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Latest Issues

Deflation over for now; MOFCOM responds to US distillation advisory; DeepSeek IPO and new model; Xi-Trump summit

Expectations should be low for US-China AI discussions around Xi’s upcoming visit, not only because of this advisory and the response but also because the US side is far from having any sort of coherent approach to regulation, or even empow...

3 days ago
62
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August trade data; Capital boost for state financial firms; Xi’s DC visit and US-China AI

The PRC has still not confirmed that Xi Jinping will travel to India for the BRICS Summit 2026 in New Delhi this weekend, but the expectation is that he will attend. In this issue:

August trade data

Capital boost for state financial firms...

4 days ago
97
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Sharp China: China's Global Strategy; Tragedy on the Nepal-Tibet Border; A 19-1 Vote at the G-20; TikTok Dodges Congress

This episode of Sharp China is outside the paywall.

Show Notes:

On today's show Andrew and Bill begin with a perspective on PRC strategy under Xi, including what the party wants from global institutions, how the PRC differs from the U.S....

8 days ago
36

PRC explanation of why there was no G20 communiqué; Accelerating “six networks” projects; EU-China; Oil consumption; AI

PRC explanation of why there was no G20 communiqué

NDRC wants to accelerate “Six Networks” projects

EU-China

Q2 carbon emissions fall

China and AI

The Memory Museum

We recorded this week’s episode of Sharp China earlier today - China'...

9 days ago
32
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Xi’s Egypt visit; G20 meeting; Bond issuance for rest of the year; EU-China trade

In this issue:

Xi’s Egypt visit

G20 Finance Ministers and Central Bank Governors meeting

Bond issuance for rest of the year

EU-China trade

In this issue:

10 days ago
4
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Authors

The writers behind this newsletter.

  • Bill Bishop

    Writes The Sinocism Newsletter https://sinocism.com about China, tweets @niubi Human of Tashi the Golden Doodle https://tashigd.substack.com Investor in Substack

  • Thomas des Garets Geddes

    Exec. Director of Sinification. Associate fellow at the Royal United Services Institute (RUSI). Former analyst at MERICS.

  • Jacob Mardell

    Lead Analyst at Sinification. Former analyst at the Mercator Institute for China Studies (MERICS). Fellow at the China Global South Project.

  • James Farquharson

    Associate Research Analyst at Sinification; Master's student at Peking University focusing on late-Qing history [email protected]

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