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DeepSeek deep sixes US tech stocks; Wang Yi-Rubio call; CIA on COVID origins; PRC carbon peaking?; Generic drugs scandal
DeepSeek’s open source AI breakthroughs tanked US tech stocks, and especially Nvidia. The reaction looks overblown to me, but I do not give investment…
 • 
Bill Bishop
1
Sharp China: TikTok Fiasco Continues; Breathing Room on Tariffs; The RMB Calculus; Notes on Taiwan and Hollywood
On today's show Andrew and Bill begin with the fate of TikTok after a wild week of updates. Topics include: A ByteDance investor who says that TikTok…
 • 
Bill Bishop
4
58:48
Xi visits Shenyang; Regulators discuss measures to help capital markets; A TikTok deal “short of divestiture”?; “Anesthetics Not…
A TikTok deal “short of divestiture”? - General Atlantic CEO Bill Ford is on the board of ByteDance and his firm is a big shareholder in ByteDance. He…
 • 
Bill Bishop
Xi in Liaoning; New plan to get long-term capital into the markets; Trump threatens 10% tariffs; TikTok; Dear Li Hua; Fukushima
Trump threatens 10% tariffs - Investors had found some comfort in the fact the President Trump did not impose more tariffs on the PRC on his first day…
 • 
Bill Bishop
1
Xi-Putin Chat; Trump gone soft on China?; TikTok’s US challenge; DeepSeek; Ding at Davos; Manufacturing industry stimulus?
Trump gone soft on China? - On Monday President Trump signed the “America First Trade Policy” Executive Order (EO). The EO has a section titled…
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Bill Bishop
1
US- China in Trump 2.0; January Politburo meeting; Getting ready for Spring Festival; TikTok
Perhaps most important, there was nothing in the day one orders signed by Trump about new tariffs in China, in spite of all the campaign rhetoric. As…
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Bill Bishop
5
Chris and Bill talk TikTok ban and US-China under Trump
I had a good conversation this afternoon with about what may happen in the next few hours with TikTok Us, and how President-elect may try to undo the…
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Bill Bishop
 and 
Chris Cillizza
2
59:02
Sharp China: Whither TikTok?
Watch now | A recording of a Sharp China live video about what may be next for TikTok in the US. Thanks everyone who tuned into today’s live video with…
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Bill Bishop
 and 
Andrew Sharp
3
34:05
Vanke in trouble; US politicians flip flop on TikTok; Xiaohongshu RedNote's fleeting moment?
TikTok should be OK - TikTok called American politicians’ bluff with its announced intention to shut it down on January 19, and politicians on both…
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Bill Bishop
7
Xi’s diplomacy with Sri Lanka and Vietnam; Cleaning up the IPO underwriting process; Chip controls, sanctions and entity listings; TikTok
Ministry of Public Security vows to rescue citizens trapped overseas - The Ministry of Public Security (MPS) responded to the online uproar about the…
 • 
Bill Bishop
Sharp China: TikTok and Musk and Xiaohongshu; Xi’s Speech To Top Leaders; New PLA Capabilities for Taiwan; Proposed AI Controls and…
On today’s show Bill and Andrew begin with multiple reports that Chinese officials have considered working with Elon Musk to find a resolution for…
 • 
Bill Bishop
1:02:57
Xi chats with European Council President Antonio Costa; US rule on connected vehicles; RMB talk; Supply chain binding; TikTok
4. US finalizes rule on connected vehicles - The US Department of Commerce issued the final rule on restricting imports of connected passenger vehicles…
 • 
Bill Bishop
2
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