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Xi in state media; Rumors of more real estate support; EU-China; PRC to surpass US in basic science research funding; FreeWeChat
Real estate stocks surge on rumors of more government support - Shares of PRC real estate companies surged Wednesday because of a rumor going around…
Jul 11
•
Bill Bishop
10
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Xi in state media; Rumors of more real estate support; EU-China; PRC to surpass US in basic science research funding; FreeWeChat
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1
Sharp China: Wang Yi’s Message on Ukraine; Continued EU Tensions; Deflation and ‘Disorderly’ Competition; Extended Thoughts on Two Months of…
Listen now | This episode of Sharp China is outside the paywall. On today's show Andrew and Bill begin with a look at tensions between the PRC and the…
Jul 10
•
Bill Bishop
43
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3
1:11:42
More on June Politburo meeting; Stabilizing employment; Trump's threat to bomb Beijing; EU's mindset needs "rebalancing"; TikTok
Did President Trump end “strategic ambiguity” over Taiwan? - The authors of “2024”, a new book about last year’s US Presidential campaign, obtained a…
Jul 10
•
Bill Bishop
9
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More on June Politburo meeting; Stabilizing employment; Trump's threat to bomb Beijing; EU's mindset needs "rebalancing"; TikTok
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Xi's Shanxi tour; VDL's tough on China speech; Rare earths; Kindergarten mass lead poisoning; "London Framework"
EU-China - European Commission President Ursula von der Leyen had very tough things to say about China in a speech to the European Parliament Tuesday…
Jul 9
•
Bill Bishop
7
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Xi's Shanxi tour; VDL's tough on China speech; Rare earths; Kindergarten mass lead poisoning; "London Framework"
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Xi in Shanxi; 88th anniversary of start of War of Resistance Against Japanese Aggression; New Xi Thought book; Liu Yuanchun on involution…
Xi in Shanxi - July 7th is the 88th anniversary of the 1937 Marco Polo Bridge Incident, the start of Second Sino-Japanese War. Xi went on an inspection…
Jul 7
•
Bill Bishop
13
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Xi in Shanxi; 88th anniversary of start of War of Resistance Against Japanese Aggression; New Xi Thought book; Liu Yuanchun on involution and overcapacity; Wang Yi in Europe
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1
Li Qiang to BRICS; Fujian finance; The Dalai Lama; Q3 special bonds; RMB
Dalai Lama says he will be reincarnated - In a statement Wednesday His Holiness the Dalai Lama said:The process by which a future Dalai Lama is to be…
Jul 2
•
Bill Bishop
15
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Li Qiang to BRICS; Fujian finance; The Dalai Lama; Q3 special bonds; RMB
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All about the RMB with Robin Brooks
Robin is a Senior Fellow at the Brookings Institution, and formerly Chief Economist at the IIF and Chief FX Strategist at Goldman Sachs. He writes an…
Jul 2
•
Bill Bishop
and
Robin J Brooks
93
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All about the RMB with Robin Brooks
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3
57:35
Central Commission for Financial and Economic Affairs meets; Involution; Magnets; Yanhuang Chunqiu 炎黄春秋
It sounds like some companies may be getting guidance on price-setting and there will be a renewed push to “phase out backward production capacity in an…
Jul 1
•
Bill Bishop
7
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Central Commission for Financial and Economic Affairs meets; Involution; Magnets; Yanhuang Chunqiu 炎黄春秋
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1
June 2025
Politburo meets; Party turns 104; Involution and deflation; Wang Yi to Europe; WHO report on Covid origins; Dalai Lama
Politburo study session - The theme of the 21st study session of this Politburo was “efforts to advance full, rigorous Party self-governance through…
Jun 30
•
Bill Bishop
48
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Politburo meets; Party turns 104; Involution and deflation; Wang Yi to Europe; WHO report on Covid origins; Dalai Lama
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June Politburo meeting and study session
The readout of the June Politburo meeting readout is quite short. The only disclosed agenda item was the deliberation of the “Regulations on the Work of…
Jun 30
•
Bill Bishop
8
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June Politburo meeting and study session
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2
US-China Deal?; Rare earths; Xi and the propaganda tea leaves; DeepSeek needs Nvidia; Gold diggers
Xi and the propaganda tea leaves - As I have discussed repeatedly recently, there has been a spate of rumors that Xi has lost power. And I have said…
Jun 26
•
Bill Bishop
53
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US-China Deal?; Rare earths; Xi and the propaganda tea leaves; DeepSeek needs Nvidia; Gold diggers
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4
The China video game market with Niko Partners
Watch now | A discussion with Lisa Hanson and Daniel Ahmad of Niko Partners about the China video game market and how Chinese game firms are going…
Jun 26
•
Bill Bishop
,
Lisa Hanson
, and
Daniel Ahmad
57
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The China video game market with Niko Partners
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4
46:02
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