Sharp China with Bill Bishop

Dec 11 2024 95 ep. 25 mins 263
Sharp China with Bill Bishop Podcast artwork

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

  News
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


(Preview) ‘Moderately Loose’ and Cautiously Stimulating; Nvidia Under Investigation; Broadening Export Bans; A TikTok Verdict and a Trump Prayer

Dec 11 2024 12 mins  
On 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 on Trump's intentions, and more. From there: Nvidia finds itself at the ce

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  
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 U.S. has now passed the peak of tough-on-China policies. Fro

(Preview) The Final Biden-Xi Meeting; PRC Messaging to the World; Mass Attacks and the Party Response; Trump Transition Updates

Nov 20 2024 12 mins  
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 to the San Francisco vision. From there: Xi Jinping's message to APEC and the charm o

(Preview) 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  
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 exceeds the trillion dollar threshold, and why attempts to build an alliance with the E

Questions and Expectations for Trump 2.0; Looming Trade Tensions and PRC Responses; Volatility and Intermediaries; TikTok’s Last Hope?

Nov 08 2024 64 mins  
On today’s show Andrew and Bill talk through a second Donald Trump presidency and what it might mean for US-China relations. Topics include: a note of congratulations from Xi Jinping Thursday morning, memories of the first Trump presidency, the calculus from both sides as tariffs loom, a larger toolkit of responses to trade policy for the PRC, potential intermediaries between Tru

(Preview) 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  
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 various loopholes being routinely exploited by SMIC, Huawei and related entities, and enfor

(Preview) 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  
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 on the next meeting of the NPC standing committee, and one theory on how the US electi

(Preview) 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  
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 2024B around Taiwan, including the strategic value of these military exercises for the

(Preview) Market Adventures Continue; Waiting for an NPC Meeting; EU Tariffs on PRC EVs; Taiwan National Day

Oct 09 2024 11 mins  
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 thought

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  
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 respons