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Stock market expectations; EU EV tariffs; Taiwan; Pakistan terror attack; Vietnam fishing boat attack
I hope everyone who had the last week off had a nice holiday, and is now primed to print money in the PRC stock casino markets! How much will stocks…
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Bill Bishop
1
Sharp China: Animal Spirits and Xi Bull Market 2.0; Plans for the Property Sector; US-China Updates; Xi and the Succession Question
This episode of Sharp China is free for everyone.
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Bill Bishop
50:56

September 2024

Xi bull market 2.0?; More support for real estate; Wang Yi meets Blinken;
Happy PRC National Day to any readers who celebrate it!
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Bill Bishop
3
More special bonds for fiscal stimulus?; Stock market surge; Water-filled submarine; MSS mad at New Zealand; Raising money by detaining…
1. More special bonds for fiscal stimulus? - The readout from today’s Politburo meeting talked about intensifying “counter-cyclical adjustments in…
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Bill Bishop
1
Sharp China: Unpacking the New Stimulus Measures; A Top Economist Disappears; US Moves on Connected Vehicles; The Future of China Policy for…
Listen now (66 mins) | Show Notes: On today's show Andrew and Bill begin with a raft of measures announced this week to stimulate the economy. Topics…
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Bill Bishop
1
1:05:59
September Politburo Meeting to Analyze and Study Current Economic Situation and Economic Work; Investors Pumped
The Politburo met Thursday for its monthly meeting and the topic was “to analyze and study the current economic situation and make further arrangements…
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Bill Bishop
Addressing employment concerns; Stimulus!?; Connected vehicles and EU EV tariffs; CASS purge; Xinjiang cotton; ICBM test
Summary of today’s Essential Eight:
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Bill Bishop
1
Japanese schoolboy dies in Shenzhen; PRC lobbying progress in EU; Xi on energy security; Lawfare to silence critics; Hunan finance chief…
Lawfare to silence critics overseas - The US House select committee on China held a hearing today to examine “how the CCP uses the law to silence…
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Bill Bishop
6
State Council on venture capital; EU vote on PRC EV tariffs delayed?; Japanese child stabbed in Shenzhen; Botnet; Gwadar
Earlier today I published this week’s episode of Sharp China- Retirement Age Reforms; A Sabina Shoal Win for the PRC and Questions for the US; Chip…
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Bill Bishop
1
Sharp China: Retirement Age Reforms; A Sabina Shoal Win for the PRC and Questions for the US; Chip Companies in DC; Japan and TikTok
Show Notes:
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Bill Bishop
58:55
Overcapacity; National security; Japan and chip controls; Moutai; Big food concept
Happy Mid-Autumn Festival! More US jawboning on overcapacity - Jay Shambaugh, the US Department of Treasury’s undersecretary for international affairs…
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Bill Bishop
1
Economic data; Retirement ages; A win for the PRC at Xianbin Jiao/Sabina Shoal?; US pastor released; US chip export controls
Happy Mid-Autumn Festival! Industry lobbying ahead of next updates of US semiconductor export controls - The US House of Representatives China Select…
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Bill Bishop
2
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