Haidi Lun Stroud-Watts 伦海迪 @HaidiLun
Anchor @BloombergTV Daybreak Australia, Daybreak Asia. Beijing baby, Aussie bird. China, markets, geopol, pandas. Usual caveats. bloombergmedia.com/talent/people/… Sydney, New South Wales Joined August 2013-
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Stay up to date with the latest on the unprecedented direct attack on Israel by Iran. @BloombergTV will be LIVE from 6 am HKT/6pm ET today with @BelleDroulers and @HaidiLun here trib.al/Ng8phpu
Stay up to date with the latest on the unprecedented direct attack on Israel by Iran. @BloombergTV will be LIVE from 6 am HKT/6pm ET today with @BelleDroulers and @HaidiLun here trib.al/0DUe5K3
Australia is to launch an Inflation Reduction Act-style program to boost green manufacturing industries PM @AlboMP says there is “new and widespread willingness to make economic interventions on the basis of national interest and national sovereignty." bloomberg.com/news/articles/….
One of the things I find most frustrating about the current China overcapacity/green trade war debate is how it is so heavily grounded in macro debates and pretty much unmoored from micro, firm-level information.
Phenomenal reporting by @hancocktom and @danmurtaugh culminating in this point: market forces are already reducing capacity, via cancelled projects & bankruptcies. But the survival of the fittest means “today’s overcapacity problem can become tomorrow’s competitiveness challenge”
Phenomenal reporting by @hancocktom and @danmurtaugh culminating in this point: market forces are already reducing capacity, via cancelled projects & bankruptcies. But the survival of the fittest means “today’s overcapacity problem can become tomorrow’s competitiveness challenge”
When your rival is making sustainable profits, accusing them of overcapacity is just a way of complaining that their superior productivity is taking away your market share:
When your rival is making sustainable profits, accusing them of overcapacity is just a way of complaining that their superior productivity is taking away your market share:
Treasury Secretary Janet Yellen, who arrives in Guangzhou today, says US retains the option to protect new industrial sectors against China. Part of her trip is aimed at pressing Chinese counterparts on overcapacity build-up in areas including clean energy bloomberg.com/news/articles/…
Great to be on @BloombergTV with @HaidiLun @PaulAllenLive discussing Tesla’s disaster 1Q deliveries and the fork in the road situation for Musk and Tesla going forward 👇📺 bloomberg.com/news/videos/20…
"The interest-rate path that will best bring inflation down in a timely manner is uncertain.” More on the Bloomberg's conversation with RBA Assistant Governor Christopher Kent trib.al/MEemb9D
David Ingles @DavidInglesTV
74K Followers 2K Following Non-award winning journalist. Host of the China show. Chief Markets Editor @BloombergTV APAC. Opinions Mine. No investment advice. No endorsements.
Shery Ahn @SheryAhnNews
43K Followers 4K Following @BloombergTV Anchor & EM Correspondent. Bolivian Korean. In NY via HK, Tokyo, Seoul & SantaCruz. Own views en español, English, 한국어 too. Insta@SheryAhnNews
Patrick Chovanec @prchovanec
75K Followers 3K Following Private sector economic advisor. Author of the newly released book “Cleared for the Option: A Year Learning to Fly”. https://t.co/vhcQrJq9n3. #avgeek
Selina Wang @selinawangtv
86K Followers 3K Following Senior White House Correspondent for @ABC News Former CNN Correspondent & Bloomberg TV corr/anchor in Beijing, Tokyo, NYC, SF. Instagram @selinawangtv 📸
Bill Bishop @niubi
194K Followers 6K Following Sinocism https://t.co/4IciuAHywl Co-founded https://t.co/e9DjtXQ6tc. Sharp China Podcast https://t.co/qVWELS0lYq
Bloomberg TV @BloombergTV
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87K Followers 787 Following FICC investor, researcher, energy observer. Covering China's business and market.
Katie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
Taylor Riggs, CFA @RiggsReport
29K Followers 2K Following Co-anchor of @thebigmoneyshow 1pm ET on @FoxBusiness. Formerly @BloombergTV. 16x Marathoner. CFA Charterholder. MSF @jhucarey. 3L @nylawschool. Cat lover😻.
Tracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
Mike Bird @Birdyword
87K Followers 2K Following Asia business & finance editor @TheEconomist. Co-host of our Money Talks podcast. Just a lad from Leeds with a lust for markets, economics and history.
tom keene @tomkeene
162K Followers 17K Following bloomberg surveillance. present performance is no guarantee of future job.
annmarie hordern @annmarie
35K Followers 2K Following Early mornings with @bsurveillance, Chief Political Correspondent @BloombergTV, term member @CFR_org, LDN-DC-NY, friends call me AMH.
Sonali Basak @sonalibasak
45K Followers 5K Following Global finance correspondent @BloombergTV + anchor Real Yield, Fridays @ 1:00 pm New York time, writing like mad @business. @NYUStern MBA. Views are my own.
Christophe Barraud�.. @C_Barraud
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Blue Check Balding �.. @BaldingsWorld
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Trinh @Trinhnomics
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Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Victor Shih @vshih2
58K Followers 4K Following Director of 21st Century China Center and Ho Miu Lam Chair at GPS of UCSD. Expert of Chinese elite politics, economy, and finance. RT does not mean endorsement.
วิภาดา @56rcBF6JKNKr6T
75 Followers 1K Following ติดตามฉันและฉันจะช่วยคุณปลดล็อกวิธีการออกเดทสุดโรแมนติกต่างๆ! หน้าแรกมีข้อมูลการติดต่อเป็นประจำ
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Model Portföy @model_portfoy
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𝗝𝘂𝘀𝘁𝗶�.. @JUSTINrandom
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steve engen @seetokyo
276 Followers 215 Following CEO, Asia biopharma consulting firm; former Asia Head of Locust Walk; ran Japan ops for Mundipharma, Solasia, Shire; father to 2 wonderful girls
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999 Followers 1K Following I respect fairness, pragmatic politics, fiscal conservatism and economic common sense thru which govt can maintain social programs.
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8K Followers 1K Following Asia-focused journalist. Former Asia Editor of South China Morning Post. Tweeting again after a long time. On a career break: https://t.co/yEiIHMCn6s
Patpicha Best 🧣 @patpichatan
13K Followers 3K Following Thailand reporter at Bloomberg @business. Formerly @Reuters. 📝: politics, business, energy, commodities, environment. Views mine. 📧: [email protected]
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Raffi Balyozyan @investluxury
122 Followers 66 Following Everything about investing in the Luxury Sector & Mobility
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Burak Gürel @BurakGurel1980
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Strongcall @strong_call
78 Followers 173 Following Analizy fundamentalne spółek wraz z opisem sytuacji makroekonomicznej. Trendy na rynkach walutowych. Analiza techniczna. Informacje, komentarze, wywiady.
Yoolim Lee @yoolimleenews
4K Followers 946 Following Bloomberg technology reporter covering startups and venture capital. Views are my own. DMs are open. yoolim at bloomberg dot net
Catherine Ngai @catkngai
5K Followers 986 Following Team leader for Asia Pacific equities @business. Kinda runner, 🇨🇦 , ex @Reuters. Opinions mine. [email protected]
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larry @whatup224
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svfnadiwjd @memeda886
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Chen @Zengqiang_Chen
132 Followers 463 Following Focus on dealing with legal matters. I enjoy spending my free time enjoying the outdoors, fishing, and relaxing with friends playing billiards
David Ingles @DavidInglesTV
74K Followers 2K Following Non-award winning journalist. Host of the China show. Chief Markets Editor @BloombergTV APAC. Opinions Mine. No investment advice. No endorsements.
Shery Ahn @SheryAhnNews
43K Followers 4K Following @BloombergTV Anchor & EM Correspondent. Bolivian Korean. In NY via HK, Tokyo, Seoul & SantaCruz. Own views en español, English, 한국어 too. Insta@SheryAhnNews
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
Patrick Chovanec @prchovanec
75K Followers 3K Following Private sector economic advisor. Author of the newly released book “Cleared for the Option: A Year Learning to Fly”. https://t.co/vhcQrJq9n3. #avgeek
Selina Wang @selinawangtv
86K Followers 3K Following Senior White House Correspondent for @ABC News Former CNN Correspondent & Bloomberg TV corr/anchor in Beijing, Tokyo, NYC, SF. Instagram @selinawangtv 📸
Bill Bishop @niubi
194K Followers 6K Following Sinocism https://t.co/4IciuAHywl Co-founded https://t.co/e9DjtXQ6tc. Sharp China Podcast https://t.co/qVWELS0lYq
Bloomberg TV @BloombergTV
798K Followers 578 Following Breaking news. In-depth analysis. Market-moving scoops. Exclusive interviews. Sign up for the new @BSurveillance newsletter: https://t.co/PG1a4yzWwD
Stephen McDonell @StephenMcDonell
103K Followers 1K Following China Correspondent BBC, formerly Australian Broadcasting Corporation. 如果你也曾经穿过那道看不见的界限并且在没有颜色的街道上找不到可以停留的地方请你一定回来告诉我。P.K.14 baffling bozos since the beginning.
Katie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
Taylor Riggs, CFA @RiggsReport
29K Followers 2K Following Co-anchor of @thebigmoneyshow 1pm ET on @FoxBusiness. Formerly @BloombergTV. 16x Marathoner. CFA Charterholder. MSF @jhucarey. 3L @nylawschool. Cat lover😻.
Brad Setser @Brad_Setser
97K Followers 953 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Tracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
Manya Koetse @manyapan
58K Followers 2K Following China social trends, online media & digital culture | Sinologist | Japanologist | Hotpot Ambassador 🔥 Founder @whatsonweibo, support by subscribing 👇
Mike Bird @Birdyword
87K Followers 2K Following Asia business & finance editor @TheEconomist. Co-host of our Money Talks podcast. Just a lad from Leeds with a lust for markets, economics and history.
tom keene @tomkeene
162K Followers 17K Following bloomberg surveillance. present performance is no guarantee of future job.
annmarie hordern @annmarie
35K Followers 2K Following Early mornings with @bsurveillance, Chief Political Correspondent @BloombergTV, term member @CFR_org, LDN-DC-NY, friends call me AMH.
Sonali Basak @sonalibasak
45K Followers 5K Following Global finance correspondent @BloombergTV + anchor Real Yield, Fridays @ 1:00 pm New York time, writing like mad @business. @NYUStern MBA. Views are my own.
Ivan the K™ @IvanTheK
61K Followers 613 Following Lead Independent Director of Finance Twitter. Portfolio Mangler. Take each tweet with a grain of sea salt. Not opinions of Bridgewater LLC.
Patpicha Best 🧣 @patpichatan
13K Followers 3K Following Thailand reporter at Bloomberg @business. Formerly @Reuters. 📝: politics, business, energy, commodities, environment. Views mine. 📧: [email protected]
Simon Lester @snlester
16K Followers 1K Following Co-founder @CHNTradeMonitor & https://t.co/E60p4vMunE. Non-Resident Fellow @BakerInstitute. Formerly @CatoTrade @WTO. Taught trade law @MelbLawSchool @UMichLaw
Sonali Jain-Chandra @SonaliJC
227 Followers 1K Following Division Chief @IMFnews. Economist. Views are my own.
Catherine Ngai @catkngai
5K Followers 986 Following Team leader for Asia Pacific equities @business. Kinda runner, 🇨🇦 , ex @Reuters. Opinions mine. [email protected]
Yoolim Lee @yoolimleenews
4K Followers 946 Following Bloomberg technology reporter covering startups and venture capital. Views are my own. DMs are open. yoolim at bloomberg dot net
Arpit Gupta @arpitrage
31K Followers 4K Following Associate Professor of Finance, @NYUStern. Finance/Real Estate/Urban newsletter: https://t.co/lWVJvq6vKg.
Hervé Lemahieu @HerveLemahieu
6K Followers 2K Following Director of Research @LowyInstitute. Consulting Snr Fellow @LKYSch. Strategy, history, data analysis, Australia, Asia & beyond. Author of the Asia Power Index
Ernest Scheyder @ErnestScheyder
14K Followers 8K Following Senior correspondent for @Reuters | Author of THE WAR BELOW, available now from @OneSignalPub: https://t.co/7CbInGCuKh | Big @TheADDF fan | Maine native
Nikita Koirala @NikitaKoiralaHK
146 Followers 189 Following Producer @bloombergtv | video journalist | p.s. I am also a wonderful boba | views are own
Gabriele Ninivaggi @jiennegn
327 Followers 1K Following Political reporter at @japantimes / views my own
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310 Followers 274 Following Author, Management Consultant, Opinion Leader
Ambassador Dr. Elias .. @eliasmunshya
70K Followers 33K Following Lawyer, Theologian, Preacher, Chiwempalan, Runner; Ph.D., MBA, LL.M, M.DIV., MA., MA.; Zambia's High Commissioner to Australia, New Zealand & Pacific region.
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2K Followers 708 Following Bloomberg Reporter @Business @TheTerminal // formerly @WSJ @Georgetown @NewhouseBDJ @MaxwellSU ❤️ ballet & cat (Opinions are my own)
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15K Followers 403 Following Senior Fellow, Carnegie Endowment for International Peace. Board Member of Gaidar Foundation. RT ≠ endorsement. All views my own. @CEIP_Politika, @carnegiendow
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4K Followers 935 Following CEO @CenDemTech and @CDTEU, fighting to ensure technology advances civil rights & democracy. Proud daughter & Board member @ReeveFoundation.
LST @LongShortTrader
33K Followers 1K Following Investor and occasional short seller Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”
Spencer Hakimian @SpencerHakimian
2K Followers 246 Following Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.
Aaron David Miller @aarondmiller2
48K Followers 4K Following Senior fellow @CarnegieEndow and host of #CarnegieConnects. Former State Dept. analyst, adviser, negotiator in Republican and Democratic Administrations.
Philip Proudfoot @PhilipProudfoot
68K Followers 3K Following Research Fellow @IDS_UK at @SussexUni | politics, labour, accountability, humanitarianism in Arab States & Elsewhere | personal account | RT/Like≠Endorsement
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147K Followers 809 Following Author of NYT Bestseller https://t.co/DVWlRrB2YD 📖 Professor @stonybrooku 👩🏼🏫 https://t.co/MpupqQVNl1
Selva Demiralp @SelvaDemiralp
202K Followers 730 Following Professor of Economics, Koc University. Former Economist at the Federal Reserve Board. Ethos Economics and Consulting.
Trung Phan @TrungTPhan
699K Followers 4K Following Write on business with @workweekinc. Co-host @niapodcast. Building an AI research app: https://t.co/fZ5ObIyBGI
Betsey Stevenson @BetseyStevenson
51K Followers 2K Following Former Member of President Obama’s Council of Economic Advisers & Chief Economist at Labor. Current academic economist at Michigan. Always an economist at home.
Peiyu Lin 林佩諭 @peiyulintw
621 Followers 1K Following Military Reporter at @KitsapSun, part of @USAToday Network. @aaja. @uazjschool alum. Bilingual in Eng. & Mandarin. From Taiwan. 📧[email protected]
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4K Followers 2K Following Foreign correspondent @WSJ, covering Europe’s economy & the ECB. Formerly in Brussels & London. [email protected]
Brian Wall @bwall94
290 Followers 898 Following senior producer @bbgoriginals • Alum of @cbsnews @GWtweets • 🏳️🌈
Lev Nachman @lnachman32
21K Followers 4K Following Political scientist. Assistant Professor @nccu1927. My book "Taiwan: A Contested Democracy Under Threat" is available here: https://t.co/5RjbCwDjAA
Kevin Kingsbury @KevinKingsbury
1K Followers 16 Following A US Credit editor for @markets and @business. Back in NY after 7 years in Hong Kong. On the lookout for the next burst bubble. I speak for me.
Zachary Foster @_ZachFoster
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54K Followers 2K Following Civil society, religion, politics in China. @cfr_org senior fellow for China Studies. https://t.co/1CJRw3KZbM… RT ≠ endorsement.
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525 Followers 3K Following Researcher, lecturer and translator in Chinese, European and comparative philosophy. Follower of European/Chinese politics. @PhilosWarwick @RenminUniv @hqu1960
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1K Followers 290 Following Chief Geoeconomics Analyst at Bloomberg @economics. Former NSC Director for China & Taiwan & Special Advisor to the VP on Asia & Pacific. Views are my own.
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Judy Speicher🐢 @judyspeicher1
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Tsinghua ACCEPT @Tsinghua_ACCEPT
379 Followers 474 Following The Tsinghua Academic Center for Chinese Economic Practice & Thinking aims to contribute a Chinese perspective to the field of economics. Directed by Li Daokui.
Mike Shepard @MikeShepard4
2K Followers 487 Following Executive editor, U.S. Government News for @business. Ex-@washingtonpost. Forever @HoyasMLacrosse. 🇺🇸 & 🇧🇷 at heart. News tips: https://t.co/I1XGypoaN5
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375 Followers 246 Following Reporter @Bloomberg News in Singapore. Covers Asia credit, bonds and loans. Posts are own, not the company's views. Retweets aren't endorsements.
Homin Lee @leveltargetnow
481 Followers 213 Following Senior Macro Strategist @ Lombard Odier. All views are my own.
Brad Olsen @BradOlsenNZL
4K Followers 2K Following @InfometricsNZ CE & Principal Economist | 2016 NZ @QueensLeaders | JP | + other roles. Views my own. Contacts: [email protected] | +64212535646
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555 Followers 1K Following 🇬🇧 🇺🇸 🐻 TV Producer. London via New York, Ithaca, Buffalo & Kowloon Bay. Always iced coffee. RTs not endorsements.
Ann Choi 최주연 @annjychoi
2K Followers 960 Following @business data reporter 📩 [email protected] 💌 [email protected]
Kamaron Leach @Kamaron
5K Followers 826 Following journalist & on-air talent | @HowardU alum, KAΨ | insta: @ kamaron | views are definitely my own.
We covered U.S. inflation, Middle East tensions and the takeaways from the @WorldBank @IMFNews #SpringMeetings2024. Thanks @HaidiLun and @BelleDroulers for a great conversation (starting at 04:00) bloomberg.com/news/videos/20…
📺Great segment on @BloombergTV "Daybreak Australia" where my colleague Lydia Boussour, @EY_US, discusses our outlook for the US #economy, #inflation & the #Fed with @HaidiLun. bloomberg.com/news/videos/20…
This evening at 5:00 p.m. EST, @MattLloyd_AAM to appear LIVE @BloombergTV "Daybreak Asia" segment with hosts @HaidiLun and @SheryAhnNews. Tune in: bit.ly/3mMtzcn
Will be live on @BloombergTV at 6:30pm w/ @HaidiLun and @SheryAhnNews to discuss China's latest economic data and rising geopolitical risk. Will then join friends on @BloombergRadio at 7:40pmET to keep the conversation going. Tune in!
It took 8 years for China's #EV industry to become the world's largest. Europe, moving to restrict Chinese EV, will only realize that China is leading globally in new materials, new energy, new telecoms, some AI and aviation. Trade restrictions are reactive. Rather than…
Wonderful to be back in Hong Kong! And I’m looking forward to discussing the macro outlook and 2024 investment opportunities and risks with @HaidiLun and @VonnieQuinn on @BloombergTV tomorrow morning at 8 am local time (= 7 pm ET / midnight GMT today). Tune in if you can!
Joining @SheryAhnNews and @HaidiLun on @BloombergTV at 6:30pmET *TODAY* to discuss @ChinaBeigeBook's latest data plus new stimulus measures from Beijing. Tune in!
Thank you, @HaidiLun and @BloombergTV. A pleasure speaking about @PiedmontLithium’s strategy to support N. #American #EV #battery supply, reduce reliance on China & strengthen domestic #energysecurity. $PLL #PLL rb.gy/p1tzm8.
“W/all the #EV, #battery & #cathode plants being built in the #US & the #IRA…there’s a great incentive by customers to have local supplies,” @PLLKeith on @BloombergTV, discussing $PLL’s unique position as a US #lithium company. #American #EnergySecurity rb.gy/p1tzm8
Bottom line: don’t expect this will result in major changes in either country’s policies toward the other, nor will it resolve fundamental differences between them. But it is a positive sign they can still maintain comms as tensions intensify.
What to expect in Biden’s meeting with Xi today? - modest deliverables, maybe progress on fentanyl and mil-mil comms - Biden will likely deliver tough messages on Russia & SCS, + seek to deter on Taiwan - Xi will likely raise concerns about US tech & econ policies toward China
My books have arrived and they are beauties! Leftover Women - The Resurgence of Gender Inequality in China, 10th anniversary edition is out Nov. 30th from @BloomsburyBooks. Pre-order now: bloomsbury.com/us/leftover-wo…
China’s former Premier Li Keqiang dead at 68. He was an unusual politician, translating a book on due process & spending time with a ‘black hand’ of Tiananmen. An ambitious realist but any legacy is overshadowed by Xi Jinping. My piece from 2012 npr.org/2012/02/15/146…
And he spearheaded Xi Jinping’s poverty eradication drive, which helped some 100 million people work their way out of poverty.
I should add that as premier he also led the major campaign against air pollution since 2013. China’s pollution is now way down, which will save millions of lives.
Nice Thread on Li Keqiang 👇
Sad to learn the news of Li Keqiang’s death. I first met Li Keqiang when he was governor of Liaonign province. Then several times as part of world bank delegations when he was vice premier and premier. He always struck me as very committed to China’s development, intellectually
Li spoke so quickly at the plenary session that I covered at Bo'ao Forum that his translator fainted.
Deeply sad news- China's former premier, Li Keqiang, has died of a heart attack at the age of 68. For 10 years, Li was China's number two leader, a reformist intellectual who lost out to Xi for the presidency and ultimately diminished by Xi's leadership bloomberg.com/news/articles/…
The problem with the Li Keqiang Index is, once the Chinese government REALIZED that people were looking at these metrics, they were no longer reliable. It's like the Heisenberg Uncertainty Principle of China.
This is what I'm here for: the Li Keqiang Index.
Li Keqiang memorably said, according to a US diplomatic cable, that China's GDP figures are "man-made." Instead, he focused on three data points: electricity consumption, rail cargo volume and bank lending. Vale, Li Keqiang - here's the Li Keqiang Index spanning his premiership.
China's reform premier, Li Keqiang, died just months after stepping down as the premier. China's golden decade, along with him, becomes a part of the collective memory.
@HaidiLun Shocked and sad that he has gone so soon .
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