Anna Ashton @annatashton
Founder @ Ashton Analytics--China corporate affairs, geopolitics, and policy. Washington, DC Joined May 2009-
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NEW EPISODE: Will 2024 be the “Voldemort” of years? Join geopolitical experts from the Eurasia Group to break down the top risks facing the world in 2024. Willis Sparks (Director, Global Macro) and @annatashton (Director, China Corporate Affairs and US-China) share their…
Trump recently said if elected, he could impose 60% or higher tariff on all Chinese imports. @annatashton told @VOAChinese that it is in part because his former trade czar Lighthizer sees that as the way to go, and also because Trump will want to do more than Prez. Biden.
Trump recently said if elected, he could impose 60% or higher tariff on all Chinese imports. @annatashton told @VOAChinese that it is in part because his former trade czar Lighthizer sees that as the way to go, and also because Trump will want to do more than Prez. Biden.
Anna Ashton of Eurasia Group says there's no chance for a property market rebound in China bloomberg.com/news/articles/…
Is the US-China relationship the most consequential relationship for America in the world? The answer to this question increasingly is being contested. Check out the debate between @LizEconomy, @GrahamTAllison, @cartinofdelites, and @suea_thornton. brookings.edu/articles/is-th…
Please do this in the US also.
glad to be quoted here. I remarked the contribution of Chinese EVs to the economy should not be exaggerated, as it still counts for a relatively small share. Beijing's much-touted "new three things" (including EVs) make up less than 5% in exports. scmp.com/economy/china-…
This is stupid. FIU stops or seems to stop a dual degree program in Tianjin in hospitality and hotel management due to new Florida state laws forbidding programs with countries of concern like China. How does hotel management endanger national security? wlrn.org/education/2024…
Great to have Professor @jessicacweiss deliver the @nuseai John Wong Distinguished Public Lecture (January 25/26 on Zoom). For info and registration: nus-sg.zoom.us/webinar/regist…
Our #TopRisks2024 ⬇️ Any surprises? 1. The United States vs. itself 2. Middle East on the brink 3. Partitioned Ukraine 4. Ungoverned AI 5. Axis of rogues 6. No China recovery 7. The fight for critical minerals 8. No room for error 9. El Nino is back 10. Risky business
Who else thinks US Steel made a $14+ billion assumption that their proposed sale to Japan's Nippon Steel couldn't be credibly assailed as somehow posing a China-related national security threat? thehill.com/business/43679…
All of this happened in China this week. A thread 🧵1/10
This @POLITICOEurope piece on Chinese politics drew attention for some big claims Like how the CCP purged "loyalists from the inner ring of Xi’s own clique" Wrong. Qin Gang & Li Shangfu were not in the inner ring. Many questionable lines here... 1/16 politico.eu/article/chinas…
Wrote a @CNASdc report on what would happen if the US imposed massive sanctions on China. It's mostly bad news. Details, and recs for how the US can improve its sanctions posture, here: cnas.org/publications/r…
A guy in my class once posited that the “easiest” way for the Chinese government to collect American data is building an app; no, the easiest way is to go to data brokers and take advantage of surveillance capitalism like everyone else.
A guy in my class once posited that the “easiest” way for the Chinese government to collect American data is building an app; no, the easiest way is to go to data brokers and take advantage of surveillance capitalism like everyone else.
China is experiencing an exodus of foreign investment and talent. Xi Jinping is worried. “Foreign firms operating in China are not only declining to reinvest their earnings but — for the first time ever — they are large net sellers of their existing investments to Chinese…
Getting #China right requires getting the facts right, and requires understanding it in all its complexity. President @vonderleyen introductory remarks at @merics_eu @ecfr European China Conference stressing the need for more and deeper China knowledge.
Re Xi-Biden meeting, I think both sides got what they wanted…for now. Mtg very focused on benefits of coordination/cooperation rather than areas of competition/conflict. Short 🧵👇
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Mom just passed away earlier this evening💔. She was a HS English teacher (a Russian major in college). When I was 10, my parents knew English would become important. So mom started teaching me English. Every morning I got up at 6am to study... I owe everything to my parents. 1/
@rifflexielian this is called internalized misogyny. but go off i guess 💀
Yellen going out of her way to promote Chinese consumption (not realizing this will be booked as Chinese exports of tourism services…)
Returning to Beijing after a memorable 3 months at Stanford University and around the US, meeting new friends and experiencing new things. I'm grateful to @StanfordSAPARC @FSIStanford for having me as a visiting scholar and China Policy Fellow. It's been a great journey.
1/6 Two prominent PKU economists, Huang Yiping and Lu Feng, are warning that Beijing's industrial policy "is at the heart of US concerns about Chinese overcapacity and the European Union’s anti-subsidy investigation into Chinese electric vehicle imports." bloomberg.com/news/articles/…
What did Xi Jinping say at the Two Sessions? Arguably most important policy signals of the event For @AsiaPolicy I say Xi remarks suggest he is: —Loving manufacturing so much we may see trade war —Okay w/slower enviro progress —Not rushing on Taiwan —Vibing w/PLA Navy 1/24
Jesus this moral panic is going to look so embarrassingly stupid a decade from now. Have a little fucking confidence in openness, pluralism, and the First Amendment for chrissakes.
So we prefer a weak domestic industry over Japanese investment? Looks like the union is calling the shots. Bizarre signal for an admin that has said it’s alliance-centric, talked about friendshoring, and lunched an economic security partnership with Japan. apnews.com/article/biden-…
@BizCouncilAB @annatashton This is an incredible briefing on global economies and politics. Have not heard anything quick and comprehensive like this since @ConradMBlack’s Hollinger International board meetings.
The @mlchaelxpettis account is a fake account that is apparently offering scam investment advice. I have reported it several times over the past six weeks (as have others) but #TwitterX isn't doing anything about it.
China's government work report on March 5 did not include the phrase "peaceful unification" Significant for Taiwan policy? Probably not. On March 6, Xi Jinping told Two Sessions delegates to promote "peaceful unification" and cross-Strait exchanges and cooperation 1/7
My latest... A New Era for the Chinese Semiconductor Industry: Beijing Responds to Export Controls americanaffairsjournal.org/2024/02/a-new-…
Got my copy of Ripple Effect by @EnzeHan ! Can’t wait to dive into it.
NEW EPISODE: Will 2024 be the “Voldemort” of years? Join geopolitical experts from the Eurasia Group to break down the top risks facing the world in 2024. Willis Sparks (Director, Global Macro) and @annatashton (Director, China Corporate Affairs and US-China) share their…
A summary of the four horsemen of China's macroeconomic slowdown and their impact on the sectors hardest hit in the Chinese economy. 1. Real estate 2. Local government fiscal constraints 3. Insufficient domestic demand 4. Economic bureaucracy 1/35
Baidu made plans "months before Nvidia’s high-performance chips were fully restricted in the Chinese market," which strongly suggests its "shift to Huawei was not a passive response to the US 'chip ban' but a well-considered plan to adopt domestic chips." tinyurl.com/bddpbyra
It’s a great pleasure to be back in UPENN upon kind invitation from @NeysunM and other colleagues. I appreciate their warm hospitality and enjoy thoughtful discussion so much! Looking forward to more engagement tomorrow with colleagues and students!
Warmly welcome Prof @mawangcun1 to Philadelphia, where @RachelHulvey and I showed off to him the pinnacle of US railway engineering technology SEPTA