Sinocism

Sinocism

Home
Notes
Chat
Sharp China Podcast
Sinocism Podcast
Archive
Leaderboard
About
NPC concludes without Zhao Leji; Dalai Lama; Robots and embodied AI; US-China
NPC concludes - All the draft reports passed at the concluding session, and the government work report passed with 2,882 votes in favor, 1 vote against…
 • 
Bill Bishop
Two Sessions; Xi's PLA/PAP meeting; Wang Yi's presser; Trump-Xi meeting chatter
More chatter about a Trump Xi meeting - The South China Morning Post reports in an "exclusive" that Trump and Xi may meet in April. I am a bit skeptical…
 • 
Bill Bishop
Xi on strengthening education's supporting role for science and technology and talent; NDRC.VC
NDRC.VC - At the press conference NDRC director Zheng Shanjie said the state is promoting the establishment of a 1 Trillion RMB National Venture Capital…
 • 
Bill Bishop
Government work report; NDRC national economic and social development plan; Xi meets with his fellow Jiangsu delegates
In general there were few surprises from what the leadership has been telegraphing over the last several months. The “around 5%” GDP growth should be…
 • 
Bill Bishop
Sharp China: Tariffs and the Escalatory Cycle; China and the Fentanyl Crisis; TSMC Plans and Nvidia Scrutiny; Hard Times for Moutai
This episode of Sharp China is outside the paywall.
 • 
Bill Bishop
1
1:00:46
Response to US tariffs; Two Sessions begin; DeepSeek
PRC response to the latest US tariffs - The PRC responded in multiple ways to the latest round of US tariffs, adding 10-15% tariffs to some US…
 • 
Bill Bishop
US Tariffs; Two Sessions; Xi has always supported private enterprises; Peaceful China Initiative; Chips
More US Tariffs - President Trump signed an order doubling his second term China tariffs to 20%, effective at 12:01 AM ET March 4th. A subscriber…
 • 
Bill Bishop

February 2025

February Politburo meeting; Initial reaction to additional 10% US tariffs; Shoigu meets Xi and Wang; New MIIT head
There has yet to be a substantive reaction to the additional 10% tariffs Trump announced yesterday, but both the Ministry of Foreign Affairs and the…
 • 
Bill Bishop
Trump adds a new 10% tariff on PRC goods; Thailand sends 40 Uyghurs back to Xinjiang; Taiwan; Nvidia and DeepSeek
Nvidia doesn’t sound worried about DeepSeek - On its earnings call today the CEO said that reasoning models like DeepSeek-R1 can consume 100x more…
 • 
Bill Bishop
1
Xi's comments on 2024 work; "Shape the inevitable trend of reunification of the motherland"; Rubio on "Reverse Nixon"; TikTok
1. Xi comments on reports from his subordinates - The top propaganda reporting Wednesday was on Xi’s comments “after reading through the annual work…
 • 
Bill Bishop
Sharp China: Trump's Memorandum on Foreign Investment; 'Reverse Nixon' Realities; Document #1; PLA Drills in the Tasman Sea
On today's show Andrew and Bill begin by parsing the White House's memorandum on an America First Investment Policy, President Trump's recent…
 • 
Bill Bishop
1:03:41
AI; Chips; Taiwan; PLAN down under; Capital outflows
1. Li Qiang inspects the big three telcos - Premier Li, in an inspection a week before he delivers the government work report next week at the opening…
 • 
Bill Bishop
1
© 2025 Sinocism LLC
Substack
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture