Sinocism

Sinocism

RMB and global imbalances; PRC missiles to Iran?; National Plan for Addressing Climate Change; Commercial space industry
We are still waiting for the July Politburo meeting. Gita Gopinath, Pierre-Olivier Gourinchas and Hélène Rey - two former IMF chief economists and the…
 • Bill Bishop
Xi meets Slovak president; “Excess capacity” or “Overcapacity”? ; CXMT IPO; Overseas Chinese affairs conference; Li Qiang in Tangshan; Chips…
In this issue: Xi meets Slovak president “Excess capacity” or “Overcapacity”? CXMT IPO the day after Xinhua’s mid-year review of the Chinese economy Li…
 • Bill Bishop
CXMT IPO; Taxing offshore assets; Fang Xinghai; US-China; AI; Lula supports China-Mercosur deal
The July Politburo meeting should happen this week, and should include as part of its agenda “analyzing and studying the current economic situation, and…
 • Bill Bishop
Another CSRC meeting; DeepSeek CEO comments; SAMR warns about "externalization of involution 内卷外化"; US-China; Strengthening social work
President Trump confirmed that Xi will visit the US on September 24. That is not a surprise, the Rubio-Wang meeting readouts were clear they were…
 • Bill Bishop
Wang Huning tours Tibet; US government officials go after Moonshot; Wang Yi-Rubio meeting; PRC-Philippines; H1 fiscal revenue and…
The head of the White House Office of Science and Technology Policy, the Treasury Secretary and a senior State Department official all tweeted similar…
 • Bill Bishop
Stock market rescue progress; "Open" AI with Chinese characteristics?; PRC-Philippines trade accusations as Wang Yi arrives for ASEAN…
“Strengthening the guidance of capital-market expectations” likely means more positive talk about market prospects, and “further institutionalizing…
 • Bill Bishop
Sharp China: Kimi Madness; Xi's AI Vision and US Questions; Trump's Election Data Claims; The Connected Vehicle Security Act
Show Notes:
 • Bill Bishop
50:04
Stock market rescue; World AI Conference and open models; Second Thomas Shoal fight; Involution battles
Operation stock market rescue - The National team is back to try to turn around the stock market, after losses approaching ten trillion RMB this month…
 • Bill Bishop
WAIC; Another order for AI; Kimi's new model; Smart China hire by Australian government; Consumption; Extended dog days of summer 三伏天
Moonshot is the latest PRC firm showing the way to building open-source AI, with the release today of Kimi K3, which from early reviews is a…
 • Bill Bishop
Sharp China: K-Shaped Economic Data And Its Implications; Ma Xingrui News; Closing Window for Open Source AI?; The SCS and International Law…
On today’s show, Andrew and Bill begin by parsing the economic data released by the PRC this week, including slower-than-expected growth, the Party’s…
 • Bill Bishop
58:16
Xi inspects Shanghai; GDP data; Problems in the US-China trade deal; Foreign Correspondents Club on reporting challenges
The PRC economy slowed more than expected in Q2. Real GDP growth declined from 5.0% year-on-year in Q1 to 4.3%, below the 4.5% consensus and the lower…
 • Bill Bishop
Ma Xingrui case; Trade data; Themes for Xi's WAIC speech; Kevin Rudd on Xi and China
At present two entirely different logics of development exist in the AI field: some media have summed them up as "oil thinking" and "water-flow…
 • Bill Bishop
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