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Sharp China: Final Updates to the Biden Chip Controls; Peak Tough on China?; PLA and CEWC Speculation; More Trump Questions than Answers in…
This episode of Sharp China is free for everyone.
Dec 4
•
Bill Bishop
27
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1:05:41
November 2024
Sharp China: The Final Biden-Xi Meeting; PRC Messaging to the World; Mass Attacks and the Party Response; Trump Transition Updates
Show Notes:
Nov 20
•
Bill Bishop
31
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1:06:55
Sharp China: Stabilization Measures and Export Questions; Taiwan Considers US Arms Purchase; TSMC Halts Advanced Chip Sales to China; Trump…
Listen now (60 mins) | Show Notes: On today's show Andrew and Bill begin with Friday's announcement from the NPC standing committee and more incremental…
Nov 13
•
Bill Bishop
31
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1
59:52
Sharp China: Questions and Expectations for Trump 2.0; Looming Trade Tensions and PRC Responses; Volatility and Intermediaries; TikTok’s…
Listen now | This episode of Sharp China is free for everyone.
Nov 8
•
Bill Bishop
43
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1:04:43
October 2024
Sharp China: Myriad Holes in US Chip Controls; New Reports on TSMC and Huawei; The Latest "Stimulus" News; Mixed Signals on Private Tutoring
Show Notes: On today's show Andrew and Bill begin with an excellent report from Semi Analysis, and the state of the U.S. export controls on…
Oct 30
•
Bill Bishop
and
Andrew Sharp
29
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1
1:01:06
Sharp China: Questions for BRICS and the NPC; PRC Nuclear Arsenal and Ambitions; Taiwan's Energy Security; Heightened Scrutiny on TSMC and…
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Oct 23
•
Bill Bishop
38
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5
56:11
Sharp China: Operation Joint Sword 2024B; The Latest on the "Stimulus"; US Presidential Election Follow-Up; Two Pandas Fly to D.C.
Listen now | Show Notes: On today's show Andrew and Bill begin with the news that the PRC has sent two pandas to the National Zoo in Washington D.C., as…
Oct 16
•
Bill Bishop
32
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1
1:02:50
Sharp China: Market Adventures Continue; Waiting for an NPC Meeting; EU Tariffs on PRC EVs; Taiwan National Day
Listen now | Show Notes: On today's show Andrew and Bill begin with the market's reactions to the NDRC press briefing on Tuesday, as Hong Kong saw all…
Oct 9
•
Bill Bishop
31
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1
57:22
Sharp China: Animal Spirits and Xi Bull Market 2.0; Plans for the Property Sector; US-China Updates; Xi and the Succession Question
This episode of Sharp China is free for everyone.
Oct 2
•
Bill Bishop
27
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50:56
September 2024
Sharp China: Unpacking the New Stimulus Measures; A Top Economist Disappears; US Moves on Connected Vehicles; The Future of China Policy for…
Listen now (66 mins) | Show Notes: On today's show Andrew and Bill begin with a raft of measures announced this week to stimulate the economy. Topics…
Sep 26
•
Bill Bishop
29
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1
1:05:59
Sharp China: Retirement Age Reforms; A Sabina Shoal Win for the PRC and Questions for the US; Chip Companies in DC; Japan and TikTok
Show Notes:
Sep 18
•
Bill Bishop
25
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58:55
Sharp China: The Arrest of Linda Sun; Overcapacity and Mounting Deflation Concerns; A New Role for Qin Gang; Rock Bottom for PRC Men's…
Show Notes:
Sep 11
•
Bill Bishop
23
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1:01:12
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