(Preview) CEWC and Bleak Economic Data; Naval Exercises Around Taiwan; New Reporting on Chip Controls; Trump’s Standing Invitation to Xi

Sharp China with Bill Bishop

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 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: [e-mail]

---

@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