(Preview) Market Adventures Continue; Waiting for an NPC Meeting; EU Tariffs on PRC EVs; Taiwan National Day

Sharp China with Bill Bishop

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Bill Bishop is the author of Sinocism

On today's show Andrew and Bill begin with the market's reactions to the NDRC press briefing on Tuesday, as Hong Kong saw all of last week's gains erased, while the PRC markets continued to see gains. Topics include: Misplaced expectations on the NDRC press conference, a National People's Congress meeting later in October that may articulate more concrete measures, and more thoughts on the continued volatility in the market themselves as well as commentary around the world. From there: An emailer has a question about a potential ByteDance IPO, a note on the broader concerns that persist in the PRC, and the EU passes tariffs on PRC EVs. At the end: A note on Taiwan National Day and the potential for an Operation Joint Sword 2024B, and a listener notes that Xi Jinping is leaving China far less frequently than he once did.

To email the show: email@sharpchina.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Stock market volatility; Premier Li meetings on the economy; PRC goes after EU brandy; Wu Bangguo; Wang-Raimondo call; MSS on the "China Initiative" — Sinocism

Stock market expectations; EU EV tariffs; Taiwan; Pakistan terror attack; Vietnam fishing boat attack — Sinocism

China Markets Warn Xi That More Stimulus Is Needed to Fuel Rally — Bloomberg

China targets brandy in EU trade tit-for-tat after EV tariff move — Reuters

EU votes for tariffs on Chinese-made EVs in blockbuster trade row — SCMP

‘A very serious situation’: Volkswagen could close plants in Germany for the first time in history — CNN

Communist China not the motherland, says Taiwan’s president, because our republic is older — The Guardian

US concerned about Taiwan candidate — Financial Times (2011)

China is using an “anaconda strategy” to squeeze Taiwan — The Economist

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