Sharp China Podcast

Jan 30 2025 96 ep. 26 mins 23
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: Happy Lunar New Year and A Few Thoughts on DeepSeek

Jan 30 2025 10 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes: On today’s show Andrew and Bill wish a Happy Lunar New Year to the audience and interrupt the holiday week in the PRC to share various reactions to a week of DeepSeek discussion in the U.S. Topics include: The DeepSeek origin story, OpenAI and distillation questions, DeepSeek’s future in China

Sharp China: TikTok Fiasco Continues; Breathing Room on Tariffs; The RMB Calculus; Notes on Taiwan and Hollywood

Jan 24 2025 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 fate of TikTok after a wild week of updates. Topics include: A ByteDance investor who says that TikTok may continue in the U.S. without a full divestiture, lessons for the PRC and US from the past few weeks, and why potential TikTok buyers might be war

Sharp China: Whither TikTok?

Jan 17 2025 34 mins  
Thanks everyone who tuned into today’s live video with Andrew Sharp to discuss the SCOTUS decision about TikTok and what may be next for the app in the US. We are still in beta please so excuse the chatter for the first 40 seconds or so This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit sinocism.com/subscribe

Sharp China: TikTok and Musk and Xiaohongshu; Xi’s Speech To Top Leaders; New PLA Capabilities for Taiwan; Proposed AI Controls and Continued Hacking Concerns

Jan 15 2025 62 mins  
This episode of Sharp China is free for everyone.Show Notes:On today’s show Bill and Andrew begin with multiple reports that Chinese officials have considered working with Elon Musk to find a resolution for TikTok in the U.S., while TikTok‘s users have flocked to Xiaohongshu and inspired a few more questions for the future. Then: Parsing Xi Jinping’s speech in the first 2025

Sharp China Bonus Episode: TikTok Gets a Hearing at the Supreme Court

Dec 18 2024 16 mins  
We decided to do a short, free episode to discuss the Supreme Court’s decision to take up TikTok’s case before the January 19th deadline. Show Notes:On a bonus episode following up on Wednesday morning's show, Andrew and Bill react to the news—which broke later Wednesday morning—that the Supreme Court has granted cert to TikTok in its appeal of the D.C. Circuit's decision e

Sharp China: CEWC and Bleak Economic Data; PLA Exercises Around Taiwan; New Reporting on Chip Controls; Trump’s Standing Invitation to Xi

Dec 18 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 begin with a few updates on the Central Economic Work Conference, economic headwinds facing the PRC economy, including weaker-than-expected retail data, mixed data from the real estate market, and concerns from an economist assessing the conditions on the ground. Fro

Sharp China: ‘Moderately Loose’ and Cautiously Stimulating; Nvidia Under Investigation; Broadening Export Bans; A TikTok Verdict and a Trump Prayer

Dec 11 2024 12 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comOn today's show Andrew and Bill begin with the latest messaging from Beijing on efforts to stimulate the economy in 2025 and beyond. Topics include: Politburo language that echoes 2008, muted reactions from the mainland markets, why the ultimate policy decisions may not be made until the PRC has more clarity

Sharp China: Final Updates to the Biden Chip Controls; Peak Tough on China?; PLA and CEWC Speculation; More Trump Questions than Answers in Beijing

Dec 04 2024 65 mins  
This episode of Sharp China is free for everyone.Show Notes:On today’s show Andrew and Bill return from the holiday break with reactions to the latest round updates to the US export controls on semiconductors. Topics include: Why some think the updates are weaker than they should’ve been, takeaways from the past two years of chip controls, TikTok’s new hopes, and whether the

Sharp China: The Final Biden-Xi Meeting; PRC Messaging to the World; Mass Attacks and the Party Response; Trump Transition Updates

Nov 20 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 by parsing the PRC readout from this weekend's meeting between XI Jinping and President Joe Biden, including the four red lines communicated by the PRC to the US, PRC language surrounding enhanced security ties between the US and pacific allies, and a farewell

Sharp China: Stabilization Measures and Export Questions; Taiwan Considers US Arms Purchase; TSMC Halts Advanced Chip Sales to China; Trump Tea Leaves and Cabinet Picks

Nov 13 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 Friday's announcement from the NPC standing committee and more incremental stabilization measures from PRC leadership. Topics include: Foreign investors (again) hoping for more, "deepening reforms" and domestic consumption, the trade surplus with the US ex