Sinocism · Scour

Sharp China: What’s at Stake for China in Iran; Canada's PM in Beijing; Notes on Chips, Apps, and Drones

·17w

CCDI Plenum Communique; Canadian PM in Beijing; 2025 trade data; H200s and US semiconductor 232 investigation

·17w

CCDI; H200s; US-China; Zhong Caiwen; Short newsletter today

·17w

CCDI Plenum opens; Rare earths exports to Japan get rarer; EU-China EV progress; Canadian PM’s visit to China

·17w

China playing rare earths card against Japan again; H200s; Scam tycoon Chen Zhi sent back to China; Liu Haixing

·18w

Sharp China: China’s Venezuela Calculations; Japan’s Rare Earth Access; A Reported Pause on Nvidia Purchases; The Meta-Manus Deal Under Review

sinocism.com·18w

Another day, another economic weapon aimed at Japan; “AI + Manufacturing”; H200 concerns; Manus; Platform rules

·18w

Tightening export controls on dual-use items to Japan and threatening rare earths export licenses; Stock market on a roll; Influencers to help improve “interna...

·18w

China’s Venezuela Calculations; Real Estate Market Expectations; December Politburo and Democratic Life Meetings; Museum Scandal; 2026 Propaganda Tasks

·18w

Xi promotes two generals; Japan nuclear weapons talk; US-China; Warning to Mexico; Nvidia chip smuggling investigation

·20w

TikTok deal; PLAAF corruption; US arms sales to Taiwan; Public security priorities for 15th 5YP; Indigenous police dogs

·21w

Hainan Free Trade Port; Huawei overseeing China’s EUV “Manhattan Project”; Rebalancing EU-China relations; Real estate; Cognitive warfare

·21w

Sharp China: Xi Jinping Thought on Domestic Demand; Political Economy vs. the Actual Economy; The Stories of the Year and Questions for 2026

·21w

Expanding demand; Real Estate; US-China drug co-op; Panama Ports deal at risk; MetaX 沐曦 IPO; EU pork tariffs

sinocism.com·21w

Expanding Domestic Demand is a Strategic Move; Weak November economic data; Jimmy Lai; Meta and China scam ads

sinocism.com·21w

Central Economic Work Conference concludes; Five Musts and Eight Key Tasks; US-Japan-China; H200s

·22w

IMF and RMB; H200s; DeepSeek and Nvidia; Japan-China; Reactions to the US National Security Strategy

sinocism.com·22w

Sharp China: Trump’s Plan to Sell Advanced Chips to China; U.S. Concessions Piling Up Amid a Push for 'Stability'; Macron and the EU Conundrum

·22w

Central Economic Work Conference; Nvidia's H200 chips for China; PRC-Japan fighter radar locks; Chen Yixin

sinocism.com·22w

December Politburo meeting and the imminent Central Economic Work Conference

·22w

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