Sinocism
Bill Bishop, Thomas des Garets Geddes, Jacob Mardell, James FarquharsonGet smarter about China
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 2020 | Founded | 9 years ago | Last Issue | 4 days ago |
| Active | |||||
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sinocism.comLatest Issues
July 2026 Politburo meeting; Fifth Plenum set for October; Signals of marginal, incremental policy support
The Politburo held its July meeting today. Some of the highlights:
Fifth Plenum scheduled for October, agenda is “to study major issues concerning the unremitting advancement of full and rigorous Party self-governance”;
Diagnosis of...
RMB and global imbalances; PRC missiles to Iran?; National Plan for Addressing Climate Change; Commercial space industry
We are still waiting for the July Politburo meeting.
Gita Gopinath, Pierre-Olivier Gourinchas and Hélène Rey - two former IMF chief economists and the incoming chief economic advisor at the Bank for International Settlements, respectively...
Xi meets Slovak president; “Excess capacity” or “Overcapacity”? ; CXMT IPO; Overseas Chinese affairs conference; Li Qiang in Tangshan; Chips and AI
In this issue:
Xi meets Slovak president
“Excess capacity” or “Overcapacity”?
CXMT IPO the day after
Xinhua’s mid-year review of the Chinese economy
Li Qiang commemorates the 50th anniversary of the Tangshan earthquake
National Confer...
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 deploying economic work for the second half of the year 分析研究当前经济形势”. The 2025 July mee...
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Authors
The writers behind this newsletter.
Writes The Sinocism Newsletter https://sinocism.com about China, tweets @niubi Human of Tashi the Golden Doodle https://tashigd.substack.com Investor in Substack
Exec. Director of Sinification. Associate fellow at the Royal United Services Institute (RUSI). Former analyst at MERICS.
Lead Analyst at Sinification. Former analyst at the Mercator Institute for China Studies (MERICS). Fellow at the China Global South Project.
Associate Research Analyst at Sinification; Master's student at Peking University focusing on late-Qing history [email protected]
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