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@ShanghaiMacro Avatar @ShanghaiMacro Shanghai Macro Strategist

Shanghai Macro Strategist posts on X about china, shanghai, beijing, united states the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence travel destinations XX% countries XXXX% finance XXXX%

Social topic influence china #4729, shanghai #72, beijing #505, united states 4.62%, rare earth #348, trade war #243, dip 1.54%, trumps 1.54%, employees 1.54%, logic #588

Top accounts mentioned or mentioned by @stefaanmarien @mayankseksaria @gmailcom @apisith84 @dragoninvest470 @geo_papic @shadowleaves @drwinnieking @bclougheed @bradsetser @georgejank42423 @bobeunlimited @hbwh2025 @briangobosox @fundocabral @liangpierzi @tim677183515439 @linchou @kendrick_m4 @scmpnews

Top Social Posts #

Top posts by engagements in the last XX hours

"Ive just released a brief note explaining why investors should avoid overreacting to Beijings retaliation against Hanwha and its US subsidiaries. If youd like to receive our insights feel free to reach out at shanghaimacro@gmail.com"
X Link @ShanghaiMacro 2025-10-14T08:24Z 54.2K followers, 32.1K engagements

"During the Golden Week holiday average daily spending per tourist fell XX% year-on-year to XXXXX yuan highlighting persistent weakness in domestic consumption and the need for stronger policy support"
X Link @ShanghaiMacro 2025-10-09T11:53Z 54.2K followers, 50.3K engagements

"I am open to being proven wrong but I expect Beijing to exercise restraint and leverage high-level communication channels with Washington to resolve the current deadlock. If China refrains from retaliating with a symmetrical XXX percent tariff by Monday investors should consider buying the dip. We just published a note answering the top questions from our clients: Why did Beijing escalate export controls now Why did the Trump administration decide to forcefully retaliate How will Beijing likely respond to Trumps threat Will Xi and Trump still meet in Korea on October XX If Xi and Trump meet"
X Link @ShanghaiMacro 2025-10-11T05:39Z 54.2K followers, 44.2K engagements

"I suspect that Trumps aggressive and highly public response may have caught Chinese policymakers off guard. But ultimately investors need to understand that the rare-earth policy was intended as a calibrated leverage move not a trigger for immediate and dramatic confrontation"
X Link @ShanghaiMacro 2025-10-11T05:44Z 54.2K followers, 12.2K engagements

"While I acknowledge that Beijings recent export control on rare earths is an asymmetrical response to the BISs XX% ruleperhaps even a case of over-defensivenessChinas retaliatory measures against US affiliates of the Korean shipbuilder Hanwha and its imposition of port fees on US-linked vessels are in my view acts of legitimate self-defense. After all it was the United States that first launched the Section XXX investigation into Chinas maritime and shipbuilding sectors and imposed port fees on Chinese vessels. This is NOT a unilateral escalation of tensions"
X Link @ShanghaiMacro 2025-10-14T05:35Z 54.2K followers, 37.5K engagements

"Interesting statistic: In August Shanghais retail sales surged XX% YoY while Beijings fell 11.4%. What explains this gap Shanghais investment-driven cultureboosted by a booming equity markethas fattened household wallets encouraging bolder spending. Beijing by contrast is policy-sensitive and dominated by officials and state-sector employees who are increasingly cautious about dining out and discretionary spending amid the leaderships push for frugal living and a quasi booze ban"
X Link @ShanghaiMacro 2025-09-26T09:55Z 54.2K followers, 22.3K engagements

"Today only China seems to understand that the ultimate arena of competition is energy. While AI development in the United States is increasingly constrained by power shortages Chinas growing surplus of renewable energy could dramatically lower the cost of AI computing"
X Link @ShanghaiMacro 2025-10-04T13:15Z 54.2K followers, 48.1K engagements

"Today every country in the world including the US is heavily subsidizing strategically important industries. Given the US recent support to its domestic rare earth industry by your logic shall China launch a XXX investigation into US rare earth industry on the basis that it is now receiving state subsidies/investment"
X Link @ShanghaiMacro 2025-10-14T23:56Z 54.2K followers, XXX engagements

"I sense Beijings restraint from this press conference Q&A. Spokesperson of the Ministry of Commerce Answers Questions on Chinas Recent Economic and Trade Policy Measures Question: Weve noticed that the Ministry of Commerce recently issued an announcement to strengthen export controls on rare earths and related items. How will these measures be implemented going forward Answer: Going forward the Chinese government will conduct license reviews in accordance with laws and regulations and will grant approvals for applications that meet the relevant requirements. At the same time we will actively"
X Link @ShanghaiMacro 2025-10-12T02:10Z 54.2K followers, 101.4K engagements

"It is becoming increasingly evident that China now dominates the world of hardware while the United States leads in software. This divide appears to be a natural extension of the previous global order: the US driving frontier innovation and China excelling at scaling and manufacturing those innovations. As such it remains an epic tragedy that these two superpowers see each other as existential rivals rather than complementary partners capable of working together to build a better world"
X Link @ShanghaiMacro 2025-10-04T13:50Z 54.2K followers, 90.5K engagements

"An interesting chart shows that unlike during the first Trump trade war Chinese exports have demonstrated remarkable resilience this timedespite a far more aggressive US tariff regime. This unusual strength in my view can be attributed to two key factors. X. A very different global macro backdrop. In 2018 the combination of aggressive Fed rate hikes and Chinas domestic deleveraging campaign wreaked havoc on global demand leading to a sharp contraction in global trade and Chinese exports. Todays environment is almost the mirror image: central banks around the world are easing simultaneously"
X Link @ShanghaiMacro 2025-10-13T09:47Z 54.2K followers, 93.1K engagements

"A key reason for the misstep is that Beijing views its rare earth export controls as a response to the Affiliates Rule or the XX% rule announced by the US Commerce Department on September XX 2025 while the Trump administration sees them as a unilateral escalation that violates earlier agreements reached in Geneva and Madrid"
X Link @ShanghaiMacro 2025-10-11T05:44Z 54.2K followers, 17K engagements

"More MOC comments on US tariffs threat: Resorting to threats of high tariffs is not the right way to engage with China. On the issue of a tariff war Chinas position has been consistent we do not want a trade war but we are not afraid of one either. China urges the U.S. to promptly correct its wrong actions and guided by the important consensus reached between the two heads of state during their phone call to safeguard the hard-won outcomes of previous consultations. Both sides should continue to make good use of the China-U.S. economic and trade consultation mechanism resolve respective"
X Link @ShanghaiMacro 2025-10-12T02:16Z 54.2K followers, 15.7K engagements