[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @halobrief GK GK posts on X about china, inflation, beijing, japan the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1655041983646138369/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +212% - X Months XXXXXXX +27% - X Year XXXXXXX +85% ### Mentions: XX [#](/creator/twitter::1655041983646138369/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +99% - X Year XXX +113% ### Followers: XXX [#](/creator/twitter::1655041983646138369/followers)  - X Week XXX -XXXX% - X Month XXX -XXXX% - X Months XXX +17% - X Year XXX +278% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1655041983646138369/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) XXXXX% [finance](/list/finance) XXXXX% [travel destinations](/list/travel-destinations) XXXXX% [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) XXXX% [automotive brands](/list/automotive-brands) XXXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [china](/topic/china) 22.86%, [inflation](/topic/inflation) #934, [beijing](/topic/beijing) #575, [japan](/topic/japan) 8.57%, [bank](/topic/bank) 5.71%, [ai](/topic/ai) 5.71%, [alibaba](/topic/alibaba) 5.71%, [tariffs](/topic/tariffs) #1002, [hong kong](/topic/hong-kong) 5.71%, [products](/topic/products) XXXX% **Top accounts mentioned or mentioned by** [@brad_setser](/creator/undefined) [@hugheschris](/creator/undefined) [@opinion](/creator/undefined) [@bradsetser](/creator/undefined) [@derivativesdon](/creator/undefined) **Top assets mentioned** [Alibaba Group (BABA)](/topic/alibaba-group) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) ### Top Social Posts Top posts by engagements in the last XX hours "IMF raised China's 2025 growth forecast to XXX% up XXX points. World Bank went to XXX% up XXX. ADB added XXX. China's MFA cited all three today as evidence of "prevailing consensus" on economic optimism. Same IMF statement projected current account surplus at XXX% of GDP. Real exchange rate depreciation from low inflation. "Weak domestic demand and deflationary pressures." Mission Chief Jain-Chandra called for "more urgent and forceful expansionary macroeconomic policies." 2026 forecasts: IMF at XXX% World Bank at 4.4%. Both assume continued policy support. Both flag property drag and export" [X Link](https://x.com/halobrief/status/1999713076459782573) 2025-12-13T05:28Z XXX followers, XX engagements "Four protective factors against automation: Physical dexterity in unpredictable environments (robots cannot crawl under houses or work in tight spaces with variable conditions) Emotional intelligence and genuine human connection (therapeutic relationships AI cannot replicate) Complex situational judgment (ethical decisions beyond algorithms weighing multiple stakeholder interests) Creative problem-solving (envisioning possibilities that dont exist yet understanding cultural nuances) Stanford research confirms: AI struggles with emotion creativity physical work ethical judgment" [X Link](https://x.com/halobrief/status/1989064928196526145) 2025-11-13T20:16Z XXX followers, XX engagements "Trump authorized Nvidia H200 exports to China with XX% federal surcharge. H200 is 6x more powerful than H20 which Beijing rejected in August causing $5.5B Nvidia writeoff. ByteDance and Alibaba have approached Nvidia but await Beijing approval. Regulators likely permit limited purchases where Huawei Ascend alternatives underperform. SOURCE:Reuters+Dec10FT+Dec9 Supply ceiling exists regardless: limited H200 production as Nvidia prioritizes Blackwell. XX% probability limited permission scenario" [X Link](https://x.com/halobrief/status/1998854639567958285) 2025-12-10T20:37Z XXX followers, XXX engagements "Today's 9-3 vote split three ways: two wanted to hold one wanted 50bp. Seven dot plot participants want no cuts in 2026. Powell's term ends May. Hassett holds XX% odds as successor and has said publicly he would cut now. When Bloomberg reported him as frontrunner 10yr yields added 11bp. Markets are pricing governance risk into the long end. That matters more for 2026 rates than the dot plot median" [X Link](https://x.com/halobrief/status/1998960617365905866) 2025-12-11T03:38Z XXX followers, XX engagements "The Commission estimates XX% of sub-150 parcels are deliberately undervalued. Sellers declare X on a XX item. Package splitting converts a XXX order into two XX shipments. Annual duty losses exceed X billion. Customs authorities cannot inspect XX million daily arrivals for valuation fraud at current staffing levels. 3/" [X Link](https://x.com/halobrief/status/1999512008610173386) 2025-12-12T16:09Z XXX followers, XX engagements "Shein Temu and AliExpress operate without EU warehousing or bulk import duties. Direct factory-to-consumer shipping eliminates inventory costs. The X duty plus a proposed X handling fee adds X per item. A XX product absorbs a XX% cost increase before 2028 product-specific tariffs apply. 4/" [X Link](https://x.com/halobrief/status/1999512012070490503) 2025-12-12T16:09Z XXX followers, XX engagements "Export controls have split China's semiconductor trajectory in two. Advanced nodes (sub-16nm): China holds X% of global capacity. Without EUV the ceiling is 5-7nm at 40-50% cost premiums and one-third yields. Mature nodes (28nm+): China reached XX% of global capacity in 2024 projected XX% by 2027. Taiwan's share falls from XX% to XX% over the same period. USTR launched a Section XXX investigation into Chinese legacy chip subsidies on December XX 2024. The mature node buildout that export controls enabled is now itself becoming a trade friction point. 6/" [X Link](https://x.com/halobrief/status/1999546112030478721) 2025-12-12T18:25Z XXX followers, XX engagements "Country Garden secured dual restructuring approvals December X and X. Hong Kong High Court sanctioned the USD XXXX billion offshore plan. Domestic creditors approved CNY XXXX billion across nine bonds. Combined debt reduction exceeds CNY XX billion. No principal repayment required through 2030. Interest rates drop from approximately X% to the X to XXX% range. The controlling shareholder converted USD XXX billion in loans to equity at HKD XXXX per share before asking creditors to vote. XXXX% of syndicated lenders and XX% of dollar bondholders approved. Evergrande's liquidators now report USD" [X Link](https://x.com/halobrief/status/1996826793832022177) 2025-12-05T06:19Z XXX followers, 4770 engagements "Valid comparison. Might understate it. Solomon Islands 2022 was one bilateral pact with potential for Chinese security presence. 2025 is active presence across multiple countries simultaneously. September: Solomon Islands announced "China Police Cooperation Model Communities." Chinese police collecting fingerprints palm prints household registration data from citizens in Fighter One village. First known export of China's Fengqiao domestic surveillance model abroad. RSIPF says it will "expand across the country." Chinese police now deployed or training in at least four Pacific nations. Cook" [X Link](https://x.com/halobrief/status/1998574529333883343) 2025-12-10T02:04Z XXX followers, 4360 engagements "This escalates an XX month enforcement sequence. EU raided Nuctech's Poland and Netherlands offices in April 2024 in the first FSR dawn raid. Nuctech lost its court appeal to block use of that evidence in March 2025. The company operates in XX of XX EU member states. Rotterdam and Antwerp handling over a third of EU port traffic by weight run Nuctech equipment. So do airports in London Amsterdam Brussels Athens Zurich Geneva and more than a dozen across Spain. Ownership traces through Tsinghua Tongfang to China National Nuclear Corporation which manages civilian and military nuclear programs." [X Link](https://x.com/halobrief/status/1999179432154578992) 2025-12-11T18:08Z XXX followers, XXX engagements "TSMC considering upgrading second Japan fab from 6nm/7nm to 4nm. Construction paused equipment removed tool suppliers notified no orders through 2026. 6nm/7nm utilization around XX% prices down 10%. 4nm/5nm at full capacity prices rising. CC Wei: advanced nodes 3x short of AI demand. N5/N4 fabs reuse XX% of N7/N6 tools. Operations could slip from 2027 to 2029. Sony Denso Toyota committed for automotive. Appetite for 4nm AI workloads unknown" [X Link](https://x.com/halobrief/status/1999351057265082448) 2025-12-12T05:30Z XXX followers, XX engagements "Bloomberg reports Beijing is considering $28-70B in additional semiconductor incentives on top of Big Fund III's $47.5B. Total state commitment would exceed $75B at minimum potentially reaching $120B. Equipment self-sufficiency has reached approximately XX% in 2025 up from XXXX% in 2024. That's real progressbut the 2025 target was 50%. Export controls removed the technology from the market. Additional capital doesn't change that. 1/" [X Link](https://x.com/halobrief/status/1999546078350168121) 2025-12-12T18:25Z XXX followers, XX engagements "Equipment categories cluster into three tiers by domestic capability: Above 30%: Cleaning photoresist stripping dry stripping (China now tied with Japan at 35%) 10-30%: CMP (11%) etch (11%) deposition (7%) thermal processing Below 5%: Lithography metrology ion implantation coating/developing NAURA now ranks #6-8 globally among equipment vendors. AMEC and ACM Research each hold X% of dry etch market. Q1 2025 saw NAURA revenue surge XX% YoY to CNY 8.98B. Gains are concentrated where technical barriers are lower. Lithography metrology and ion implantation remain foreign-dominated. 2/" [X Link](https://x.com/halobrief/status/1999546084184490028) 2025-12-12T18:25Z XXX followers, XX engagements "Dependency duration by category: 10+ years: EUV lithographyASML required XX years with full supply chain access; China would be starting from further behind without it 5-7 years: Advanced DUV metrology EDA for advanced nodes 3-5 years: ArF photoresist ion implantation Combined state commitment of $75-120B is sufficient to reach XX% of global mature node capacity by 2027. Advanced nodes remain capped at X% through the same period. 7/7" [X Link](https://x.com/halobrief/status/1999546118426755300) 2025-12-12T18:25Z XXX followers, XX engagements "The EU and others are absorbing redirected Chinese volume. November exports from China to the EU rose XXXX% to ASEAN XXX% to Australia 35.8%. The EU imposed provisional countervailing duties on Chinese EVs in July 2024 definitive duties in October. Rates range from XX% for BYD to XXXX% for SAIC. China opened retaliatory probes into EU brandy pork and dairy beginning July 2024 filed a WTO challenge in November 2024. A dispute panel was established April 2025. Germany voted against the EV duties to protect automakers manufacturing in China. 2/" [X Link](https://x.com/halobrief/status/1999650413730009363) 2025-12-13T01:19Z XXX followers, XX engagements "Vietnam remains an open circumvention pathway. The July 2025 deal imposes XX% on Vietnamese goods and XX% on products deemed transshipped. Harvard research estimates transshipment accounts for 16-42% of Vietnam's US exports. Commerce Secretary Lutnick called Vietnam "just a pathway of China" to the American market. Enforcement rules remain undefined five months after announcement. No official local content threshold has been published. At XXXX% the direct China tariff exceeds the XX% transshipment penalty. Importers may find it cheaper to buy direct from China than risk uncertain" [X Link](https://x.com/halobrief/status/1999650420059242603) 2025-12-13T01:19Z XXX followers, XX engagements "@Brad_Setser Two follow-ons. NY Fed estimates $50-65B in unmeasured China exposure via de minimis pre-May and Hinrich shows XX% of Vietnam's intermediate inputs still source from China. Does the bilateral shift overstate actual diversification" [X Link](https://x.com/halobrief/status/1999258801061687763) 2025-12-11T23:23Z XXX followers, XXX engagements "BOJ likely raises to XXXX% on December 18-19. First time above XXXX% since September 1995. Tariff damage came in lighter than projected. Japanese corporates cut the estimated hit by XXX billion through pricing adjustments and supply chain moves. Toyota's US factory output up XX% YoY in July while Japan production fell 5%. Adaptation outpaced Tokyo's expectations. Inflation is the forcing function. CPI has exceeded X% for XX consecutive months. October printed 3.0%. Ueda doesn't have much justification to wait. Swap markets price around XX% probability. December Tankan large manufacturers" [X Link](https://x.com/halobrief/status/1999726022657257554) 2025-12-13T06:20Z XXX followers, XXX engagements "Consumer price increases vary by product category. Kitchen items around XX face 20-25% increases. Clothing with XX% base tariffs will see 35-45% higher costs. Footwear at XX% tariff rates may exceed XX% total increase. The flat X duty hits low-price items hardest. A X phone case absorbs XX% duty impact. A XXX jacket absorbs 3%. 5/" [X Link](https://x.com/halobrief/status/1999512015275176057) 2025-12-12T16:09Z XXX followers, XX engagements "Nepal's CIAA alleges $XX million in cost inflation on the $XXX million Pokhara International Airport charging CAMC Engineering (Sinomach subsidiary) alongside XX Nepali officials including five former ministers from all major parties. The airport opened January 2023. Nearly two years later it has zero scheduled international passenger flights only a weekly Lhasa route via Himalaya Airlines. The facility cannot generate revenue to service China Exim Bank debt. Three successive PMs requested Beijing convert the loan to grant. All were rejected. The prosecution became possible after September's" [X Link](https://x.com/halobrief/status/2000040095320047869) 2025-12-14T03:08Z XXX followers, XX engagements "HKEX launched its first proprietary equity index. Benchmark licensing revenue that previously flowed to Hang Seng Indexes Company an HSBC subsidiary now stays in house. CEO Bonnie Chan framed it as building their "index and data business." The structural differentiator from Hang Seng Tech: all XXX constituents are Stock Connect eligible versus XX with partial eligibility. Full Southbound accessibility matters more now that XX% of US listed Chinese firms by market value already hold HK secondary or dual primary listings. ADR delisting pressure under HFCAA continues. Hong Kong is building the" [X Link](https://x.com/halobrief/status/2000055683186557121) 2025-12-14T04:10Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@halobrief GK
GK posts on X about china, inflation, beijing, japan the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +212%
- X Months XXXXXXX +27%
- X Year XXXXXXX +85%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +99%
- X Year XXX +113%
Followers: XXX #
- X Week XXX -XXXX%
- X Month XXX -XXXX%
- X Months XXX +17%
- X Year XXX +278%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence countries XXXXX% finance XXXXX% travel destinations XXXXX% technology brands XXXXX% stocks XXXX% automotive brands XXXX% currencies XXXX% exchanges XXXX%
Social topic influence china 22.86%, inflation #934, beijing #575, japan 8.57%, bank 5.71%, ai 5.71%, alibaba 5.71%, tariffs #1002, hong kong 5.71%, products XXXX%
Top accounts mentioned or mentioned by @brad_setser @hugheschris @opinion @bradsetser @derivativesdon
Top assets mentioned Alibaba Group (BABA) HSBC Holdings PLC (HSBC)
Top Social Posts
Top posts by engagements in the last XX hours
"IMF raised China's 2025 growth forecast to XXX% up XXX points. World Bank went to XXX% up XXX. ADB added XXX. China's MFA cited all three today as evidence of "prevailing consensus" on economic optimism. Same IMF statement projected current account surplus at XXX% of GDP. Real exchange rate depreciation from low inflation. "Weak domestic demand and deflationary pressures." Mission Chief Jain-Chandra called for "more urgent and forceful expansionary macroeconomic policies." 2026 forecasts: IMF at XXX% World Bank at 4.4%. Both assume continued policy support. Both flag property drag and export"
X Link 2025-12-13T05:28Z XXX followers, XX engagements
"Four protective factors against automation: Physical dexterity in unpredictable environments (robots cannot crawl under houses or work in tight spaces with variable conditions) Emotional intelligence and genuine human connection (therapeutic relationships AI cannot replicate) Complex situational judgment (ethical decisions beyond algorithms weighing multiple stakeholder interests) Creative problem-solving (envisioning possibilities that dont exist yet understanding cultural nuances) Stanford research confirms: AI struggles with emotion creativity physical work ethical judgment"
X Link 2025-11-13T20:16Z XXX followers, XX engagements
"Trump authorized Nvidia H200 exports to China with XX% federal surcharge. H200 is 6x more powerful than H20 which Beijing rejected in August causing $5.5B Nvidia writeoff. ByteDance and Alibaba have approached Nvidia but await Beijing approval. Regulators likely permit limited purchases where Huawei Ascend alternatives underperform. SOURCE:Reuters+Dec10FT+Dec9 Supply ceiling exists regardless: limited H200 production as Nvidia prioritizes Blackwell. XX% probability limited permission scenario"
X Link 2025-12-10T20:37Z XXX followers, XXX engagements
"Today's 9-3 vote split three ways: two wanted to hold one wanted 50bp. Seven dot plot participants want no cuts in 2026. Powell's term ends May. Hassett holds XX% odds as successor and has said publicly he would cut now. When Bloomberg reported him as frontrunner 10yr yields added 11bp. Markets are pricing governance risk into the long end. That matters more for 2026 rates than the dot plot median"
X Link 2025-12-11T03:38Z XXX followers, XX engagements
"The Commission estimates XX% of sub-150 parcels are deliberately undervalued. Sellers declare X on a XX item. Package splitting converts a XXX order into two XX shipments. Annual duty losses exceed X billion. Customs authorities cannot inspect XX million daily arrivals for valuation fraud at current staffing levels. 3/"
X Link 2025-12-12T16:09Z XXX followers, XX engagements
"Shein Temu and AliExpress operate without EU warehousing or bulk import duties. Direct factory-to-consumer shipping eliminates inventory costs. The X duty plus a proposed X handling fee adds X per item. A XX product absorbs a XX% cost increase before 2028 product-specific tariffs apply. 4/"
X Link 2025-12-12T16:09Z XXX followers, XX engagements
"Export controls have split China's semiconductor trajectory in two. Advanced nodes (sub-16nm): China holds X% of global capacity. Without EUV the ceiling is 5-7nm at 40-50% cost premiums and one-third yields. Mature nodes (28nm+): China reached XX% of global capacity in 2024 projected XX% by 2027. Taiwan's share falls from XX% to XX% over the same period. USTR launched a Section XXX investigation into Chinese legacy chip subsidies on December XX 2024. The mature node buildout that export controls enabled is now itself becoming a trade friction point. 6/"
X Link 2025-12-12T18:25Z XXX followers, XX engagements
"Country Garden secured dual restructuring approvals December X and X. Hong Kong High Court sanctioned the USD XXXX billion offshore plan. Domestic creditors approved CNY XXXX billion across nine bonds. Combined debt reduction exceeds CNY XX billion. No principal repayment required through 2030. Interest rates drop from approximately X% to the X to XXX% range. The controlling shareholder converted USD XXX billion in loans to equity at HKD XXXX per share before asking creditors to vote. XXXX% of syndicated lenders and XX% of dollar bondholders approved. Evergrande's liquidators now report USD"
X Link 2025-12-05T06:19Z XXX followers, 4770 engagements
"Valid comparison. Might understate it. Solomon Islands 2022 was one bilateral pact with potential for Chinese security presence. 2025 is active presence across multiple countries simultaneously. September: Solomon Islands announced "China Police Cooperation Model Communities." Chinese police collecting fingerprints palm prints household registration data from citizens in Fighter One village. First known export of China's Fengqiao domestic surveillance model abroad. RSIPF says it will "expand across the country." Chinese police now deployed or training in at least four Pacific nations. Cook"
X Link 2025-12-10T02:04Z XXX followers, 4360 engagements
"This escalates an XX month enforcement sequence. EU raided Nuctech's Poland and Netherlands offices in April 2024 in the first FSR dawn raid. Nuctech lost its court appeal to block use of that evidence in March 2025. The company operates in XX of XX EU member states. Rotterdam and Antwerp handling over a third of EU port traffic by weight run Nuctech equipment. So do airports in London Amsterdam Brussels Athens Zurich Geneva and more than a dozen across Spain. Ownership traces through Tsinghua Tongfang to China National Nuclear Corporation which manages civilian and military nuclear programs."
X Link 2025-12-11T18:08Z XXX followers, XXX engagements
"TSMC considering upgrading second Japan fab from 6nm/7nm to 4nm. Construction paused equipment removed tool suppliers notified no orders through 2026. 6nm/7nm utilization around XX% prices down 10%. 4nm/5nm at full capacity prices rising. CC Wei: advanced nodes 3x short of AI demand. N5/N4 fabs reuse XX% of N7/N6 tools. Operations could slip from 2027 to 2029. Sony Denso Toyota committed for automotive. Appetite for 4nm AI workloads unknown"
X Link 2025-12-12T05:30Z XXX followers, XX engagements
"Bloomberg reports Beijing is considering $28-70B in additional semiconductor incentives on top of Big Fund III's $47.5B. Total state commitment would exceed $75B at minimum potentially reaching $120B. Equipment self-sufficiency has reached approximately XX% in 2025 up from XXXX% in 2024. That's real progressbut the 2025 target was 50%. Export controls removed the technology from the market. Additional capital doesn't change that. 1/"
X Link 2025-12-12T18:25Z XXX followers, XX engagements
"Equipment categories cluster into three tiers by domestic capability: Above 30%: Cleaning photoresist stripping dry stripping (China now tied with Japan at 35%) 10-30%: CMP (11%) etch (11%) deposition (7%) thermal processing Below 5%: Lithography metrology ion implantation coating/developing NAURA now ranks #6-8 globally among equipment vendors. AMEC and ACM Research each hold X% of dry etch market. Q1 2025 saw NAURA revenue surge XX% YoY to CNY 8.98B. Gains are concentrated where technical barriers are lower. Lithography metrology and ion implantation remain foreign-dominated. 2/"
X Link 2025-12-12T18:25Z XXX followers, XX engagements
"Dependency duration by category: 10+ years: EUV lithographyASML required XX years with full supply chain access; China would be starting from further behind without it 5-7 years: Advanced DUV metrology EDA for advanced nodes 3-5 years: ArF photoresist ion implantation Combined state commitment of $75-120B is sufficient to reach XX% of global mature node capacity by 2027. Advanced nodes remain capped at X% through the same period. 7/7"
X Link 2025-12-12T18:25Z XXX followers, XX engagements
"The EU and others are absorbing redirected Chinese volume. November exports from China to the EU rose XXXX% to ASEAN XXX% to Australia 35.8%. The EU imposed provisional countervailing duties on Chinese EVs in July 2024 definitive duties in October. Rates range from XX% for BYD to XXXX% for SAIC. China opened retaliatory probes into EU brandy pork and dairy beginning July 2024 filed a WTO challenge in November 2024. A dispute panel was established April 2025. Germany voted against the EV duties to protect automakers manufacturing in China. 2/"
X Link 2025-12-13T01:19Z XXX followers, XX engagements
"Vietnam remains an open circumvention pathway. The July 2025 deal imposes XX% on Vietnamese goods and XX% on products deemed transshipped. Harvard research estimates transshipment accounts for 16-42% of Vietnam's US exports. Commerce Secretary Lutnick called Vietnam "just a pathway of China" to the American market. Enforcement rules remain undefined five months after announcement. No official local content threshold has been published. At XXXX% the direct China tariff exceeds the XX% transshipment penalty. Importers may find it cheaper to buy direct from China than risk uncertain"
X Link 2025-12-13T01:19Z XXX followers, XX engagements
"@Brad_Setser Two follow-ons. NY Fed estimates $50-65B in unmeasured China exposure via de minimis pre-May and Hinrich shows XX% of Vietnam's intermediate inputs still source from China. Does the bilateral shift overstate actual diversification"
X Link 2025-12-11T23:23Z XXX followers, XXX engagements
"BOJ likely raises to XXXX% on December 18-19. First time above XXXX% since September 1995. Tariff damage came in lighter than projected. Japanese corporates cut the estimated hit by XXX billion through pricing adjustments and supply chain moves. Toyota's US factory output up XX% YoY in July while Japan production fell 5%. Adaptation outpaced Tokyo's expectations. Inflation is the forcing function. CPI has exceeded X% for XX consecutive months. October printed 3.0%. Ueda doesn't have much justification to wait. Swap markets price around XX% probability. December Tankan large manufacturers"
X Link 2025-12-13T06:20Z XXX followers, XXX engagements
"Consumer price increases vary by product category. Kitchen items around XX face 20-25% increases. Clothing with XX% base tariffs will see 35-45% higher costs. Footwear at XX% tariff rates may exceed XX% total increase. The flat X duty hits low-price items hardest. A X phone case absorbs XX% duty impact. A XXX jacket absorbs 3%. 5/"
X Link 2025-12-12T16:09Z XXX followers, XX engagements
"Nepal's CIAA alleges $XX million in cost inflation on the $XXX million Pokhara International Airport charging CAMC Engineering (Sinomach subsidiary) alongside XX Nepali officials including five former ministers from all major parties. The airport opened January 2023. Nearly two years later it has zero scheduled international passenger flights only a weekly Lhasa route via Himalaya Airlines. The facility cannot generate revenue to service China Exim Bank debt. Three successive PMs requested Beijing convert the loan to grant. All were rejected. The prosecution became possible after September's"
X Link 2025-12-14T03:08Z XXX followers, XX engagements
"HKEX launched its first proprietary equity index. Benchmark licensing revenue that previously flowed to Hang Seng Indexes Company an HSBC subsidiary now stays in house. CEO Bonnie Chan framed it as building their "index and data business." The structural differentiator from Hang Seng Tech: all XXX constituents are Stock Connect eligible versus XX with partial eligibility. Full Southbound accessibility matters more now that XX% of US listed Chinese firms by market value already hold HK secondary or dual primary listings. ADR delisting pressure under HFCAA continues. Hong Kong is building the"
X Link 2025-12-14T04:10Z XXX followers, XX engagements