Sharp China Podcast

Mar 05 2025 100 ep. 26 mins 24
Sharp China Podcast artwork

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

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Sharp China: Tariffs and the Escalatory Cycle; China and the Fentanyl Crisis; TSMC Plans and Nvidia Scrutiny; Hard Times for Moutai

Mar 05 2025 60 mins  
This episode of Sharp China is outside the paywall.Show Notes:On today's show Andrew and Bill begin with Trump raising tariffs on the PRC by 10%, the PRC's response, and the phone call Xi-Trump phone call that was rumored a month ago but still hasn't happened. Then: What to watch for during Two Sessions week, Xi has always supported private enterprises, a response from the Ministry

Sharp China: Trump's Memorandum on Foreign Investment; 'Reverse Nixon' Realities; Document #1; PLA Drills in the Tasman Sea

Feb 26 2025 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 White House's memorandum on an America First Investment Policy, President Trump's recent appointees, the latest news from the Commerce Department and BIS, and a proposal for lifting controls on chips and tightening controls on chipmaking equipmen

Sharp China: Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for Taiwan

Feb 19 2025 15 mins  
This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today’s special crossover Sharp Tech/Sharp China episode, Ben Thompson and Bill Bishop discuss the private enterprise symposium and Xi Jinping's rapprochement with China's tech companies, and the connection between xAI and DeepSeek. Then, an extended debate on the chip ban, including its poten

Sharp China: The Tariff Tit-for-Tat Begins; The PRC and the Panama Canal; Apple and Google in China; DeepSeek One Week Later

Feb 06 2025 66 mins  
On today's show Andrew and Bill begin by talking through a first round of US tariffs on PRC goods and responses from the PRC earlier this week. Topics include: The fentanyl allegations that served as the predicate for these tariffs, Chinese responses that highlight points of leverage should trade tensions escalate, next steps in negotiations, and the end of the de minimis loophole.

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