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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…
Jan 8
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Bill Bishop
7
1
1
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.
Jan 8
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Bill Bishop
39
1
4
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…
Jan 8
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Bill Bishop
4
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…
Jan 7
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Bill Bishop
5
1
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…
Jan 6
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Bill Bishop
82
1
16
December 2025
Xi promotes two generals; Japan nuclear weapons talk; US-China; Warning to Mexico; Nvidia chip smuggling investigation
Yang Zhibin, Commander of the Eastern Theater Command, and Han Shengyan, Commander of the Central Theater Command. Both come from the PLA Air Force…
Dec 22, 2025
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Bill Bishop
74
7
3
TikTok deal; PLAAF corruption; US arms sales to Taiwan; Public security priorities for 15th 5YP; Indigenous police dogs
The PLA’s official procurement web site has posted a notice asking for “reports on violations related to the procurement of materials and services…
Dec 18, 2025
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Bill Bishop
48
3
Hainan Free Trade Port; Huawei overseeing China’s EUV “Manhattan Project”; Rebalancing EU-China relations; Real estate; Cognitive warfare
Currently, the new round of scientific and technological revolution and industrial transformation is accelerating breakthroughs; artificial intelligence…
Dec 18, 2025
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Bill Bishop
6
Sharp China: Xi Jinping Thought on Domestic Demand; Political Economy vs. the Actual Economy; The Stories of the Year and Questions for 2026
Show Notes:
Dec 17, 2025
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Bill Bishop
25
2
1:09:05
Expanding demand; Real Estate; US-China drug co-op; Panama Ports deal at risk; MetaX 沐曦 IPO; EU pork tariffs
The Wall Street Journal reports that the PRC is now demanding state-owned firm Cosco get a controlling stake in the consortium that has been negotiating…
Dec 17, 2025
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Bill Bishop
4
1
1
Expanding Domestic Demand is a Strategic Move; Weak November economic data; Jimmy Lai; Meta and China scam ads
The lead article in the latest issue of Qiushi titled “Expanding Domestic Demand is a Strategic Move 扩大内需是战略之举” is a “compilation of excerpts from…
Dec 16, 2025
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Bill Bishop
5
1
Central Economic Work Conference concludes; Five Musts and Eight Key Tasks; US-Japan-China; H200s
The Central Economic Work Conference concluded Thursday. I have posted a full translation of the readout here. There were no surprises as it mostly…
Dec 12, 2025
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Bill Bishop
56
5
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