Sinocism

Sinocism

Prepping for APEC; Nvidia’s China mess; October trade data
I think it will be very bad for Nvidia and the US if Jensen Huang has to step down. My advice to the Nvidia board would be to say they are halting all…
 • Bill Bishop
Nvidia’s mess; US-China prep for APEC; Stabilizing the stock market
There is now a media feeding frenzy around the revelations of Jensen Huang’s admitted affair with a suspected PRC spy, sales to Megaspeed, and improper…
 • Bill Bishop
Li Xi on the Plenum Resolution; CMG on post-Plenum propaganda work; Jensen Huang’s Alice Huang problem; Marriages decline; Joshua Wong
“The Chinese are very realistic that a new president might be very different (from Trump),” said Shen Weizhong, a former Chinese Foreign Ministry…
 • Bill Bishop
Sharp China: Parsing the Fifth Plenum; US-China After the Midterms; New Scrutiny for Nvidia; Cybersecurity and Espionage
Listen now | This episode of Sharp China is outside the paywall.
 • Bill Bishop
1:00:23
Cai Qi on the Plenum Resolution; Stock market bounce; US election; Nvidia’s China-related sales
President Trump is a weakened, lame duck president, but he is still very powerful when it comes to foreign affairs and trade and I think it is too early…
 • Bill Bishop
Investors unimpressed by latest rescue efforts; Wang Huning on the “Four Major Challenges 四大挑战”; Li Qiang on AI; Nvidia and China
In this issue: 1. Stock market investors unimpressed 2. Wang Huning on the “Four Major Challenges 四大挑战” 3. Li Qiang on AI 4. Nvidia and China 5…
 • Bill Bishop
Fifth Plenum outcomes; Stock market rescue; Middle East diplomacy; “Look East” and “learn from the CPC”; Mbappé mess continues
We have the full Fifth Plenum Resolution, Xi’s explainer of the document, and the official story on how the document came about. There is a lot to chew…
 • Bill Bishop
Beyond the G2, Unruly Middle Powers | Sinification: October 2026
This monthly report is prepared for Sinocism by the excellent Sinification, an invaluable resource for understanding how domestic and international…
 • Thomas des Garets Geddes, James Farquharson, and Jacob Mardell

October 2026

Fifth Plenum Communiqué
Today’s note is just focused on the Fifth Plenum communiqué that was released earlier today. The communiqué largely confirms the direction suggested by…
 • Bill Bishop
Sharp China: Five Questions on the Fifth Plenum; Mbappé Hysteria and a Chinese Own Goal; The STAR 50 AI Bubble Has Burst
Show Notes: On today's show Andrew and Bill begin with five questions on the Fifth Plenum as Xi continues his corruption crackdowns and propaganda…
 • Bill Bishop
1:01:25
Fifth Plenum watch; Mbappé mess continues; EU still hoping PRC will revalue RMB
In this issue: 1. Fifth Plenum watch 2. Mbappé mess continues 3. EU-China
 • Bill Bishop
Fifth Plenum; Struggle sessions for Mbappé after calling Mao a dictator; Struggles for A-share investors
“Insults to China’s late great leader will not be tolerated! Eating China’s food while smashing China’s cooking pot? Mbappé, you’re unworthy!”
 • Bill Bishop
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