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cover of episode Questions and Expectations for Trump 2.0; Looming Trade Tensions and PRC Responses; Volatility and Intermediaries; TikTok’s Last Hope?

Questions and Expectations for Trump 2.0; Looming Trade Tensions and PRC Responses; Volatility and Intermediaries; TikTok’s Last Hope?

2024/11/8
logo of podcast Sharp China with Bill Bishop

Sharp China with Bill Bishop
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Andrew Sharp: 我回顾了过去四年中美关系，特别是贸易战的起因、协议内容以及特朗普认为中国违反协议的原因。我还探讨了特朗普政府对华政策的矛盾之处，以及中国可能如何利用特朗普的反复无常来实现自身目标。最后，我还讨论了TikTok的命运以及中国对美国电信公司网络攻击的回应。 Bill Bishop: 我分析了习近平对特朗普胜选的祝贺信息，认为这表明中国对特朗普的了解，并希望在新的时代找到与美国相处的方式。我还讨论了中国可能采取的应对策略，包括惩罚美国公司、操纵汇率以及利用中间人来影响特朗普政府的对华政策。此外，我还分析了特朗普的反复无常是否是美国的战略优势，以及中国可能如何利用这一特点来实现自身目标。最后，我还讨论了美国电信公司网络攻击事件的严重性以及美国可能做出的回应。

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Chapters
Xi Jinping congratulated Trump on his win, urging both nations to find common ground. State media portrayed Trump's presidency as a potential new beginning for US-China relations. The PRC is actively trying to understand Trump's team and strategize for the future.
  • Xi Jinping congratulated Trump on his presidential win.
  • China Daily portrayed Trump's second presidency as a potential new beginning.
  • The PRC is scrambling to understand who to deal with in the Trump administration.

Shownotes Transcript

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 protected])

@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)