George Magnus @georgemagnus1
Economist. China Centre, Oxford & SOAS. Ops/blogs on website. Also https://t.co/GbYqkMrVhk georgemagnus.com Joined December 2013-
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On EVs he may have a case. Capacity utilisation in China in this sector is a bit over 80%. But shall we talk about the long list of sectors and products incl batteries where it’s 50% +\-
On EVs he may have a case. Capacity utilisation in China in this sector is a bit over 80%. But shall we talk about the long list of sectors and products incl batteries where it’s 50% +\-
It’s not just D.C. Also EU, Japan + India, Brazil etc. It’s not latest but on-going friction that’s intensifying. It’s not hypocrisy to react to China’s econ and political model that forces others to pay costs of own policy agenda and shortcomings. Next.
It’s not just D.C. Also EU, Japan + India, Brazil etc. It’s not latest but on-going friction that’s intensifying. It’s not hypocrisy to react to China’s econ and political model that forces others to pay costs of own policy agenda and shortcomings. Next.
In this piece, Chris Miller (chip Wars fame) assesses the so far mostly positive outcomes of the Chips legislation. The Chips Act has been surprisingly successful so far via @FT on.ft.com/3xRnpgF
And, this thinking is (still) misinformed. In maths, China’s share of global gdp growth might be high, but that doesn’t imply causation when its balance of payments is in large surplus. Bbg et al shd know better. Surplus countries offer less to gdp growth than deficit states
And, this thinking is (still) misinformed. In maths, China’s share of global gdp growth might be high, but that doesn’t imply causation when its balance of payments is in large surplus. Bbg et al shd know better. Surplus countries offer less to gdp growth than deficit states
Interesting piece about China’s 12m annual graduate throughput, unemployment and skill mismatch. File under ‘overcapacity’. Why so many Chinese graduates cannot find work economist.com/china/2024/04/… from @TheEconomist
Real question is why she’s getting so much oxygen and coverage in media including here. Tiresome.
Real question is why she’s getting so much oxygen and coverage in media including here. Tiresome.
Direct hit to the solar plexus
To be fair, it’s 4 students who were in breach of university rules and regs, after warnings acc to the NYT
To be fair, it’s 4 students who were in breach of university rules and regs, after warnings acc to the NYT
Good to see multipolarity and geopolitical fragmentation linked in same sentence. It’s a recipe for instability.
Good to see multipolarity and geopolitical fragmentation linked in same sentence. It’s a recipe for instability.
Not sure why this is a developing country mindset. But what I think Mohamed is getting at, simply put, is that richer nations also need to focus on high quality and inclusive institutions and good governance to move fwd and adapt. The U.K. clearly has flunked both.
Not sure why this is a developing country mindset. But what I think Mohamed is getting at, simply put, is that richer nations also need to focus on high quality and inclusive institutions and good governance to move fwd and adapt. The U.K. clearly has flunked both.
There you go. All the wasted words and pointless papers about a BRICS currency, but here you have it from a primary source.
There you go. All the wasted words and pointless papers about a BRICS currency, but here you have it from a primary source.
You’re right there. It’s endemic, and based in other texts by Marx and Engels.
You’re right there. It’s endemic, and based in other texts by Marx and Engels.
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
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Paul McNamara @M_PaulMcNamara
34K Followers 2K Following Sovereign debt “veteran” apparently. @mpaulmcnamara.bsky.social
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40K Followers 486 Following CBB provides the world’s only large-scale, private data on the Chinese economy (RTs not necessarily endorsements).
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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.
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33K Followers 2K Following After advising No10 and BIS,writing @FT, now specialist partner @flintglobal, senior fellow @instituteforgov looking for authentic ways to improve us
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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。"
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Back in the good old days, Columbia University would respond to student protests by calling in The Village People.
#China's EV & battery sectors were massively subsidized, & ring-fenced, starting around 2009. A decade later Beijing began to liberalize these rules, but only *after* key champions (BYD, CATL, etc.) achieved scale. Now we're being told how successful the "private sector" is.
If Beijing did not anticipate that its trading partners would not be keen on a recovery plan from the property market slump that focused on directed credit to manufacturing, well, Chinese policy makers are living inside a huge bubble 2/2
Via George Magnus, a new Kiel institute study on China's industrial subsidies. Highlights that most subsidies come from cheap funding (below market debt and equity) not direct government spending 1/ ifw-kiel.de/fileadmin/Date…
"where the private sector is [now] dominant" is an interesting way to describe a decade-plus highly ringfenced subsidy factory.
.@davidfickling comes out swinging: In attacking China's clean-tech exports, "the world is cracking down on one part of the economy where the private sector is dominant, and where the prospects for reducing global emissions are good." bloomberg.com/opinion/articl…
This would make me vote for someone promising to impose hefty penalties for deliberate vandalism.
🚨 BREAKING: Labour HQ has been drenched in red paint by pro-Palestine protestors who claim the party is "complicit in the murder of Palestinians"
"Biologically trans." MAKE IT STOP
18 animals you didn’t know were biologically trans Gender diversity in the (tr)animal kingdom blurs the lines of “biological sex” These animals show that gender is not a simplistic binary, male & female Trans & intersex are real. Get used to it! gaytimes.co.uk/life/18-animal…
@TheKopHQ Can already see them scoring with their first shot. 🤦♂️
Thanks @georgemagnus1! You hit the nail on the head too with the difficulty of addressing this, esp. when it seems to work for the central gov't.
Overcapacity in China has long been seen as a made-in-China econ problem, but here @MaryGao also argues it as a political and governance issue. Either or both ways, it's not easily fixable 1/3 For China’s Economy, Excess Capacity is a Feature, Not a Bug worldpoliticsreview.com/china-manufact…
Too much information, Graham
He went on to use an interesting metaphor to describe the US-China relationship: “I am in you, and you are in me” (你中有我，我中有你)
Thanks to @joerogan for letting me lay out my full story about teen mental health, and then pushing back on parts. I suggest 4 new norms to solve the problem. Joe fears we are too far gone to change these norms: youtube.com/watch?v=jOC-Ry…
My @chinaquarterly review of Olivia Cheung's terrific Factional-Ideological Conflicts in Chinese Politics: To the Left or to the Right? (2023) bit.ly/3Vc6Sh7
This so makes me want to rewatch Casablanca betonit.ai/p/appreciating…
Many people are saying that China needs a troubled property developer relief plan these days (myself included)
There wasn’t much new at this week’s NPC. Govt really needs a comprehensive stabilisation plan to anchor viable developers and wind up/sell off the others. The recapitalise the survivors and banks and get them to deliver promised units. A Chinese T.A.R.P if you will 2/3
@georgemagnus1 @marcmakingsense there isn't a comparably big economy that saves 40% of its GDP. singapore does (shocking how much money the government makes on its investments abroad, and how little is spent at home) but that is it -- focus on China is natural
@georgemagnus1 @YashengHuang Jin Keyu....a red princess, a descendant of the Yan' an tribe. Grew up in a bubble of privilege and power and would like that bubble to stay.
If this article interests you, I recommend following @michaelxpettis and @georgemagnus1 for a deeper understanding of China's challenges. Free link: wsj.com/world/china/wh…
A headline that neatly disproves its own assertion
One simple change could restore faith in local democracy. But nobody is talking about it My column theguardian.com/commentisfree/…
Exciting news for the peoples of the former Qing empire currently living under PRC occupation
BREAKING| China's representative points out at the ICJ that armed resistance against occupation is enshrined in international law and is not terrorism.
The high before the low
Aaahhh the third plenum. A frisson of excitement courses through the veins of the China watching community… China’s Xi Jinping hypes up obstacle-crushing economic reforms as expectations for third plenum reach fever pitch scmp.com/economy/china-…
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