This episode of Sharp China is free for everyone.
Show Notes:
On today's show Andrew and Bill begin with revived animal spirits and the market response to the stimulus measures emerging from Beijing. Topics include: The September Politburo meeting as a sign of the government's commitment, why the capital markets may be a security priority for Xi, what might have motivated the sudden policy shift at the top, and parallels to the market responses in 2014. From there: The property sector and the multi-layered problem policymakers are attempting to solve, Blinken meets with Wang Yi in New York but still no word on a phone call between President Biden and Xi Jinping, a PRC nuclear submarine sinks, and a question about succession in the event of Xi's passing.
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Related Readings:
Xi bull market 2.0?; More support for real estate; Wang Yi meets Blinken -- Sinocism
China stocks surge in biggest single-day rally since 2008 on stimulus cheer -- Reuters
And Just Like That, China Did a Policy U-Turn (Again) -- WSJ
China’s Housing Glut Collides With Its Shrinking Population -- WSJ
China’s Newest Nuclear Submarine Sank, Setting Back Its Military Modernization -- WSJ
China concealed sinking of newest nuclear submarine, U.S. says -- Nikkei Asia
Xi Jinping’s Succession Dilemma -- Asia Society
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Sharp China: Animal Spirits and Xi Bull Market 2.0; Plans for the Property Sector; US-China Updates; Xi and the Succession Question