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cover of episode Trade Talks in Switzerland; Continuing Data Opacity Concerns; Xi Heads to Moscow; The CIA Takes to YouTube

Trade Talks in Switzerland; Continuing Data Opacity Concerns; Xi Heads to Moscow; The CIA Takes to YouTube

2025/5/8
logo of podcast Sharp China with Bill Bishop

Sharp China with Bill Bishop

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Andrew Sharp: 我认为,当前对美中关系的解读可能存在误区,即将其简单地视为一场贸易战。然而,美国可能正试图将中国从西方经济中剥离,这将导致无法达成任何协议,并且不会有赢家。中方愿意进行贸易谈判,可能与短期和中期面临的巨大风险有关。中国经济数据透明度日益降低,给评估其经济状况带来挑战。习近平访俄加深了中俄关系,但这可能会损害中国在全球范围内的领导力形象。中情局发布视频招募中国官员,这被中国视为敌对行为。 Bill Bishop: 我认为,中方放弃了此前关于贸易谈判的先决条件,这表明立场有所软化,但预期仍应保持较低。中方对俄的支持使其面临风险,但这些风险可能低于预期。中国经济数据透明度日益降低,给评估其经济状况带来挑战。虽然中方对俄的支持可能会引起欧洲和亚洲部分地区的不满,但这些不满可能不会对中方造成重大影响。中情局的招募活动被中国视为敌对行为,但这种行为在超级大国之间可能并不罕见。

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Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry 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 the news that the US and PRC are sending representatives to Switzerland to discuss trade talks this weekend. Topics include: Why expectations should be set low, the week of signs that the PRC was willing to engage, questions about cooperating on fentanyl, and the latest measures to loosen monetary policy in Beijing. From there: An email about Chinese data spawns a conversation about increasing data opacity, and challenges for Westerners and the party alike. At the end: Thoughts on the PRC’s relationship to Russia as Xi Jinping heads to Moscow, the consequences (or lack thereof) for the PRC’s support for Russia’s war in Ukraine, and reactions to a pair of CIA videos recruiting disaffected party members.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

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To subscribe to Sinocism, click here).

US-China trade talks; Xi arrives in Russia; Xi's history lesson; Rate cuts and moderately more supportive policies — Sinocism)

Ministry of Commerce Spokesperson Answers Reporters’ Questions on China–U.S. High-Level Economic and Trade Talk — Sinocism)

US-China Trade Talks to Start This Week as Tariffs Start to Bite — Bloomberg)

US Treasury's Bessent says China 'negotiations' to start Saturday without Navarro — Reuters)

As China Looks for Way Out of U.S. Trade Deadlock, Fentanyl Could Be Key — New York Times)

How Bad Is China’s Economy? The Data Needed to Answer Is Vanishing — Wall Street Journal)

Xi Jinping’s Moscow visit highlights China’s strategic vulnerabilities — Brookings)

Full text of Xi's signed article in Russian media — State Council)

Exclusive — Rubio Details How Trump Going on Offense Against China’s Belt and Road Initiative: ‘Big Story of 21st Century U.S.-China Relations’ — Breitbart)

CIA looks to recruit new Chinese spies with social media videos — Financial Times)

选择合作的原因:成为命运的主宰者 — YouTube)