Sinocism

Sinocism

Long March 90th anniversary ceremony; Li Qiang meets Putin; A-share investors suffering
In this issue: 1. Long March 90th anniversary event 2. Li Qiang meets Putin 3. Wang Yi meets his Djibouti counterpart 4. New long march for A-share…
21 hrs ago • Bill Bishop
Promoting tech and industry “deep integration”; Long March; Youth unemployment; AI export controls
Thursday is the 90th anniversary of the official completion of the Long March. There will be a commemoration and a speech by Xi. As I have written in…
Oct 21 • Bill Bishop
Sharp China: New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
Listen now (71 mins) | Show Notes: On today’s show Andrew and Bill begin with a raft of proposed export controls from Beijing on AI-related…
Oct 21 • Bill Bishop
1:11:26
Premier Li’s message to Iran; National Data Group; Fifth Plenum watch; Squeezing Japan; Long March
In this issue: 1. Li Qiang at the SCO Heads of Government meeting 2. National Data Group inaugurated 3. Fifth Plenum watch 4. Rare earth squeeze on…
Oct 20 • Bill Bishop
Q3 GDP growth on target; Xi on compute; Export controls; Fifth Plenum watch
In this issue: 1. Export controls around AI, biomedicine, photovoltaic tech, drones and dredgers 2. 4.5% official Q3 GDP growth 3. Xi Jinping inspects…
Oct 19 • Bill Bishop
Fifth Plenum approaching; EU signaling car deal just the start; Li Qiang going to Russia; The Great Expedition 伟大远征
The key to properly implementing the major decisions and plans of the CPC Central Committee lies in people, and we must be alert to “two-faced people…
Oct 15 • Bill Bishop
September trade, prices and credit data; Li Qiang at the Canton Fair; EU-China
When some people discuss China’s trade today, they often see only import and export figures and overlook the real effects behind them. China is both a…
Oct 14 • Bill Bishop
National Health and Wellness Conference; Xi meets with leaders from Botswana and Togo; EU-China deal; Visa’s long wait; Huang Qifan
1. National Health and Wellness Conference 2. Xi meets with leaders from Botswana and Togo 3. Cold water on the EU-China trade outcomes? 4. Visa finally…
Oct 13 • Bill Bishop
Sharp China: Brussels and Beijing Make a Deal; Weak Holiday Spending Data; Xi's Reported Rest Breaks; Peak Dove?
Listen now | Show Notes:
Oct 13 • Bill Bishop
58:22
Guidelines for developing new quality productive forces; EU-China trade talks; Combating auto involution; Food safety crackdown
In this issue: 1. Guidelines for developing new quality productive forces 2. Outcomes from EU-China trade talks 3. Improving new car design safety and…
Oct 12 • Bill Bishop
EU-China talks; PBoC on RMB; Measures for protecting the rights and interests of gig workers; Holiday spending; AI safety
The People’s Bank of China on Thursday published a statement of its policy position on the Renminbi. It is a defense of the existing policy and a…
Oct 8 • Bill Bishop
EU-China trade talks; Reality after the Xi-Trump meeting; US-China AI/SI
The PRC gets back to work Thursday after the long vacation for National Day. For those of you who got the week off, I hope you had a nice holiday…
Oct 7 • Bill Bishop
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