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February Politburo meeting; Initial reaction to additional 10% US tariffs; Shoigu meets Xi and Wang; New MIIT head
There has yet to be a substantive reaction to the additional 10% tariffs Trump announced yesterday, but both the Ministry of Foreign Affairs and the…
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Bill Bishop
Trump adds a new 10% tariff on PRC goods; Thailand sends 40 Uyghurs back to Xinjiang; Taiwan; Nvidia and DeepSeek
Nvidia doesn’t sound worried about DeepSeek - On its earnings call today the CEO said that reasoning models like DeepSeek-R1 can consume 100x more…
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Bill Bishop
1
Xi's comments on 2024 work; "Shape the inevitable trend of reunification of the motherland"; Rubio on "Reverse Nixon"; TikTok
1. Xi comments on reports from his subordinates - The top propaganda reporting Wednesday was on Xi’s comments “after reading through the annual work…
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Bill Bishop
Sharp China: Trump's Memorandum on Foreign Investment; 'Reverse Nixon' Realities; Document #1; PLA Drills in the Tasman Sea
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…
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Bill Bishop
1:03:41
AI; Chips; Taiwan; PLAN down under; Capital outflows
1. Li Qiang inspects the big three telcos - Premier Li, in an inspection a week before he delivers the government work report next week at the opening…
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Bill Bishop
1
Document #1; Xi-Putin call; US trade and investment pressure on the PRC; AI development
There should be a Politburo meeting this week, and the agenda should include key items that will be on the agenda at the National People’s Congress that…
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Bill Bishop
Trump's recent hawkish moves on China policies and personnel
There is still much uncertainty about what President’s policy towards the PRC will be. Will there be a big Trump-Xi deal? Will there be an attempt at a…
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Bill Bishop
2
No newsletter today
I need to take a sick day.
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Bill Bishop
6
Trump China deal?; DeepSeek raising funds, wants more Nvidia chips?; Plan to stabilize foreign investment; Miao Hua
1. New York Times on talk of a Trump-China deal - The newspaper cites “more than half a dozen current and former advisers and others familiar with Mr…
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Bill Bishop
Sharp China: Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for Taiwan
Show Notes:On today’s special crossover Sharp Tech/Sharp China episode, Ben Thompson and Bill Bishop discuss the private enterprise symposium and Xi…
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Bill Bishop
3
1:22:12
Propaganda out of the private enterprise symposium; Philippines-PRC aerial close encounter; DeepSeek censorship
Propaganda out of the private enterprise symposium - The February 19th issue of People’s Daily has a page 1 commentary on the symposium titled “The…
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Bill Bishop
Xi convenes private enterprise symposium; Wang Yi in Munich; Taiwan; Tesla FSD and US-China trade
Xi convenes private enterprise symposium - Xi held his third symposium with private entrepreneurs since 2018. He previously convened one on November 1…
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Bill Bishop
1
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