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Innhold levert av Andrew Sharp and Bill Bishop, Andrew Sharp, and Bill Bishop. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Andrew Sharp and Bill Bishop, Andrew Sharp, and Bill Bishop eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Elon Musk’s Surprise Trip to Beijing; A Third Plenum Set for July; An Uneventful Blinken Visit; Xi’s Trip to Europe

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Manage episode 415707355 series 3443605
Innhold levert av Andrew Sharp and Bill Bishop, Andrew Sharp, and Bill Bishop. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Andrew Sharp and Bill Bishop, Andrew Sharp, and Bill Bishop eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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 begin with a surprise, 24-hour trip to China for Elon Musk, and a Sunday meeting with Premier Li Qiang. Topics include: The Musk meeting as PRC response to mounting scrutiny in the US, the benefits to both sides of the Tesla-PRC relationship, and why this week's news may not answer Tesla's long term questions in the Chinese market. From there: Parsing the readout from the April Politburo meeting, including insights into how leadership sees the economy now, an announcement for the long-awaited Third Plenum, and policy changes that may or may not materialize in the months to come. At the end: Takeaways from Secretary of State Blinken's visit to Beijing last week, Xi Jinping prepares to travel to the EU amid a flurry of investigations into PRC entities and actors, and an emailer asks about the veracity of officially reported PRC economic data.

To email the show: email@sharpchina.fm


@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube


Politburo meeting and a July Third Plenum; Beijing relaxes some housing restrictions; Scarborough Shoal tensions — Sinocism

Xi to Europe; MSS head on the "five antis"; Musk's big Beijing trip; Housing restrictions; RMB; Kinmen patrols — Sinocism

Elon Musk flies in to meet China’s premier as Tesla fights local rivals — Financial Times

Elon Musk Can’t Solve Tesla’s China Crisis With His Desperate Asia Visit — Wired

Politburo meeting and announcement of Third Plenum in July — Sinocism

Macron plans to charm Xi in the Pyrénées — Politico EU

President Xi Jinping Meets with U.S. Secretary of State Antony Blinken — MoFA

Blinken Meets With Xi as U.S. Pressures China to End Support for Russia — Wall Street Journal

China Has Crossed Biden’s Red Line on Ukraine — Wall Street Journal

Thread from Finbarr Bermingham — X: @fbermingham

永恒的经典!窦唯 《艳阳天》 — YouTube: TheXQL1100

  continue reading

84 episoder

Artwork
iconDel
 
Manage episode 415707355 series 3443605
Innhold levert av Andrew Sharp and Bill Bishop, Andrew Sharp, and Bill Bishop. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Andrew Sharp and Bill Bishop, Andrew Sharp, and Bill Bishop eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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 begin with a surprise, 24-hour trip to China for Elon Musk, and a Sunday meeting with Premier Li Qiang. Topics include: The Musk meeting as PRC response to mounting scrutiny in the US, the benefits to both sides of the Tesla-PRC relationship, and why this week's news may not answer Tesla's long term questions in the Chinese market. From there: Parsing the readout from the April Politburo meeting, including insights into how leadership sees the economy now, an announcement for the long-awaited Third Plenum, and policy changes that may or may not materialize in the months to come. At the end: Takeaways from Secretary of State Blinken's visit to Beijing last week, Xi Jinping prepares to travel to the EU amid a flurry of investigations into PRC entities and actors, and an emailer asks about the veracity of officially reported PRC economic data.

To email the show: email@sharpchina.fm


@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube


Politburo meeting and a July Third Plenum; Beijing relaxes some housing restrictions; Scarborough Shoal tensions — Sinocism

Xi to Europe; MSS head on the "five antis"; Musk's big Beijing trip; Housing restrictions; RMB; Kinmen patrols — Sinocism

Elon Musk flies in to meet China’s premier as Tesla fights local rivals — Financial Times

Elon Musk Can’t Solve Tesla’s China Crisis With His Desperate Asia Visit — Wired

Politburo meeting and announcement of Third Plenum in July — Sinocism

Macron plans to charm Xi in the Pyrénées — Politico EU

President Xi Jinping Meets with U.S. Secretary of State Antony Blinken — MoFA

Blinken Meets With Xi as U.S. Pressures China to End Support for Russia — Wall Street Journal

China Has Crossed Biden’s Red Line on Ukraine — Wall Street Journal

Thread from Finbarr Bermingham — X: @fbermingham

永恒的经典!窦唯 《艳阳天》 — YouTube: TheXQL1100

  continue reading

84 episoder

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