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Bill Bishop is the author of Sinocism)
On today's show Andrew and Bill begin with a few updates on the Central Economic Work Conference, economic headwinds facing the PRC economy, including weaker-than-expected retail data, mixed data from the real estate market, and concerns from an economist assessing the conditions on the ground. From there: Reactions to last week's PLA exercises around Taiwan, divergent reactions from policymakers in Taipei and Washington, and a new report on the process behind the Biden Administration's latest round of updates to the semiconductor export controls. At the end: President-elect Trump on his relationship with Xi Jinping, TikTok takes its case to the Supreme Court, and the NBA (sort of) announces plans for a series of preseason games in Macau.
To email the show: [email protected])
@SharpTechPodcast Channel — YouTube)
@Stratechery Channel — YouTube)
China Consumer Slowdown Shows Urgent Need to Encourage Spending — Bloomberg)
Prices Won’t Stop Falling in China, and Beijing Is Grasping for Solutions — Wall Street Journal)
China's 2024 property sales on course to reach just half the peak — Nikkei)
A top Chinese economist just said what many people suspected: China's official GDP numbers may not be accurate — Business Insider)
Big Chinese naval exercise leaves Taiwan and US struggling for response — Financial Times)
How U.S. Firms Battled a Government Crackdown to Keep Tech Sales to China — New York Times)
An Interview with Gregory Allen About the State of China Chip Export Controls — Stratechery Interview)
President-elect Donald Trump delivers remarks — CNBC YouTube)
TikTok Asks Supreme Court to Block Law Banning Its U.S. Operations — New York Times)
New trade hawk on the block — Politico)
Real Estate: Bret Baier Home Listed for a Record $32 Million — The Georgetowner)
NBA to return to China with multiyear deal in Macau — Reuters)
