Sinocism

Sinocism

Home
Notes
Chat
Sinocism Live
Sharp China Podcast
Archive
About
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…
 • Bill Bishop
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…
 • Bill Bishop
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…
 • Bill Bishop
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…
 • Bill Bishop
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…
 • Bill Bishop
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…
 • Bill Bishop
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…
 • Bill Bishop
Macron in Beijing; Hong Kong; PRC-Japan; Real estate; RMB appreciation talk; Selling LGFV debt to retail investors
Just days before the Central Economic Work Conference (CEWC), China International Capital Corp chief strategist Miao Yanliang, who previously was chief…
 • Bill Bishop
Sharp China: Trump, Takaichi and a Game of Telephone; Japan Jawboning Continues; An Internet Governance Study Session; China Making Trade…
Listen now | This episode of Sharp China is outside the paywall. On today’s show Andrew and Bill begin with the call between Trump and Xi last week, a…
 • Bill Bishop
1:03:10
Finance and fiscal policy after the Fourth Plenum; Wang Yi in Russia; Rare earths; Japan-China; Macron to China; Real estate
Maintain the basic stability of the RMB exchange rate at a reasonable and equilibrium level. Promote the internationalization of the RMB, improve the…
 • Bill Bishop
Hong Kong fire; Politburo study session on strengthening Internet governance; Japan-China; Cloud loophole for advanced AI chips; Xu Qinxian
The November Politburo study session, convened on November 28, focused on “strengthening the governance of the Internet ecosystem”. The meeting signals…
 • Bill Bishop

November 2025

© 2025 Sinocism LLC · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture