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Still no US-China talks; Disappointing April data; Private enterprise law passes; Miao Hua; Xi on 15th Five-Year Plan; New white paper on…
The PRC Ministry of Foreign Affairs spokesperson said Wednesday that in the last 24 hours “as far as he knows, the two sides had not engaged in any…
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Bill Bishop
2
Sharp China: ‘Protracted War’ and ‘Struggle’; The Looming Risks for the PRC; A Politburo Study Session on AI; Apple’s Attempt to Pivot
On today’s show Andrew and Bill take stock of the trade war one month after “Liberation Day.” Topics include: Domestic messaging on “struggle” and…
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Bill Bishop
2
1:04:11
Xi inspects Shanghai, talks AI and Global South; "不跪/Never kneel down"; AI; Jack Ma and Huang Youlong
The Ministry of Foreign Affairs released a propaganda video titled “不跪/Never kneel down” that attacks the US for the trade war and other misdeeds, while…
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Bill Bishop
2
Trade struggle and protracted war; Still no confirmed US-China trade talks; Wang Yi meets Lavrov
Struggle and protracted war - Beijing Daily’s 长安街知事 social media account posted an article Monday titled Today, it is necessary to revisit On Protracted…
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Bill Bishop
1
April Politburo Study Session on AI is bad news for Nvidia
his section is why I say the meeting is more bad news for Nvidia in China:Xi Jinping emphasized that to seize the initiative and gain the advantage in…
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Bill Bishop
1
April Politburo meeting; Trade "struggle"; PRC tariff exemptions; Confusing talk of talks; Did PRC officials visit the US Treasury?
The Politburo held its April meeting today, and the topic was the economic situation, as it usually is at the April meeting. I have provided a full…
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Bill Bishop
1
Talks or no talks?; Rare earths; Xi meets Kenyan president; Negative list
The fog of the US-China trade war thickens. On Thursday in Beijing, both the Ministry of Commerce and the Ministry of Foreign Affairs said currently…
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Bill Bishop
3
Trump team signals possibility of lower tariffs on PRC goods; Xi on climate; China working the EU; China-Russia financial sanctions evasion
Administration officials then said that the US would not cut the rates unilaterally, but no one has yet articulated how they are going to get the…
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Bill Bishop
1
Sharp China: Bessent and an ‘Unsustainable’ Path; Making Sense of Hourly Madness; The PRC’s Message to the World; A Note on Canada
Listen now | Show Notes: On today’s show Andrew and Bill begin with Tuesday’s signals that the Trump administration may seek to deescalate its trade…
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Bill Bishop
50:41
US again signals desire for a China trade deal; More limits on rare earths-related exports to US; Myanmar; JD takes on Meituan
PRC Minister of Finance Lan Fo’an will be in DC for part of this week to attend the World Bank meetings, so perhaps there could be a meeting, but if…
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Bill Bishop
Appeasement of the US is not an option; Wang Yi on Xi's trip; Private economy law; More pilots for service sector opening
Of course China will push back on any efforts to force other countries to reduce trans-shipments of PRC goods and lessen their reliance on PRC supply…
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Bill Bishop
Sharp China: The Fog of the Trade War Continues; US Restricts Nvidia Sales to the PRC; Jensen Huang Heads to Beijing; Rare Earths and Supply…
On today's show Andrew and Bill return to discuss the state of the trade war two weeks after “Liberation Day” and the imposition of a 145% tariff rate…
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Bill Bishop
7
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