Anton Malkin @antonmalkin
Assistant Prof., Global Studies, @cuhksz. Research focus: China tech and finance. Tweets are mine. RT≠endorse Like=bookmark scholar.google.ca/citations?user… Shenzhen Joined October 2011-
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Glenn here with a breakdown of one of my favorite tech topics. So much of China’s telecom leadership has been the result of the transformation of management dynamics in North American telecoms in the 90s and 2000s and the erosion of R&D that went with it.
Glenn here with a breakdown of one of my favorite tech topics. So much of China’s telecom leadership has been the result of the transformation of management dynamics in North American telecoms in the 90s and 2000s and the erosion of R&D that went with it.
I have thought much about innovation and China over the years. Here I talked about it in the context of Sid Meier's Civilization and its research trees. I wrote this a while back but it is still relevant today. readwriteinvest.com/p/will-china-b…
NIO got independent vehicle manufacturer license $NIO
Glad to see the "social transfers in kind" adjustment finally get some mainstream coverage. Brings much-needed clarity and accuracy to the ongoing debate about HH income, consumption and savings and perceived imbalances.
An often forgotten point regarding China's fiscal space and government debt.
An often forgotten point regarding China's fiscal space and government debt.
New (open access) paper collectively authored by members of the @SCWObservatory! Have a look if you're interested in how the spatial logic of US-China competition is reshaping global infrastructure, digital, production and finance networks. tandfonline.com/doi/full/10.10…
Some good digging on Huawei's revenues and expansion overseas: pekingnology.com/p/huawei-was-d…
New article in RIPE, theorizing US export controls in semiconductors, looking at their nascent impact on China's chip sector. Co-authored with He Tian. tandfonline.com/doi/abs/10.108…
China's productivity growth has slowed significantly over the past decade (per "TFP" - total factor productivity - in the chart below) Prevailing opinion seems to be that it is almost a given that trend will continue if not worsen But there is much more to this story and trend
(continuation of a long 🧵 on LGFVs) I am expanding on this thread in a series of posts on my blog. This first post discusses the many distinct flavors of LGFVs. Please note the change in sub-domain.
(continuation of a long 🧵 on LGFVs) I am expanding on this thread in a series of posts on my blog. This first post discusses the many distinct flavors of LGFVs. Please note the change in sub-domain. https://t.co/4ua3O7Xvzy
Market-creating states: rethinking China’s high-speed rail development, by Karl Yan tandfonline.com/doi/full/10.10…
Who says China can't make 7nm wafers
Who says China can't make 7nm wafers
There is a lot of great data in here describing the continued march of Chinese manufacturing which if anything has accelerated since 2020 Brad frames it in the context of global savings/investment imbalances but I think it is also important to examine it from another angle ...
There is a lot of great data in here describing the continued march of Chinese manufacturing which if anything has accelerated since 2020 Brad frames it in the context of global savings/investment imbalances but I think it is also important to examine it from another angle ...
In Sichuan, I had the most somber, most emotionally draining day of my trip - and it happened by accident. That was the day I visited the areas obliterated by the 2008 Wenchuan Earthquake. Long thread, with some heavy content ahead. 🧵
It’s done.
The two reports combined exceed 330 pages, and this piece aims to save you time by providing a concise summary. gingerriver.com/p/highlights-o…
When Google left China, many of my Chinese tech friends laid flowers at the company’s HQ in mourning bc they believed the govt and Baidu had been making things difficult for the co. (It was not banned, but it said it was hacked.)
China Development Forum 2023 speaker list. Traditionally high level global CEOs show up w. high level Party's econ personnel. Lack of American CEO presence is unsurprising and significant contrast from 2019. European/German presence strong. finance.sina.com.cn/china/2023-03-…
'What about the dragon in the room? Incorporating China into IPE teaching' In our new @RIPEJournal article, Muyang Chen & I explore the absence of #China in the #IPE curriculum, why this matters & how it can be addressed: a 🧵 1/x tandfonline.com/doi/full/10.10…
Some good signs. More Chinese companies are willing to hire more people and increase investment.
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。"
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
David Fishman @pretentiouswhat
29K Followers 538 Following China power - econ & policy analysis for RE, nuclear, coal, markets, grid. 11-yr migrant, currently SH Rural development enthusiast @HopkinsNanjing @LantauGroup
Rui Ma 马睿 @ruima
60K Followers 686 Following Building generative AI solutions at @alphawatchAI. Also I help edit @techbuzzchina. Views personal. Ask me anything
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
Arnaud Bertrand @RnaudBertrand
215K Followers 1K Following Entrepreneur. Previously HouseTrip (sold to TripAdvisor), now https://t.co/C4SmZQ8JaE Subscribe if you like what I write
Yuan Yi Zhu @yuanyi_z
48K Followers 17K Following Assistant to the professor of international relations and international law. All views mine alone.
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
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.
Phryne Astynome @PAstynome
4K Followers 428 Following
Tianyu Fang @tianyuf
21K Followers 4K Following Writer and researcher. Fellow @NewAmerica. Contributing editor @reboot_hq.
Andy Mok, Beijing-bas.. @andymok
18K Followers 10K Following Think tanker/📺 commentator covering geopolitics and tech from 🇨🇳. ex-PE/VC investor 💰. 15+ years on the ground in Beijing.
Yuen Yuen Ang @yuenyuenang
24K Followers 6K Following Alfred Chandler Chair of Political Economy @JohnsHopkins
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↓
Kendra Schaefer 凯�.. @kendraschaefer
18K Followers 927 Following Partner, Tech @triviumchina / Chinese data and tech policy / social credit system / In China For Noodles since 2002. Read what I write: https://t.co/jVwiYUpB1X
Policy Tensor @policytensor
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100K Followers 5K Following AKA 郭怡廣. Host of the Sinica Podcast, a weekly discussion of current affairs in China.
Albert Pinto @70sBachchan
13K Followers 10K Following Alternately Defiant, Dispirited, and Despondent. Without illusions but not disillusioned. Focus on Climate, Inequality and Development.
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Paweł Charasz @PCharasz
590 Followers 856 Following Postdoc @BrownUniversity. Incoming Assistant Professor @cuhksz. PhD from @DukePoliSci. (Historical) political economy, comparative politics, random things.
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Daniel McIntyre 恕�.. @McIntyreDH_
593 Followers 3K Following Copy editor at the Taipei Times, assistant editor @9DashLine, and I write the weekly newsletter The World’s Taiwan, The Taiwan World ↓
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Sinan Chu @SinanChu
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25 Followers 155 Following China observer | International public affairs student at @LUISS | Geopolitics and International Security
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slackmuse @slackmuse
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Changes Everything @thischanges
14K Followers 3K Following This Changes Everything: Capitalism vs the Climate. The new book by @NaomiaKlein. Documentary by @AviLewis.
Cicada Caresser @SalaciousSalary
2 Followers 87 Following Uses Twitter as a source of information to keep up with the world. Respects both men and women, what lies between and beyond.
Richard F. @CTA_TCS_HK
251 Followers 3K Following Canadian Tech Accelerator in HK. Sharing the latest on the HK Tech Scene. Fintech/insurtech/proptech focus. All views my own, RT not endorsements.
DEI Ship Captain @AMLOVER218
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Dale Copeland @Copela1492
2K Followers 3K Following Professor, UVa. Author: A World Safe for Commerce (Princeton UP, 2024); Economic Interdependence and War (PUP, 2015); Origins of Major War (Cornell UP, 2000).
Bayan Diemert @BayanDieme13566
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Leonid Mironov @leomironov
938 Followers 5K Following Energy, china, materials and macro, AS Roma fan, Chelsea sympathiser, tweets not investment advice
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.｡❅*⋆⍋*∞*�.. @undoured
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20 Followers 2K Following Tess / 19 / Earn your own Crypt$ casino👇💰
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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。"
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
David Fishman @pretentiouswhat
29K Followers 538 Following China power - econ & policy analysis for RE, nuclear, coal, markets, grid. 11-yr migrant, currently SH Rural development enthusiast @HopkinsNanjing @LantauGroup
Carl Zha @CarlZha
148K Followers 878 Following Host Silk & Steel Podcast on China, history, culture, politics @SteelSilkn, [email protected] wife:@BaliEarthSoul
Taisu Zhang @ZhangTaisu
49K Followers 401 Following Professor @YaleLawSch and @yale_history, comparative historian, legal theorist, occasional commentator on China-related stuff.
Rui Ma 马睿 @ruima
60K Followers 686 Following Building generative AI solutions at @alphawatchAI. Also I help edit @techbuzzchina. Views personal. Ask me anything
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
Arnaud Bertrand @RnaudBertrand
215K Followers 1K Following Entrepreneur. Previously HouseTrip (sold to TripAdvisor), now https://t.co/C4SmZQ8JaE Subscribe if you like what I write
Daniel Dumbrill @DanielDumbrill
71K Followers 2K Following
LFC @goldencaskcap
6K Followers 702 Following Mostly lurking unless something exciting happens. DMs open. Typos and views all my own.
Manya Koetse @manyapan
58K Followers 2K Following China social trends, online media & digital culture | Sinologist | Japanologist | Hotpot Ambassador 🔥 Founder @whatsonweibo, support by subscribing 👇
Yuan Yi Zhu @yuanyi_z
48K Followers 17K Following Assistant to the professor of international relations and international law. All views mine alone.
CN Wire @Sino_Market
87K Followers 787 Following FICC investor, researcher, energy observer. Covering China's business and market.
China in Pictures @tongbingxue
110K Followers 649 Following Visuals of Greater China. Curated by Tong Bingxue仝冰雪, Collector & Historian, Author: History of Photo Studios in China, A Life in Portraits. DM open.
Crush @crushspread
8K Followers 156 Following
Branko Milanovic @BrankoMilan
161K Followers 1K Following 1) Income inequality; 2) Politics; 3) History; 4) Soccer. Author of "Global inequality" and "Capitalism, Alone" (2019). Stone Center, CUNY; LSE, London
Andy Boreham 安柏�.. @AndyBxxx
110K Followers 1K Following 🇳🇿🇨🇳 Columnist, video @ShanghaiDaily • https://t.co/o9YT0hddSa • Fudan M.A. • INFJ • DM open • 上海日报 • 复旦大学硕士 • 不是吹捧中国的投机者，而是讲述事实的媒体人
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
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
Matthias Matthijs @m2matthijs
5K Followers 604 Following Dean Acheson Associate Professor of International Political Economy @JohnsHopkins @SAISHopkins. Senior Fellow @CFR_org. Columnist @tijd. Usual Disclaimer.
Paweł Charasz @PCharasz
590 Followers 856 Following Postdoc @BrownUniversity. Incoming Assistant Professor @cuhksz. PhD from @DukePoliSci. (Historical) political economy, comparative politics, random things.
Blake Scholl 🛫 @bscholl
25K Followers 1K Following Founder/CEO @boomaero. Life is short so if you want to do a lot, it helps to move fast. Alumnus @Amazon and @CarnegieMellon
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28K Followers 442 Following Global liquidity plumber (triparty repo, FX & optimisation), former central banker & author of Multicurrency Mercantilism: The New International Monetary Order.
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4K Followers 2K Following Spokesperson for Design at Volkswagen Passenger Cars #Design & #Concepts @Volkswagen (Ex Skoda spokesperson for Enyaq iV, Emobility & Design)
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22K Followers 4K Following Writer/researcher on finance, econ + climate also @[email protected] Haunts include @centrepolicydev @climate @polycrisis @phenomenalworld ex @FT
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6K Followers 2K Following Husband, Dad, OU Sooner, @UTSA_DPSG Prof, Dept Chair, & @UTSACOLFA Ass Dean (not THAT Ass Dean). Research focus: China politics & Texas politics. RT≠Endorsement
Dale Copeland @Copela1492
2K Followers 3K Following Professor, UVa. Author: A World Safe for Commerce (Princeton UP, 2024); Economic Interdependence and War (PUP, 2015); Origins of Major War (Cornell UP, 2000).
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938 Followers 5K Following Energy, china, materials and macro, AS Roma fan, Chelsea sympathiser, tweets not investment advice
Alphawatch @AlphawatchAI
246 Followers 28 Following Custom AI workflows for finance. Hedge funds, private equity, consulting, financial research firms, etc. @YCombinator funded.
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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_hq
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228K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
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585 Followers 759 Following PhD in IR| Research fellow @UAlbertaChina @UAlberta| Non-resident fellow @csc_sydney| Fan of Tottenham
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8K Followers 255 Following US-China Business Relations in the New Era. Visiting Fellow @FairbankCenter for Chinese Studies at Harvard. Founder @Super8 Hotels China
Satvik Pendyala @Satvik_Pen
551 Followers 1K Following History of India and China | M.A International Affairs at @ElliottSchoolGW | Defence, Tech, Strategy
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11K Followers 794 Following Chief economist at Pictet Asset Management. Tweeting about #GlobalMacro #EmergingMarkets #China #US. All views my own. RT=interesting
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33K Followers 4K Following Author of PAPER SOLDIERS. Senior Washington Correspondent at Bloomberg News, host of the Big Take DC podcast. Tweets/RT not opinions.
OK Then @Kdenkss
25K Followers 3K Following I tweet about Africa and Asia. Occasionally make YouTube videos when I feel like it. Youtube 👉 https://t.co/10EqY8Uv1n
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26K Followers 5K Following Executive Director - @employamerica. RTs/likes != endorsements. https://t.co/tKsuuvVYoc @skandaamarnath on other sites. Charitable interpretation advised
Lachlan McNamee @LachlanMcNamee
2K Followers 968 Following Academic @MonashUni Find me on Mastodon @[email protected]
The Arrighi Center @arrighicenter
1K Followers 170 Following The Arrighi Center for Global Studies at Johns Hopkins University. Named in memory of Professor Giovanni Arrighi (1937-2009).
Roland Popp @RoPoppZurich
3K Followers 1K Following War Studies. Strategic/Security Studies. Middle East. Nuclear Weapons. Trained Cold War Historian. Borusse. @milak/ETH EN/DEU PRIVATE ACCOUNT
Jonathon P Sine @JonathonPSine
5K Followers 227 Following "The refusal of one decent man outweighs the acquiescence of the multitude."
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172K Followers 14 Following Founder @Figure_robot (AI Robotics) & Archer Aviation (NYSE: ACHR)
Yishan @yishan
79K Followers 356 Following I run Terraformation, and I was once the CEO of Reddit. Both are very interesting challenges. Views are mine alone, but also yours if I do my job right.
Eliezer Yudkowsky ⏹.. @ESYudkowsky
175K Followers 89 Following The original AI alignment person. Missing punctuation at the end of a sentence means it's humor. If you're not sure, it's also very likely humor.
Quartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Dake Kang @dakekang
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].
ASoftishLanding @SamuelRines
9K Followers 902 Following Come for the Macro. Stay for the quote tweets.
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39K Followers 2K Following self aware neuron; historian from 2130; epistemic polluter; 95 yr old man;
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
Murtaza Syed @murtazahsyed
10K Followers 584 Following AIIB | Deputy Governor, SBP | IMF | Mahbub ul Haq | IFS | Oxford | "In the end, no one will remember what u said. They will only remember how u made them feel."
Dhiraj @IndustrlPolicy
812 Followers 662 Following Interested in Geopol and finance. Capitalism | Environmentalism | Egalitarianism | Ambedkarite.
Ralph Brooks AI Artis.. @ralphbrooks
3K Followers 1K Following I help business owners reduce expenses with AI. Sharing what I know about language models and computer vision along the way. UCLA MBA. Prior work: AT&T, Toyota
Vaibhav (VB) Srivasta.. @reach_vb
11K Followers 169 Following GPU poor @Huggingface | F1 fan | Here for @at_sofdog’s wisdom | *opinions my own
Jean Christopher (Chr.. @jcmittelstaedt
5K Followers 1K Following Lecturer in Modern Chinese Studies at the University of Oxford. MSc/MPhil Chinese Studies programme director; RT not endorsement.
Lily @nope_its_lily
76K Followers 2K Following CIO and founder. Tweets are not financial advice and autodelete. Tweets do not reflect my employer's views. Lily's Forever Portfolio: https://t.co/f0mNuyrjaJ
Pearls and Irritation.. @johnmenadue
13K Followers 138 Following https://t.co/xg0ncFSwb8 - Public policy journal, founded by John Menadue
ChinaDriven @ChinaDriven
3K Followers 805 Following Reviews, Videos & Content focused on Chinese EVs 🚗⚡Frunks are overrated. DMs open
Coco Yin @yixin_yin
45 Followers 282 Following Contributor to @pekingnology; Intern at @CCG_org and @nature_org ; Focus on education and culture related to China
Liquid Sky 🇱🇺�.. @liquidsky1967
254 Followers 351 Following Investor & hardcore consumer. Fan of BEVs, especially #NIO. Wei Wu for president!
Gabriel Tamez @deusexdividend
2K Followers 991 Following Value Investor | Work is a prerequisite for opinions
Gero Patterer @GeroPatterer
5K Followers 293 Following Portfolio Analyst - Global Macro | CFA, Data Science, Finance | An investment narrative without data is just a fairy tale
Rory Green @rorygreen5
2K Followers 845 Following Chief China Economist - Head of Asia Research @TS_Lombard
MengJing @MengJing8
1K Followers 2K Following International Communications @Baidu_Inc, formerly senior reporter @SCMPTech, alum of @cardiffuni, views are mine
Nick HK @nickchk
19K Followers 342 Following Econ prof @SeattleU. Book The Effect https://t.co/3F41M6EzEb out now! Check my pinned thread for all my projects. Substack https://t.co/YYrIUc8JPC
今日質疑網 @jinrizhiyi
9K Followers 385 Following 今日質疑網以事實追求真相，以加快中國的法制化建設進程為己任，力推中國的普法教育，關注民生熱點和輿情，對法制過程中的先鋒代表進行表揚傳播，對各種違法違紀等侵犯人民權益的行為進行跟蹤報道！ 油管频道：https://t.co/H6o7hMjy2P 報料郵箱：[email protected]
Japan's Kansai airport hasn't lost a single piece of luggage in 30 years of operation asia.nikkei.com/Business/Trans… HT: @WaltHickey
@antonmalkin William Pesek has been beating that drum for decades now.
Korean minister: "We are a perfect partner for countries that are trying to build their own fortress — that is our survival strategy.” China’s EV supply chain dominance risks ‘collapse’ of US subsidies, warns South Korea - on.ft.com/3WdHyHW via @FT
I just want to remind everybody of something important about the 🇨🇳 EV revolution: It’s a huge number of companies, fighting against each other for survival, until a small number of 3-5 survivors emerge to take over other markets. We’re still at the early stages of that.
This is more than what 95% of Europeans earn. Europeans don’t quite realize yet how poor they have become compared to Americans. 20 years ago upper middle class Europeans went to the US for shopping trips. Practically unheard of now. Courtesy of the EU and ECB.
So trump advisers want both -weaker USD And - people to stop wanting to move away from USD??
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/…
To be fair plenty of benefits for US from broad use of USD- borrowing costs, sanctions power, monitoring potential, but just wonder if some of these measures like tariffs and export controls could accelerate not reverse USD use?
ASEAN now beats China as destinations for OECD investment in manufacturing. fdiintelligence.com/content/data-t…
8/ Here is a link to the paper. Lot's more of interest in here that is not included in the thread. kki.hu/en/reindustria…
This....
Excited to share Penzai, a JAX research toolkit from @GoogleDeepMind for building, editing, and visualizing neural networks! Penzai makes it easy to see model internals and lets you inject custom logic anywhere. Check it out on GitHub: github.com/google-deepmin…
Thank you @KaiserKuo for having me on the @SinicaPodcast! I was on a plane when the episode dropped, and I received quite a few text messages and emails from friends about it when I landed in Beijing. This truly is an influential platform!
This week on the @SinicaPodcast, leading Chinese IR scholar Da Wei 达巍 (@mawangcun1) of Tsinghua U's Center for Int'l Security & Strategy joins to discuss the Chinese strategic class — its understanding of U.S. politics and the bilateral relationship. art19.com/shows/sinica/e…
The liberal trading order has been weaponized; security, not efficiency, is the new watchword. Yet fragmentation narratives belie resilience. New from @70sBachchan and me at @polycrisis @phenomenalworld phenomenalworld.org/analysis/tradi…
What's a fascinating feature. Some of the most vital jobs are done by a small group of highly skilled people so that the other 8 billion people don't ever have to think about it: theverge.com/c/24070570/int…
The real mind popper that lots of people don’t realize is *how much telecoms monopoly R&D activity was financing and innovating technology for a number of other technology sectors*.
Glenn here with a breakdown of one of my favorite tech topics. So much of China’s telecom leadership has been the result of the transformation of management dynamics in North American telecoms in the 90s and 2000s and the erosion of R&D that went with it.
‘The magic of China’: still lots for foreign firms, top business leader says sc.mp/ensil
Narrator voice: China's economy was not struggling to grow.
China’s economy may be struggling to grow, but its electricity industry is not. Power consumption rose by 6.7% in 2023, marking the fourth straight year that electricity use grew faster than GDP. And China is well on its way to becoming the most electrified economy in the world.
So maybe all those Chinese exports everyone worries about are really just inventory buildup? 😀 European ports turned into ‘car parks’ as vehicle imports pile up via @FT on.ft.com/43NHW1L
You know how @70sBachchan and Rajan and others have been saying the new cold war jeopardizes saving the planet?
My latest piece on China's "overcapacity" and how it reveals a deeper divide between its vision of the world and how other countries see it. I also talk about what's missing in the current debate and what China should do about it. high-capacity.com/p/chinas-overc…
Happy to share an excerpt from the The Chinese Corporate Ecosystem by Prof. Colin Hawes, of @UTSEngage @acri_uts, which includes a detailed breakdown of the frequently parroted claims against @Huawei since a 2000 Far Eastern Economic Review report. THREAD pekingnology.com/p/colin-hawes-…
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