Recent articles
April 9, 2026
No newsletter today
Apologies but need to take a personal day.
sinocism.com
April 9, 2026
Sharp China: A Ceasefire and Reports of PRC Pressure; Another Politburo Investigation; Mythos, DeepSeek, and a Token Crunch
Show Notes:
sinocism.com
April 8, 2026
Iran war; PLA rectification; Services Sector Conference; Mutating troll armies; AI token usage
There appears to be a ceasefire in the war, though already there have been violations. According to President Trump. China played a role in convincing Iran to agree to the cease fire, though so far...
sinocism.com
April 7, 2026
Iran war; Ma Xingrui; Industrial and Supply Chain Security; PLA political rectification; MSS warns about foreign dinner guests
- China and Russia vetoed a watered-down United Nations Security Council resolution put forward by Bahrain to encourage countries to work together to reopen the Strait of Hormuz. PRC ambassador to ...
sinocism.com
April 2, 2026
Wang Yi works the phones about Iran war; CICIR head on national security; Pig overcapacity; Wemby's time at Shaolin; Balanced trade
Wang Yi has been very busy working the phones about the Iran crisis over the last 24 hours, holding calls with the German, Saudi Arabia and Bahrain Foreign Ministers and the EU’s High Representativ...
sinocism.com
April 2, 2026
Sharp China: The U.S., China and Iran; A PRC-Pakistan Peace Plan; KMT Chair Set to Visit China; Huawei, Manus and ZXMOTO
This episode of Sharp China is outside the paywall.
sinocism.com
April 1, 2026
Li Qiang inspects Sichuan; Iran war; Another call for balanced trade; Museum scandal fallout
Li Qiang examined nuclear power, hydropower, and other equipment and core components, encouraging the enterprises to target the frontiers of science and technology and market demand, promote the de...
sinocism.com
March 31, 2026
China-Pakistan Iran peace initiative; PBoC monetary committee meeting; US-China; ZXMOTO; Taxes wanted
The People’s Bank of China Monetary Policy Committee held its Q1 2026 “Routine Meeting.” Compared with the Q4 2025 statement, the Q1 2026 meeting adjusted its assessment of the external environment...
sinocism.com
March 30, 2026
KMT Chairwoman to visit China; Li Qiang on Xiong'an; March Politburo meeting; Beijing bans drones; WDO, SAMR on involution
KMT Chairwoman Cheng Li-wen will head a delegation to visit Jiangsu, Shanghai, and Beijing from April 7 to 12. It is not confirmed that she will meet with Xi Jinping, but that is the expectation, e...
sinocism.com
March 26, 2026
Wang Yi speaks with Canadian FM; Hong Kong; PRC-Japan; 2024 marriages up; Another Xi book
Tokyo embassy incident - Officials and propaganda channels are hyping up the intrusion of the knife-wielding Japanese soldier into the PRC embassy in Tokyo to support the campaign since November to...
sinocism.com
March 25, 2026
Trump to China in May; Iran war; Manus mess; Mexico heading for the trade doghouse
The Iran war should be over by May 13th, if that is the condition for President Trump’s visit to China to meet Xi Jinping. Earlier today Trump posted that he will meet President Xi in Beijing May 1...
sinocism.com
March 25, 2026
Sharp China: A Giant Mess with Super Micro; Completely Correct Xiong'an Progress; The PRC's Balancing Act on Iran; Manus, Apple and Router News
Show Notes:
sinocism.com
March 24, 2026
Wang Yi speaks with Iranian counterpart; Japan-China; Router ban; Hong Kong bookstore owner arrested; Poyang Lake dam
Japan-China - There is a new diplomatic incident between Japan and China. A man claining to be a member of the Self-Defence Forces went over the wall of the PRC embassy in Tokyo and according to th...
sinocism.com
March 23, 2026
Xi inspects Xiong'an; China Development Forum; Iran; Nvidia chip smuggling; SOE rules; Sleeping fish
Xi took three PBSC members - Li Qiang, Cai Qi and Ding Xuexiang - and three other Politburo members - He Lifeng, Yin Li, and Chen Min’er - to inspect Xiong’an, his fourth visit to the new city sin...
sinocism.com
March 20, 2026
Sharp China: The War in Iran and the Visit to Beijing; New DNI Assessments on Taiwan; Military Scientists Disappearing From Public View
Show Notes:
sinocism.com
March 19, 2026
Iran war; PBoC's 2026 tasks; US-China; Japan; Front-loading 2026 spending
Japanese Prime Minister Takaichi has arrived in the US. In a public meeting earlier today with President Trump, a reporter asked about the Japan-China relationship, and Takaichi took a diplomatic t...
sinocism.com
March 18, 2026
Turkmenistan leader in Beijing; China-Iran war; Rural land contracts; US intelligence does not see invasion of Taiwan in 2027; "Open source" modernization
“Open source” Chinese modernization - In the Tuesday newsletter I highlighted a long Xinhua commentary - “Consolidating the Foundation and Making All-out Efforts to Promote the Steady and Long-term...
sinocism.com
March 18, 2026
US-China; PRC-Vietnam; H200s; China cuts the "Apple tax"; Chinese Modernization and 15th Five-Year Plan
President Trump said Tuesday that his meeting with Xi may now take place in five or six weeks, and that the Chinese are “fine with it”. He was originally scheduled to arrive in China two weeks from...
sinocism.com
March 17, 2026
Sinocism live on US-China relations with the FT’s Demetri Sevastopulo
Watch now | A recording from Bill Bishop's live video
sinocism.com
March 16, 2026
Trump delays China visit because Iran war likely will not be over by March 31; US-China trade talks; Xi on marine economy; Stabilizing expectations
President Trump does not believe the war with Iran will be over in two weeks, and so he will not be traveling to China to meet Xi.
China is unlikely to help the US fix the mess in the Strait of H...
sinocism.com
March 12, 2026
Sharp China: The 'Raising a Lobster' Frenzy; Iran and US-China as Trump's Visit Looms; Two Sessions Takeaways
Listen now | Show Notes:
sinocism.com
March 11, 2026
China-Iran; MoD on US military use of AI; Guiding the OpenClaw frenzy
Bloomberg reported Wednesday that “government agencies and state-owned enterprises, including the largest banks, have received notices in recent days warning them against installing OpenClaw softwa...
sinocism.com
March 10, 2026
PLA at the Two Sessions; US-China; Iran; OpenClaw
A relatively quiet day, at least when it comes to China, as we await the end of the Two Sessions. 1. PLA at the Two Sessions - The excellent YouTube account 中規中矩 (Zhonggui Zhongju) has a fascinatin...
sinocism.com
March 9, 2026
Xi meets with PLA and PAP delegates; Wang Yi press conference; US-China; China and Iran; OpenClaw frenzy
The “OpenClaw” frenzy has is spreading, driven by a chaotic mix of grassroots FOMO, aggressive cloud vendor marketing, and local government industrial policy. As detailed in OpenClaw Conquered Chin...
sinocism.com
March 6, 2026
Sinocism Weekly - March 6, 2026
Welcome to the Sinocism Weekly, a free Friday newsletter highlighting the most important items from the Sinocism Essential Eight published Monday through Thursday. This week was dominated by two ov...
sinocism.com
March 6, 2026
NPC; Government Work Report; Xi's breakout session; NDRC report; 15th Five-Year Plan; Iran; Chips
he message from Premier Li’s draft government work report he delivered Thursday is that things are on the right track in spite of a difficult external environment and continuing domestic challenges...
sinocism.com
March 5, 2026
Sharp China: All Eyes on Iran; Two Sessions Questions; Alibaba, DeepSeek and Distillation; Another UK Spying Scandal
This episode of Sharp China is outside the paywall.
sinocism.com
March 4, 2026
Two sessions; Iran; Another UK spy case; Qwen
Three British men have been arrested on “suspicion of assisting Chinese intelligence” under the National Security Act. All have ties to the Labour Party and one, David Taylor, is the partner of Lab...
sinocism.com
March 3, 2026
Reactions to Iran war; US-China; Two Sessions; DeepSeek and Qwen
There has been some speculation that because of the US attack on Iran, Xi would postpone or cancel his meeting with President Trump at the end of the month. I think that speculation is unfounded, a...
sinocism.com
March 3, 2026
Reactions to the US-Israel attack on Iran; Prepping for the Two Sessions; Science and technology insurance
This was supposed to be a fairly quiet week heading into the “Two Sessions”, with the Chinese People's Political Consultative Conference (CPPCC) opening March 4 and the National People’s Congress s...
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