Sinocism

Sinocism

Sharp China: Wang Yi Visits South Korea; Remembering Zhu Rongji; US-China Ahead of Xi's Visit; How China Monitors Foreigners
This episode of Sharp China is outside the paywall.
 • Bill Bishop
59:33
Wang Yi in South Korea; Unitree IPO; PRC tells EU to pound sand over JD.com; H200 purchases; Youth unemployment rises
Unitree priced its IPO at RMB150.80, opened at RMB1,100, and closed at RMB845, up 460.3% from the offer price. Its market capitalization is now about…
 • Bill Bishop
Funeral for Zhu Rongji; Xi meets Ecuadorian President Noboa; Jiang Zemin; Housing provident fund; Consumption; What does China want?
Wang Yi will visit South Korea for two days starting Wednesday. According to the Korea Herald: A Seoul Foreign Ministry official, requesting anonymity…
 • Bill Bishop
More weak July economic data; State Council Plenary session; Jiang Zemin Commemoration; AI tokens; Xi's DC visit; “Once Upon a Time in the…
Jiang Zemin Commemoration - There were few surprises at the Monday commemoration for the 100th anniversary of the birth of Jiang Zemin. All living…
 • Bill Bishop
"Beidaihe Break" is over; Jiang Zemin's 100th; RIP Zhu Rongji; US-China; July economic data; New Qiushi
Former Premier Zhu Rongji died on August 11 at the age of 98. His memorial service will be on August 18. Zhu has not been politically relevant for many…
 • Bill Bishop
Advantage Does Not Equal Victory | Sinification: July 2026
US-China & Global Order | Europe | Chinese Economy & Going Out | Middle East | South China Sea | Neighbourhood Diplomacy | Regional Relations | AI …
 • Jacob Mardell, James Farquharson, and Thomas des Garets Geddes
Politburo study session; Regulation on Exit and Entry Administration; US-China; AI; Scarborough Shoal/Huangyan Dao
I thought I would be on vacation already but there too many interesting things over the last few days to not do one more newsletter before heading off…
 • Bill Bishop

July 2026

July 2026 Politburo meeting; Fifth Plenum set for October; Signals of marginal, incremental policy support
The Politburo held its July meeting today. Some of the highlights: Fifth Plenum scheduled for October, agenda is “to study major issues concerning the…
 • Bill Bishop
A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes
Show Notes:
 • Bill Bishop
1:00:05
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
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