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Canadian PM in Beijing; RMB and interest rates; Security and Development; US gamblers and players fixed CBA games; H200s
Prime Minister Carney met Thursday with Premier Li and the head of the NPC Zhao Leji. He is scheduled to meet Xi Friday morning. While no major…
 • Bill Bishop
Sharp China: What’s at Stake for China in Iran; Canada's PM in Beijing; Notes on Chips, Apps, and Drones
Listen now | Show Notes: On today's show Andrew and Bill begin with the instability in Iran, including thoughts on Trump's Truth Social post threatening…
 • Bill Bishop
47:23
CCDI Plenum Communique; Canadian PM in Beijing; 2025 trade data; H200s and US semiconductor 232 investigation
Political discipline and fully implementing the decisions of the Party Center are especially important in the first year of the 15th Five-Year Plan, and…
 • Bill Bishop
CCDI; H200s; US-China; Zhong Caiwen; Short newsletter today
We are still waiting for the communique from the CCDI Plenum, and there is no clarification yet as to whether or not President Trump’s post yesterday…
 • Bill Bishop
CCDI Plenum opens; Rare earths exports to Japan get rarer; EU-China EV progress; Canadian PM’s visit to China
President Trump announced Monday afternoon that “"Effective immediately, any Country doing business with the Islamic Republic of Iran will pay a Tariff…
 • Bill Bishop
China playing rare earths card against Japan again; H200s; Scam tycoon Chen Zhi sent back to China; Liu Haixing
Cambodia sent scam king Chen Zhi, chairman of the Prince Group, back to China. The US indicted Chen in October and announced it had seized nearly $15…
 • Bill Bishop
Sharp China: China’s Venezuela Calculations; Japan’s Rare Earth Access; A Reported Pause on Nvidia Purchases; The Meta-Manus Deal Under…
This episode of Sharp China is outside the paywall.
 • Bill Bishop
1:03:31
Another day, another economic weapon aimed at Japan; “AI + Manufacturing”; H200 concerns; Manus; Platform rules
In response to the US bullying acts, we launched a “combination punch” of 5 rounds of tariff and non-tariff countermeasures, forcing the US to take the…
 • Bill Bishop
Tightening export controls on dual-use items to Japan and threatening rare earths export licenses; Stock market on a roll; Influencers to…
Today’s top items:It is not yet clear how big of an impact this announcement and that threat will have on the Japanese economy. So far the Trump…
 • Bill Bishop
China’s Venezuela Calculations; Real Estate Market Expectations; December Politburo and Democratic Life Meetings; Museum Scandal; 2026…
This looks to have been a massive PRC intelligence and analytical failure. PRC special envoy Qiu Xiaoqi met with Maduro in Caracas just hours before the…
 • Bill Bishop

December 2025

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