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Questions and Expectations for Trump 2.0; Looming Trade Tensions and PRC Responses; Volatility and Intermediaries; TikTok’s Last Hope?
Manage episode 449091304 series 3443605
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
On today’s show Andrew and Bill talk through a second Donald Trump presidency and what it might mean for US-China relations. Topics include: a note of congratulations from Xi Jinping Thursday morning, memories of the first Trump presidency, the calculus from both sides as tariffs loom, a larger toolkit of responses to trade policy for the PRC, potential intermediaries between Trump's administration and PRC leadership, and the strategic challenges and opportunities that China sees in a Trump administration. At the end: TikTok’s fate and whether Trump will save the app’s future in the United States, additional details on the Salt Typhoon telecommunications hack, and thoughts on the Biden administration's approach to the PRC, and the challenges facing any U.S. administration.
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Trump 2.0 and the PRC — Sinocism
Xi congratulates Trump; Social work and stability; "Stimulus" rumors; October exports surge; TikTok; Hack of US telecoms — Sinocism
China congratulates Trump, says it respects America's choice — Reuters
China Learns How to Get Trump’s Ear: Through Jared Kushner — New York Times (2017)
Donald Trump’s trade remedies reflect America’s troubled reality — Financial Times
Markets Are Underpricing the Possibility of a U.S.-China Economic War — Foreign Policy
Chinese officials struggle to build ties with Donald Trump’s campaign — Financial Times
Americans Who Want to Do Business in China Need to Meet This Man — Wall Street Journal
What Trump's win means for Ukraine, Middle East and China — BBC
Americans, your calls and texts can be monitored by Chinese spies — Washington Post
Chinese hackers gained access to huge trove of Americans’ cell records — Politico
China Hack Enabled Vast Spying on U.S. Officials, Likely Ensnaring Thousands of Contacts — Wall Street Journal
Trudeau government bans TikTok from operating in Canada — but Canadians can still use it — CBC
TikTok Sees Trump Victory As App’s Best Hope — The Information
Spotlight: Xi-Trump meeting helps achieve much friendlier tone in China-U.S. ties: experts — Xinhua
96 episodios
Manage episode 449091304 series 3443605
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
On today’s show Andrew and Bill talk through a second Donald Trump presidency and what it might mean for US-China relations. Topics include: a note of congratulations from Xi Jinping Thursday morning, memories of the first Trump presidency, the calculus from both sides as tariffs loom, a larger toolkit of responses to trade policy for the PRC, potential intermediaries between Trump's administration and PRC leadership, and the strategic challenges and opportunities that China sees in a Trump administration. At the end: TikTok’s fate and whether Trump will save the app’s future in the United States, additional details on the Salt Typhoon telecommunications hack, and thoughts on the Biden administration's approach to the PRC, and the challenges facing any U.S. administration.
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Trump 2.0 and the PRC — Sinocism
Xi congratulates Trump; Social work and stability; "Stimulus" rumors; October exports surge; TikTok; Hack of US telecoms — Sinocism
China congratulates Trump, says it respects America's choice — Reuters
China Learns How to Get Trump’s Ear: Through Jared Kushner — New York Times (2017)
Donald Trump’s trade remedies reflect America’s troubled reality — Financial Times
Markets Are Underpricing the Possibility of a U.S.-China Economic War — Foreign Policy
Chinese officials struggle to build ties with Donald Trump’s campaign — Financial Times
Americans Who Want to Do Business in China Need to Meet This Man — Wall Street Journal
What Trump's win means for Ukraine, Middle East and China — BBC
Americans, your calls and texts can be monitored by Chinese spies — Washington Post
Chinese hackers gained access to huge trove of Americans’ cell records — Politico
China Hack Enabled Vast Spying on U.S. Officials, Likely Ensnaring Thousands of Contacts — Wall Street Journal
Trudeau government bans TikTok from operating in Canada — but Canadians can still use it — CBC
TikTok Sees Trump Victory As App’s Best Hope — The Information
Spotlight: Xi-Trump meeting helps achieve much friendlier tone in China-U.S. ties: experts — Xinhua
96 episodios
Todos los episodios
×1 (Preview) CEWC and Bleak Economic Data; Naval Exercises Around Taiwan; New Reporting on Chip Controls; Trump’s Standing Invitation to Xi 14:25
1 (Preview) ‘Moderately Loose’ and Cautiously Stimulating; Nvidia Under Investigation; Broadening Export Bans; A TikTok Verdict and a Trump Prayer 12:14
1 Final Updates to the Biden Chip Controls; Peak Tough on China?; PLA and CEWC Speculation; More Trump Questions than Answers in Beijing 1:05:41
1 (Preview) The Final Biden-Xi Meeting; PRC Messaging to the World; Mass Attacks and the Party Response; Trump Transition Updates 12:26
1 (Preview) Stabilization Measures and Export Questions; Taiwan Considers US Arms Purchase; TSMC Halts Advanced Chip Sales to China; Trump Tea Leaves and Cabinet Picks 15:55
1 Questions and Expectations for Trump 2.0; Looming Trade Tensions and PRC Responses; Volatility and Intermediaries; TikTok’s Last Hope? 1:04:44
1 (Preview) Myriad Holes in US Chip Controls; New Reports on TSMC and Huawei; The Latest "Stimulus" News; Mixed Signals on Private Tutoring 9:50
1 (Preview) Questions for BRICS and the NPC; PRC Nuclear Arsenal and Ambitions; Taiwan's Energy Security; Heightened Scrutiny on TSMC and the Biden Admin 12:05
1 (Preview) Operation Joint Sword 2024B; The Latest on the "Stimulus"; US Presidential Election Follow-Up; Two Pandas Fly to D.C. 15:02
1 (Preview) Market Adventures Continue; Waiting for an NPC Meeting; EU Tariffs on PRC EVs; Taiwan National Day 11:58
1 Animal Spirits and Xi Bull Market 2.0; Plans for the Property Sector; US-China Updates; Xi and the Succession Question 50:57
1 (Preview) Unpacking the New Stimulus Measures; A Top Economist Disappears; US Moves on Connected Vehicles; The Future of China Policy for Democrats 15:45
1 (Preview) Retirement Age Reforms; A Sabina Shoal Win for the PRC and Questions for the US; Chip Companies in DC; Japan and TikTok 16:00
1 (Preview) The Arrest of Linda Sun; Overcapacity and Mounting Deflation Concerns; A New Role for Qin Gang; Rock Bottom for PRC Men's Soccer 15:46
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