Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with President William Lai’s inauguration in Taiwan, including the PRC responses we've see…

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today’s show Andrew and Bill begin with an overview of the new tariffs announced by President Biden this week, including the …

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with takeaways from Xi Jinping’s visit to France, Serbia and Hungary, where topics include…

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with a surprise, 24-hour trip to China for Elon Musk, and a Sunday meeting with Premier Li…

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year. Bill Bishop is the author of Sinocism On today's show Andrew and Bill begin with Secretary of State Anthony Blinken's trip to Beijing and Shanghai this week, includin…

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 takeaways from the meeting between Xi Jinping and German Chancellor Olaf Scholz, including muted messaging on ov…

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 takeaways from Secretary of Treasury Janet Yellen's visit to China, including what her meetings may or may not a…

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 takeaways from Tuesday’s phone call between President Biden and President Xi, including the PRC rhetoric surroun…

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 the Ministry of State Security providing its interpretation of the Cybersecurity Law. Topics include: The odd ti…

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 a week of surprising progress for the Protecting Americans from Foreign Adversary Controlled Applications Act. W…

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 takeaways from the Two Sessions, including the work report from Premier Li Qiang, what to make of the 5% GDP gro…

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 an overview of the CPPCC, the NPC and what to expect as the Two Sessions begin this weekend. Topics include: Xi’…

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 recent meetings between US officials and PRC counterparts in Munich and Vienna, including complaints from both D…

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 another week of volatility in and around the PRC markets, including a crash on Monday, stabilization as the week…

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 reactions to the revival of Article 23 and thoughts on the landscape in Hong Kong as its laws continue to conver…

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 an expanding list of sensitive sites around China at which Tesla vehicles have been deemed a security risk. With…

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 last weekend’s election in Taiwan, where William Lai and the DPP retained their hold on the presidency but lost …

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 a note about this weekend’s elections in Taiwan before turning back to the upheaval in the PLA. Topics include: …

Give your friends and family the gift of Stratechery Plus. 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 talk through questions and key areas to watch during the year to…

Give your friends and family the gift of Stratechery Plus. 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 thoughts on the readout from the Central Economic Wor…

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 by parsing the claims contained in a controversial piece from Politico, including thoughts on the spectrum of rumors …

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 Politburo meeting; No date for Third Plenum; More Party in foreign affairs work; Support for private enterprises; My…

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 Woodside Summit and the San Francisco Vision; Fentanyl; Real Estate; Applied Materials and SMIC — Sinocism Li Qiang …

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 After one year of Sharp Tech and Sharp China, a summit with Ben Thompson, Bill Bishop and Andrew Sharp to discuss podcasting, the chip ban, the US-China re…

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 trip to San Francisco and a likely meeting with President Biden next week. Topics include: A planne…

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 Li Keqiang; Financial Work Conference; Xi on women; US-China; Xiangshan Forum — Sinocism Xi meets California Governo…

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 the latest confrontation between the PRC and the Philippines in the South China Sea, clarity as to PRC maritime …

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 the long-awaited updates to the Biden Administration’s export controls on chips. Topics include: Bad news for Nv…

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 a meeting between Xi Jinping and a congressional delegation led by Senate Majority Leader Chuck Schumer, the lat…

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 A Global Community of Shared Future: China's Proposals and Actions; MSS head on national security in digital era; Qi…

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 …

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 lik…

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 subscribe to Sinocism and receive daily newsletters from Bill Bishop, click here. To email the show: email@sharpchina.fm Li Qiang to G-20; MSS on US-Chi…

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 Stock market support; Xi in Xinjiang; Real estate; US-PRC Commerce meeting; New Xi Thought book — Sinocism Mortgage …

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 —…

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…

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 Polit…

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…

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 …

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 th…

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 Blinken's Beijing meetings; Byebye spy balloon; Li Qiang in Germany; CYL Congress; Waiting for stimulus — Sinocism L…

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 Honduras President in China; Blinken visit to PRC; PRC-South Korea; Valuation system with Chinese characteristics — …

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 Blinken to China?; Xi on desertification; Li Qiang to Germany and France; Economic concerns; Disappearing "Glory to …

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 Security Commission meets; Politburo study session on education; US-China; Musk in the PRC; More allegation…

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 G-7 on China; PRC response; Biden says a thaw coming in US-China relations; Micron ban; Covid second wave — Sinocism…

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 Sinocism Podcast: Tu Le of Sino Auto Insights on the rise of the China vehicle industry — Sinocism CCFEA on industri…

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 China Locks Information on the Country Inside a Black Box — Wall Street Journal China’s ‘men in black’ step up scrut…

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 Lu Shaye creates a mess in the EU; Covid; PLAN turns 74; Guizhou debt; Dong Yuyu — Sinocism Macron and VDL brief Bid…

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 Lula and Xi; National security cases; US indictments of PRC police officers; Yi Gang on the RMB; Spy balloon disclos…

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 Taiwan's president warns 'democracy is under threat' in joint remarks with McCarthy — CNN European leaders in Beijin…