On today’s show Andrew and Bill begin with a week of escalating rhetoric in response to Japanese Prime Minister Sane Takaichi’s comments about a Taiwan contingency. Topics include: Memories of Senkakku Islands tensions in 2012, why protests in the streets are unlikely this time, possibilities to escalate and de-escalate from here, and possible PRC motivations for reacting so forcefully. From there: A new round of disappointing real estate data while Lou Jiwei predicts prolonged contraction, “phantom loans” at banks, and a rescue mission for the Shenzhou 21 crew at Tiangong space station. At the end: A leaked White House memo alleges Alibaba is cooperating with the PLA, Hasan Piker’s viral travels spawn thoughts on Western influencers touring China, and a BBC journalist is reportedly under investigation for espionage in Brussels.
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On today’s show Andrew and Bill begin with a week of escalating rhetoric in response to Japanese Prime Minister Sane Takaichi’s comments about a Taiwan contingency. Topics include: Memories of Senkakku Islands tensions in 2012, why protests in the streets are unlikely this time, possibilities to escalate and de-escalate from here, and possible PRC motivations for reacting so forcefully. From there: A new round of disappointing real estate data while Lou Jiwei predicts prolonged contraction, “phantom loans” at banks, and a rescue mission for the Shenzhou 21 crew at Tiangong space station. At the end: A leaked White House memo alleges Alibaba is cooperating with the PLA, Hasan Piker’s viral travels spawn thoughts on Western influencers touring China, and a BBC journalist is reportedly under investigation for espionage in Brussels.
The US-China Deal One Week Later: Why Short-Term Stability Is Likely, Costs and Benefits of Escalation, and More Adventures with Nvidia
Sharp China with Bill Bishop
1 hour 4 minutes 26 seconds
3 weeks ago
The US-China Deal One Week Later: Why Short-Term Stability Is Likely, Costs and Benefits of Escalation, and More Adventures with Nvidia
On today's show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat and the new status quo, and why stability is likely at least through April. From there: Why the PRC was motivated to deal despite its goals of eliminating tariffs and export controls, clarity about American pain points, questions about Congress and what comes next, and the costs of China's strategy for the past month. At the end: Reporting on a doomed push from Nvidia to sell Blackwell chips to China, new subsidies for China's AI leaders, a potential Nexperia resolution, and questions the forthcoming fentanyl cooperation between the US and China.
Sharp China with Bill Bishop
On today’s show Andrew and Bill begin with a week of escalating rhetoric in response to Japanese Prime Minister Sane Takaichi’s comments about a Taiwan contingency. Topics include: Memories of Senkakku Islands tensions in 2012, why protests in the streets are unlikely this time, possibilities to escalate and de-escalate from here, and possible PRC motivations for reacting so forcefully. From there: A new round of disappointing real estate data while Lou Jiwei predicts prolonged contraction, “phantom loans” at banks, and a rescue mission for the Shenzhou 21 crew at Tiangong space station. At the end: A leaked White House memo alleges Alibaba is cooperating with the PLA, Hasan Piker’s viral travels spawn thoughts on Western influencers touring China, and a BBC journalist is reportedly under investigation for espionage in Brussels.
