Sinocism | Bill Bishop | Substack

Xi meets Slovak president; “Excess capacity” or “Overcapacity”? ; CXMT IPO; Overseas Chinese affairs conference; Li Qiang in Tangshan; Chips and AI

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Sinocism

Sinocism

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Podcasts

Sharp China Podcast

Sharp China: Kimi Madness; Xi's AI Vision and US Questions; Trump's Election Data Claims; The Connected Vehicle Security Act

Recent posts

CXMT IPO; Taxing offshore assets; Fang Xinghai; US-China; AI; Lula supports China-Mercosur deal

The July Politburo meeting should happen this week, and should include as part of its agenda “analyzing and studying the current economic situation, and…

Jul 27 • Bill Bishop

Another CSRC meeting; DeepSeek CEO comments; SAMR warns about "externalization of involution 内卷外化"; US-China; Strengthening social work

President Trump confirmed that Xi will visit the US on September 24. That is not a surprise, the Rubio-Wang meeting readouts were clear they were…

Jul 23 • Bill Bishop

Wang Huning tours Tibet; US government officials go after Moonshot; Wang Yi-Rubio meeting; PRC-Philippines; H1 fiscal revenue and…

The head of the White House Office of Science and Technology Policy, the Treasury Secretary and a senior State Department official all tweeted similar…

Jul 22 • Bill Bishop

Stock market rescue progress; "Open" AI with Chinese characteristics?; PRC-Philippines trade accusations as Wang Yi arrives for ASEAN…

“Strengthening the guidance of capital-market expectations” likely means more positive talk about market prospects, and “further institutionalizing…

Jul 21 • Bill Bishop

Sharp China: Kimi Madness; Xi's AI Vision and US Questions; Trump's Election Data Claims; The Connected Vehicle Security Act

Jul 21 • Bill Bishop

50:04

Stock market rescue; World AI Conference and open models; Second Thomas Shoal fight; Involution battles

Operation stock market rescue - The National team is back to try to turn around the stock market, after losses approaching ten trillion RMB this month…

Jul 20 • Bill Bishop

WAIC; Another order for AI; Kimi's new model; Smart China hire by Australian government; Consumption; Extended dog days of summer 三伏天

Moonshot is the latest PRC firm showing the way to building open-source AI, with the release today of Kimi K3, which from early reviews is a…

Jul 16 • Bill Bishop

Top posts

Sharp China: Big Picture Questions for 2024; Taiwan and the Philippines and Tentative Stability; Our Favorite Memories from 2023

Dec 21, 2023 • Bill Bishop and Andrew Sharp

Trump delays China visit because Iran war likely will not be over by March 31; US-China trade talks; Xi on marine economy; Stabilizing…

Mar 16 • Bill Bishop

Sharp China: The Taiwan Status Quo; Markets and GDP Go Opposite Directions; China and the Red Sea; Cannabis; Soccer Corruption

Jan 19, 2024 • Bill Bishop and Andrew Sharp

Wang Yi at the UN; Fu Zhenghua sentenced; Nvidia China sales

Sep 22, 2022 • Bill Bishop

Engineers of the Soul: Ideology in Xi Jinping's China by John Garnaut

Jan 17, 2019 • Bill Bishop

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