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.
Xi Welcomes Putin and Modi at the SCO Summit; Perspective on the India and China Buzz; World War II and a 'Memory War'
Sharp China with Bill Bishop
46 minutes 9 seconds
2 months ago
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.
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.
