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Sharp China: Big Picture Questions for 2024; Taiwan and the Philippines and Tentative Stability; Our Favorite Memories from 2023
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 • 
Bill Bishop
 and 
Andrew Sharp
3
1:10:16
Sharp China: The Taiwan Status Quo; Markets and GDP Go Opposite Directions; China and the Red Sea; Cannabis; Soccer Corruption
Listen now | Show Notes: On today’s show Andrew and Bill begin with last weekend’s election in Taiwan, where William Lai and the DPP retained their hold…
 • 
Bill Bishop
 and 
Andrew Sharp
1:05:22
Wang Yi at the UN; Fu Zhenghua sentenced; Nvidia China sales
Summary of today’s Essential Eight:
 • 
Bill Bishop
1
Vanke in trouble; US politicians flip flop on TikTok; Xiaohongshu RedNote's fleeting moment?
TikTok should be OK - TikTok called American politicians’ bluff with its announced intention to shut it down on January 19, and politicians on both…
 • 
Bill Bishop
7
Sharp China: Tesla’s Future in China; Chinese EVs Around the World; Moves to Stabilize the Markets; More Questions on the Red Sea
Listen now | Show Notes: On today’s show Andrew and Bill begin with an expanding list of sensitive sites around China at which Tesla vehicles have been…
 • 
Bill Bishop
 and 
Andrew Sharp
3
51:24
New Minister of Defense and more signs of a PLA purge; Foreign Affairs Work Conference; Reprieve for gaming?; Jimmy Lai
Happy New Year!
 • 
Bill Bishop
6
Anger over Ascend guidance and "AI containment"; Golden Dome; Rare Earths; Support for small and micro enterprises
With DeepSeek, the Chinese leadership may see an opportunity to mount a global version of AI “encircling the cities from the countryside 农村包围城市” against…
 • 
Bill Bishop
Sharp China: Trade Talks in Switzerland; Continuing Data Opacity Concerns; Xi Heads to Moscow; The CIA Takes to YouTube
Show Notes: On today’s show Andrew and Bill begin with the news that the US and PRC are sending representatives to Switzerland to discuss trade talks…
 • 
Bill Bishop
1
1:01:00
Sharp China: Xi-Biden at APEC; Xi’s Message to the Business Community; Another ‘Dictator’ Comment; Eyes on Taiwan’s Presidential Election
Listen now | Show notes: On today's show Andrew and Bill look back at a week of news from San Francisco. Topics include: A "tactical stabilization" in…
 • 
Bill Bishop
2
1:02:11
Trade war whiplash; Central conference on work related to neighboring countries; Premier meeting on economic situation; No H20 ban
I believe that means he raised the tariff rate by another 21% on China, and then hours after the post he said he did not think he would need to raise…
 • 
Bill Bishop
US-China Geneva"détente" may be breaking; US to start revoking PRC student visas; China-PIC meeting; EV sector bloodbath coming?
The Geneva “détente” may be breaking. Late Wednesday afternoon the US State Department announced a crackdown on visas for PRC students:Under President…
 • 
Bill Bishop
1
Trump team signals possibility of lower tariffs on PRC goods; Xi on climate; China working the EU; China-Russia financial sanctions evasion
Administration officials then said that the US would not cut the rates unilaterally, but no one has yet articulated how they are going to get the…
 • 
Bill Bishop
1
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