Show Notes: On today’s show Andrew and Bill begin with July’s Politburo meeting, including a date for the Fourth Plenum, more condemnations of “disorderly competition,” and signals that Party leadership remains confident despite the tumultuous year. From there: The U.S.-China meetings in Stockholm, the latest moves from Trump to moderate on chips and possibly Taiwan, and debating a spate of reports suggesting that Trump is working toward a deal and a meeting with Xi and adopting a softer approach to China.
Sharp China: July Politburo Meeting Takeaways and Trump’s Evolving Approach to China
July’s Politburo Meeting, including a date for the Fourth Plenum, more condemnations of “disorderly competition,” and signals that party leadership remains confident despite the tumultuous year.
Jul 31, 2025
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