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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
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Bill Bishop
67
7
2
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
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Bill Bishop
45
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
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Bill Bishop
5
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
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Bill Bishop
22
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
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Bill Bishop
3
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
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Bill Bishop
4
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
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Bill Bishop
56
5
IMF and RMB; H200s; DeepSeek and Nvidia; Japan-China; Reactions to the US National Security Strategy
At the end of its ten-day mission to China, the IMF released a report raising its estimates for 2025 and 2026 GDP growth to 5.0% and 4.5%. More…
Dec 11
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Bill Bishop
11
1
Sharp China: Trump’s Plan to Sell Advanced Chips to China; U.S. Concessions Piling Up Amid a Push for 'Stability'; Macron and the EU…
On today’s show Andrew and Bill begin with the news that the US is greenlighting the sale of Nvidia’s H200 chips to the PRC market. Topics include…
Dec 10
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Bill Bishop
26
2
1:05:23
Central Economic Work Conference; Nvidia's H200 chips for China; PRC-Japan fighter radar locks; Chen Yixin
Facing the so-called “reciprocal tariff” storm unilaterally set off by the United States, China fought back quickly and fired multiple arrows at once…
Dec 10
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Bill Bishop
10
December Politburo meeting and the imminent Central Economic Work Conference
We should have a bit more clarity later this week when we get the readout from the CEWC, and I think we should expect that whatever comes out of the…
Dec 8
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Bill Bishop
55
2
Macron meets Xi; US-China "stability"; PRC rejects Takaichi’s reiteration of 1972 statement
Xi really has done a good job navigating the first year of the Trump Administration, and there are more things he can probably get from Trump between…
Dec 5
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Bill Bishop
8
1
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