Sinocism

Sinocism

Xi arrives in DC; PLA Daily editorial on Zhang Youxia and Liu Zhenli; ODI; Nuclear weapons
We do not have much more visibility today than we did yesterday about possible outcomes from Xi’s visit. Treasury Secretary Bessent met again with He…
 • Bill Bishop
Sharp China: Xi Jinping Comes to Washington; US-China Agenda, Questions and Expectations; The September Politburo Meeting
Listen now | Show Notes:
 • Bill Bishop
1:01:57
Premier Li on advanced manufacturing; Xi’s US visit; AI; “Enemy state” clauses
Xi Jinping should land in DC in about 24 hours. We still have little visibility on what the outcomes may be, beyond a reaffirmation of the US and PRC…
 • Bill Bishop
Fifth Plenum date set; Xi’s US visit confirmed as negotiators meet in New York; Zhang Youxia and Liu Zhenli expelled from Party and PLA
The Politburo held its September meeting Monday and announced that the Fifth Plenum will convene October 26-29. The PRC officially confirmed that Xi…
 • Bill Bishop
National Advanced Manufacturing Conference; China pushing Iran to rein in the Houthis?; Xi’s visit to DC and US-China AI Dialogue
Xi visit to DC - More details are coming about the plans for Xi’s visit to DC next week, with the most interesting report today coming from Politico…
 • Bill Bishop
Xi rumors; Iran FM in Beijing; PBoC head on lending; US-China meeting; AI; EU-China
There is a new round of rumors about Xi’s health. I think it is BS but since I have been getting lots of pings about it, it makes sense to address them
 • Bill Bishop
Sharp China: The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party's Approach to Social…
Show Notes:
 • Bill Bishop
58:19
More weak August data; Advance work for Xi-Trump meeting; ICBC documents leak; New exit-entry rules go into effect
In this issue: 1. More weak August data 2. Advance work for Xi-Trump meeting 3. ICBC documents leak 4. New exit-entry rules go into effect
 • Bill Bishop
US-China Strategic AI Dialogue (SAID) Proposal
A structured U.S.-PRC government dialogue on strategic artificial intelligence risk reduction
 • Bill Bishop
Xi’s India trip; US-China and AI; MSS head on AI; Weak August credit data; “Dynamic zero 动态清零” for payment arrears
Today has been a whirlwind of news about calls to pace AI development, triggered by Anthropic CEO’s “We Must Pace the Frontier” essay over the weekend…
 • Bill Bishop
Xi going to India; Plan for Building a Financial Powerhouse; Anthropic drops bombs in PRC AI firms; “Enemy-state clauses”; US-China
Anthropic’s September report is not just about China but includes multiple examples of what it says is problematic behavior by Chinese firms and…
 • Bill Bishop
Deflation over for now; MOFCOM responds to US distillation advisory; DeepSeek IPO and new model; Xi-Trump summit
Expectations should be low for US-China AI discussions around Xi’s upcoming visit, not only because of this advisory and the response but also because…
 • Bill Bishop
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