Michael Hirson @MichaelHirson
Head of China Research at 22V Research, formerly at Eurasia Group and US Treasury. Fan of spicy food and mild takes. Opinions my own. New York Joined May 2017-
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Roast it in a sheet pan and you'll make the homepage
Om bias?
On her trip to China, Yellen warned about overcapacity. Beijing says these concerns are over-hyped. Who's right? Probably both! We looked at capacity utilization, investment, and export prices. 1/
There is now a bit of pushback against concerns about Chinese overcapacity. That is in part because the notion of overcapacity is itself poorly defined (capacity v domestic demand, v global demand or v the demand needed for decarbonization) But there is a real issue imo 1/x
Good story. Milei has been more pragmatic than expected; China is a part of that but only a part. But there is a missing angle. Argentina's previous government drew on the PBOC swap for real, and Milei lacks the fx to unwind it ... bloomberg.com/news/features/…
China’s National People’s Congress is about to open with the government work report of Premier Li Qiang. The report was already approved by the latest Politburo meeting, and foreshadowed by December’s Central Economic Work Conference and several Xi Jinping Speeches.
That is a pity and a missed opportunity for policy communication. In the past, the Premier’s press conference were often very meaningful, and helped improve the understanding of China’s policies.
That is a pity and a missed opportunity for policy communication. In the past, the Premier’s press conference were often very meaningful, and helped improve the understanding of China’s policies.
It was an honour to testify at the @USCC_GOV last week on “China’s Economic Policy and its Role in Global Manufacturing” with @ChimitsF and @gordon_h_hanson. Here’s a quick summary of my testimony. 1/ uscc.gov/hearings/consu…
Excellent set of policy recommendations from Tao Wang (UBS) in the FT 1/ ft.com/content/a210f7…
Global issues do not necessarily have to be linked. What happens in Afghanistan need not be a signal to what will happen in Ukraine; what happens in Ukraine need not be a signal to Taiwan. But if other signals are not being sent, then these will be listened to. Were congress…
Global issues do not necessarily have to be linked. What happens in Afghanistan need not be a signal to what will happen in Ukraine; what happens in Ukraine need not be a signal to Taiwan. But if other signals are not being sent, then these will be listened to. Were congress…
China-centered globalization isn't about to end. Instead, Beijing is moving to expand its geoeconomic position by doubling down on manufacturing. This isn’t going to go well for global trade diversification. Max Zenglein @merics_eu delves into the empire. hinrichfoundation.com/research/wp/us…
Happy China Article IV day for all who celebrate
Happy China Article IV day for all who celebrate
Great thread from Dario but I’d reframe just a bit differently. I noticed 4 main forecasting (different styles were guilty of these to varying extents at different times): - in 2020, fighting the last war assuming shock would be exceptionally long lived and slow to recover from
Great thread from Dario but I’d reframe just a bit differently. I noticed 4 main forecasting (different styles were guilty of these to varying extents at different times): - in 2020, fighting the last war assuming shock would be exceptionally long lived and slow to recover from
Most U.S. and Taiwanese experts polled in a new survey say China lacks the capabilities to effectively carry out an amphibious invasion of Taiwan but is well-positioned to execute a blockade. trib.al/jVD6Cfx
Lai's appeal to voters was that he would be Tsai 2.0 - he would not deviate from Tsai's foreign policy, Cross Strait / US relations, and doubled down on his support for the status quo. At the same time, he promised to make major improvements on social issue shortcomings.
At last it's happened: The US is now a bigger customer to South Korea than China is for the first time in two decades. bloomberg.com/news/articles/…
China outs 3 defense firm executives from top political body. May potential engender political instability near the top of Chinese leadership as well, possibly even at Politburo level. /1 scmp.com/news/china/pol…
The EU-China summit met low expectations. EU-China economic imbalances and dependencies will continue to loom large over the relationship. @MaevaDebarge and I discuss on @TheTerminal. blinks.bloomberg.com/news/stories/S…
Maduro. Don’t go bananas. If you do, you’re tostones.
Maduro. Don’t go bananas. If you do, you’re tostones.
1/China has a new “trinity” of econ/finance committees under the Party’s aegis. Two are old and one is new, but they all have the word “central” in their titles and sound kinda the same. So what’s the difference and which one really matters? We unpack all this in this thread.
Hao HONG 洪灝, CFA @HAOHONG_CFA
261K Followers 937 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” - Bloomberg
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
Paul Triolo @pstAsiatech
22K Followers 988 Following Unflinching look @ nexus: tech/politics. Digital Econ, Semis, AI, Greentech, Partner, SVP China/Tech Policy Lead @ASG DGA. CFR, @PaulsonInst @CSIS @ChatGPT
Gerard DiPippo @gdp1985
7K Followers 1K Following Econ, China, food, mostly. Senior Geoeconomic Analyst @economics. Former @CSIS, DNIO for Economic Issues, and CIA. Views my own.
Ryan Hass @ryanl_hass
28K Followers 1K Following Brookings scholar on China, Taiwan, Asia. Sr Advisor at The Scowcroft Group, McLarty Associates. Husband to Meredith and father of four. Author of “Stronger.”
Neysun Mahboubi @NeysunM
19K Followers 3K Following Administrative law / Chinese law. Director, Penn Project on the Future of U.S.-China Relations. Host @CsccPenn Podcast and @LawAnGovernance.
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.
Ali Wyne @Ali_Wyne
13K Followers 8K Following Senior Research and Advocacy Advisor, U.S.-China, @CrisisGroup | Author of “America’s Great-Power Opportunity” (Polity, 2022) | [email protected]
Eurasia Group @EurasiaGroup
174K Followers 2K Following The geopolitical risk firm that helps you understand the world. Founded by @ianbremmer. Putting politics first for 25 years.
Zichen Wang @ZichenWanghere
31K Followers 5K Following He/Him. Views PERSONAL. Newsletter @pekingnology on Substack ↓ now part of NON-GOVT @CCG_org. @xhnews Xinhua alum. "过一天，是一天。"
Jordan Schneider @jordanschnyc
48K Followers 4K Following Newsletter: https://t.co/j23uuLxE59 join 35k readers Podcast: https://t.co/4sx8iev5Az Business partnerships: https://t.co/a8hYrI8Qde Fellow: @cnasdc
Paul T. Haenle @paulhaenle
10K Followers 2K Following Former White House NSC China Director for Presidents Bush & Obama｜Former Director @CarnegieChina, Host #CITW podcast, Chairman @Teneo APAC｜Fellow @nuseai
Yuen Yuen Ang @yuenyuenang
24K Followers 6K Following Alfred Chandler Chair of Political Economy @JohnsHopkins
David Barboza @DavidBarboza2
50K Followers 4K Following Former New York Times Shanghai Bureau Chief; 2-time Pulitzer Prize winner; investigative reporter and co-founder of The Wire China and @WireScreenAI.
Shanghai Macro Strate.. @ShanghaiMacro
42K Followers 224 Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact: [email protected]
Matthew P. Goodman @MPGoodman88
5K Followers 3K Following Director of the Greenberg Center for Geoeconomic Studies, Council on Foreign Relations
Kaiser Kuo @KaiserKuo
100K Followers 5K Following AKA 郭怡廣. Host of the Sinica Podcast, a weekly discussion of current affairs in China.
Dali L. Yang @Dali_Yang
21K Followers 7K Following William C. Reavis Professor of Political Science, University of Chicago. DMs open
Demetri @Dimi
74K Followers 19K Following US-China correspondent at FT・CSIS podcast on covering US-China: https://t.co/MjUJDjtQ7I・Photography: https://t.co/j9TTXoRhYj
Bert Hofman（郝福�.. @berthofmanecon
13K Followers 982 Following Adjunct @nuseai National University Singapore. non-resident senior fellow MERICS and ASPI. Opinions my own. https://t.co/zM1RwXaHzK
Thituetaw @ThituetawU_FJA
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69 Followers 5K Following
Jonas Lindner @jonaslindner_
66 Followers 250 Following China's economy and sustainable development. PhDing @uni_wue. MSc Sustainable Development. MSc China Business and Economics.
Chaoyi @CCrainys
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Luffy @kzmustang
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Assunta Jaskolka @JaskolAssunt
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The BTRM @THEBTRM
215 Followers 287 Following The Certificate of Bank Treasury Risk Management (BTRM). The world’s most comprehensive career-enhancing practical professional Bank Treasury, ALM qualification
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32 Followers 2K Following
Kinling Lo 盧建靈 @kinlinglo
11K Followers 3K Following China Correspondent @SCMPNews. Alum @JMSCHKU. I call Hong Kong my home. Tips and story ideas to: [email protected].
Jack Neubauer @jackneubauer12
2K Followers 1K Following Assistant Professor of History at National Chengchi University. Modern China, global humanitarianism, childhood & youth.
arno @deltaforce01010
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Imaan Manery @imaan_mane
31 Followers 5K Following
MindHunter @ThiagoS00470393
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Victor Lee @VictorLee130283
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ps @pscheib1
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Todd @Toddy_Xu
51 Followers 530 Following
Charlotte Yang @CharlotteYTYang
2K Followers 623 Following I write about China markets at Bloomberg News @business. @Kennedy_School alum. Views mine. Tips: [email protected]
Jiahui Huang @ivy_jiahuihuang
841 Followers 3K Following Asia Market Reporter @Dowjones @WSJ |@columbiajourn Stabile '22, CJI Fellow '23| Tips/Leads/线索: [email protected]
Silva Shih 史書華 @silvashih
2K Followers 2K Following 天下雜誌 CommonWealth international affairs & @CWMgraphics | Prev @FTChinese @FT. | Co-organizer of @HacksHackersTPE. | Mastodon @[email protected]
chestnut @Songming_Lu
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Jiuyu Capital @blueleeya
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ppnankai @ppnankai
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yiyisun @yiyisun
114 Followers 386 Following
Cass George @Aaron_nonlinear
202 Followers 2K Following If a statement cannot be logically deduced (from what is known), it might nevertheless be possible to logically falsify it.
Shane @Shane08485090
41 Followers 132 Following
Ruby Odette @OdetteRub
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Dash_Dart @dash_dart42298
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J @Joe_IbnJohn
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Walter "Wynn" Lawrenc.. @wynn_with_NYL
56 Followers 71 Following Agent with New York Life offering Business and Individual strategies, Estate Protection, Insurance & Retirement Plans. Not licensed in all jurisdictions.
s.tw @jmstwn
1K Followers 574 Following
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Hao HONG 洪灝, CFA @HAOHONG_CFA
261K Followers 937 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” - Bloomberg
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
Taisu Zhang @ZhangTaisu
49K Followers 401 Following Professor @YaleLawSch and @yale_history, comparative historian, legal theorist, occasional commentator on China-related stuff.
ian bremmer @ianbremmer
778K Followers 2K Following political scientist, author, teach at columbia sipa, columnist at time, president @eurasiagroup, @gzeromedia. if you lived here, you'd be home now.
Paul Triolo @pstAsiatech
22K Followers 988 Following Unflinching look @ nexus: tech/politics. Digital Econ, Semis, AI, Greentech, Partner, SVP China/Tech Policy Lead @ASG DGA. CFR, @PaulsonInst @CSIS @ChatGPT
Yasheng Huang 黄亚�.. @YashengHuang
18K Followers 104 Following Professor, MIT Sloan School of Management. My website: https://t.co/fV3cKGaKkz
Gerard DiPippo @gdp1985
7K Followers 1K Following Econ, China, food, mostly. Senior Geoeconomic Analyst @economics. Former @CSIS, DNIO for Economic Issues, and CIA. Views my own.
Henry Gao @henrysgao
22K Followers 1K Following law professor. Tweet on China, trade, WTO etc. All tweets are in my personal capacity and do not represent the views of institutions I'm affiliated with.
Evan Feigenbaum @EvanFeigenbaum
35K Followers 8K Following Vice President @CarnegieEndow; twice US Deputy Assistant Secretary of State; former James R. Schlesinger Distinguished Professor @Miller_Center; Asia's future.
Ryan Hass @ryanl_hass
28K Followers 1K Following Brookings scholar on China, Taiwan, Asia. Sr Advisor at The Scowcroft Group, McLarty Associates. Husband to Meredith and father of four. Author of “Stronger.”
Liqian Ren @liqian_ren
14K Followers 992 Following Director of Modern Alpha @WisdomTreeFunds Host of China of Tomorrow, co-host Behind the Markets https://t.co/Nb1RJm9LLk https://t.co/ckJ26l2oBm
Neysun Mahboubi @NeysunM
19K Followers 3K Following Administrative law / Chinese law. Director, Penn Project on the Future of U.S.-China Relations. Host @CsccPenn Podcast and @LawAnGovernance.
Adam Tooze @adam_tooze
216K Followers 8K Following History - Economics - Theory Columbia University. Born UK, raised FRG. Mensch mit Migrationshintergrund. Chartbook Newsletter: https://t.co/liMOT0CGJK
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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.
Ali Wyne @Ali_Wyne
13K Followers 8K Following Senior Research and Advocacy Advisor, U.S.-China, @CrisisGroup | Author of “America’s Great-Power Opportunity” (Polity, 2022) | [email protected]
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
Jonathan Cheng @JChengWSJ
81K Followers 3K Following China Bureau Chief @WSJ. Formerly of Seoul, New York and Hong Kong bureaus. [email protected]
Eurasia Group @EurasiaGroup
174K Followers 2K Following The geopolitical risk firm that helps you understand the world. Founded by @ianbremmer. Putting politics first for 25 years.
Yang LIU @yangliuxh
7K Followers 4K Following @xhnews, Xinhua Institute, previously in Damascus/Washington. Usual disclaimers. Sign up for my newsletter @Beijingchannel, focusing on China's foreign affairs↓
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.
Yaling Jiang @yaling_jiang
10K Followers 2K Following Chinese consumers at Following the yuan newsletter & ApertureChina consultancy | catching signals before they turn into trends | @columbiajourn @uniofbath
Humanoid History @HumanoidHistory
88K Followers 1K Following All the wonders of space and time, from ancient lands to galaxies far, far away.
Kyle Chan @kyleichan
8K Followers 578 Following Princeton sociology postdoctoral researcher. Writing on China, India, industrial policy, infrastructure, development, clean tech: https://t.co/Ufm8Z2juZY
Marc Opper @MarcOpper1
177 Followers 593 Following Scholar of insurgency, rebel governance, and the history of the CCP and MCP | Author of People's Wars in China, Malaya, and Vietnam | Home cook
CEPR @cepr_org
62K Followers 89 Following Centre for Economic Policy Research, founded 1983. Organises the research of over 1700 economists. See @voxeu https://t.co/mncEmo1030 https://t.co/DCTfP3YduI…
Hyun Song Shin @HyunSongShin
30K Followers 898 Following Economic Adviser and Head of Research, Bank for International Settlements
Ye Xie @xieyebloomberg
2K Followers 812 Following I cover global macro at Bloomberg News; Also write a China newsletter. Terminal users can subscribe China Today. Opinions are my own, RT not endorsement.
Jacob Feldgoise @jacob_feldgoise
1K Followers 851 Following Data Research Analyst @CSETGeorgetown | Tech Policy, National Security, Chinese Studies | @CarnegieEndow @CarnegieMellon @BorenAwards alum
Adam Ni @adam_ni
8K Followers 499 Following
Will Stancil @whstancil
81K Followers 510 Following I research metro policy and civil rights, focused on housing and schools. Proud member of Do-Something Twitter. Running for MN House! https://t.co/Q5xzs7kUmw
Yujing Liu @yujingliu_
675 Followers 968 Following China economy reporter @business, previously @SCMPNews. [email protected]. Opinions are my own.
Taipei Times @taipei_times
18K Followers 224 Following The Taipei Times covers the entire spectrum of life in Taiwan, from the arts and entertainment to the people and issues that shape our world
Julián Casal @jcasal_wb
433 Followers 2K Following Senior Financial Sector Economist @WorldBank. Passionate about finance, development, and digital payments. Views are my own.
Zayra Romo @zayra_romo
137 Followers 478 Following Program Leader for Infrastructure @WorldBank Power sector, utility performance, infrastructure. Views personal
Peter Williams @peterdwilliams
3K Followers 1K Following Climbing, running, and cooking mostly these days. Opinions are solely my own and not my employers. Odd Lots on "Reading the Stars" - https://t.co/ECwI3f8Jos
Ning Leng @leng_ning
2K Followers 1K Following Assistant Professor @Georgetown @McCourtSchool. Go Badgers and Tartans. Business-state relations, bureaucrats, infrastructure, authoritarianism, China in LatAm.
William Hurst @wjhurst
11K Followers 7K Following Chong Hua Professor of Chinese Development @CambridgeFames @Cambridge_Uni Deputy Director @CamGeopolitics Fellow @WolfsonCam
Covell Meyskens @cfmeyskens
11K Followers 8K Following Historian of China. Book on Mao's Third Front. Writing book on Three Gorges Dam. Study Chinese domestic/foreign politics, S & T, & Cold War.
Graeme Smith 史林 @GraemeKSmith
6K Followers 5K Following Co-hosts The Little Red Podcast with @limlouisa. South Coogee Wanderer. "Typical establishment hack". @anudpa. Editor @The_ChinaStory. https://t.co/PZiVj23c2Z…
Kerry Brown @Bkerrychina
21K Followers 5K Following Director of the Lau China Institute and Professor of Chinese Studies, King's College, London. 伦敦国王学院 中国研究所主任 凯瑞.布朗教授
Jamestown China Brief @ChinaBriefJT
15K Followers 868 Following Deep, timely analysis of PRC strategic trends. rt=/=endorsement. Subscribe to our biweekly newsletter at https://t.co/kFSroOdxkE…
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
Bates Gill @batesgill1
7K Followers 135 Following Career-long China-watcher + global nomad; Senior Fellow, National Bureau of Asian Research; Indo-Pac politics + security, with focus on China
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167 Followers 356 Following Chair, American Chamber of Commerce in China; Co-Chair of China Public Policy at Covington & Burling. All views are my own.
Exante Data @ExanteData
22K Followers 691 Following Data driven insights before the consensus We serve the world's top institutional investors. Check out: https://t.co/WcLvjdLaHc https://t.co/RWQ9sYIeag (substack)
Marko Papic @Geo_papic
44K Followers 89 Following Geomacro strategist. Author of Geopolitical Alpha. Views on Twitter are my own.
Anthropic @AnthropicAI
262K Followers 26 Following We're an AI safety and research company that builds reliable, interpretable, and steerable AI systems. Talk to our AI assistant Claude at https://t.co/aRbQ97uk4d.
Center for Strategic .. @CSTranslate
2K Followers 188 Following We locate, translate, and annotate material of strategic and historical value that currently exists only in the Chinese language.
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Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
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758 Followers 4K Following Foreign Desk @derspiegel. Past @DJSde. Tweets in ENG, GER, ITA. From Tuscany. RT ≠ endorsement.
Jason M. Kingdon @Jasonkingdon_
465 Followers 284 Following KCM/F | prev. funded founder, venture 分析师, and EiR | @harvardhbs ‘21 @columbia ‘16 @ChinaInstitute1 NextGen x @TheSerica #CINGS exec. committee
Yuen Yuen Ang @yuenyuenang
24K Followers 6K Following Alfred Chandler Chair of Political Economy @JohnsHopkins
Rebecca Choong Wilkin.. @RChoongWilkins
39K Followers 4K Following Asia government & economy correspondent for @Business || I write about China, geopolitics, finance and markets || Views mine.
Byron Wan @Byron_Wan
28K Followers 2K Following
David Boling @DavidBoling1
438 Followers 532 Following Interests include Japan, International Trade, Asia, and US Politics | Husband, dad of 2 | Arkansas Razorback fan, WPS! Views are my own.
Christian Petersen-Cl.. @chris__pc
17K Followers 2K Following Director making Documentary Films, based in China. 24+ year Expat. I won't die on a couch.
Richard Yetsenga 叶�.. @ricyet
4K Followers 4K Following ANZ Bank Chief Economist. GAICD. Asia. Antipodes. China. Climate. Diversity. India. Technology. Human economics.
Eric Nelson, Ph.D. @CommodoreNelson
2K Followers 275 Following By day biomed industry biz dev 🇩🇪🇨🇭🇯🇵🇪🇸🇳🇱🇧🇪 On X focus on COVID and reproductive medicine public communications #scicomm🔬
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680 Followers 471 Following Practice Head SE Asia @eurasiagroup. Recovering British diplomat (China & SE Asia). Tweets on Asia geopolitics/trade/economics and sometimes UK. Views my own.
Erlend Ek @erlendek
706 Followers 2K Following Energy and China analyst and lifelong student. Many years in China, a few in UK and Israel and now back in Norway
Bill Hayton @bill_hayton
23K Followers 2K Following Author: The Invention of China, South China Sea, Vietnam; Editor of @RSAsianAffairs Asian Affairs; Assoc-Fellow @CHAsiaPacific; Fellow @RGS_IBG; PhD (Cambridge)
Jennifer Welch @ThatJennieWelch
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.
Gita Gopinath @GitaGopinath
390K Followers 225 Following First Deputy Managing Director of the IMF. Previously Chief Economist of IMF and Professor at Harvard's economics department. Views are my own.
Penny Gao @Penny0915
7 Followers 207 Following
For @RStatecraft, I argue that under the impression of calm and complacency that comes from empty diplomatic exchanges, pressures are steadily building. Let’s not squander this rare moment when both the US and China have good reason to seek real progress. responsiblestatecraft.org/antony-blinken…
The prevailing notion that the Biden-Xi summit in California last November "stabilized" the US-China relationship was never well-grounded. Beijing and Washington have a lot of work to do if they want to insulate the relationship against the potential for another downward spiral.
For @RStatecraft, I argue that under the impression of calm and complacency that comes from empty diplomatic exchanges, pressures are steadily building. Let’s not squander this rare moment when both the US and China have good reason to seek real progress. responsiblestatecraft.org/antony-blinken…
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
There is an alternate version that sees state capacity as embodied by extremely competent faceless bureaucrats as the true motor of the world. This is known as The Gray Man Theory Of History.
Is there a good name for a mid version of the Great Man hypothesis of history? Like, that there *are* pivotal figures who make a difference, but by and large they’re actually pretty ordinary or below average
For anyone trying to understand clean energy in China, this podcast episode with @laurimyllyvirta is the single best discussion I’ve heard so far. Pretty much all the big issues covered in just an hour. (There’s also a transcript of the episode.)
Today on Volts: China! I sit down with longtime China expert @laurimyllyvirta to discuss the country's decarbonization efforts, its recent coal binge, & the growing political influence of the cleantech sector. This one is incredibly illuminating! volts.wtf/p/whats-going-…
He looks like he specializes in white collar crimes.
This is a pretty unusual sartorial choice here
Eye-opening chart from the IMF in the latest Fiscal Monitor. Public debt in China on a much worse path than the United States.
Jack Zhang, assistant professor of political science, will receive the inaugural KU International Affairs Advisory Board International Teaching Award and lecture on his work in international education at 2:30 p.m. April 18 in the Kansas Union. news.ku.edu/news/article/j…
A lot of space given to the Xi-Ma mtg in People's Daily today - one objective for Beijing is to create a bit of political space for itself, by assuring domestic audiences that there are still actors in Taiwan they can work with & the leadership remains in control of the issue
Somehow stumbled into a bit of twitter that consists of hundred-follower accounts excommunicating each other for failing to acknowledge each other as pope
The good news in today's inflation data from China is that the hog cycle finally seems to be turning, so that source of deflation is fading. And yet prices are stuck near zero... Unfortunately, this thread from last year still seems relevant x.com/adamkwolfe/sta…
The deflation debate in China seems to be the inverse of the inflation debate in the US 2 years ago. One camp is looking at it from a micro perspective, arguing deflation will be transitory. While those looking at the macro picture argue for a stronger policy response. A 🧵1/
Seamless translation of thought experiment into lab experiment that, when run across cultures, reveals how WEIRD we are.
My favorite behavioral experiment covered in The WEIRDest People in the World: “You are riding in a car driven by a close friend. He hits a pedestrian. You know that he was going at least 35 mph in an area of the city where the maximum allowed speed is 20 mph. There are no…
Yeah I can just see it “不行，机器坏了”
Chinese hotels with three-star ratings or more have been told to accept payments with foreign bank cards bloomberg.com/news/articles/… via @technology
China's excess capacity may be bad for profits and prices, but it's an advantage in strategic competition. China’s defense industrial capacity already exceeds the US’ in many areas and the gap is only growing, even as its economy slows down. nationalinterest.org/feature/china%…
Japanese companies are trusted to provide a safe alternative to PRC cranes and invest heavily in the critical battery sector in the US BUT can’t be trusted to invest in our steel industry? The policy math doesn’t add up.
There clearly is excess capacity in the analysis of excess capacity 😀 (h/t @MichaelHirson)
So a critical question here is how effective SOEs really are aligning broader stakeholder interests in a way that outweighs some of the benefits of more direct income distribution (from their profits) to households through equity ownership. It’s a complex question.
A look at the gender breakdown of the U.S. CEOs who met with Xi Jinping in Beijing last week.... @aaronMCN
China’s Red Carpet - @aaronMCN breaks down just who was at the big US business meeting with Xi Jinping in Beijing thewirechina.com/2024/04/07/chi… @thewirechina
Some ?’s re: dialogue Yellen & He Lifeng agreed to: - Will USTR & Commerce be involved? - Does US have a timeline in mind for when key concerns need to be resolved or else…(presumably tariffs)? - Is there coordination with others also concerned about China overcapacity (EU)?
Treasury Secretary Janet Yellen and Chinese Vice Premier He Lifeng agreed to set in motion formal talks to address what many see as China’s growing industrial overcapacity. trib.al/ik1K0Iw
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