Sharp China Podcast

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

September Politburo Meeting to Analyze and Study Current Economic Situation and Economic Work; Investors Pumped

More special bonds for fiscal stimulus?; Stock market surge; Water-filled submarine; MSS mad at New Zealand; Raising money by detaining private entrepreneurs -- 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

Secretary Blinken’s Meeting with People’s Republic of China (PRC) Director of the CCP Central Foreign Affairs Commission and Foreign Minister Wang Yi -- U.S. Department of State

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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