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Sharp China: Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others
Listen now | Show Notes: On today's show Andrew and Bill begin with takeaways from Xi's visit to North Korea this week, including the conspicuous…
 • Bill Bishop
53:29
More on Xi’s DPRK visit; Inflation; Iran sanctions; "Near-shore governance" model around Taiwan; PRC influencing US AI debates?
The US announced sanctions against several people and entities based in Hong Kong and China, as well as a Belarus company it said “acted as an…
 • Bill Bishop
Xi concludes his visit to North Korea; Wang Huning inspects Xinjiang; Nationwide AI compute network buildout; Chip controls; Rare earths
Xi is back in Beijing after his two day trip to the DPRK. At a luncheon Tuesday Xi said: I and General Secretary Kim Jong Un reached important common…
 • Bill Bishop
Xi in North Korea; Li Qiang on future industries; Cai Qi now Party School President; MSS on AI "transfer stations"; Updates to US "Chinese…
Xi made no mention of denuclearization, a hopeless endeavor at this point. Minister of Defense Dong Jun is part of Xi’s delegation. I do not believe…
 • Bill Bishop
Ukraine; MOFCOM reacts to US chip loophole closure and new tariffs; PRC bans four New Zealand lawmakers; Wang Yi meets a candidate for UN…
It is another quiet day, and Xi is now out of sight for nine days. The Lao General Secretary is now in Beijing so I assume they will meet Friday. Rumors…
 • Bill Bishop
Sharp China: Seizing the Commanding Heights; Decoding Shangri-La Dialogue; Europe Moots Trade Policy; The PRC Expels a New York Times…
This episode of Sharp China is outside the paywall.
 • Bill Bishop
1:10:52
US tariffs and the Board of Trade; Gaokao; SOEs
The U.S.-China Board of Trade will function as an “adapter” mechanism to promote reciprocity, durability, and balance in the U.S.-China trade…
 • Bill Bishop
Agricultural and rural modernization; Socialist political economy; UK-PRC; PRC media in Africa
The State Council issued the “15th Five-Year Plan for Accelerating Agricultural and Rural Modernization,” the latest of the sectoral plans of the 15th…
 • Bill Bishop
Strategic Stability, Structural Strain | Sinification: May 2026
US-China | Global Order | East Asia | Europe | Middle East & Pakistan | Chinese Economy | Research and Education | Tech & AI The clearest fault line in…
 • James Farquharson, Thomas des Garets Geddes, and Jacob Mardell
New regulations on outbound investment; Qiushi on future industries; Chip export control dysfunction; Shangri-La Dialogue; EU-China
The June 1 issue of Qiushi has as its main theme the development of future industries, and the lead article from Xi is part of his speech at the January…
 • Bill Bishop

May 2026

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