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
Peking PlaybookPeking Playbook Unscripted 20250330Hello! Welcome to the 6th 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.In the following 39-minute conversation recorded on Saturday evening ET, March 29, 2025, we talked about:[00:52] Xi met global CEOs [04:25] What’s more serious for foreign businesses in China, organic domestic competition or the alleged policy discrimination? [10:00] Some Western firms (such as top consulting firms) are facing pressure at home to do business with China [12:06] There is also discrimination against local busine...2025-03-3039 min
Peking PlaybookPeking Playbook Unscripted 20250325Hello! Welcome to the 5th episode of the podcast “Peking Playbook,” mainly featuring me and Robert Wu, of Baiguan and China Translated, just talking about recent news.In the following half-hour conversation recorded on Sunday evening ET, March 23, 2025, we talked about[01:32] Some observations during Zichen’s ongoing study at the mid-career Master in Public Policy (MPP) program at Princeton School of Public and International Affairs[04:40] The ongoing controversy regarding CK Hutchison’s coerced Panama ports sale [20:16] New top-level policy document dedicated to boosting domestic demand[27:03] China Development Forum[29:16...2025-03-2534 min
Peking PlaybookPeking Playbook 20250309Hello! Welcome to the 4th episode of the on-and-off podcast that has been tentatively named “Peking Playbook,” mainly featuring me and Robert Wu, of Baiguan and China Translated, just talking about recent news.In the following half-hour conversation recorded on Sunday morning ET, March 9, 2025, we touched on[00:56] Two Sessions?[03:31] Birth subsidies[06:33] 1-trillion-yuan state VC fund?[11:33] China’s retaliatory tariff on US agricultural products[17:32] Trump’s impact on stock market confidence[19:47] TSMC’s $100b investment in the USAt the time of the recording, I was in P...2025-03-1029 min
Peking PlaybookPeking Playbook Unscripted 20250223Hello! Welcome to the 3rd episode of the on-and-off podcast that has been tentatively named “Peking Playbook,” mainly featuring me and Robert Wu, of Baiguan and China Translated, just talking about recent news.In the following half-hour conversation recorded on Sunday morning ET, February 23, 2025, we touched onTimeline:[01:14] Chinese leaders’ symposium with private entrepreneurs[15:49] Market rallies in Hong Kong and China ADRs[21:29] New White House memo on restricting Chinese investment[27:22] U-turn of U.S. policy on UkraineListen to Peking Playbook on Apple Podcast, Spotify, YouTub...2025-02-2331 min
Asia In-DepthHow We Talk About China, with Kaiser KuoKaiser Kuo, host of the long-running Sinica podcast, joins us in Zurich to discuss the evolving narrative on China, and why the West is so often 'stunned' by Chinese breakthroughs in electric vehicles, green technology, or, most recently: AI, with DeepSeek.We explore the reasons behind the challenges of reporting on China, the importance of strategic empathy, and the shifting dynamics of global influence, particularly in relation to American exceptionalism.Recommendations mentioned at the end of the episode:Chartbook, by Adam ToozePekingnology and The East is Read, by Zichen...2025-02-0442 min
State of AsiaHow We Talk About China, with Kaiser KuoKaiser Kuo, host of the long-running Sinica podcast, joins us in Zurich to discuss the evolving narrative on China, and why the West is so often 'stunned' by Chinese breakthroughs in electric vehicles, green technology, or, most recently: AI, with DeepSeek.We explore the reasons behind the challenges of reporting on China, the importance of strategic empathy, and the shifting dynamics of global influence, particularly in relation to American exceptionalism.Recommendations mentioned at the end of the episode:Chartbook, by Adam ToozePekingnology and The East is Read, by Zichen WangInterconnected, by K...2025-02-0442 min
Peking PlaybookPeking Playbook Unscripted 20250128: DeepSeekHappy Lunar New Year to all those who celebrate it! The top news on the last day of the lunar year of Dragon is obviously DeepSeek, the Chinese AI start-up. You’ve probably heard Americans talk about it all day now. Here is me, Robert Wu of Baiguan and China Translated, and Johnny Zou of MJFinance talking about it after the close of the brutal trading day when Nvidia sheds nearly $600 billion.Listen to Peking Playbook on Apple Podcast, Spotify, YouTube Podcast, and elsewhere! Don’t forget to subscribe!Highlights[2:43] Is Deep...2025-01-2835 min
Peking PlaybookPeking Playbook Unscripted 20250124An unscripted experiment where Zichen Wang, with Robert Wu of Baiguan, talk on January 24, 2025, about top China news of the day, covering Xi Jinping’s visit to northeast China, the government’s effort to bring long-term investment into its beleaguered stock market, the emerging controversy in China on the effectiveness of generic drugs via its universal health insurance system, and recent speculation on TikTok - all in around 25 minutes with minimal editing. This is the very first episode. This is a public episode. If you would like to discuss this with other subscribers or get...2025-01-2427 min