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Suspended death sentences for two former defense ministers; Trump's China trip; Iran war; Beijing Auto Show; Nukes
Low expectations but big business entourage for Trump’s China trip - Semafor confirmed the rumors that many CEOs will join Trump on his trip to Beijing…
10 hrs ago
•
Bill Bishop
5
1
2
Iran FM in China; Trump China visit next week; EU losing patience?; DeepSeek; Xi on basic research; MU5735 crash investigation
All signs point to Trump traveling Beijing next week to meet Xi. Late last week Wang Yi and Marco Rubio had a call, as did He Lifeng and Scott Bessent…
May 6
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Bill Bishop
8
1
Triangles and Chokepoints | Sinification: April 2026
Global Order | US-China | Europe | Russia | East Asia | Trade and Resource Security | Economics | Artificial Intelligence
May 4
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James Farquharson
,
Thomas des Garets Geddes
, and
Jacob Mardell
26
2
April 2026
Sharp China: Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting
Listen now | Show Notes: On today’s show Andrew and Bill begin with the news that the Meta-Manus deal will likely be unwound in its entirety in the wake…
Apr 30
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Bill Bishop
35
2
50:12
Politburo study session; Australian FM in Beijing; More on the Manus mess and AI; Chongqing corruption
Caixin has a long story titled “Prominent Female Lawyer Goes Missing: The Intersection Point of Chongqing’s Anti-Corruption Storm”. It is only available…
Apr 29
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Bill Bishop
10
April Politburo meeting; Manus mess; Hostile foreign forces encouraging "lying flat"; New US semiconductor restrictions?
The Wall Street Journal reports that Meta is planning to comply with the order to undo the Manus acquisition. Maybe they are happy to get a mulligan for…
Apr 28
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Bill Bishop
97
1
5
Managing new employment groups; NDRC wants Manus deal unwound; US-China AI discussion; Alleged MSS hacker extradited to US
Meta generates well over $10B USD a year in revenue selling ads to PRC firms for marketing globally ex-China, and while those firms buy those ads…
Apr 27
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Bill Bishop
6
Evaluation and Assessment Measures for Carbon Peaking and Carbon Neutrality; Crackdown on Cambodian scam centers?; AI distillation; US as a…
On Thursday the government publicly released the “Comprehensive Evaluation and Assessment Measures for Carbon Peaking and Carbon Neutrality…
Apr 23
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Bill Bishop
95
6
Xi Wants the Strait of Hormuz Reopened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
Listen now | Show Notes: On today's show Andrew and Bill return to discuss the PRC's posture amidst the ongoing war in Iran. Topics include: Xi's call…
Apr 23
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Bill Bishop
33
4
1:05:43
Earth Day document on "Energy Conservation and Carbon Reduction Work"; Reactions to Takaichi's Yasukuni Shrine offering; BHP's deal with…
On Wednesday, Earth Day, the General Offices of the CCP Central Committee and State Council released a new energy conservation and carbon reduction…
Apr 22
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Bill Bishop
6
1
More foreign visitors meet Xi; Service sector boost; Countering improper foreign conduct; Youth unemployment; AI chip shortage; More…
Caixin reports that AI chip shortages have forced leading AI firms to ration services. The big firms in the US seem to all have compute shortages as…
Apr 21
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Bill Bishop
12
Xi wants Strait of Hormuz opened; NDRC head on security and development; Cake order leads to huge fines; Solar industry involution persists…
In a call Monday with the Saudi Crown Prince, Xi, according to the PRC readout said: China calls for an immediate and comprehensive ceasefire, supports…
Apr 20
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Bill Bishop
11
1
1
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