Kyle Chan @kyleichan
Princeton sociology postdoctoral researcher. Writing on China, India, industrial policy, infrastructure, development, clean tech: https://t.co/Ufm8Z2juZY kyleichan.com Joined November 2010-
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China has achieved 86% of the goals it set out in its Made in China 2025 program (launched in 2015), according to this analysis. Of course, I want to do my own analysis to confirm, but these numbers seem broadly in line with what I’ve been seeing.
China has achieved 86% of the goals it set out in its Made in China 2025 program (launched in 2015), according to this analysis. Of course, I want to do my own analysis to confirm, but these numbers seem broadly in line with what I’ve been seeing.
Wow for Tesla, Baidu, and China
On Elon Musk’s postponed visit to India, talks and meetings only mean so much. For a potential India Tesla factory, there are really only two things I care about: - Official start of factory construction - Official first vehicle produced
On Elon Musk’s postponed visit to India, talks and meetings only mean so much. For a potential India Tesla factory, there are really only two things I care about: - Official start of factory construction - Official first vehicle produced
And now we’ll see if the US blocks Chinese EVs as “connected vehicles “ that pose a data security risk
And now we’ll see if the US blocks Chinese EVs as “connected vehicles “ that pose a data security risk
I'm putting together a running list of key quotes from US, EU, and Chinese officials on competition between China and the West: high-capacity.com/p/us-eu-china-… It's still incomplete and will be updated further. I hope this might be a useful reference for others following these issues.…
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.William Hurst @wjhurst
11K Followers 7K Following Chong Hua Professor of Chinese Development @CambridgeFames @Cambridge_Uni Deputy Director @CamGeopolitics Fellow @WolfsonCamMary Gallagher @MaryGao
15K Followers 2K Following Director, International Institute and Professor of Political Science, the University of Michigan; former director, Lieberthal-Rogel Center for Chinese StudiesDali L. Yang @Dali_Yang
21K Followers 7K Following William C. Reavis Professor of Political Science, University of Chicago. DMs openMaria Repnikova @MariaRepnikova
15K Followers 4K Following Assoc. Prof @GSUArtSci & Wilson China Fellow. Study #Chinese Media #SoftPower #ChinaAfrica, #ChinaRussia; Bylines @NYT @washingtonpost @AtlanticZichen 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。"Tianyu Fang @tianyuf
21K Followers 4K Following Writer and researcher. Fellow @NewAmerica. Contributing editor @reboot_hq.Adam Y. Liu @AdamYLiu1
2K Followers 899 Following Assistant Prof @LKYsch @NUSingapore PhD @StanfordPoliSci Postdoc @YaleMacMillan Researching Chinese politics and political economy.Hongshen Zhu @HongshenZhu
3K Followers 768 Following Global China Postdoctoral Fellow @Uva_EAC. PhD @DukePoliSci. Previously @CsccPenn. Chinese bureaucracy, authoritarian politics, and political economy.Jessica DiCarlo 谢�.. @jessicamdicarlo
1K Followers 2K Following Assistant Professor, Geography @UUtah | 2023-25 @NCUSCR PIP Fellow | 2023-24 @TheWilsonCenter China Fellow | editor @GlobalChinaMap | co-founder @SCWObservatoryKhoa Vu @KhoaVuUmn
62K Followers 12K FollowingCovell 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.Lev Nachman @lnachman32
21K Followers 4K Following Political scientist. Assistant Professor @nccu1927. My book "Taiwan: A Contested Democracy Under Threat" is available here: https://t.co/5RjbCwDjAAPhilippe Lemoine @phl43
45K Followers 2K Following Technically a philosopher, who hopefully will finish his PhD one day. I write on Substack and @CSPICenterOrg. "At least he's pretty smart." (@bechhof)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].Kaiser Kuo @KaiserKuo
100K Followers 5K Following AKA 郭怡廣. Host of the Sinica Podcast, a weekly discussion of current affairs in China.Steve Hou (“LEASE M.. @stevehouf
20K Followers 2K Following Research @Bloomberg Indices, formerly @aqrcapital, @umichEcon PhD, @ETH and @UVA, always “advanced degree hater”, opinions my own.Arpit Gupta @arpitrage
31K Followers 4K Following Associate Professor of Finance, @NYUStern. Finance/Real Estate/Urban newsletter: https://t.co/lWVJvq6vKg.Sheena Chestnut Greit.. @SheenaGreitens
30K Followers 6K Following National security, China/Asia, dictatorship & democracy. @UTAustin @TheLBJSchool @ClementsCenter @StraussCenter. Nonres fellow @CarnegieEndow. RT≠Endorse.Javier Gutiérrez @nanotechjg
1 Followers 6 Following Navegando el paisaje nano de tecnología y sociedad.和璧初言 @hebichuyan
22 Followers 695 FollowingRobert Almelor Delfel.. @RAlmelorDelfeld
396 Followers 609 FollowingMoney Matters @_M0neyMatters
2K Followers 1K Following Amateur Investor & Trader! NOT SEBI Registered. Tweets for Educational Purpose, NOT Recommendations. Do your own research, CONSULT your Financial AdvisorVincent P. @lebouloupezzo
8 Followers 277 FollowingPatrick Zoll @PZoll
3K Followers 2K Following Correspondent for Geopolitics in the Indo-Pacific @nzz.Amruta Dalavi @DalaviAmruta
1 Followers 15 FollowingAndrew Ahern @PoliticOfNature
10K Followers 2K Following Ecological politics, philosophy, and science 🌻G @Halvatzinho
266 Followers 2K Followingniks 9 @ns_nikhil9
0 Followers 126 Followingliubo8964 @liubo896418021
62 Followers 340 Following|| AOL Tarun || @tarundsnaol
1K Followers 7K Following कर्मण्येवाधिकारस्ते मा फलेषु कदाचन । मा कर्मफलहेतुर्भुर्मा ते संगोऽस्त्वकर्मणि ॥ https://t.co/ibBIXJ8bEeEdward Kwang @edward_kwang
9 Followers 18 FollowingBob Dyl @BobDyl20
2 Followers 183 Following龙白滔 @longbaitao
21 Followers 79 Following 独立政治经济研究员;中国第一本Libra专著作者之一,中国第一本数字货币理论专著《数字货币:从石板经济到数字经济的传承与创新》作者;连续创业者,金融云计算、量化投资和机器学习等;曾代表埃森哲担任上海证券交易所交易系统总设计师。清华计算机本硕博。A.Stark @AbrahamSta48792
93 Followers 52 FollowingDr. 傅 @H2P_1995
218 Followers 2K Following Taylor Allderdice HS. University of Pittsburgh alum. #H2P. Shanghai to Pittsburgh to DMVeGov Hírlevél @egov_hirlevel
202 Followers 3K Following eGov Hírlevél is a Hungarian newsletter of all things digital and public administration.Beer Bear @PIG5810
22 Followers 295 FollowingCraig A @Craigabpt
671 Followers 827 FollowingAsmit Singh @asmit_si
99 Followers 348 Followingأســــــما�.. @Assma_2030
26K Followers 2K Following يوجد في الحياة شيء اسمه الامل فالامل بالله يكفينا 🌹Ayan Datta @AyanDat14828677
142 Followers 3K Following- @Docneuroeo
15K Followers 3K FollowingJedi @Jedi152381
27 Followers 30 Following. @OAG41S2Xao9945
0 Followers 54 FollowingRob Schmied @rschmied
4K Followers 1K Following Investor, Trader, Former Investment Banker and CFO. Skeptical about most things. Threads: https://t.co/rbkIiJHPoPAnika Patel @_AN_Patel
315 Followers 923 Following China Analyst at Carbon Brief, she/her. Retweets are not endorsements.YnotApp @ynot_app
820 Followers 2K Following We want to inform, prepare, educate and inspire young people what to be in future. Connect your passion with your future profession.Prathamesh @inamdarsp
209 Followers 4K FollowingHugh @hugh_gch
21 Followers 297 Following Flaneuring (They/He/Him) Chinese (沪宁) Sandgroper studying (FS🦊, GHS🐦⬛ & GS🐧) @politicsANU . Like/RT=Int/Self (e.g., #Surrealism)/Interest (i.e., $MOVE); T2TKevin Carl @kevincarl97768
807 Followers 372 FollowingSt Athanasios @adoun4
10 Followers 1K FollowingElon Musk X @elon_x95283
9 Followers 128 Following Entrepreneur 🚀| Spacex • CEO & CTO 🚔| Tesla • CEO and Product architect 🚄| Hyperloop • Founder 🧩| OpenAI • Co-founder 👇🏻| Build A 7-fig IG BusinessXu Zeyu @XuZeyu_Philip
68K Followers 2K Following Journalist with Xinhua News Agency. Views my own. Reach me at [email protected]Taisu Zhang @ZhangTaisu
49K Followers 401 Following Professor @YaleLawSch and @yale_history, comparative historian, legal theorist, occasional commentator on China-related stuff.Yasheng Huang 黄亚�.. @YashengHuang
18K Followers 104 Following Professor, MIT Sloan School of Management. My website: https://t.co/fV3cKGaKkzVictor 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.Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]Chenchen Zhang 🤦�.. @chenchenzh
46K Followers 383 Following teaches politics and IR @Durham_uni. co-editor @Geopolitics_Jl. co-host @shichapodcast. she/her. 不必等待炬火. @chenchenzh.bsky.socialBill Bishop @niubi
194K Followers 6K Following Sinocism https://t.co/4IciuAHywl Co-founded https://t.co/e9DjtXQ6tc. Sharp China Podcast https://t.co/qVWELS0lYqJeremy Wallace @jerometenk
10K Followers 4K Following China, stats, cities, climate // Gov Dept & East Asia Program @Cornell 万家瑞 | order Seeking Truth & Hiding Facts todayWilliam Hurst @wjhurst
11K Followers 7K Following Chong Hua Professor of Chinese Development @CambridgeFames @Cambridge_Uni Deputy Director @CamGeopolitics Fellow @WolfsonCamMary Gallagher @MaryGao
15K Followers 2K Following Director, International Institute and Professor of Political Science, the University of Michigan; former director, Lieberthal-Rogel Center for Chinese Studiesian 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.Dali L. Yang @Dali_Yang
21K Followers 7K Following William C. Reavis Professor of Political Science, University of Chicago. DMs openMaria Repnikova @MariaRepnikova
15K Followers 4K Following Assoc. Prof @GSUArtSci & Wilson China Fellow. Study #Chinese Media #SoftPower #ChinaAfrica, #ChinaRussia; Bylines @NYT @washingtonpost @AtlanticNeysun 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.Lingling Wei 魏玲�.. @Lingling_Wei
79K Followers 239 Following Super proud mama of an aspiring writer. @WSJ Chief China Correspondent. Coauthor w/@bobdavis187 of “Superpower Showdown."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。"Bin Xu. Professor @ E.. @BinXuAtlanta
2K Followers 1K Following Assoc Prof of Sociology @Emory. Fellow @wiko_berlin. Author of The Politics of Compassion(2017), Chairman Mao's Children(2021), The Culture of Democracy (2022)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/zM1RwXaHzKEmily Feng 冯哲芸 @EmilyZFeng
63K Followers 3K Following Covering China, Taiwan, and beyond for @NPR. Also writing a book on Chinese identity for @CrownPublishing. 请联系我 [email protected]Tianyu Fang @tianyuf
21K Followers 4K Following Writer and researcher. Fellow @NewAmerica. Contributing editor @reboot_hq.Damien Ma @damienics
23K Followers 2K Following Founding Managing Director @macropolochina; adjunct faculty @KelloggSchool; author; eating & boxing. Views all my own.Chucheng Feng @fengchucheng
3K Followers 671 Following Partner @HutongChina. China & the market, ex-founder @PlenumChina, ex-@EurasiaGroup, @Columbia & @UCBerkeley alum. Beijing & HK-based. The usual disclaimer.王允 Jeff Wang @Jeff23Wang
14K Followers 4K Following Senior Journalist @RFA_Chinese 媒體人,學術人,译者。swimmer, long walker, museum fan …Pranay Kotasthane @pranaykotas
10K Followers 299 Following High Tech Geopolitics/Public Policy Researcher. Deputy Director @TakshashilaInst Cohost @puliyabaazi Cowriter https://t.co/wU8xCe8Uu9 Views my own.Xu Zeyu @XuZeyu_Philip
68K Followers 2K Following Journalist with Xinhua News Agency. Views my own. Reach me at [email protected]Pramit Pal Chaudhuri @PramitWorld
3K Followers 1K Following India practice head, Eurasia Group. Ananta Aspen Centre. CEEW. Shakti Foundation. And other hats.Karthik Sankaran @RajaKorman
12K Followers 4K Following Formerly many things. 1st to rhyme Duce & Juche; say US a Transfer Union. Globalization Shill. Neoliberal Peacenik. Macro Expat. 1/3 phlegm, spleen, dad humors.Esfandyar Batmangheli.. @yarbatman
25K Followers 2K Following I invest in developing economies and study how sanctions are reshaping Iran and the world. CEO of @boursebazaar.Ho-fung Hung @hofunghung
14K Followers 552 Following political economist and sociologist, JHU; all views my own; enjoy exch with folks with diverse views/convictions; will block abrasive commentators w/o apologyDavid Wallace-Wells @dwallacewells
100K Followers 3K Following Writer @nytopinion and columnist @NYTmag. Newsletter on climate and the messy future (https://t.co/CPCd2nw3Kx). Author of The Uninhabitable Earth.Cam in Shanghai @Camrjohnson
247 Followers 894 Following Seattelite living in Shanghai, Professor at NYU, works in, and writes about, manufacturing, supply chains, and technology in China and Asia.Pramit Bhattacharya @pramit_b
7K Followers 2K Following Fellow @newindiafndtion Write #TruthLiesandStatistics column for @livemint, #SimplyEconomics column for @htTweets Email: [email protected]Satvik Pendyala @Satvik_Pen
551 Followers 1K Following History of India and China | M.A International Affairs at @ElliottSchoolGW | Defence, Tech, StrategyDr. Cristina Vanbergh.. @VanberghenEU
42K Followers 34K Following Professor - now EUI Florence, Senior Expert @EU_Commission, diplomat, Stanford Center for Internet, @StanfordCIS EUinfluencer 2019-23 @ZNConsulting, PhD LeidenEdward White @edwardwhitenz
5K Followers 4K Following FT China correspondent. @FinancialTimes. Normal disclaimers.Chris Kay @christopherkay
12K Followers 2K Following Mumbai Correspondent @FT. Londoner previously in Nigeria, Pakistan and India with Bloomberg News.Howard French @hofrench
36K Followers 3K Following Author: Born in Blackness: Africa, Africans and the Making of the Modern World: 1471 to the Second World War. (Liveright: Oct. 2021) Columnist @ForeignPolicyShreyas Shende @Shreyas_Shende1
695 Followers 878 Following Interested in South Asian security, energy & policy issues; @UChicagoCIR & @AshokaUniv alumnus; previously @CarnegieIndiaDia Rekhi @diarekhiET
1K Followers 1K Following Journalist at @economictimes. The Morning Brief host. Aspiring panda nanny 🐼 Views expressed are personal. Tips to [email protected] or DM me! :)Caiwei Chen @CaiweiC
6K Followers 2K Following Internet, tech, China. Reporter @RestofWorld. Words @Wired @SCMPnews @Protocol etc | Party caterer @ChaoyangTrap | alum @CU_OralHistoryShruti Rajagopalan @srajagopalan
22K Followers 2K Following Economist @Mercatus Center @GeorgeMasonU. Fellow @nyulaw. Emergent Ventures India. Host @ideasofindia Podcast. Constitutional Economics & Public Choice. Dogs.Daniel Aldana Cohen @aldatweets
24K Followers 2K Following Assistant Professor of Sociology @UCBerkeley. Director @SC2_Collab. Founding Co-Director @cpluscp. A Planet to Win (Verso). he/himPak Yiu @pakwayne
8K Followers 2K Following Correspondent @nikkeiasia covering China, HK, Macau. politics and business 📨 [email protected] / DM for SignalKathryn Hochstetler @hochstet
2K Followers 523 Following Professor in the Department of International Development at the London School of Economics. Tweets on Brazil, emerging powers, climate and energy politics.Alex Jacquez @AlexSJacquez
8K Followers 2K Following industrial policy @whitehouse. before: @senatebudget, @berniesanders, @senatedems, @obamawhitehouse, @usda. washed up @lehighbaseball. personal accountDavid Fickling @davidfickling
20K Followers 7K Following Climate & energy columnist at @opinion. Migrant, kids w/ @kmac. These are my views. If you don't like them, well, I have others.Jon Sindreu @jonsindreu
12K Followers 3K Following Writer at The Wall Street Journal's Heard on the Street (@WSJ). Markets, economics and global aviation. Vaig cobrir la presentació oficial de Bananity.Igor Logvinenko @igorlogvinenko
685 Followers 1K Following Associate Professor @Occidental College (not the oil company) working on the geopolitics of the global energy transition. "He who knows only his own side..."Avantika Goswami @aygoswami
2K Followers 3K Following programme manager & researcher climate change @cseindia, alum @columbiasuma, @lfc fandom, contributor @down2earthindia @lfcoffside jamshedpur→bombay→nyc→delhiNathaniel Sher @nathaniel_sher
3K Followers 2K Following Research Analyst @CarnegieChina MAs @tsinghua_uni @uchicago Charts @China_ChartsMelanie Brusseler @BrusselerMel
2K Followers 4K Following Green planning @Cmmonwealth | a girl can dreamEthan Wu 🇺🇸🇹.. @EthanYWu
4K Followers 615 Following Soon: Asia correspondent @TheEconomist. Previously: hosted/wrote @FT Unhedged markets & finance pod/newsletter.Rush Doshi @RushDoshi
23K Followers 4K Following Director & Sr. Fellow, CFR China Strategy Initiative • Incoming Asst Professor, Georgetown SFS • Former Deputy SD for China, Biden NSC • Author of The Long GameAmir Lebdioui @Amirlbd
6K Followers 2K Following Associate Professor of the Political Economy of Development @UniofOxfordPooja Ramamurthi @pramamurthi1989
64 Followers 95 Following Associate Fellow CSEP • Princeton PhD • Former @EPIC_India/@CSTEP_India • Energy/Climate Policy trying to make sense of this worldRichard Baldwin @BaldwinRE
45K Followers 718 Following Prof of Int’l Econ @IMD_Bschool; Founder & Editor-in-Chief VoxEU; NonRes Fellow PIIE. Books: The Globotics Upheaval 2019, The Great Upheaval 2016. MIT Econ PhDRohit Lamba @rohlamba
4K Followers 391 Following Economist, Himalayan boy, poetry enthusiast, foodie. Amor fati :)Multipolarity The Pod.. @MultipolarPod
5K Followers 46 Following Charting the rise of a multipolar world order. Podcast. Hosted by @philippilk and @admcollingwood. Produced by @gavhaynes https://t.co/jyENnSiiakZenobia Chan 陳天�.. @ZenobiaChan
443 Followers 1K Following Int'l Relations nerd @NuffieldCollege via @Princeton | Incoming asst prof @Georgetown @GUGovt | Economic statecraft, propaganda, methods | 🇭🇰in🇬🇧🇺🇸Kevin P. Gallagher @KevinPGallagher
8K Followers 1K Following Professor and Director, Global Development Policy Center, @GDP_Center, Pardee School of Global Studies, Boston University USA. Views my own.Paolo Gerbaudo @paologerbaudo
20K Followers 4K Following senior social science researcher @unicomplutense | associate @alamedainst | visiting fellow @oiioxford | sociology of politics, culture and technologyJesse D. Jenkins @JesseJenkins
89K Followers 12K Following Macro-energy systems engineering, optimization, and policy. Prof. @EPrinceton (MAE) & @AndlingerCenter. Leads ZERO Lab. Co-host SHIFT KEY pod. More at link 👇Nicholas Mulder @njtmulder
14K Followers 2K Following Political & economic history @Cornell. Author of “The Economic Weapon”. Europe, sanctions, geo-economics, Weltinnenpolitik. Writing a history of expropriation.Josh Rogin @joshrogin
269K Followers 20K Following Washington Post Columnist, Author of CHAOS UNDER HEAVEN. General Secretary and President 4 Life @watchtheramen on IG.Paul Graham @paulg
1.9M Followers 772 FollowingYisu Zhou @makzhou
807 Followers 957 Following Assoc. Prof of edu & sociology at @UM_1981. Focusing on the greater China and comparative ed. Tweeting about politics, data analytics, sci-fi, & spurs bballDan Grover @DanGrover
11K Followers 4K Following Product guy, now working on robotics + AI @ @standardbots. Prev. Meta, Tencent.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.Brad Setser @Brad_Setser
98K Followers 953 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.Important issue....
OUT NOW: "Legacy Chip Overcapacity in China: Myth and Reality," by @pstAsiatech. Paul Triolo explains how concerns over mature-node semiconductor overcapacity overlook important dynamics of both the global market and developments in China. Read here: csis.org/blogs/trustee-…
Ho Chi Minh a metro area of over 10 million people seems to need a metro system.
Here's our latest episode - I interviewed @LelandLazarus on China in the LAC region - check out the comments for info on his May 9-10 event in Miami!
Latest episode is up! @LelandLazarus is a wealth of insights on China in Latin America & the Carribean, from Chinese criminal organizations to Taiwan loyalties in the region. Buzzsprout: buzzsprout.com/196316/episode… Spotify: open.spotify.com/episode/0PU2h2… iTunes: podcasts.apple.com/ca/podcast/lel…
@kyleichan Joined substack started using RSS feeds on my phone and desktop via Emacs elfeed just because want to start updated with your high-capacity blog. Amazing stuff keep them coming ✌️
Latest episode is up! @LelandLazarus is a wealth of insights on China in Latin America & the Carribean, from Chinese criminal organizations to Taiwan loyalties in the region. Buzzsprout: buzzsprout.com/196316/episode… Spotify: open.spotify.com/episode/0PU2h2… iTunes: podcasts.apple.com/ca/podcast/lel…
Example of how EV companies require less working capital (e.g. inventory) than traditional ICE companies: ▪️ DTC model that secures demand before initiating (customized) manufacturing. ▪️ Upfront collected deposits, which reduces balance sheet’s net working capital requirements.
Just 32 days after the launch of Xiaomi SU7, our Xiaomi EV Factory has achieved a 10,000 production milestone!🎉
Very excited to return to @swarthmore this afternoon to talk about my book!
Anyone researched Xiong'an 雄安新区 and able to comment on this article? Specifically these two points: "most of Xiong’an’s newly built houses will be shared property houses, that is, the government and buyers will jointly bear the housing construction funds. When the house…
Exclusive | Made in China 2025: China meets most targets in manufacturing plan, proving US tariffs and sanctions ineffective | South China Morning Post scmp.com/news/china/sci…
I disagree with this approach. It says Chinese wages in current USD should be multiplied by 4.3 instead of 1.7 (normal PPP). This assumes there's no difference in US vs China labor productivity. But then it uses current USD for all others in this global comparison below. 1/
JUST RELEASED: Research from AEI's @MEaglen estimates that China's true military spending is $710.6 billion. This calculation is 3x larger than Beijing's self-reported totals and several billion dollars higher than estimates from the US intelligence community.
Samsung Electronics’ operating profit in the 1st quarter soared 10-fold as memory chip sales nearly doubled over the same time last year, Reuters reports, adding the South Korean giant expects AI demand to remain strong in the 2nd half, further driving memory chip sales. 1/2 $MU…
This reminds me of 2022 when energy bulls had to suddenly become China experts. They didn’t. Tesla bears now suddenly find themselves in a similar situation. China will make an exception for Tesla.
@DisAnalyst @elonmusk I suspect China invited him to visit on the heel of Blinken visit, which had a long list of less than friendly demands. Tesla/Elon has always been proudly paraded by China as a successful case study of US business investing in China. Elon is prob quite glad to collaborate. Not…
@kyleichan My car--without LiDAR nor radar--drives me to and from work... driveway to parking lot. And it does it in Carmel Indiana. You can take it to any city in the US and get a similar result. Austin, Dallas, Memphis, NYC, Chicago.
I've always thought Lant Pritchett should have his own podcast (I suggested he call it "Lant's Rants"). So I'm glad there's 4 hours of content here!
He’s one of the great economists of our times, always focussed on the big questions, no matter how hard they are. Lant Pritchett joins me in episode 379 of The Seen and the Unseen to talk about his life, his work & his learnings: seenunseen.in/episodes/2024/… Tremendous episode! 🙂
@kyleichan @rhodium_group So what looks like overcapacity in China (leading to intense price competition) just looks like good unit economics in Europe…
China’s black market for AI servers with Nvidia H100 chips inside saw spot prices fall over 10% to 2.7 - 2.8 million yuan (US$380,000) from over 3 million yuan, as some sellers cleared inventory ahead of the launch of Nvidia’s next-generation H200, media report, adding the price…
Chengdu has had one of the healthiest housing markets in China. As I wrote last year, the removal of purchase restrictions there would be viewed as a very negative signal not just for the local market but for China overall. The restrictions were just removed…
@kyleichan I think the problem is that Sullivan and co never actually defined the goals of the strategy in a particularly tractable way. "Unleashing ingenuity" without discipline.
Wow: Shift Key, the podcast I co-host with @robinsonmeyer on the shift away from fossil fuels is now #1 in Apple Podcasts' rankings for US Business News!! If you haven't listened yet, find out why Shift Key is rising to the top of the charts here: heatmap.news/podcast
@hankgreen @heatmap_news @robinsonmeyer @JesseJenkins Should have mentioned it's now the #1 U.S. Business News podcast!