Oct 02 2024 50 mins 63
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Bill Bishop is the author of Sinocism
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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@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi bull market 2.0?; More support for real estate; Wang Yi meets Blinken — Sinocism
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) — Wall Street Journal
China’s Housing Glut Collides With Its Shrinking Population — Wall Street Journal
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 — Wall Street Journal
China concealed sinking of newest nuclear submarine, U.S. says — Nikkei Asia
Xi Jinping’s Succession Dilemma — Asia Society
