Oct 09 2024 11 mins 44
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Bill Bishop is the author of Sinocism
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 of last week's gains erased, while the PRC markets continued to see gains. Topics include: Misplaced expectations on the NDRC press conference, a National People's Congress meeting later in October that may articulate more concrete measures, and more thoughts on the continued volatility in the market themselves as well as commentary around the world. From there: An emailer has a question about a potential ByteDance IPO, a note on the broader concerns that persist in the PRC, and the EU passes tariffs on PRC EVs. At the end: A note on Taiwan National Day and the potential for an Operation Joint Sword 2024B, and a listener notes that Xi Jinping is leaving China far less frequently than he once did.
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@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Stock market volatility; Premier Li meetings on the economy; PRC goes after EU brandy; Wu Bangguo; Wang-Raimondo call; MSS on the "China Initiative" — Sinocism
Stock market expectations; EU EV tariffs; Taiwan; Pakistan terror attack; Vietnam fishing boat attack — Sinocism
China Markets Warn Xi That More Stimulus Is Needed to Fuel Rally — Bloomberg
China targets brandy in EU trade tit-for-tat after EV tariff move — Reuters
EU votes for tariffs on Chinese-made EVs in blockbuster trade row — SCMP
‘A very serious situation’: Volkswagen could close plants in Germany for the first time in history — CNN
Communist China not the motherland, says Taiwan’s president, because our republic is older — The Guardian
US concerned about Taiwan candidate — Financial Times (2011)
China is using an “anaconda strategy” to squeeze Taiwan — The Economist
