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Sharp China: ‘Moderately Loose’ and Cautiously Stimulating; Nvidia Under Investigation; Broadening Export Bans; A TikTok Verdict and a Trump…
Listen now (64 mins) | Show Notes: On today's show Andrew and Bill begin with the latest messaging from Beijing on efforts to stimulate the economy in…
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Bill Bishop
1:03:37
CEWC; Xi meets with heads of international economic organizations; PLA exercise around Taiwan; Politburo study session on border areas
Onshore markets unimpressed as we await the CEWC - PRC stock markets opened up strong Tuesday but then gave back most of their gains. As positive as the…
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Bill Bishop
Politburo meeting and CEWC; Nvidia antitrust investigation; Trump and China; TikTok's narrowin path in US
Anti-monopoly investigation into Nvidia - According to the very short official announcement “State Administration for Market Regulation has initiated an…
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Bill Bishop
1
December Politburo meeting ahead of the Central Economic Work Conference (CEWC)
The headline of the readout is “CPC Central Committee Political Bureau Holds Meeting to Analyze and Research 2025 Economic Work, Study and Deploy Party…
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Bill Bishop
Xi meets with the PLA Information Support Force; Defense Minister not detained; More sanctions over Taiwan arms sales
1. Xi meets Party delegates of the PLA Information Support Force - Xi meet with the delegates to the First Party Congress of the Information Support…
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Bill Bishop
1
Xinhua Q&A on economy ahead of CEWC; PRC-Philippines tensions; GM’s China dream ending; Doping scandal; RIP Chiung Yao 琼瑶
Xinhua Q&A series on the economy ahead of the CEWC - Xinhua has started a “Q&A” series on the current state of the economy - 当前中国经济问答之. The first one is…
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Bill Bishop
Sharp China: Final Updates to the Biden Chip Controls; Peak Tough on China?; PLA and CEWC Speculation; More Trump Questions than Answers in…
This episode of Sharp China is free for everyone.
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Bill Bishop
1:05:41
CEWC; Reactions to chip controls; Studying Xi Thought on Culture
CEWC to meet next week - Bloomberg reports that the Central Economic Conference will convene December 11-12. That is not “early”, as some of the rumor…
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Bill Bishop
No mention of November Politburo meeting; US updates chip controls; Xi on the BRI; Lai in Hawaii; Miao Hua; US-China prisoner swap
No announcement of a November Politburo meeting - There was no public announcement of a November Politburo meeting or study session. Usually in November…
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Bill Bishop

November 2024

Social stability concerns; Another PRC Defense Minister in trouble?; “Additional 10% tariff, above any additional tariffs”; Chip controls…
Consumption stimulus and an early Central Economic Work Conference? - Expect a big push around the upcoming China Economic Work Conference (CEWC) about…
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Bill Bishop
Xi stops in Morocco; Concerns about social stability; Updated semiconductor controls imminent?; Campaign to address algorithm problems on…
This edition of the newsletter is coming to you earlier than usual because I will be at the Stockholm China Forum Monday and Tuesday and so there will…
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Bill Bishop
Measures to promote foreign trade; More speculation about Trump 2.0 and China; Zhejiang cracks down on official extortion of businesses
Climate envoy Liu Zhenmin on Trump Administration and the Paris Agreement - The Beijing News interviewed climate envoy Liu Zhenmin. When asked about the…
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Bill Bishop
1
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