(Preview) Unpacking the New Stimulus Measures; A Top Economist Disappears; US Moves on Connected Vehicles; The Future of China Policy for Democrats

Sharp China with Bill Bishop

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Bill Bishop is the author of Sinocism

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On today's show Andrew and Bill begin with a raft of measures announced this week to stimulate the economy. Topics include: A pop to the stock market just in time for the PRC's 75th anniversary, stimulating mergers and acquisitions, whether this week's measures indicate more relief in the months to come, and more. Then: The disappearance of prominent economist Zhu Hengpeng, and a reminder of structural problems under Xi that have continued to intensify, regardless of monetary policy. At the end: The Ministry of Commerce announces that the owner of Calvin Klein and Tommy Hilfiger is under investigation, the US Commerce Department moves forward with a proposed rule that would effectively ban Chinese vehicles from the US, and a Substack post offers a taxonomy of Democrat China policies and questions about who might set the agenda for a Kamala Harris administration.

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@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

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Addressing employment concerns; Stimulus!?; Connected vehicles and EU EV tariffs; CASS purge; Xinjiang cotton; ICBM test — Sinocism

September Politburo Meeting to Analyze and Study Current Economic Situation and Economic Work; Investors Pumped — Sinocism

China's central bank unveils most aggressive stimulus since pandemic — Reuters

Five Key Takeaways as China Unveils Stimulus to Boost Economy — Bloomberg

Xi’s Economic Adrenaline Shot Is Only Buying China a Little Time — Bloomberg

Top Economist in China Vanishes After Private WeChat Comments — Wall Street Journal

Beijing Threatens to Block Calvin Klein Owner’s Access to China — Wall Street Journal

US proposes banning Chinese software and components in vehicles — Financial Times

Relitigating China Policy — Matt Turpin

Washington’s Playbook for China Must Change — Foreign Policy

The Case Against the China Consensus — Foreign Affairs