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.
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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.
Wang Yi’s Message on Ukraine; Continued EU Tensions; Deflation and ‘Disorderly’ Competition; Extended Thoughts on Two Months of Xi Rumors
Sharp China with Bill Bishop
1 hour 11 minutes 42 seconds
4 months ago
Wang Yi’s Message on Ukraine; Continued EU Tensions; Deflation and ‘Disorderly’ Competition; Extended Thoughts on Two Months of Xi Rumors
On today's show Andrew and Bill begin with a look at tensions between the PRC and the EU ahead of the EU-China summit later this month. Topics include: Reports concerning Wang Yi's comments to EU counterparts conveying Beijing's perspective on the Ukraine war, the PRC Foreign Ministry implores the EU to "rebalance its mindset" rather than rebalancing trade, and the rare earths leverage that looms as Europe mulls its next moves. From there: Stepped up party efforts to combat overcapacity and "disorderly competition," the decades-long challenge of stimulating consumption, and extended thoughts on the spate of rumors surrounding Xi's grip on power and what can and can't be gleaned from observed behavior the past few months. At the end: A bit of TikTok news, and a welcome to the NBA for Yang Hansen.
Sharp China with Bill Bishop
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.
