Bill Bishop

1 week ago | sinocism.com | Bill Bishop

The May Politburo meeting should happen on Friday. If it is noteworthy I will probably be back in your inbox tomorrow. The Dragon Boat Festival holiday runs from May 31st to June 2nd, so there will be no newsletter Monday unless something particularly interesting is going on. Summary of today’s top items:1. Tell the Story of China's Economic Certainty Well - The Qiushi WeChat posted an article responding to the US pressure that is a succinct view into how the leadership views the current situation.

1 week ago | sinocism.com | Bill Bishop

Show 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.

1 week ago | sinocism.com | Bill Bishop

Nvidia CEO Jensen Huang discussed China with CNBC’s Jim Cramer Wednesday night:HUANG: First of all, the China market is, of course, very large, but it’s also the home of 50 percent of the world’s AI researchers. The platform that succeeds is the platform with the most developers. Just like iPhone is successful because of lots of developers, Windows is successful because of lots of developers, all these platforms succeed because there are a lot of developers.

1 week ago | sinocism.com | Bill Bishop

The Geneva “détente” may be breaking. Late Wednesday afternoon the US State Department announced a crackdown on visas for PRC students:Under President Trump’s leadership, the U.S. State Department will work with the Department of Homeland Security to aggressively revoke visas for Chinese students, including those with connections to the Chinese Communist Party or studying in critical fields.

1 week ago | sinocism.com | Bill Bishop

The most interesting event this week may be the May Politburo meeting that should happen by Friday, as the Dragon Boat Festival holiday runs from May 31st to June 2nd. Today’s issue is longer than usual as there is some catch up since I took Thursday off. You might want to read it your web browser here. Summary of today’s top items:1.