Sharp China with Bill Bishop

106 Odcinki

1. (Preview) Renewed Tensions on Taiwan; Xi 'Angered' by the Panama Canal Deal; TikTok Talks Heating Up; Multidimensional Trump Implications

   Opublikowany: 19.03.2025
2. (Preview) New Year, Same Plans for the Economy; PRC Tariffs on Canadian Exports; A Trump-Xi Birthday Summit?; When Facebook Tried to Enter China

   Opublikowany: 12.03.2025
3. Tariffs and the Escalatory Cycle; China and the Fentanyl Crisis; TSMC Plans and Nvidia Scrutiny; Hard Times for Moutai

   Opublikowany: 5.03.2025
4. (Preview) Trump's Memorandum on Foreign Investment; 'Reverse Nixon' Realities; Document #1; PLA Drills in the Tasman Sea

   Opublikowany: 26.02.2025
5. (Preview) Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for Taiwan

   Opublikowany: 19.02.2025
6. The Tariff Tit-for-Tat Begins; The PRC and the Panama Canal; Apple and Google in China; DeepSeek One Week Later

   Opublikowany: 6.02.2025
7. (Preview) Happy Lunar New Year and A Few Thoughts on DeepSeek

   Opublikowany: 30.01.2025
8. (Preview) The TikTok Fiasco Continues; Breathing Room on Tariffs; The RMB Calculus; Notes on Taiwan and Hollywood

   Opublikowany: 24.01.2025
9. Bonus Episode: A TikTok Verdict and Lots of Questions on Substack Live

   Opublikowany: 17.01.2025
10. TikTok and Musk and Xiaohongshu; Xi’s Speech To Top Leaders; New PLA Capabilities for Taiwan; Proposed AI Controls and Continued Hacking Concerns

    Opublikowany: 15.01.2025
11. Bonus Episode: TikTok Gets a Hearing at the Supreme Court

    Opublikowany: 18.12.2024
12. (Preview) CEWC and Bleak Economic Data; Naval Exercises Around Taiwan; New Reporting on Chip Controls; Trump’s Standing Invitation to Xi

    Opublikowany: 18.12.2024
13. (Preview) ‘Moderately Loose’ and Cautiously Stimulating; Nvidia Under Investigation; Broadening Export Bans; A TikTok Verdict and a Trump Prayer

    Opublikowany: 11.12.2024
14. Final Updates to the Biden Chip Controls; Peak Tough on China?; PLA and CEWC Speculation; More Trump Questions than Answers in Beijing

    Opublikowany: 4.12.2024
15. (Preview) The Final Biden-Xi Meeting; PRC Messaging to the World; Mass Attacks and the Party Response; Trump Transition Updates

    Opublikowany: 20.11.2024
16. (Preview) Stabilization Measures and Export Questions; Taiwan Considers US Arms Purchase; TSMC Halts Advanced Chip Sales to China; Trump Tea Leaves and Cabinet Picks

    Opublikowany: 13.11.2024
17. Questions and Expectations for Trump 2.0; Looming Trade Tensions and PRC Responses; Volatility and Intermediaries; TikTok’s Last Hope?

    Opublikowany: 8.11.2024
18. (Preview) Myriad Holes in US Chip Controls; New Reports on TSMC and Huawei; The Latest "Stimulus" News; Mixed Signals on Private Tutoring

    Opublikowany: 30.10.2024
19. (Preview) Questions for BRICS and the NPC; PRC Nuclear Arsenal and Ambitions; Taiwan's Energy Security; Heightened Scrutiny on TSMC and the Biden Admin

    Opublikowany: 23.10.2024
20. (Preview) Operation Joint Sword 2024B; The Latest on the "Stimulus"; US Presidential Election Follow-Up; Two Pandas Fly to D.C.

    Opublikowany: 16.10.2024