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Advantage Does Not Equal Victory | Sinification: July 2026

US-China & Global Order | Europe | Chinese Economy & Going Out | Middle East | South China Sea | Neighbourhood Diplomacy | Regional Relations | AI & Tech | Society
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A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes

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Politburo study session; Regulation on Exit and Entry Administration; US-China; AI; Scarborough Shoal/Huangyan Dao
I thought I would be on vacation already but there too many interesting things over the last few days to not do one more newsletter before heading off…
 • Bill Bishop
July 2026 Politburo meeting; Fifth Plenum set for October; Signals of marginal, incremental policy support
The Politburo held its July meeting today. Some of the highlights: Fifth Plenum scheduled for October, agenda is “to study major issues concerning the…
 • Bill Bishop
A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes
Show Notes:
 • Bill Bishop
1:00:05
RMB and global imbalances; PRC missiles to Iran?; National Plan for Addressing Climate Change; Commercial space industry
We are still waiting for the July Politburo meeting. Gita Gopinath, Pierre-Olivier Gourinchas and Hélène Rey - two former IMF chief economists and the…
 • Bill Bishop
Xi meets Slovak president; “Excess capacity” or “Overcapacity”? ; CXMT IPO; Overseas Chinese affairs conference; Li Qiang in Tangshan; Chips…
In this issue: Xi meets Slovak president “Excess capacity” or “Overcapacity”? CXMT IPO the day after Xinhua’s mid-year review of the Chinese economy Li…
 • Bill Bishop
CXMT IPO; Taxing offshore assets; Fang Xinghai; US-China; AI; Lula supports China-Mercosur deal
The July Politburo meeting should happen this week, and should include as part of its agenda “analyzing and studying the current economic situation, and…
 • Bill Bishop
Another CSRC meeting; DeepSeek CEO comments; SAMR warns about "externalization of involution 内卷外化"; US-China; Strengthening social work
President Trump confirmed that Xi will visit the US on September 24. That is not a surprise, the Rubio-Wang meeting readouts were clear they were…
 • Bill Bishop
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