Shows
China Biz Talk - Baiguan RadioBaiguan Radio #28: Trade war, Boeing, Jensen Huang, high-sea fishing, Xi's Southeast Asia tripWelcome to a new collaboration episode between Baiguan, Zichen Wang of Pekingnology and Johnny Zou of East8’s Newsletter. It has been several weeks now since we shared our thoughts on the important events of the past week. In this episode, we cover: [00:41] Robert’s experience of publishing an opinion piece on the New York Times discussing China’s resolve in the trade war.[06:32] Significance of China halting Boeing deliveries[8:08] Jensen Huang’s China visit: Is it a slap on Trump’s face, or is Jensen actually the “go-between”?[17:13] Bloomberg’s st...2025-04-2036 min
Peking PlaybookTariff, preconditions to talk, Jensen Huang's China visit, Xi in Southeast AsiaHello! Welcome to the 9th episode of the podcast “Peking Playbook,” featuring me (Zichen Wang), Robert Wu of Baiguan and China Translated substacks, and Johnny Zou of East8. [00:41] Robert’s experience of publishing a guest essay on the New York Times discussing China’s resolve in the trade war.[06:32] Significance of China halting Boeing deliveries[8:08] Jensen Huang’s China visit: Is it a slap on Trump’s face, or could the Nvidia be some sort of “go-between”?[17:13] Bloomberg’s scoop about China’s willingness to talk, with certain preconditions. How to take it?[19:1...2025-04-2036 min
Peking PlaybookTrump's Tariff on China 20250413Hello! Welcome to the 8th episode of the podcast “Peking Playbook,” featuring me (Zichen Wang), Robert Wu of Baiguan and China Translated substacks, and Johnny Zou of East8. [3:30] Did Trump plan for all of this? [12:42] Optimism about China-EU relationship [21:06] Pessimism about China-EU relationship [23:10] Will China see Trump’s sexemption for consumer electronics as a chance to soften its stance? [27:13] Who in the Trump team can actually call the Chinese side now? [30:31] The hope for China’s domestic demand stimulation[35:11] What’s the right policy to boost dome...2025-04-1348 min
Peking PlaybookPeking Playbook Unscripted 20250406Hello! Welcome to the 7th episode of the podcast “Peking Playbook,” mainly featuring me (Zichen Wang) and Robert Wu of Baiguan and China Translated substacks, just talking about recent news. Today, we have Johnny Zou of East8 join us as well. Johnny was with us on the January 28 episode.In the following 43-minute conversation recorded on Sunday morning ET, April 6, 2025, we talked about:[00:46] Tariff, first impressions[09:46] Is the US underestimating China?[15:00] How would countries from Japan to Vietnam respond?[22:44] Will China have closer integration with the rest of the worl...2025-04-0743 min