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Bill Bishop is the author of Sinocism)
On today's show Andrew and Bill begin with another week of volatility in and around the PRC markets, including a crash on Monday, stabilization as the week unfolded, reports of a meeting between Xi and regulators, and changes at the CSRC. Then: For the first time in 17 years Mexico has supplanted China as the biggest U.S. trade partner, which raises questions about the future of the bilateral trade relationship and volume of PRC goods that have been diverted through countries like Mexico and Vietnam. At the end: The future of green energy manufacturing in the EU and China, a look at the sad and absurd week of controversy surrounding Lionel Messi, and a Happy Lunar New Year to all Sharp China listeners.
To email the show: [email protected])
CSRC head replaced; Government wants more EV exports; Wei Fenghe absence; Messi’s groin good enough for Japan — Sinocism)
Stocks; Xi Thought; Nukes — Sinocism)
Xi Can’t Use 2015 Playbook to Calm China Markets, Investors Say — Bloomberg)
Xi to Discuss China Stocks With Regulators as Rescue Bets Build — Bloomberg)
China’s Economy Is in Serious Trouble — New York Times)
Hitting China's Wall — New York Times)
China’s well-to-do are under assault from every side — The Economist)
How a U.S. Embassy post about giraffes became an outlet for despair about China’s tumbling stock markets — NBC News)
China dethroned as top source of US imports after 17 years, replaced by Mexico: census data — SCMP)
A China-U.S. Decoupling? You Ain’t Seen Nothing Yet — Wall Street Journal)
EU mum as solar industry time bomb ticks — Politico)
With solar industry in crisis, Europe in a bind over Chinese imports — Reuters)
Messi is playing in a match that concerns integrity: Global Times editorial — Global Times)
China says Messi's absence in Hong Kong match beyond 'realm of sports' as fury builds — Reuters)
Josh Ye — @ByJoshYe)
The 2024 CMG Spring Festival Gala — CCTV YouTube Channel)
