Sinocism

Sinocism

Home
Notes
Chat
Sinocism Live
Sharp China Podcast
Archive
About
Sharp China: July Politburo Meeting Takeaways and Trump’s Evolving Approach to China
Show Notes: On today’s show Andrew and Bill begin with July’s Politburo Meeting, including a date for the Fourth Plenum, more condemnations of…
 • 
Bill Bishop
57:50
July Politburo meeting; 4th Plenum set for October; US-China; AI safety
The Politburo met on July 30. According to the readout the Fourth Plenum is scheduled for sometime in October, and the main agenda item for that meeting…
 • 
Bill Bishop
2
No drama in Stockholm; Rare Earths and Trump's China shift; Beijing floods; Ok to say overcapacity, New Shaolin Temple Abbot
The bigger reason for the Trump Administration shift on China may be rare earth magnets, and this quote from the Financial Times’ Trump blocks Taiwan’s…
 • 
Bill Bishop
Trump really wants a deal with Xi; President Lai's really bad few days; Global AI governance plan; Cash for Kids; Suffering ahead for…
2. Taiwan President Lai having a rough few days - The campaign to recall 24 KMT legislators failed completely, as all 24 retained their seats after…
 • 
Bill Bishop
1
EU-China Summit; Revising the Pricing Law to battle involution; Taiwan recall; Nvidia chip smuggling; Crackdown on rare earths-related…
EU-China meetings - European Council President António Costa and European Commission President Ursula von der Leyen had a bilateral meeting with Xi…
 • 
Bill Bishop
1
EU-China summit; US AI plan; Hangzhou water mess; "Manhattan Project" for fusion energy
National fusion energy firm - On Tuesday the PRC officially launched the China Fusion Energy Company. In a Linkedin post about the new company, Senior…
 • 
Bill Bishop
Sharp China: Xi on Development and Three-Patting Cadres; PRC Venture Investing; Exit Ban Controversies; H20s and a New Trump Narrative; The…
Show Notes:
 • 
Bill Bishop
1:07:31
PLA Daily on political cadres; EU-China summit expectations; US-China talks next week; Lab-grown diamonds
The PLA Daily has started a new commentary series on the regulations announced yesterday. The first installment in "On Firmly Establishing the Image and…
 • 
Bill Bishop
Sinocism Live: Previewing the EU-China Summit with Finbarr Bermingham
On July 22nd I spoke with Finbarr Bermingham, Brussels-based senior correspondent for the South China Morning Post whose beat includes EU-China…
 • 
Bill Bishop
 and 
Finbarr Bermingham
2
1:00:12
PLA to try again to eliminate "toxic influences"; Tibet dam project; Involution; Trump’s softening approach to China; More Americans exit…
Trump’s softening approach to China - It is becoming clear for some time that the Trump Administration had already passed peak “tough on China”, and…
 • 
Bill Bishop
3
Xi quotes from Central Urban Work Conference; PLA Daily on Lai's speeches; RMB appreciation pressure; Forcing Cosco into ports deal; Another…
China’s urbanization is transitioning from a period of rapid growth to stable development, and urban development is shifting from a phase of large-scale…
 • 
Bill Bishop
Sharp China: Nvidia Can Sell H20 Chips to China Again; Trump Softening on China?; A Flurry of Xi Activity; Yang Hansen at NBA Summer League
On today's show Andrew and Bill begin with reports that Nvidia will soon be allowed to again sell its H20 chips in China. Topics include: A win-win deal…
 • 
Bill Bishop
1:00:56
© 2025 Sinocism LLC
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture