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Kim Jong-un going to Beijing; India-PRC; High-quality development of cities; People’s Daily on “‘Taiwan independence’ forces’ dangerous…
Assuming the leadership publicizes an August Politburo meeting, we should hear about it Friday.
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Bill Bishop
Sharp China: US-China Talks in DC; Trump Welcomes PRC Students; Cambricon Momentum and H-20s on Ice; What Beijing is Doing in New York City
On today’s show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach…
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Bill Bishop
2
1:01:41
No Nvidia H20 China sales; AI chip capacity; Correct view of the history of World War II
The CFO said “We have not included H20 in our Q3 outlook as we continue to work through geopolitical issues…If geopolitical issues resolve, we should…
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Bill Bishop
SCO Summit; PRC trade negotiator invites himself to DC; Trump wants more PRC students; AI+ Initiative; Nvidia
Will China approve a better Nvidia chip? - We may learn more about the Nvidia’s China sales on its Wednesday earnings call. There has been no new…
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Bill Bishop
Tibet 60th anniversary ceremony; US-EU trade framework and the PRC; Nvidia's H20 China mess; South China Sea
The Financial Times reports that Commerce Secretary Lutnick’s comments around the July announcement of the approval for Nvidia to sell H20s to China…
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Bill Bishop
Xi in Tibet; Wang Yi in Afghanistan; PRC Stablecoins; September 3 parade plans
Xi Jinping is now in Tibet. He led a delegation of officials, including Standing Committee members Wang Huning and Cai Qi and PLA General Zhang Shengmin…
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Bill Bishop
Sharp China: Two Weeks of Nvidia Angst; Stocks and Real Estate; Warming Relations with India?; Labubu and Soft Power Exports
Listen now | This episode of Sharp China is outside the paywall. On today’s show Andrew and Bill begin with a raft of news on Nvidia that came during…
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Bill Bishop
3
1:08:08
Rectifying the PV industry; Youth unemployment; Wang Yi in India; September 3
The “Beidaihe Break” is over but so far we have only seen two standing committee members in the media- Premier Li Qiang on Friday and Monday and Ding…
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Bill Bishop
Beidaihe break over; New Xi books; Support for real estate; Liu Jianchao; PRC-India
On Monday Premier Li chaired the ninth plenary meeting of the State Council to “thoroughly study and implement the guiding principles of General…
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Bill Bishop

July 2025

Sharp China: July Politburo Meeting Takeaways and Trump’s Evolving Approach to China
Show Notes: On today’s show Andrew and Bill begin with July’s Politburo Meeting, including a date for the Fourth Plenum, more condemnations of…
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Bill Bishop
57:50
July Politburo meeting; 4th Plenum set for October; US-China; AI safety
The Politburo met on July 30. According to the readout the Fourth Plenum is scheduled for sometime in October, and the main agenda item for that meeting…
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Bill Bishop
2
No drama in Stockholm; Rare Earths and Trump's China shift; Beijing floods; Ok to say overcapacity, New Shaolin Temple Abbot
The bigger reason for the Trump Administration shift on China may be rare earth magnets, and this quote from the Financial Times’ Trump blocks Taiwan’s…
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Bill Bishop
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