(Preview) Constructing US-China Stability; Trump’s Taiwan Comments and More Summit Takeaways; Putin in China

On today’s show Andrew and Bill parse the messaging from both sides of last week’s US-China summit in Beijing. Topics include: What the PRC means by “a constructive relationship of strategic stability,” why the US side adopted the framing as well, a relative absence of tangible deliverables, and why “a calculated stalling tactic from both sides designed to manage risk” may be a more accurate rendering of the status quo. From there: Trump’s various comments on Taiwan spark concern and questions, plus notes on Rubio, Ratner, an indictment of Chinese shipping magnates, and an Iran ceasefire Xi calls “imperative.” At the end: Vladimir Putin’s visit to Beijing, questions for the EU, and more bad news for Nvidia in China.

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Bill Bishop is the author of Sinocism

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

US-China summit outcomes; Constructive relationship of strategic stability; Taiwan; Putin to Beijing; Li and Ding on AI — Sinocism

Putin arrives in Beijing; US indicts PRC container firms and executives; Developing Party members; Tracking foreigners — Sinocism

Two Readouts, One Deal — Sinocism Chart

CIA Director John Ratcliffe met with Raul Castro’s grandson in Havana, US and Cuban officials say — AP

Rubio, Once a China Hawk, Strikes Softer Tone to Align With Trump — New York Times

U.S. probing whether Chinese companies cut production of shipping containers before COVID pandemic — CBS News

Xi Warns Against Resuming Iran Attacks After Meeting Putin in Beijing — Bloomberg

Chaos erupts behind the scenes of Trump’s China trip — including trampled White House aide — New York Post

Joint Declaration of the Russian Federation and the People’s Republic of China on the Emergence of a Multipolar World and International Relations of a New Type — Telegram

Xi Jinping told Donald Trump that Putin might ‘regret’ invasion of Ukraine — Financial Times

China banned Nvidia’s gaming chip during Jensen Huang’s visit — Financial Times