moscow; The CIA Takes to YouTube
Show Notes: On today’s show Andrew and Bill begin with the news that the US and PRC are sending representatives to Switzerland to discuss trade talks…
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Bill Bishop
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