Sharp China with Bill Bishop

Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm Qin Gang; Grim reports from chambers of commerce; Wang Yi in Russia; Huawei phone; Zhang Youxia — Sinocism US-China meetings; Spy balloon that was not spying?; Wang Yi to Russia; PRC diplomacy; PLA rumors — Sinocism China’s Former Foreign Minister Ousted After Alleged Affair, Senior Officials Told — Wall Street Journal Post by US Ambassador to Japan Rahm Emanuel — @USAmbJapan Chinese defence minister under investigation by Beijing, US believes — Financial Times AmCham Shanghai Releases Report on Business Climate in China — AmCham Shanghai China’s Worst Capital Outflow in Years Spells More Yuan Pressure — Bloomberg Europe’s Wind Industry Calls for Support Amid Mounting Struggles, China Competition — Wall Street Journal EV makers’ use of Chinese suppliers raises concerns about forced labor — Washington Post The bizarre secret behind China's spy balloon — CBS News In Risky Hunt for Secrets, U.S. and China Expand Global Spy Operations — New York Times Thread on US Export Controls and the Mate 60 Pro — Sinocism Chat No Evidence That China Can Make Advanced Chips ‘at Scale,’ US Says — Bloomberg Apple iPhone 15 Pro Max Deliveries Slip to November in Sign of Demand — Bloomberg Xiaotian Fu Garden — Churchill College Cambridge

Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with Xi Jinping's visit to Heilongjiang during the G-20 Summit, President Biden's comments on containment and the likelihood of a Taiwan invasion, and why news that Wang Yi will skip the UN General Assembly next week does not necessarily tell us anything about Xi's plans for APEC in November. From there: Rahm Emanuel highlights a disinformation campaign centered on the Maui Wildfires and the disappearance of Defense Minister Li Shangfu, rumors continue to swirl about investigations of party leadership and members of the PLA, and there are reasons to be skeptical of a report that Xi was reprimanded by party elders at Beidaihe. At the end: Espionage arrests in the UK and an interference inquiry in Canada, Apple tries to avoid getting caught in the middle of the US-China rivalry, big decisions loom at the BIS, and a word about pronunciation. To email the show: email@sharpchina.fm Xi in Heilongjiang; G-20; Biden on China; MSS on another US spy; UK arrests; Warning to RMB shorts; Rumors — Sinocism Circular on Taiwan-Fujian; Real estate; More on UK spy/influence mess; House Committee goes to Wall Street; Semiconductor controls — Sinocism China’s Top Diplomat to Skip U.N. Assembly, Raising Doubts About Possible Xi Visit to U.S. — Wall Street Journal Remarks by President Biden in a Press Conference — The White House @USAmbJapan — X @USAmbJapan — X And Then There Were None — Agatha Christie China Sows Disinformation About Hawaii Fires Using New Techniques — New York Times China's defense minister not seen for two weeks — Nikkei Xi reprimanded by elders at Beidaihe over direction of nation — Nikkei Canada Appoints Judge to Probe Allegations of Foreign Interference in Elections — Wall Street Journal U.K. Arrests Parliamentary Researcher in China Spy Probe — Wall Street Journal Apple Risks Chinese Users Souring on iPhones Ahead of Launch — Bloomberg @CGMeifangZhang — X China AI & Semiconductors Rise: US Sanctions Have Failed — SemiAnalysis The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions — Stratechery Update Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention — Sharp Tech Michigan Man Sentenced 48 Months for Attempting to Spy for the People’s Republic of China — US DoJ Game of Pawns — FBI YouTube Channel Mandarin Chinese Pinyin Chart — Dig Mandarin

Bill Bishop, author of Sinocism, discusses Xi Jinping's absence from international summits, MSS encouraging spying, Huawei's defiance of US export controls, Apple's shift to Chinese suppliers, unauthorized access to US military installations by Chinese nationals, and understanding Chinese perspectives through various sources including Kaishin.

Bill Bishop, author of Sinocism, discusses the controversy surrounding the release of contaminated water from Fukushima. They explore Chinese sentiment towards Japan, safety concerns with aquatic products, and the potential boycott of Japanese goods. The chapter also delves into the implications for Japanese businesses in China and the rise of virtual protests.

Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm Xi skips BRICS Business Forum; Fukushima waste water; Philippines resupplies grounded ship; Arm IPO; Raimondo trip — Sinocism Xi to South Africa; Disappointing rate cut; Another CIA spy; Central Science and Technology Commission meets — Sinocism Xi Skips Speech Defending China Economy at BRICS Business Forum — Bloomberg China’s Hidden Financial Dangers Erupt With Shadow Bank Crisis — Bloomberg China’s 40-Year Boom Is Over. What Comes Next? — Wall Street Journal Biden calls China a ‘ticking time bomb’ over economic problems — NBC News China Suspends Report on Youth Unemployment, Which Was at a Record High — New York Times China’s ‘whack-a-mole’ economic playbook leads to confusion — Financial Times How Will a Chinese Financial Crisis Impact the World? — New York Times China unveils second CIA espionage case within 15 days — Global Times U.S., China Try to Draw Nations to Their Side as Divisions Harden — Wall Street Journal China Scuttles a $5.4 Billion Microchip Deal Led by U.S. Giant Intel — New York Times Arm Needed 3,500 Words to Explain Its China Risks Before IPO — Bloomberg Arm’s F-1, Arm’s Risks, Arm’s Price — Stratechery In Depth: How SoftBank Wrestled Back Control of Arm China — Caixin Global Arm set to regain control of renegade China unit after near 2-year battle — Financial Times Even Jimmy Butler Had to Witness the Hottest Village Basketball League in China — Wall Street Journal This Viral Mountain Village Hosts China’s Rural Version of NBA — YouTube: WSJ NBA’s James Harden stunned as Chinese fans buy 10,000 bottles of his wine in 10 seconds – after a ‘great move’ criticising Daryl Morey — SCMP J-Harden Wines

Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm Awful flooding in and around Beijing; MSS on counter-espionage; More signals of real estate support; Wang Yi invited to visit US — Sinocism Beijing records heaviest rainfall in at least 140 years, causing severe flooding and 21 deaths — Associated Press China floods: Dramatic rescue in Hebei, Beijing neighbourhoods submerged — YouTube Collage: Floods in Beijing and Hebei — Sixth Tone China Official’s Call to Save Xi’s City Angers Flood Victims — Bloomberg New PLA Rocket force leadership; Consumption measures; Hopes for real estate policy support; US-China — Sinocism China ousts top generals from nuclear Rocket Force — Financial Times China names General Wang Houbin as new PLA Rocket Force chief after former commanders snared in corruption scandal — South China Morning Post The Week of LK-99 Intrigue, China and Trailing Edges Chips, Intel Goes to Washington — Sharp Tech U.S. Hunts Chinese Malware That Could Disrupt American Military Operations — New York Times China Doesn’t Want to Compete. It Wants to Win. — The Atlantic US seeks to deepen Tokyo-Seoul security links to boost Pacific deterrence — Financial Times China hints leaders started annual seaside vacation in flood-hit province — Reuters At Mao’s Beach, China’s Leaders Still Make History as Lifeguards Hide From the Sun — New York Times

Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm Wang Yi replaces Qin Gang; Is Qin under investigation?; Korean War 70th anniversary; Xi'an protests — Sinocism Politburo meeting on the economy; Qin Gang; Measures to encourage private investment; RIP Gen. Wang Shaojun — Sinocism Replaced, Then Erased: Mystery Deepens Around China’s Former Foreign Minister — Wall Street Journal China’s missing foreign minister loses his job — Economist Elon Musk and the Disappearing Man — @ThisIsWenhao China signals more support for real estate with a ‘big change’ in tone — NBC News Exclusive: Beijing pushes for toning down of China risks in IPO prospectuses — Reuters Sample Letter to Companies Regarding China-Specific Disclosures [1] — Securities and Exchange Commission Chip CEOs Urge US to Study Impact of China Curbs and Take Pause — Bloomberg Kyle Anderson obtains Chinese citizenship — China News Service Mavericks' Kyrie Irving partners with ANTA on new shoe deal — ESPN

Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm National conference on ecological and environmental protection; Kerry and Henry Kissinger in Beijing; Qin Gang; Tang poems — Sinocism Weak GDP data; National security "covert front 隐蔽战线"; US export controls; Covid excess deaths — Sinocism Xi Jinping’s foreign minister has vanished from public view. His prolonged absence is driving intense speculation — CNN Where Is China’s Foreign Minister? Beijing Won’t Clear Up the Mystery — New York Times China Blocked Jack Ma’s Ant IPO After Investigation Revealed Likely Beneficiaries — Wall Street Journal Ambassador to the United States Qin Gang made first throw at an NBA game. — YouTube Chinese Foreign Minister Qin Gang sends New Year greetings at NBA game — YouTube Kissinger Meets China Defense Chief in Pursuing Closer Ties — Bloomberg China’s envoy to US Xie Feng congratulates Henry Kissinger on 100th birthday — SCMP Chip companies, top US officials discuss China policy — Reuters Chinese Hackers Targeted Commerce Secretary and Other U.S. Officials — New York Times China reports second-quarter GDP miss, another record high in youth unemployment — CNBC Looming U.S. Investment Restrictions on China Threaten Diplomatic Outreach — New York Times Canadian Politicians Who Criticize China Become Its Targets — New York Times The “Just Sisters” Defense: China’s Sex-Scandal Surge — The New Yorker

Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm 3 Takeaways From Janet Yellen’s Trip to Beijing — New York Times Despite Yellen, U.S.-China Decoupling Has Momentum of Its Own — Wall Street Journal Janet Yellen awkwardly bows to CCP official during Beijing trip: 'Optics the Chinese love' — Fox News Chinese women economists called 'traitors' online for meeting with Yellen — Reuters Column: China flexes critical metals muscles with export curbs — Reuters After China’s Rare Earth Embargo, a New Calculus — New York Times Co-Director of Think Tank Indicted for Acting as Unregistered Foreign Agent, Trafficking in Arms, Violating U.S. Sanctions Against Iran, and Making False Statements to Federal Agents — Department of Justice ‘Health reasons’: Chinese Foreign Minister Qin Gang to miss Asean meeting — SCMP Is High-speed Rail in China a "Gray Rhino"? — reading, writing & investing China Travel Advisory — US State Department Studio defends Barbie movie after controversial map prompts Vietnam ban — The Guardian How Do ‘Barbie’ and Blackpink Figure in a Dangerous Territorial Dispute? — The New York Times

Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering. Bill Bishop is the author of Sinocism To email the show: email@sharpchina.fm Weak holiday consumption; PRC-Russia; US-China; Patriotic education; Heat wave; Covid origins — Sinocism Biden on the balloon, dictators and surprises; Fentanyl and Taiwan; Local debt survey again ; PRC-Cuba; Jack Ma — Sinocism Biden labels China’s Xi Jinping a dictator — Politico Biden calling China’s leader a ‘dictator’ opens new rift just after Blinken’s tensions-easing trip — Associated Press Foreign Ministry Spokesperson’s Remarks on the Wagner Group Incident — MoFA Xi Jinping vows to fight 'tigers' and 'flies' in anti-corruption drive — The Guardian Xi cages big tiger in anti-corruption drive — BBC Xi Jinping has more tigers, foxes and flies in his sights — Nikkei Asia U.S. Tracked Huawei, ZTE Workers at Suspected Chinese Spy Sites in Cuba — Wall Street Journal When a Huawei Bid Turned Into a Hunt for a Corporate Mole — Bloomberg Who Owns Huawei? — Christopher Balding and Donald Clarke Who Really Owns Huawei? A response to Professors Balding and Clarke — Pekingnology Secretive Chip Startup May Help Huawei Circumvent US Sanctions — Bloomberg U.S. files first-ever charges against Chinese fentanyl manufacturers — Nikkei Asia China’s role in the fentanyl crisis — Brookings What is the Indo-Pacific region and why does the US keep using this term? — SCMP