James Mayger @JDMayger
彭博新闻社驻北京记者。以前東京で日本経済を見てましたが今ブルームバーグの在中国記者。Bloomberg reporter in Beijing. All opinions are my own. Find me slowly transitioning to https://t.co/WeJTFCvMMH Joined December 2011-
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Last night, conservative LDP Diet members Yamada Hiroshi, Inada Tomomi, Sakurada Yoshitaka, Aoyama Shigeharu, and Ishin lawmaker Wada Yuichiro joined a research vessel commissioned by Ishigaki City to land on and survey the Senkaku Islands.
Last night, conservative LDP Diet members Yamada Hiroshi, Inada Tomomi, Sakurada Yoshitaka, Aoyama Shigeharu, and Ishin lawmaker Wada Yuichiro joined a research vessel commissioned by Ishigaki City to land on and survey the Senkaku Islands.
“Judicial sovereignty” for me but not for thee…
As you all know, I’m typically very pro-EU/EZ, but there is something epically funny about an EU Commission led by a CDU pol accusing China of engaging in insufficient fiscal stimulus to spur local demand and relying too much on exports to spur recovery from a financial crisis.
It was a real pleasure to host this conference @asianstudiesgu last week. A fantastic lineup and very wide-ranging conversation exploring so many aspects of the U.S.-Japan relationship! Thank you, @yuhkitajima @PhillipLipscy @Kazuyo_H_Kato @cmcclean @JapanChair @HarvardUSJapan
It was a real pleasure to host this conference @asianstudiesgu last week. A fantastic lineup and very wide-ranging conversation exploring so many aspects of the U.S.-Japan relationship! Thank you, @yuhkitajima @PhillipLipscy @Kazuyo_H_Kato @cmcclean @JapanChair @HarvardUSJapan https://t.co/vUrrt6DjEH
@Bloomberg on rebounding Chinese overseas investment, with some words from yours truly and @Aligarciaherrer. It’s complicated. China Overseas Investment Is at Eight-Year High as Firms Build Factories Abroad - Bloomberg bloomberg.com/news/articles/…
Love this. Hayato Sumino’s improvisation when he hears a phone ring mid-Gershwin is delightful. Also, a reminder to turn your mobile phones off!!! ⭐️ 🎹📱
Love this. Hayato Sumino’s improvisation when he hears a phone ring mid-Gershwin is delightful. Also, a reminder to turn your mobile phones off!!! ⭐️ 🎹📱
We dug into this data, including by looking at alternative estimates. We can confirm that in fact Chinese FDI into Mexico is way smaller than from the US. Don't believe the hype. 1/
We dug into this data, including by looking at alternative estimates. We can confirm that in fact Chinese FDI into Mexico is way smaller than from the US. Don't believe the hype. 1/ https://t.co/oYeMA1fCzv
I thought I covered EU-China relations pretty closely this week. And even I learned a lot from this thread.
I thought I covered EU-China relations pretty closely this week. And even I learned a lot from this thread.
Feels like a pretty seismic week in EU-China relations. I get the feeling that we're not in Kansas anymore Here is a summary of the major events that have happened, let me know if I missed any, bearing in mind it's still only lunchtime on Friday...
Xinhua @XHNews, in a dedicated commentary, calls for an unnamed city - it's Beijing, apparently - to get rid of the real-name government ID registration requirement for taking the subway. bj.xinhuanet.com/20240425/ade3e…
Xinhua @XHNews, in a dedicated commentary, calls for an unnamed city - it's Beijing, apparently - to get rid of the real-name government ID registration requirement for taking the subway. bj.xinhuanet.com/20240425/ade3e…
Very good thread. So many people talk but few understand the points made below 👇🏻
Very good thread. So many people talk but few understand the points made below 👇🏻
China’s overseas investment is heading for an eight-year high as its dominant firms build more factories abroad, a shift that could soften criticism of Beijing’s export drive trib.al/ayQbJvJ
Nuctech — the Chinese security scanner maker once headed by ex-President Hu Jintao’s son Hu Haifeng — confirms it’s the target of the European Commission’s first raid under the new foreign subsidies regulation. H/t @AntoanetaRoussi
"The upending of Japan’s government bond markets after almost a decade of predictability has sparked a flow of rates traders from banks to hedge funds offering the prospect of much higher pay." Latest: bloomberg.com/news/articles/…
Joerg Wuttke, the former president of the EU Chamber of Commerce in China, is leaving Beijing after about three decades to take up a role with an advisory firm in Washington bloomberg.com/news/articles/… via @bpolitics
Hao HONG 洪灝, CFA @HAOHONG_CFA
261K Followers 935 Following 2x Economist of the Year - Asian Private Banker; FT Book of 2020; No.1 Strategist/Economist - AsiaMoney. “The man who called China’s boom & bust” - BloombergEdward Lawrence @EP_Lawrence
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38K Followers 4K Following 中文名:姜大翼|Journalist @AP Beijing | 伟大时代的记录者 @美联社北京分社. 推特现在不让没有被验证的账户发私信,你可以用微信联系我(dakekang) 或者电报, Signal, WhatsApp (+1 201 937 9797). 邮箱: [email protected].James M Zimmerman @jmzbeijing
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3K Followers 498 Following Minister, Congressional affairs @JapanEmbDC. Former Director of Economic Policy @MofaJapan_en and Director @JPN_PMO. Views personal. RT≠endorsement. RT≠賛意。Hao HONG 洪灝, CFA @HAOHONG_CFA
261K Followers 935 Following 2x Economist of the Year - Asian Private Banker; FT Book of 2020; No.1 Strategist/Economist - AsiaMoney. “The man who called China’s boom & bust” - BloombergEdward Lawrence @EP_Lawrence
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3K Followers 2K Following A researcher on Chinese politics, security and history. Senior Fellow of NIDS, Japan. Tweets are my personal view. 【重版】【アジア太平洋賞大賞受賞】『毛沢東の強国化戦略』(慶應義塾大学出版会2021年)Xiaobo Lü | 吕晓�.. @XiaoboLu1
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1K Followers 672 Following Optioned screenwriter. 8 on the Black List. Author of history-oriented travelogue. Insta: wthtravel. Podcast: https://t.co/DkGOJuHjv2 自反而縮,雖千萬人吾往矣東京大学先端科.. @UTokyo_Rcast
6K Followers 34 Following 先端科学技術研究センターは東京大学の附置研究所の一つです。 モットーは学際性・流動性・国際性・公開性。東大の異端児とも言われる個性豊かな研究所です。Agathe Demarais @AgatheDemarais
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11K Followers 219 Following Sharing insights from the intersection of geospatial data science and economics | PhD in Economic Geography from @lsenews | Data Scientist @adb_hqRory Johnston @Rory_Johnston
36K Followers 1K Following oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my newsletter:蔡慎坤 @cskun1989
308K Followers 3K Following 中文撰稿人、独立时评人。 油管地址:https://t.co/jctvsg5C7G 邮箱地址:[email protected]Sal Mercogliano (WGOW.. @mercoglianos
47K Followers 2K Following Chair Dept of History, Crim Justice & Pol Science, Faculty Athletic Rep @campbelledu, Maritime Historian, Mariner, Firefighter & What's Going On With Shipping?Tom Isitt 🐝 @masaccio60
5K Followers 697 Following Author of Riding in the Zone Rouge, about a bike race across the battlefields in 1919. Now researching WW1 in Italy for another book to be published by Helion.Stinton Johnson 🇵�.. @JohnsonStinton
901 Followers 2K Following J-E translator. Rice farmer. Trapper-hunter. Anarchist without adjectives. Recovering academic. Disillusioned by humanity but inspired by humans.Nice set of LT credit & other charts. I interpret it somewhat differently by thinking about asset & resource rotation: Replacement of low-RoI housing & “old” infrastructure assets w/ higher-RoI industrial & services + low-RoI clean energy infrastructure assets. 🧵
A thread long overdue (1/5): Despite rising investor optimism, this chart is what worries me the most. It shows that we may have entered the first episode in China's post-GFC history where credit demand from both households and corporates is falling at the same time.
Chinese workers are entitled to a fair share of the value they produce
Around 2,000 workers at solar panel manufacturer Wuxi-headquartered 🇨🇳 Suntech Power (尚德) went on strike at its Wuxi plant on Apr 26. Police was called in; confrontations and clashes ensued…
Blackthorne: Damn, your rahmen and sushi! So delicious, so cheap! Mariko: The Anjin is paid in US dollars…
US vs China readouts: Here are all the readouts from Secretary Blinken's visit to China (4/24-4/26)🧵
👀 "The U.S. Department of Defense plans to work with U.S. Congress to authorize the U.S. Navy to use private shipyards to conduct maintenance and repairs of 90 days or less on U.S. Navy ships deployed to the Indo-Pacific from homeports in the United States, including Guam."
FACT SHEET: Japan Official Visit with State Dinner to the United States buff.ly/3vDp7Sh
Chinese firms are expanding in South-East Asia This new business diaspora is younger, better-educated and ambitious economist.com/asia/2024/04/2…
What became of Rahile Dawut? The Uyghur academic pursued her life’s work under an increasingly authoritarian Chinese state. Then she vanished @FTMag ft.com/content/ca0364…
EU, US and China clash over industrial overcapacity in Geneva, in a fiery exchange at the WTO's Committee on Subsidies and Countervailing Measures (SCM) Row outlined in this thread, I simply have not had time to cover in a story! x.com/fbermingham/st…
A fiery session of the WTO's Committee on Subsidies and Countervailing Measures (SCM) on Tues that demonstrates the divisions between China and the West The EU, US and China clashed on a number of important topics, ranging from overcapacity to Brussels' EV probe. A thread 🧵
Feels like a pretty seismic week in EU-China relations. I get the feeling that we're not in Kansas anymore Here is a summary of the major events that have happened, let me know if I missed any, bearing in mind it's still only lunchtime on Friday...
If US embassy China needs a guy to make out scratchy recordings of officialese... which they obviously do... they should give me a call. I'm only a DM away!
New: EU will today inform China of plans to add more Chinese firms to a blacklist for breaching sanctions on Russia scmp.com/news/china/dip…
"Use the dollar ... or we won't let you use the dollar!" Geniuses.
NEW: Trump’s economic advisers are considering ways to actively stop nations from shifting away from using the dollar, sources tell me, @nancook + @JenniferJJacobs Penalties being discussed: export controls, currency manipulation charges and tariffs bloomberg.com/news/articles/…
Footage of magnificent cities as they were a century ago - a thread 1. Constantinople (Istanbul) capital of the Ottoman Empire, 1905🇹🇷
Interesting report on the WuXi group by James Mulvenon w5499a.p3cdn1.secureserver.net/wp-content/upl…
The fact that 🇷🇺 will receive 28% less for its gas in 🇨🇳 than in Europe, but still seeks to expand gas sales to China, illustrates a dilemma Moscow faces in economic relations with Beijing. Simply put: amid war in 🇺🇦, there is no alternative to dependency on China. 🧵1/14
@JDMayger Maybe Peer de Vries assessment of Meiji era industrialization will prove relevant to your busy day!
We're starting to see US tariffs, subsidies, and other policy tools move some clean tech manufacturing to the US. But will this only lead to a protected made-in-America market without making US manufacturing globally competitive? (Maybe for the US, this feels good enough.)
Great piece by @ZeyiYang on US tariffs getting firms like Canadian Solar to move production to the US: "According to our modeling, the incentives provided just offset the cost differences—labor and supply chain—between Southeast Asia and the US” technologyreview.com/2024/04/23/109…