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PODCAST

Sharp China Podcast

Understanding China and how China impacts the world. Hosted by Andrew Sharp and Bill Bishop. sinocism.com

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All Episodes

64:44

Sharp China: TikTok in the Clear; Taiwan Questions...

Sharp China Podcast ·

2025/10/01

This episode of Sharp China is outside the paywall. Show Notes: On today’s Andrew and Bill begin with President Trump’s executive order authorizing a proposal for a TikTok divestiture from ByteDance. Topics include: Why the proposed deal would be a win for ByteDance, China and the Trump administration, security concerns that haven’t necessarily been addressed, and signals that opposition to the deal across D.C. is likely to be muted. Then: A report that the PRC will seek a shift on U.S. Taiwan

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15:52

Sharp China: A Trump-Xi Call and Meetings to Follow;...

Sharp China Podcast ·

2025/09/24

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today’s show Andrew and Bill begin with last Friday’s call between Trump and Xi. Topics include: Plans for a meeting in South Korea and a Trump visit to Beijing early next year, whether summits on the horizon will lead to a period of stabilization, and why both sides may see the status quo as advantageous. From there: Parsing the latest reports concerning the TikTok sale, including unresolved questions

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16:37

Sharp China: A TikTok ‘Framework’ and Lots of...

Sharp China Podcast ·

2025/09/17

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes: On today’s show Andrew and Bill begin with the news of a “framework,” a consensus, and a possible deal to divest TikTok US from its parent company, ByteDance. Topics include: The many details yet to be resolved publicly, the unknown fate of the algorithm and its legal implications, messaging from both the US and PRC delegations in Madrid, th…

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15:43

Sharp China: Five Questions After the 9.3 Parade; A...

Sharp China Podcast ·

2025/09/10

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today’s show Andrew and Bill begin by looking back at last week’s Victory Day parade. Topics include: The domestic messaging from the PRC, cold war imagery from a regime that denounces cold war thinking, questions about the EU perspective, the implications of the Power of Siberia 2 gas pipeline, North Korea's relationship to the PRC, a hot mic moment between Xi and Putin, and President Trump's Truth Social post

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46:09

Sharp China: Xi Welcomes Putin and Modi at the SCO...

Sharp China Podcast ·

2025/09/03

This episode of Sharp China is outside the paywall.Show Notes: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

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15:16

Sharp China: US-China Talks in DC; Trump Welcomes PRC...

Sharp China Podcast ·

2025/08/28

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes: On today’s show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach to soybean farmers and rumors of Boeing purchases, why the PRC may sense an opportunity for dealmaking, President Trump's plans to welcome 600,000 PRC students, 200% tariffs and the stakes surrounding rare earths, and more details on the EU-US trade deal. From

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68:09

Sharp China: Two Weeks of Nvidia Angst; Stocks and...

Sharp China Podcast ·

2025/08/20

This episode of Sharp China is outside the paywall. Show Notes: On today’s show Andrew and Bill begin with a raft of news on Nvidia that came during the podcast’s vacation, including reports the company was summoned to meeting with the Cyberspace Administration of China, sources saying the same regulators have warned PRC companies against purchasing the H-20 chips, and news that the US is now granting licenses to sell H-20 chips to PRC companies in exchange for 15% of China chip revenue. Topics

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18:42

Sharp China: July Politburo Meeting Takeaways and...

Sharp China Podcast ·

2025/07/31

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes: On today’s show Andrew and Bill begin with July’s Politburo meeting, including a date for the Fourth Plenum, more condemnations of “disorderly competition,” and signals that Party leadership remains confident despite the tumultuous year. From there: the U.S.-China meetings in Stockholm, the latest moves from Trump to moderate on chips and possibly Taiwan, and debating a spate of reports suggesting that Trump is

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10:38

Sharp China: Xi on Development and Three-Patting...

Sharp China Podcast ·

2025/07/23

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill begin with comments from Xi Jinping and renewed emphasis on building more rational marketplaces across key sectors in tech and beyond. Topics include: The implication that not every province has to participate in new growth areas, cadres parsing conflicting guidance from Beijing, and efforts to stimulate a healthy investment ecosystem for startups as U.S. venture investment recedes

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10:13

Sharp China: Nvidia Can Sell H20 Chips to China...

Sharp China Podcast ·

2025/07/17

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill begin with reports that Nvidia will soon be allowed to again sell its H20 chips in China. Topics include: A win-win deal for Nvidia and the PRC, whether this is the beginning of more rollbacks of existing chip controls as the PRC exerts leverage with rare earth export controls, and Jensen Huang emerging as a bridge between US and PRC leaders. From there: Reports that Trump may be

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71:42

Sharp China: Wang Yi’s Message on Ukraine; Continued...

Sharp China Podcast ·

2025/07/10

This episode of Sharp China is outside the paywall. Show Notes: 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

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8:27

Sharp China: The PRC and the Past Two Weeks in Iran;...

Sharp China Podcast ·

2025/06/25

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill begin with PRC perspectives on the past two weeks of attacks on Iran. Topics include: dispelling notions that U.S. involvement was welcomed by the PRC, why regional stability in the Middle East is stressed in every PRC statement, and how Iran and other PRC partners may view China's inaction over the last few we…

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13:55

Sharp China: A US-China Trade Framework and...

Sharp China Podcast ·

2025/06/17

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today’s show Andrew and Bill take stock of the US-China trade framework in the wake of last week’s negotiations in London. Topics include: US escalations that brought the PRC side back to the table, PRC rare earth leverage that forced a compromise but no additional export control concessions, and variables to watch as trade tensions continue. From there: A survey of the various implications for the PRC as Israel

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11:45

Sharp China: US-China Meetings and De-Escalation;...

Sharp China Podcast ·

2025/06/11

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today’s show Andrew and Bill begin with a call between President Trump and Xi, two days of meetings between the U.S. and China in London, and an apparent effort from both sides to de-escalate. Topics include: retracing steps of the past few weeks, clarity for the U.S. and others on the PRC’s leverage over rare earths, the possibility of the U.S. easing tech export controls, and the lack of trust on both sides in

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60:57

Sharp China: The Trade War Becomes a Supply Chain...

Sharp China Podcast ·

2025/06/05

This episode of Sharp China is outside the paywall. Show Notes: On today’s show Andrew and Bill begin with a series of escalatory policies from the U.S. and talk of a call between Xi Jinping and Donald Trump later this week. Topics include: The rare earth frustration on the American side, the PRC’s use of leverage, the potential downsides for the PRC as the rest of the world grapples with shortages, and the maddening failures of the West to prepare for exactly this scenario. At the end: An update

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10:28

Sharp China: Made in China 2025 and What Comes Next;...

Sharp China Podcast ·

2025/05/29

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill begin with reports that next year's five-year plan will double down on the Made in China 2025 strategy. Topics include: The legacy and successes of Made in China 2025, ferocious domestic competition in industries like electric vehicles, and an aspect of self-reliance that continues to elude modern leadership. From there: A report that the EU is ready to work with the US on China

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9:41

Sharp China: Chips and the Geneva Consensus; US...

Sharp China Podcast ·

2025/05/21

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes:On today's show Andrew and Bill begin with the Commerce Department's guidance on Ascend Chips, caustic responses to that policy on the PRC side, citations to the "Geneva Consensus," and the news the U.S. will be partnering with Saudi Arabia and the UAE on AI investments in a move that may limit PRC influence in the region. From there: Reactions to a New York Times op-ed about divergent policy trajectories for the US

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34:59

Sharp China: A 90-Day Pause, Big Tariff Reductions...

Sharp China Podcast ·

2025/05/13

This is a free preview of a paid episode. To hear more, visit sinocism.comSharp China: A 90-Day Pause, Big Tariff Reductions and What De-Escalation Might Mean for the U.S. and ChinaShow Notes:On today's show Andrew and Bill gather on short notice with reactions to Monday's news of a deal between the U.S. and China to significantly reduce tariffs for ninety days, while establishing a formal dialogue mechanism to discuss trade and economic issues. Topics include: Why a pause made sense for both sides,

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61:00

Sharp China: Trade Talks in Switzerland; Continuing...

Sharp China Podcast ·

2025/05/08

This episode of Sharp China is outside the paywall.Show Notes:On today’s show Andrew and Bill begin with the news that the US and PRC are sending representatives to Switzerland to discuss trade talks this weekend. Topics include: Why expectations should be set low, the week of signs that the PRC was willing to engage, questions about cooperating on fentanyl, and the latest measures to loosen monetary policy in Beijing. From there: An email about Chinese data spawns a conversation about increasing

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13:27

Sharp China: ‘Protracted War’ and ‘Struggle’; The...

Sharp China Podcast ·

2025/04/30

This is a free preview of a paid episode. To hear more, visit sinocism.comSharp China: ‘Protracted War’ and ‘Struggle’; The Looming Risks for the PRC; A Politburo Study Session on AI; Apple’s Attempt to PivotShow Notes:On today’s show Andrew and Bill take stock of the trade war one month after “Liberation Day.” Topics include: Domestic messaging on “struggle” and external promises to never kneel down, the risks facing the PRC as US tariffs threaten to compound overcapacity controversies and invite

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126 results

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