Sinocism

Sinocism

Xi rumors; Iran FM in Beijing; PBoC head on lending; US-China meeting; AI; EU-China
There is a new round of rumors about Xi’s health. I think it is BS but since I have been getting lots of pings about it, it makes sense to address them
 • Bill Bishop
Sharp China: The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party's Approach to Social…
Show Notes:
 • Bill Bishop
58:19
More weak August data; Advance work for Xi-Trump meeting; ICBC documents leak; New exit-entry rules go into effect
In this issue: 1. More weak August data 2. Advance work for Xi-Trump meeting 3. ICBC documents leak 4. New exit-entry rules go into effect
 • Bill Bishop
US-China Strategic AI Dialogue (SAID) Proposal
A structured U.S.-PRC government dialogue on strategic artificial intelligence risk reduction
 • Bill Bishop
Xi’s India trip; US-China and AI; MSS head on AI; Weak August credit data; “Dynamic zero 动态清零” for payment arrears
Today has been a whirlwind of news about calls to pace AI development, triggered by Anthropic CEO’s “We Must Pace the Frontier” essay over the weekend…
 • Bill Bishop
Xi going to India; Plan for Building a Financial Powerhouse; Anthropic drops bombs in PRC AI firms; “Enemy-state clauses”; US-China
Anthropic’s September report is not just about China but includes multiple examples of what it says is problematic behavior by Chinese firms and…
 • Bill Bishop
Deflation over for now; MOFCOM responds to US distillation advisory; DeepSeek IPO and new model; Xi-Trump summit
Expectations should be low for US-China AI discussions around Xi’s upcoming visit, not only because of this advisory and the response but also because…
 • Bill Bishop
August trade data; Capital boost for state financial firms; Xi’s DC visit and US-China AI
The PRC has still not confirmed that Xi Jinping will travel to India for the BRICS Summit 2026 in New Delhi this weekend, but the expectation is that he…
 • Bill Bishop
Sharp China: China's Global Strategy; Tragedy on the Nepal-Tibet Border; A 19-1 Vote at the G-20; TikTok Dodges Congress
Listen now | This episode of Sharp China is outside the paywall.
 • Bill Bishop
59:14
PRC explanation of why there was no G20 communiqué; Accelerating “six networks” projects; EU-China; Oil consumption; AI
PRC explanation of why there was no G20 communiqué NDRC wants to accelerate “Six Networks” projects EU-China Q2 carbon emissions fall China and AI The…
 • Bill Bishop
Xi’s Egypt visit; G20 meeting; Bond issuance for rest of the year; EU-China trade
In this issue: Xi’s Egypt visit G20 Finance Ministers and Central Bank Governors meeting Bond issuance for rest of the year EU-China trade
 • Bill Bishop
Xi at the SCO; China’s global strategy; Li Qiang meets US business leaders; Taxing foreigners; Overseas guidelines for PRC automakers
In this issue: Xi at the SCO China’s global strategy Li Qiang meets US business delegation Tax changes for foreigners Auto industry overseas conduct…
 • Bill Bishop
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