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Sharp China: Five Questions on the Fifth Plenum; Mbappé Hysteria and a Chinese Own Goal; The STAR 50 AI Bubble Has Burst Sinocism · 2026-10-29 09:01 UTCFifth Plenum begins; October Politburo meeting; Kim Jong Un visits Dandong; Tough proposed US investment rules; AI; GGISinocism · 2026-10-26 22:30 UTCPromoting tech and industry “deep integration”; Long March; Youth unemployment; AI export controlsSinocism · 2026-10-21 22:10 UTCEU-China talks; PBoC on RMB; Measures for protecting the rights and interests of gig workers; Holiday spending; AI safetySinocism · 2026-10-08 21:35 UTCEU-China trade talks; Reality after the Xi-Trump meeting; US-China AI/SISinocism · 2026-10-07 20:17 UTCIncremental policy support; Wang Yi’s message to Japan; Document sensitivities during Xi’s DC visit; Trump on China and AI/SISinocism · 2026-09-29 21:54 UTC

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30 storiesNewest publisher update · 2026-10-29 16:42 UTC
01
SI
World

Fifth Plenum Communiqué

Today’s note is just focused on the Fifth Plenum communiqué that was released earlier today. The communiqué largely confirms the direction suggested by the pre-Plenum commentary campaign and explicitly incorporates Xi Jinping Thought on Party Building into the framework for implementing the decision. It envisions “full and rigorous Party self-governance” as an integrated system that will improve the CPC’s capacity to control its members, supervise officials, and implement decisions. The communi

Sinocism
2026-10-29 16:42 UTCsinocism.com
02
SI
AIAsia

Sharp China: Five Questions on the Fifth Plenum; Mbappé Hysteria and a Chinese Own Goal; The STAR 50 AI Bubble Has Burst

Show Notes: On today's show Andrew and Bill begin with five questions on the Fifth Plenum as Xi continues his corruption crackdowns and propaganda campaigns emphasize ideological unity and discipline. Topics include: The logistics of this week's meeting, the challenge of implementing policies throughout the country, the real corruption crisis that Xi inherited 14 years ago, costs of the crackdowns, and the inevitable arrival of a unified version of Xi Jinping Thought. From there: A tour of the

Sinocism
2026-10-29 09:01 UTCsinocism.com
07
SI
AI

Promoting tech and industry “deep integration”; Long March; Youth unemployment; AI export controls

Thursday is the 90th anniversary of the official completion of the Long March. There will be a commemoration and a speech by Xi. As I have written in several recent newsletters, the propaganda crescendo has been building into the anniversary, and the Fifth Plenum that starts Monday. In the Thursday People’s Daily there will two important pieces. One, a relatively rare “editorial 社论“, the other a long “Ren Zhongping 任仲平” commentary. That byline a collective pen name used by People’s Daily for maj

Sinocism
2026-10-21 22:10 UTCsinocism.com
08
SI
WorldAsia

Sharp China: New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

Listen now (71 mins) | Show Notes: On today’s show Andrew and Bill begin with a raft of proposed export controls from Beijing on AI-related technologies, solar-related technologies, and machinery, as well as continued angst surrounding Japan’s rare earth access. Then: Reactions to strong Q3 GDP numbers in the PRC, continued stock market struggles, questions about GDP targets, and speculation about the agenda for next week’s Fifth Plenum. At the end: The EU signals a willingness to continue prote

Sinocism
2026-10-21 09:02 UTCsinocism.com
10
SI
World

Q3 GDP growth on target; Xi on compute; Export controls; Fifth Plenum watch

In this issue: 1. Export controls around AI, biomedicine, photovoltaic tech, drones and dredgers 2. 4.5% official Q3 GDP growth 3. Xi Jinping inspects Ulanqab, Inner Mongolia 4. State Council executive meeting 5. Fifth Plenum watch 6. US sanctions Shanghai tech incubator 7. Two more days to pay back taxes on offshore trust

Sinocism
2026-10-19 22:59 UTCsinocism.com
12
SI
WorldAsia

September trade, prices and credit data; Li Qiang at the Canton Fair; EU-China

When some people discuss China’s trade today, they often see only import and export figures and overlook the real effects behind them. China is both a “super seller” and a “super buyer.” As a “super seller,” the effect we bring to other parties is primarily that of benefiting our neighbors. - Li Qiang today at the Canton Fair

Sinocism
2026-10-14 22:56 UTCsinocism.com