Sharp China with Bill Bishop

Andrew Sharp and Sinocism’s Bill Bishop

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

  1. HÁ 1 DIA

    TikTok in the Clear; Taiwan Questions and Soybean Angst; The K Visa Goes Live; Jensen Huang on China Hawks

    On today’s Andrew and Bill begin with President Trump's executive order authorizing a proposal for a TikTok divestiture from ByteDance. Topics include: Why the proposed deal would be a win for ByteDance, China and the Trump administration, security concerns that haven't necessarily been addressed, and signals that opposition to the deal across D.C. is likely to be muted. Then: A report that the PRC will seek a shift on U.S. Taiwan policy in the course of trade talks, Secretary Bessent floats potential counter-measures for the U.S., and soybean farmers continue to twist in the wind. At the end: Thoughts on the PRC’s new K Visa program to attract foreign tech talent, dates for the fourth plenum, a very interesting rumor about Xi and a revival of the Central Advisory Commission, reactions to a Jensen Huang podcast appearance last week, and BIS closes a big export control loophole.

    1h5min

  2. 24 DE SET.

    (Preview) A Trump-Xi Call and Meetings to Follow; TikTok Details Clear as Mud; Arcteryx and a Tibetan Fireworks Controversy

    On today's show Andrew and Bill begin with last Friday's call between Trump and Xi. Topics include: Plans for a meeting in South Korea and a Trump visit to Beijing early next year, whether summits on the horizon will lead to a period of stabilization, and why both sides may see the status quo as advantageous. From there: Parsing the latest reports concerning the TikTok sale, including unresolved questions surrounding the algorithm, sourced reporting that seems to change by the day, reactions in Washington that will shed light on next steps, and the CAC taking aim at short form video in the PRC. At the end: A note on the PRC and the Poland-Belarus border closure (which was re-opened after recording), and a look at the controversy swirling around Arcteryx after an ill-advised fireworks display spawns outrage, investigations and boycotts.

    16min

  3. 17 DE SET.

    (Preview) A TikTok ‘Framework’ and Lots of Questions; Nvidia Uncertainty and Chip Countermeasures; The PRC Propaganda Strategy on US Platforms

    On today’s show Andrew and Bill begin with the news of a “framework,” a consensus, and a possible deal to divest TikTok US from its parent company, ByteDance. Topics include: The many details yet to be resolved publicly, the unknown fate of the algorithm and its legal implications, messaging from both the US and PRC delegations in Madrid, the ways in which a deal would benefit ByteDance, and the deflating path from April 2024 to this week. From there: The SAMR shares its findings in the Nvidia antitrust investigation, the PRC announces two additional responses to US chip pressure, and the US adds 23 PRC firms to the entity list. Then: Meta has its own China dependence, an AP report on US firms enabling the PRC surveillance state, and a look at the evolving methods of the CPC and its propaganda network. At the end: LeBron James' camp offers a clarification on last week's People's Daily article, and PRC pigeon racing hits the Washington Post.

    17min

  4. 10 DE SET.

    (Preview) Five Questions After the 9.3 Parade; A Flurry of US-China Updates; Sports Consumption and the NBA’s Return to China

    On today’s show Andrew and Bill begin by looking back at last week’s Victory Day parade. Topics include: The domestic messaging from the PRC, cold war imagery from a regime that denounces cold war thinking, questions about the EU perspective, the implications of the Power of Siberia 2 gas pipeline, North Korea's relationship to the PRC, a hot mic moment between Xi and Putin, and President Trump's Truth Social post responding to the parade. From there: A flurry of US-China stories, including Nvidia in the New York Times, a Politico report on Pentagon priorities, and PRC hackers allegedly impersonating Rep. John Moolenaar. At the end: The State Council continues a push for increased sports consumption and investment, thoughts on LeBron James in the People's Daily and the NBA's return to China, and South Park tackles the Labubu craze.

    16min

  5. 3 DE SET.

    Xi Welcomes Putin and Modi at the SCO Summit; Perspective on the India and China Buzz; World War II and a 'Memory War'

    On today's show Andrew and Bill begin with takeaways from the SCO Summit, including Xi's announcement of the Global Governance Initiative (GGI), outreach to the global south, and the PRC's warming relationship with India as Modi's first trip to China in seven years spawns anxiety in the US, and a variety of structural tensions remain. From there: Context for Beijing's recent efforts to correct the views of World War II, including efforts to recognize China's role in defeating Japan, contested accounts of the Communist Party's contributions, and contested understandings of the Potsdam Declaration. At the end: Mexico moots tariffs of their own, the US rescinds a waiver for SK Hynix and Samsung factories in China, and a few takeaways from Nvidia's earnings call last week.

    46min

  6. 28 DE AGO.

    (Preview) US-China Talks in DC; Trump Welcomes PRC Students; Cambricon Momentum and H20s on Ice; What Beijing is Doing in New York City

    On today’s show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach to soybean farmers and rumors of Boeing purchases, why the PRC may sense an opportunity for dealmaking, President Trump's plans to welcome 600,000 PRC students, 200% tariffs and the stakes surrounding rare earths, and more details on the EU-US trade deal. From there: Investors are all-in on Cambricon's upside, the FT reports on big chipmaking plans in China, while additional reports of a ban on Chinese H20 purchases spawn more questions about Beijing’s motivations and the state of domestic chips. At the end: Reactions to an extensive New York Times investigation of PRC interference in New York politics, and Labubu news for Tashi.

    15min

  7. 20 DE AGO.

    Two Weeks of Nvidia Angst; Stocks and Real Estate; Warming Relations with India?; Labubu and Soft Power Exports

    On today’s show Andrew and Bill begin with a raft of news on Nvidia that came during the podcast’s vacation, including reports the company was summoned to meeting with the Cyberspace Administration of China, sources saying the same regulators have warned PRC companies against purchasing the H-20 chips, and news that the US is now granting licenses to sell H-20 chips to PRC companies in exchange for 15% of China chip revenue. Topics include: Jensen Huang’s successful lobbying, criticism of the 15% tax, questions about the motivation in Beijing, and thoughts on the near future in Washington. From there: Checking in with the real estate market and stock market as Beijing pledges more support for real estate and the SSE Index hits a 10-year high. At the end: Liu Jianchao is reportedly under investigation, Bao Fan has reportedly been released, India and China move to improve relations in the face of US tariffs, and an email about the Labubu phenomenon and PRC soft power exports

    1h8min

  8. 31 DE JUL.

    (Preview) July Politburo Meeting Takeaways and Trump’s Evolving Approach to China

    On today’s show Andrew and Bill begin with July’s Politburo Meeting, including a date for the Fourth Plenum, more condemnations of “disorderly competition,” and signals that party leadership remains confident despite the tumultuous year. From there: The U.S.-China meetings in Stockholm, the latest moves from Trump to moderate on chips and possibly Taiwan, and debating a spate of reports suggesting that Trump is working toward a deal and a meeting with Xi and adopting a softer approach to China.

    19min
Ver tudo (117)

Classificações e avaliações

4,5
de 5
20 avaliações

Sobre

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

Informações

  • Criado por
    Andrew Sharp and Sinocism’s Bill Bishop
  • Anos de atividade
    2022 - 2025
  • Episódios
    117
  • Classificação
    Livre
  • Copyright
    © Sharp China Podcast LLC
  • Site do podcast
    Sharp China with Bill Bishop

Você também pode gostar de