Sharp China Podcast

Oct 30 2024 85 ep. 25 mins 21
Sharp China Podcast artwork

Understanding China and how China impacts the world. Hosted by Andrew Sharp and Bill Bishop.

sinocism.com

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Sharp China: Myriad Holes in US Chip Controls; New Reports on TSMC and Huawei; The Latest "Stimulus" News; Mixed Signals on Private Tutoring

Oct 30 2024 9 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill begin with an excellent report from Semi Analysis, and the state of the U.S. export controls on semiconductors and chipmaking equipment. Topics include: New reports of TSMC sales to Huawei-linked firms, the Commerce Department's oversight of chip controls, the variou

Sharp China: Questions for BRICS and the NPC; PRC Nuclear Arsenal and Ambitions; Taiwan's Energy Security; Heightened Scrutiny on TSMC and the Biden Admin

Oct 23 2024 12 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill begin with Xi Jinping's visit to the16th BRICS Summit and Russia's rumored effort to build a platform for international payments that would be immune to Western sanctions. From there: The Power of Siberia-2 pipeline that may or may not materialize, waiting for news o

Sharp China: Operation Joint Sword 2024B; The Latest on the "Stimulus"; US Presidential Election Follow-Up; Two Pandas Fly to D.C.

Oct 16 2024 15 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill begin with the news that the PRC has sent two pandas to the National Zoo in Washington D.C., as Qing Bao, a 3-year-old year-old female, and Bao Li, a 3-year-old male, begin a 30-day quarantine in the Panda House. Then: Takeaways from Monday's Operation Joint Sword 20

Sharp China: Market Adventures Continue; Waiting for an NPC Meeting; EU Tariffs on PRC EVs; Taiwan National Day

Oct 09 2024 11 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes: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

Sharp China: Animal Spirits and Xi Bull Market 2.0; Plans for the Property Sector; US-China Updates; Xi and the Succession Question

Oct 02 2024 50 mins  
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

Sharp China: Unpacking the New Stimulus Measures; A Top Economist Disappears; US Moves on Connected Vehicles; The Future of China Policy for Democrats

Sep 26 2024 15 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill begin with a raft of measures announced this week to stimulate the economy. Topics include: A pop to the stock market just in time for the PRC's 75th anniversary, stimulating mergers and acquisitions, whether this week's measures indicate more relief in the months to

Sharp China: Retirement Age Reforms; A Sabina Shoal Win for the PRC and Questions for the US; Chip Companies in DC; Japan and TikTok

Sep 18 2024 16 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today’s show Andrew and Bill begin by wishing a happy mid-autumn festival to all. Then: The PRC government implements the Decision on Gradually Raising the Statutory Retirement Ages. Why was this necessary, why were the changes made now, and what might this signal about the rest of goals and r

Sharp China: The Arrest of Linda Sun; Overcapacity and Mounting Deflation Concerns; A New Role for Qin Gang; Rock Bottom for PRC Men's Soccer

Sep 11 2024 15 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill begin with reactions to last week's arrest of Linda Sun, a former deputy chief of staff to governor Kathy Hochul. Topics include: The allegations contained in the Department of Justice indictment of Sun and her husband, the PRC efforts to influence local government o

Sharp China: The US-China Strategic Channel; Continued Drama in the South China Sea; The Next Phase of Chip Controls; Black Myth: Wukong

Sep 04 2024 67 mins  
This episode of Sharp China is free for everyone.Show Notes: On today’s show Andrew and Bill begin with a look at the dialogue between National Security Advisor Jake Sullivan and Director of the Office of the Central Foreign Affairs Commission Wang Yi. Topics include: Why meetings with Wang are valuable to the U.S. side, the progress the meetings have (and have not) yielded, and

Sharp China: A New Flashpoint with the Philippines; PRC and the US Election; Tim Walz and China; Connected Vehicles Updates

Aug 21 2024 14 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill return from the Beidaihe break with an update on a raft of Xi rumors and a programming note. Then: Back to the South China Sea, where good news at Second Thomas Shoal has quickly been overshadowed by an aerial incident at Scarborough Shoal and Monday's collision betw