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Investors unimpressed by latest rescue efforts; Wang Huning on the “Four Major Challenges 四大挑战”; Li Qiang on AI; Nvidia and China
In this issue: 1. Stock market investors unimpressed 2. Wang Huning on the “Four Major Challenges 四大挑战” 3. Li Qiang on AI 4. Nvidia and China 5…
6 hrs ago
•
Bill Bishop
4
Fifth Plenum outcomes; Stock market rescue; Middle East diplomacy; “Look East” and “learn from the CPC”; Mbappé mess continues
We have the full Fifth Plenum Resolution, Xi’s explainer of the document, and the official story on how the document came about. There is a lot to chew…
Nov 2
•
Bill Bishop
4
Beyond the G2, Unruly Middle Powers | Sinification: October 2026
This monthly report is prepared for Sinocism by the excellent Sinification, an invaluable resource for understanding how domestic and international…
Nov 2
•
Thomas des Garets Geddes
,
James Farquharson
, and
Jacob Mardell
17
2
October 2026
Fifth Plenum Communiqué
Today’s note is just focused on the Fifth Plenum communiqué that was released earlier today. The communiqué largely confirms the direction suggested by…
Oct 29
•
Bill Bishop
10
2
1
Sharp China: Five Questions on the Fifth Plenum; Mbappé Hysteria and a Chinese Own Goal; The STAR 50 AI Bubble Has Burst
Show Notes: On today's show Andrew and Bill begin with five questions on the Fifth Plenum as Xi continues his corruption crackdowns and propaganda…
Oct 29
•
Bill Bishop
31
1
1:01:25
Fifth Plenum watch; Mbappé mess continues; EU still hoping PRC will revalue RMB
In this issue: 1. Fifth Plenum watch 2. Mbappé mess continues 3. EU-China
Oct 28
•
Bill Bishop
18
1
Fifth Plenum; Struggle sessions for Mbappé after calling Mao a dictator; Struggles for A-share investors
“Insults to China’s late great leader will not be tolerated! Eating China’s food while smashing China’s cooking pot? Mbappé, you’re unworthy!”
Oct 27
•
Bill Bishop
77
5
Fifth Plenum begins; October Politburo meeting; Kim Jong Un visits Dandong; Tough proposed US investment rules; AI; GGI
In this issue: 1. Fifth Plenum begins 2. October Politburo meeting 3. State Council executive meeting 4. Wang Huning meets Kim Jong Un in Dandong 5. US…
Oct 26
•
Bill Bishop
4
Long March 90th anniversary ceremony; Li Qiang meets Putin; A-share investors suffering
In this issue: 1. Long March 90th anniversary event 2. Li Qiang meets Putin 3. Wang Yi meets his Djibouti counterpart 4. New long march for A-share…
Oct 22
•
Bill Bishop
70
2
Promoting tech and industry “deep integration”; Long March; Youth unemployment; AI export controls
Thursday is the 90th anniversary of the official completion of the Long March. There will be a commemoration and a speech by Xi. As I have written in…
Oct 21
•
Bill Bishop
6
1
Sharp China: New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
Listen now (71 mins) | Show Notes: On today’s show Andrew and Bill begin with a raft of proposed export controls from Beijing on AI-related…
Oct 21
•
Bill Bishop
30
1
2
1:11:26
Premier Li’s message to Iran; National Data Group; Fifth Plenum watch; Squeezing Japan; Long March
In this issue: 1. Li Qiang at the SCO Heads of Government meeting 2. National Data Group inaugurated 3. Fifth Plenum watch 4. Rare earth squeeze on…
Oct 20
•
Bill Bishop
8
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