# ![@henrysgao Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::229854865.png) @henrysgao Henry Gao

Henry Gao posts on X about china, tariffs, countries, beijing the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::229854865/interactions)
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- [--] Week [-------] -53%
- [--] Month [---------] +188%
- [--] Months [---------] +80%
- [--] Year [---------] +983%

### Mentions: [--] [#](/creator/twitter::229854865/posts_active)
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- [--] Week [--] +36%
- [--] Month [--] +185%
- [--] Months [---] +87%
- [--] Year [---] +158%

### Followers: [------] [#](/creator/twitter::229854865/followers)
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- [--] Week [------] +0.25%
- [--] Month [------] +4.10%
- [--] Months [------] +17%
- [--] Year [------] +40%

### CreatorRank: [-------] [#](/creator/twitter::229854865/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::229854865/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  47.32% [finance](/list/finance)  19.64% [travel destinations](/list/travel-destinations)  7.14% [stocks](/list/stocks)  2.68% [technology brands](/list/technology-brands)  2.68% [celebrities](/list/celebrities)  0.89% [currencies](/list/currencies)  0.89% [social networks](/list/social-networks)  0.89% [ncaa football](/list/ncaa-football)  0.89%

**Social topic influence**
[china](/topic/china) #868, [tariffs](/topic/tariffs) 13.39%, [countries](/topic/countries) #1855, [beijing](/topic/beijing) 5.36%, [rare](/topic/rare) 5.36%, [trade](/topic/trade) 4.46%, [law](/topic/law) 4.46%, [trade war](/topic/trade-war) #99, [taiwan](/topic/taiwan) #561, [ai](/topic/ai) 3.57%

**Top accounts mentioned or mentioned by**
[@tabletmag](/creator/undefined) [@ft](/creator/undefined) [@baldingsworld](/creator/undefined) [@sgsmuyphsl](/creator/undefined) [@nytimes](/creator/undefined) [@howardlutnick](/creator/undefined) [@fbi](/creator/undefined) [@chinaselect](/creator/undefined) [@secrubio](/creator/undefined) [@elonmusk](/creator/undefined) [@cigionline](/creator/undefined) [@steverattners](/creator/undefined) [@nytopinion](/creator/undefined) [@thomassowell2019891](/creator/undefined) [@ssrn](/creator/undefined) [@guoguangwu](/creator/undefined) [@ericliuusa](/creator/undefined) [@pekingmikes](/creator/undefined) [@commonplc](/creator/undefined) [@pstasiatech](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Like this post if you agree that @FBI @ChinaSelect @SecRubio & @elonmusk should investigate how a US citizen tried to silence critics of the CCP on a platform owned by a US firm. Shaun youve lived in China so long that you've forgotten most countries dont have censorship. @henrysgao Again @SgSMUYPHSL how do you allow your professors behave like this online Prostituting myself Henry Aren't there libel laws in Singapore @CIGIonline @henrysgao Again @SgSMUYPHSL how do you allow your professors behave like this online Prostituting myself Henry Aren't there libel laws in Singapore @CIGIonline"  
[X Link](https://x.com/henrysgao/status/2013961496561377280)  2026-01-21T13:06Z 33.5K followers, 25.2K engagements


"Breaking news: Politburo member meets US politician twice-sanctioned by China days after Xi's historic purge and CIA's latest recruitment video"  
[X Link](https://x.com/henrysgao/status/2022485828543615135)  2026-02-14T01:39Z 33.5K followers, 12.3K engagements


"@SteveRattners recent @nytimes op-ed is interestingnot because it is particularly insightful but because it illustrates many of the recurring analytical errors that have defined the recent wave of China-winning literature many of which are unpacked in this thread: When it comes to competing with China punitive trade policies are a distraction. Instead we need to beat China at its own game. More in latest for @nytopinion https://t.co/Yv4GUa68jg When it comes to competing with China punitive trade policies are a distraction. Instead we need to beat China at its own game. More in latest for"  
[X Link](https://x.com/henrysgao/status/2022678121108160559)  2026-02-14T14:23Z 33.5K followers, 16.9K engagements


"Rattner then points to Chinas record $1.2 trillion trade surplus as proof that the US is not winning this trade war. But that argument is fundamentally flawed: First the fact that China had a record surplus in [----] after another record surplus in [----] shows that its"  
[X Link](https://x.com/henrysgao/status/2022679587256467569)  2026-02-14T14:29Z 33.5K followers, [----] engagements


"@tabletmag @FT trade agreements routing exports through third countries will become increasingly harder. Given the structural constraints on boosting domestic consumption China will increasingly have to sell those goods in the intermediary markets themselves. That will generate new frictions"  
[X Link](https://x.com/henrysgao/status/2022681434964869223)  2026-02-14T14:36Z 33.5K followers, [---] engagements


"@tabletmag @FT trigger more trade-remedy actions and intensify pressure as economic-security provisions encourage partner countries to align their trade measures with those of the US. For these reasons I expect that Chinas record surplus will not last but more likely peak within 1-2 years"  
[X Link](https://x.com/henrysgao/status/2022681770383261732)  2026-02-14T14:38Z 33.5K followers, [---] engagements


"Summary of the call: Xi: Taiwan; Trump: Trade; Military; China trip; Taiwan; Ukraine; Iran; Energy purchase; Soybeans; Airplane engine deliveries "and numerous other subjects". Did Trump realize that Xi just tuned out after the Taiwan part leaving him talking to an empty line"  
[X Link](https://x.com/henrysgao/status/2019219248640606271)  2026-02-05T01:19Z 33.5K followers, [----] engagements


"I'm sure China's approval of rare earths exports to Japan today have nothing to do with the Project Vault announcement"  
[X Link](https://x.com/henrysgao/status/2019793274584858834)  2026-02-06T15:20Z 33.5K followers, 12.9K engagements


"AN @ThomasSowell20%19891% [-----] https://t.co/A9wPcb9Wmn https://t.co/A9wPcb9Wmn"  
[X Link](https://x.com/henrysgao/status/2022306591568207897)  2026-02-13T13:47Z 33.5K followers, 26.3K engagements


"China issued the first-ever Report on WTO Compliance of the United States and calls the US a "Destroyer Unilateralist and Bullying Hegemonist Double Standards Manipulator" and "Disturber of the Global Industrial and Supply Chains""  
[X Link](https://x.com/anyuser/status/1689946013505900544)  2023-08-11T10:25Z 33.5K followers, 196.1K engagements


"Former CMC Vice Chairman He Weidong has committed suicide. Several facts: [--]. He has been rumored to be under investigation since March 2025; [--]. but the MOD only confirmed this [--] months later while Zhang's investigation was officially confirmed only [--] day after the rumor; https://t.co/JYjyA9pctK https://t.co/JYjyA9pctK"  
[X Link](https://x.com/henrysgao/status/2017584601859035499)  2026-01-31T13:03Z 33.5K followers, 511.8K engagements


"Looks like someone mistook a tributary system for a retributory one. Exclusive: China summoned Southeast Asian envoys to a rare meeting days after Japanese leader Sanae Takaichi's comments on Taiwan pressing them to back Beijing and citing the region's past as victims of Japanese aggression. The call drew little support. https://t.co/dLBWWTXlKt Exclusive: China summoned Southeast Asian envoys to a rare meeting days after Japanese leader Sanae Takaichi's comments on Taiwan pressing them to back Beijing and citing the region's past as victims of Japanese aggression. The call drew little"  
[X Link](https://x.com/henrysgao/status/2019719707734253581)  2026-02-06T10:27Z 33.5K followers, [----] engagements


"Fun fact: There is indeed a Taiwan Province in the Republic of China though I doubt this is what the person who made the form meant. https://t.co/UWJliFIBM4 https://t.co/UWJliFIBM4"  
[X Link](https://x.com/henrysgao/status/2020754778847093236)  2026-02-09T07:00Z 33.5K followers, [----] engagements


"My new paper on Trumps Economic Security Agreements is now available on @SSRN: https://papers.ssrn.com/sol3/papers.cfmabstract_id=6215138 https://papers.ssrn.com/sol3/papers.cfmabstract_id=6215138"  
[X Link](https://x.com/henrysgao/status/2021776611440570402)  2026-02-12T02:41Z 33.5K followers, [----] engagements


"194919782001 QQ"  
[X Link](https://x.com/henrysgao/status/2021981589392220391)  2026-02-12T16:15Z 33.5K followers, 37.7K engagements


"Wherever you are never get the cold shoulder again. I like it https://t.co/iQ9eV6OgRW I like it https://t.co/iQ9eV6OgRW"  
[X Link](https://x.com/henrysgao/status/2022240574305431573)  2026-02-13T09:24Z 33.5K followers, [----] engagements


"19781979@guoguang_wu [--] 89"  
[X Link](https://x.com/henrysgao/status/2022478016455274864)  2026-02-14T01:08Z 33.5K followers, 17.9K engagements


"@henrysgao GDP @henrysgao GDP"  
[X Link](https://x.com/henrysgao/status/2022490237696639208)  2026-02-14T01:57Z 33.5K followers, [----] engagements


"Xi met cleaners and delivery workers ahead of CNY and asked: How many hours do you work every day The answer: "10+hours from morning till night". Under Chinas own Labor Law workday is capped at [--] hours with extensions limited to [--] additional hour. Xi holds a PhD in law. [---]  https://t.co/G5k3F9SHtW [---]  https://t.co/G5k3F9SHtW"  
[X Link](https://x.com/henrysgao/status/2022493122975224276)  2026-02-14T02:08Z 33.5K followers, 19.9K engagements


"This is a umm this is of course a uh a very longstanding um answer. 🚨 HOLY SMOKES. Rep. AOC just SELF-DESTRUCTED while trying to represent America in Germany "Should the US commit troops to defend Taiwan" AOC: "Um you know I think that uhh eh this is such a uh you know I th-I think that this is a umm this is of course a uh a very https://t.co/VfT98vKhZY 🚨 HOLY SMOKES. Rep. AOC just SELF-DESTRUCTED while trying to represent America in Germany "Should the US commit troops to defend Taiwan" AOC: "Um you know I think that uhh eh this is such a uh you know I th-I think that this is a umm this is"  
[X Link](https://x.com/henrysgao/status/2022574728691749155)  2026-02-14T07:32Z 33.5K followers, [----] engagements


"China-born company could only gain access to real capital global talent and scalable markets by uprooting itself and leaving China behind. That is not evidence of the strength of Chinas system but of its limits. https://x.com/henrysgao/status/2005977144204329289 META has just landed a devastating blow to Chinas AI strategy by taking over Manus. The message is unmistakable: only Chinese firms willing to uproot themselves entirely and leave China behind can access real capital talent and global scale. The exodus is coming. https://x.com/henrysgao/status/2005977144204329289 META has just landed"  
[X Link](https://x.com/henrysgao/status/2022679086867599695)  2026-02-14T14:27Z 33.5K followers, [----] engagements


"@tabletmag income distribution system is designed to extract maximum surplus from households leaving them with limited purchasing power. Weak consumption is not a bug of the Chinese system: it is its defining feature"  
[X Link](https://x.com/henrysgao/status/2022680552361660898)  2026-02-14T14:33Z 33.5K followers, [----] engagements


"@tabletmag Second Rattner himself acknowledges that many exports are Chinese goods routed through intermediary countries before entering the US market which is what I noted in this @FT story in [----]. Ironically after years of trade war China has still https://www.ft.com/content/c51622e1-35c6-4ff8-9559-2350bfd2a5c1 https://www.ft.com/content/c51622e1-35c6-4ff8-9559-2350bfd2a5c1"  
[X Link](https://x.com/henrysgao/status/2022681042927378895)  2026-02-14T14:35Z 33.5K followers, [---] engagements


"@tabletmag @FT not meaningfully diversified away from dependence on US demand. That alone demonstrates that US tariff leverage remains real and substantial. Third as the US expands reciprocal tariffs strengthens anti-transshipment enforcement and embeds anti-circumvention rules in its new"  
[X Link](https://x.com/henrysgao/status/2022681177237393717)  2026-02-14T14:35Z 33.5K followers, [---] engagements


"@tabletmag @FT "Future industries" like AI and EVs look fancy but can't create that many jobsespecially in an economy that by Rattners own observation is rapidly automating installing far more industrial robots than the US. What China needs most now is not "future industries" but"  
[X Link](https://x.com/henrysgao/status/2022683843107688583)  2026-02-14T14:46Z 33.5K followers, [---] engagements


"long-stated strategy of reducing export dependence and shifting toward domestic consumption through dual circulation is not workingeven [--] years after its introduction. The reason is structural. As I argued in my recent op-ed for @tabletmag Chinas https://www.tabletmag.com/sections/news/articles/trump-grand-bargain-xi-china https://www.tabletmag.com/sections/news/articles/trump-grand-bargain-xi-china"  
[X Link](https://x.com/henrysgao/status/2022680121950495023)  2026-02-14T14:31Z 33.5K followers, [----] engagements


"@tabletmag @FT large-scale creation of stable middle-income jobs for hundreds of millions of workersparticularly in the unglamorous sectors of traditional metal-bending manufacturing categorically dismissed by Rattner. Yet it is exactly those boring sectors which generates the surplus"  
[X Link](https://x.com/henrysgao/status/2022684722086973522)  2026-02-14T14:49Z 33.5K followers, [---] engagements


"Want to know China's policies for the next [--] years (or maybe longer) Just look at the meeting summary of the 27th meeting of the Central Committee for Comprehensively Deepening Reforms which passed [--] major documents:"  
[X Link](https://x.com/henrysgao/status/1567322816391032832)  2022-09-07T01:24Z 33.5K followers, [---] engagements


"This is the spirit of a great country: We will overcome all problems and if there are no problems we will create enough of them to overcome. https://t.co/cPyXvMt5br https://t.co/cPyXvMt5br"  
[X Link](https://x.com/henrysgao/status/1568767759030583298)  2022-09-11T01:05Z 33.5K followers, [---] engagements


"Chinas NPC Chairman Li Zhanshu: The US and NATO threatened Russia at its home door forcing it into a corner. Its only natural for Russia to fight back to protect its core national interest. China fully understands Russia and has assisted Russia in various ways"  
[X Link](https://x.com/henrysgao/status/1569866055077732360)  2022-09-14T01:50Z 33.5K followers, [----] engagements


"When will China's COVID-zero policy end I'd say between Oct to March [----] because the current strict COVID-zero policy is sustained by two factors: [--]. Power: ambitious officials trying to clinch a Politburo seat at 20th Party Congress using COVID-zero to show their loyalty;"  
[X Link](https://x.com/henrysgao/status/1571529826154213379)  2022-09-18T16:01Z 33.5K followers, [---] engagements


"Guess who just had direct skin-to-skin contact with foreigners"  
[X Link](https://x.com/henrysgao/status/1571727137249562624)  2022-09-19T05:05Z 33.5K followers, [---] engagements


"He was called China's Gorbachev before his first term; China's Brezhnev in his first term; China's Stalin in his second term. I wonder what people will call him as he begins his third term"  
[X Link](https://x.com/henrysgao/status/1577330416285061122)  2022-10-04T16:10Z 33.5K followers, [---] engagements


"____________"  
[X Link](https://x.com/henrysgao/status/1583699148250828800)  2022-10-22T05:57Z 33.5K followers, [--] engagements


"It doesn't matter if Hu is really sick. The most important fact about the episode is that this was allowed to take place in full view of all Party delegates and the international media. ____________ https://t.co/6mGoTG6zss ____________ https://t.co/6mGoTG6zss"  
[X Link](https://x.com/henrysgao/status/1583808007292407808)  2022-10-22T13:10Z 33.5K followers, [---] engagements


"Last dinner of Chinese tech giants"  
[X Link](https://x.com/henrysgao/status/1584935416851234816)  2022-10-25T15:50Z 33.5K followers, [----] engagements


"When Xi finished his first term people started to miss Jiang; When he finished his second term people started to miss Hu; At this rate when he finished his third term people will start to miss his first term"  
[X Link](https://x.com/henrysgao/status/1585192805550288896)  2022-10-26T08:53Z 33.5K followers, [---] engagements


"Wang Huning held a meeting of COVID experts over the weekend to discuss the reopening of China by March as I predicted [--] months ago. Again there's nothing mysterious about China's policy movements. You just need to know where to look. When will China's COVID-zero policy end I'd say between Oct to March [----] because the current strict COVID-zero policy is sustained by two factors: [--]. Power: ambitious officials trying to clinch a Politburo seat at 20th Party Congress using COVID-zero to show their loyalty; When will China's COVID-zero policy end I'd say between Oct to March [----] because the"  
[X Link](https://x.com/henrysgao/status/1587336932211974145)  2022-11-01T06:53Z 33.5K followers, [---] engagements


"How It Started. How It's Going"  
[X Link](https://x.com/henrysgao/status/1591325418518614018)  2022-11-12T07:01Z 33.5K followers, [----] engagements


"@EricLiu_USA CIA"  
[X Link](https://x.com/henrysgao/status/1597027522234834944)  2022-11-28T00:40Z 33.5K followers, [---] engagements


"When a country bans the sale of white paper for subversion it is as fragile as a piece of paper. https://t.co/dZsl1C5B4o https://t.co/dZsl1C5B4o"  
[X Link](https://x.com/henrysgao/status/1597032391402393600)  2022-11-28T00:59Z 33.5K followers, [---] engagements


"Best response to so-called "foreign forces" accusations by this Beijing student: "By foreign forces you are referring to Marx and Engels" "Is the fire in Xinjiang caused by foreign forces Is the bus in Guizhou toppled by foreign forces" "We can't even go on foreign websites   https://t.co/h5F7749jPX   https://t.co/h5F7749jPX"  
[X Link](https://x.com/henrysgao/status/1597192046401331201)  2022-11-28T11:33Z 33.5K followers, [---] engagements


"Many people are criticizing the bad timing of China's relaxation of COVID policy. But as I've been saying for a long time China's COVID control policy is based on politics not medicine"  
[X Link](https://x.com/henrysgao/status/1602667615956004864)  2022-12-13T14:11Z 33.5K followers, [---] engagements


"Japan is still #1 when it comes to understand China. BREAKING: Prime Minister Fumio Kishida says Japan will tighten border restrictions for travelers from China on Dec. [--]. https://t.co/F2nvHGtZvc BREAKING: Prime Minister Fumio Kishida says Japan will tighten border restrictions for travelers from China on Dec. [--]. https://t.co/F2nvHGtZvc"  
[X Link](https://x.com/henrysgao/status/1607650872695328768)  2022-12-27T08:13Z 33.5K followers, 113.2K engagements


"3 years ago today Dr. Li Wenliang blew the whistle on the COVID cases in Wuhan. [--] days later he was detained by the authorities and reprimanded for "spreading rumors". The rest is history"  
[X Link](https://x.com/henrysgao/status/1608728214528225281)  2022-12-30T07:34Z 33.5K followers, 57.7K engagements


"China's biggest contribution in [----] is destroying the myth of China efficiency. Without democracy any such efficiency would eventually turn into a deficiency"  
[X Link](https://x.com/henrysgao/status/1609370390606020611)  2023-01-01T02:06Z 33.5K followers, 47.7K engagements


"China is rumored to move the Ministry of Public Security and Ministry of State Security out of State Council into a Commission of Internal Affairs under the direct control of the CCP Central Committee. Ready for the Cheka and the Great Purge"  
[X Link](https://x.com/henrysgao/status/1629145554474397696)  2023-02-24T15:45Z 33.5K followers, 123.2K engagements


"Key changes in the State Council Working Rules: [--]. The guiding thoughts section deleted all previous references to Marxism Leninism Mao Deng Three Represent & Scientific Development Outlook and keeps only XJP Thoughts on Socialism with Chinese Characteristics in the New Era [--] [--] https://t.co/REmftIs0Sc [--] [--] https://t.co/REmftIs0Sc"  
[X Link](https://x.com/henrysgao/status/1639300695986950144)  2023-03-24T16:18Z 33.5K followers, 181.6K engagements


""Why can't you just allow Twitter into China I even changed its name to your initial""  
[X Link](https://x.com/henrysgao/status/1683470590177595392)  2023-07-24T13:34Z 33.5K followers, 76.3K engagements


"So Wang Yi as the Foreign Minister listens to Qin Gang as the State Councillor in charge of foreign affairs but Qin Gang the State Councillor listens to Wang Yi as the director of the CCP Central Committee Foreign Affairs Commission Office. Chinese politics is uber interesting"  
[X Link](https://x.com/henrysgao/status/1683818136154550273)  2023-07-25T12:35Z 33.5K followers, 55K engagements


"Implications of China's new app registration rules: [--]. Chinese phones will not be able to install apps that have not been registered with the Chinese government; [--]. Even if you manage to install them you might not be able to access the mobile data services when using such apps"  
[X Link](https://x.com/anyuser/status/1689459184662933505)  2023-08-10T02:10Z 33.5K followers, 80.6K engagements


"China's fertility rate dropped to [----] in [----] i.e. lower than that of Japan"  
[X Link](https://x.com/henrysgao/status/1691389315778293760)  2023-08-15T10:00Z 33.5K followers, 64.9K engagements


"What's most interesting in this notice from Sichuan allowing developers in China to sell flats at low prices is that the government stated that "such low price promotions will not be included in the registry of housing prices" meaning even housing price indexes are now fake"  
[X Link](https://x.com/anyuser/status/1692063149468606834)  2023-08-17T06:37Z 33.5K followers, 51K engagements


"Is another former Chinese Premier about to fall down China announced today that Lee Zhang is under CCDI investigation. Given his connections to Wen exposed by @PekingMike's @nytimes story [--] years ago one might wonder who they are fishing for this time. NEW THREAD on Deutsche Bank. Some big discoveries about Lee Zhang () who ran the bank's China operations until [----]. He is one of the two main characters (along with longtime CEO Josef Ackermann) in today's story: https://t.co/Hq0B2NOCoc NEW THREAD on Deutsche Bank. Some big discoveries about Lee Zhang () who ran the bank's China operations"  
[X Link](https://x.com/anyuser/status/1720715113639051415)  2023-11-04T08:10Z 33.5K followers, 87.8K engagements


"In an attempt to save its economy China published a draft Private Economy Promotion Law today. Will it save the ailing Chinese economy Highly unlikely. Yet this Law is still very useful in that it reveals the many problems plaguing Chinas private economy"  
[X Link](https://x.com/anyuser/status/1844372581627162957)  2024-10-10T13:41Z 33.5K followers, 157.5K engagements


"200 years after the Monroe Doctrine China announced its own: "We need to strengthen the Asian Consciousness. Asian affairs should be handled by Asian people through consultation and the future of Asia must be firmly kept in our own hands." -Li Qiang at the 27th ASEAN+3 Summit"  
[X Link](https://x.com/anyuser/status/1844912497272422619)  2024-10-12T01:26Z 33.5K followers, 139.4K engagements


""" [----] https://t.co/Ct7W7at5HK [----] https://t.co/Ct7W7at5HK"  
[X Link](https://x.com/henrysgao/status/1873602757598626109)  2024-12-30T05:31Z 33.5K followers, 86.7K engagements


"Xinhua just reported that the Chinese government plans to introduce measures to identify low-income populations and enhance the social aid system. If accurate this could signal a significant shift in Chinas strategy to boost domestic consumption. Until now the government has"  
[X Link](https://x.com/henrysgao/status/1873715549626323012)  2024-12-30T12:59Z 33.5K followers, 37.4K engagements


"Bloomberg confirmed that China is raising salaries for civil servants as I mentioned [--] days ago. The move is supposed to kill two birds with one stone: boost both consumption and the morale of officials. However it not only won't achieve either objective but instead reveals "" """  
[X Link](https://x.com/henrysgao/status/1874401577999745343)  2025-01-01T10:25Z 33.5K followers, 110.7K engagements


"What will Xi discuss in his rumored meeting with top private sector bosses like Jack Ma next week Not how to boost the private economy as some hope. Instead the focus will be clear: How to align private firms with Chinas strategic competition against the US"  
[X Link](https://x.com/henrysgao/status/1890566381424226596)  2025-02-15T00:58Z 33.5K followers, 78.1K engagements


"Looking for policy signals from Xis meeting with private firms These [--] photos tell you everything: [--]. [--] decades after launch of reforms private businessmen are still only shown from behind - suggesting they remain a face the CCP prefers not to see much like a chamber pot"  
[X Link](https://x.com/anyuser/status/1891368443611337047)  2025-02-17T06:05Z 33.5K followers, 109.4K engagements


"I agree with most of the points made by @BaldingsWorld in this thread except that I'd expect China to eventually cave in and start negotiating with the US latest within [--] months or even sooner. I am ready to start jotting down down thoughts and will probably thread a couple of posts to keep everything organized without turning it into a paper. Let's start with a top line over view and review of the most fundamental of issues. [--]. My gut instinct is to not like the I am ready to start jotting down down thoughts and will probably thread a couple of posts to keep everything organized without"  
[X Link](https://x.com/henrysgao/status/1908344959230763308)  2025-04-05T02:24Z 33.5K followers, 159.1K engagements


"Is China really the worlds 2nd-largest consumer market This is misleading as it conflates Chinas position as the 2nd-largest importer with its status as a consumer market. In reality while the majority of U.S. imports are consumer goods Chinas imports mainly consist of"  
[X Link](https://x.com/henrysgao/status/1908516154643276022)  2025-04-05T13:44Z 33.5K followers, 27.4K engagements


"Three things you need to know about Liberation Day tariffs: [--]. Its not about the methodology. The formula has been widely mocked but that misses the point. The numbers arent meant to hold up in a PhD defensetheyre meant to shock to create leverage. The more extreme the"  
[X Link](https://x.com/anyuser/status/1909231728964600049)  2025-04-07T13:08Z 33.5K followers, 257.2K engagements


"figure the stronger the incentive for other countries to come to the negotiating table with the U.S. [--]. Its not even about the tariffs. The real issue isnt Vietnams tariff ratesits Chinas trans-shipment tactics and its central role in global supply chains. The aim is to"  
[X Link](https://x.com/henrysgao/status/1909232151754944696)  2025-04-07T13:09Z 33.5K followers, 40.4K engagements


"isolate China and rewrite the rules of global trade. If a country like Vietnam is willing to align with that goal it doesnt matter much whether it sets its tariffs for American products at 0% 5% or even 9.4% (current rate). [--]. Its not personal with any countryexcept one"  
[X Link](https://x.com/anyuser/status/1909232673102737864)  2025-04-07T13:11Z 33.5K followers, 107.2K engagements


"The tariffs are universal affecting even places like Heard Island and McDonald Islands sparking confusion and anger worldwide. But as @howardlutnick explained this blanket approach is designed to block every possible loophole China could exploit. In effect all countries"  
[X Link](https://x.com/anyuser/status/1909233453247447193)  2025-04-07T13:15Z 33.5K followers, 40.4K engagements


"@howardlutnick have become collateral damage in the U.S.-China economic standoff. Until the two strike a grand bargainor the U.S. builds a broad coalition to ring-fence Chinathe fallout will continue to ripple across the globe"  
[X Link](https://x.com/anyuser/status/1909233634625953960)  2025-04-07T13:15Z 33.5K followers, 25.1K engagements


"Why did Trump impose tariffs on Heard & McDonald Islands-home only to penguins and British Indian Ocean Territory which is occupied solely by military personnel No its not because of internet domain names as some speculated. The answer is found in todays Peoples Daily"  
[X Link](https://x.com/anyuser/status/1909408542463082662)  2025-04-08T00:50Z 33.5K followers, 80.9K engagements


"Trade wars are good and easy to win. China could win the trade war easily by: [--]. Distributing cash to its poorest citizens; [--]. Enforcing its own labor laws; [--]. Abolishing the hukou system that ensures an endless supply of ultra-cheap labor; [--]. Honoring its own constitution"  
[X Link](https://x.com/henrysgao/status/1909442956047925474)  2025-04-08T03:07Z 33.5K followers, 23.1K engagements


"Last time China vowed to fight to the end it was at the negotiating table within a month. This time Im giving them two monthstops. I agree with most of the points made by @BaldingsWorld in this thread except that I'd expect China to eventually cave in and start negotiating with the US latest within [--] months or even sooner. I agree with most of the points made by @BaldingsWorld in this thread except that I'd expect China to eventually cave in and start negotiating with the US latest within [--] months or even sooner"  
[X Link](https://x.com/henrysgao/status/1909445782488359236)  2025-04-08T03:18Z 33.5K followers, 41.9K engagements


"China today released a white paper titled China's Position on Some Issues Concerning China-US Economic Trade Relations. No its not about setting the record straight as it claims. Its a retaliation wishlistand a catalog of Beijings deepest trade fears"  
[X Link](https://x.com/henrysgao/status/1909968338954154348)  2025-04-09T13:55Z 33.5K followers, 109.5K engagements


"1. Retaliation List: Banning U.S. services exports Halting IP protection for U.S. companies Imposing forced tech transfers Banning U.S. food and agricultural products Limiting access to Chinas financial markets Devaluing the RMB"  
[X Link](https://x.com/anyuser/status/1909968625596870979)  2025-04-09T13:56Z 33.5K followers, 1.3M engagements


"2. Fear List: Repeal of PNTR status Trade and investment restrictions on national security grounds Expanded export controls Section [---] tariffs Section [---] investigations Use of trade remedy tools (AD/CVD) Ending the de minimis exemption Reciprocal tariffs"  
[X Link](https://x.com/henrysgao/status/1909968851493879942)  2025-04-09T13:57Z 33.5K followers, 59.4K engagements


"Interestingly toward the end China strikes a more conciliatory tone-not just calling for bilateral talks with US through equal-footed dialogue but also work together in rationalization of global economic governance rules. This's the FIRST time China made such a concession https://x.com/henrysgao/status/1909972383999623328/photo/1 https://x.com/henrysgao/status/1909972383999623328/photo/1"  
[X Link](https://x.com/henrysgao/status/1909972383999623328)  2025-04-09T14:11Z 33.5K followers, 42.8K engagements


"Why Because China has realized what Trump and his team are really after: not just changing the bilateral rules of engagement with China but rewriting the global rulebookas I tweeted two days ago. If youre not at the table youre on the table. https://x.com/henrysgao/status/1909232673102737864 isolate China and rewrite the rules of global trade. If a country like Vietnam is willing to align with that goal it doesnt matter much whether it sets its tariffs for American products at 0% 5% or even 9.4% (current rate). [--]. Its not personal with any countryexcept one."  
[X Link](https://x.com/henrysgao/status/1909973980456571351)  2025-04-09T14:17Z 33.5K followers, 46.6K engagements


"Repeat after me: It's not about tariffs. It's not about any countryexcept one. It's not about the numbers: they are just leverage to negotiate. isolate China and rewrite the rules of global trade. If a country like Vietnam is willing to align with that goal it doesnt matter much whether it sets its tariffs for American products at 0% 5% or even 9.4% (current rate). [--]. Its not personal with any countryexcept one. isolate China and rewrite the rules of global trade. If a country like Vietnam is willing to align with that goal it doesnt matter much whether it sets its tariffs for American"  
[X Link](https://x.com/anyuser/status/1910134778713739535)  2025-04-10T00:56Z 33.5K followers, 60.7K engagements


"CIA openly recruiting senior CCP memberswow. The video is impressive. My only gripe: senior Party members are all supposed to have jet-black hair at least while theyre still in power. https://t.co/4BsFttl79P https://t.co/mjA3wPJdzT https://t.co/4BsFttl79P https://t.co/mjA3wPJdzT"  
[X Link](https://x.com/anyuser/status/1917969860753265036)  2025-05-01T15:50Z 33.5K followers, 137K engagements


"As movies are typically treated as services this move would create a very dangerous precedent given the large services trade surplus the US has with the rest of the world especially China. Moreover if movies are treated as goods and thereby subject to tariffs they should The Movie Industry in America is DYING a very fast death. Other Countries are offering all sorts of incentives to draw our filmmakers and studios away from the United States. Hollywood and many other areas within the U.S.A. are being devastated. This is a concerted effort by The Movie Industry in America is DYING a very fast"  
[X Link](https://x.com/henrysgao/status/1919203988320538672)  2025-05-05T01:34Z 33.5K followers, 33.2K engagements


"Thank god there is [--] USC 1702(b)(3) which exempts movies from tariffs "regardless of format or medium of transmission""  
[X Link](https://x.com/anyuser/status/1919261845187109005)  2025-05-05T05:24Z 33.5K followers, 165.5K engagements


"The US-UK trade deal is outand it confirms most of my predictions in my @commonplc piece The Art of a Trade Deal [--] weeks ago: [--]. Tariffs: The 10% tariff remains in place for now but contrary to some interpretations this doesnt mean the UK failed to negotiate it down. The"  
[X Link](https://x.com/henrysgao/status/1920735273190649943)  2025-05-09T06:59Z 33.5K followers, 69.8K engagements


"Interesting that the U.S. and China have agreed to name the new mechanism the Trade Consultation Mechanism: TCM. TCM can also stand for Traditional Chinese Medicine which doesnt work most of the time and even when it appears to work you dont know how exactly it works"  
[X Link](https://x.com/henrysgao/status/1921732429947035984)  2025-05-12T01:01Z 33.5K followers, 31.2K engagements


"MOFCOM just published the deal: [--]. Original 34% tariff remains but [--] day pause for 24%; [--]. All retaliatory tariffs are gone. What remains: [--]. 10% tariffs from Apr 2; [--]. 20% Fentanyl tariff; [--]. 25% Trump [--] tariff. That's the same China would've got had it not retaliated. I agree with most of the points made by @BaldingsWorld in this thread except that I'd expect China to eventually cave in and start negotiating with the US latest within [--] months or even sooner. I agree with most of the points made by @BaldingsWorld in this thread except that I'd expect China to eventually cave in and start"  
[X Link](https://x.com/henrysgao/status/1921827221225816366)  2025-05-12T07:18Z 33.5K followers, 138.7K engagements


"Is this a sign that Xi is losing his grip Xinhua just reported the creation of a new decision-making and deliberative coordination body at the CCP CCsomething rather unnecessary if Xi is still all powerful. Read this with the recent purges of top generals loyal to him"  
[X Link](https://x.com/anyuser/status/1939563880298193316)  2025-06-30T05:57Z 33.5K followers, 160.8K engagements


"Xis Feb speech to private firms is finally publishedand it confirms everything I predicted before the meeting: Private firms must fully align with Chinas strategic competition vs the US. What will Xi discuss in his rumored meeting with top private sector bosses like Jack Ma next week Not how to boost the private economy as some hope. Instead the focus will be clear: How to align private firms with Chinas strategic competition against the US. What will Xi discuss in his rumored meeting with top private sector bosses like Jack Ma next week Not how to boost the private economy as some hope."  
[X Link](https://x.com/anyuser/status/1956365760160465213)  2025-08-15T14:41Z 33.5K followers, 66.8K engagements


"What Reagans Star Wars did to the USSR Trumps Trade War is set to do to China"  
[X Link](https://x.com/anyuser/status/1956718316028084401)  2025-08-16T14:02Z 33.5K followers, 144.8K engagements


"China reportedly blocked access to all foreign websites today from 0:34 a.m. to 1:38 a.m. Beijing time by shutting down all external port [---] connections. Preparation for something big  https://t.co/x4Tgcsea2a  https://t.co/x4Tgcsea2a"  
[X Link](https://x.com/anyuser/status/1957959833212289186)  2025-08-20T00:16Z 33.5K followers, 63.7K engagements


"Huge announcement from MOFCOM: foreign entities must now obtain an export license if they re-export or manufacture abroad any items that (1) contain over 0.1% of Chinese-origin controlled materials or (2) are produced using Chinese-origin rare earth technologies"  
[X Link](https://x.com/anyuser/status/1976108286534615524)  2025-10-09T02:11Z 33.5K followers, 96.5K engagements


"In addition to rare earths China has now announced new export controls on superhard materials lithium batteries and artificial graphite anodes. Why now This timing is no coincidence it comes just ahead of the expected TrumpXi meeting later this month. Huge announcement from MOFCOM: foreign entities must now obtain an export license if they re-export or manufacture abroad any items that (1) contain over 0.1% of Chinese-origin controlled materials or (2) are produced using Chinese-origin rare earth technologies. https://t.co/mrBaW321ow Huge announcement from MOFCOM: foreign entities must now"  
[X Link](https://x.com/anyuser/status/1976236516281376793)  2025-10-09T10:41Z 33.5K followers, 96.8K engagements


"Why the sudden wave of retaliations and escalations from Beijing The answer lies in the eight editorials published in the Peoples Daily over the past few days. Written under the pen name these pieces are widely understood to represent the views of the Office of the"  
[X Link](https://x.com/anyuser/status/1976856867805753528)  2025-10-11T03:46Z 33.5K followers, 599.3K engagements


"Central Financial and Economic Commission headed by He Lifeng Chinas economic tsar. The Oct [--] editorial proclaimed that China has become the main contributor to global economic growth and an anchor of stability attributing this to the certainty of Chinas development"  
[X Link](https://x.com/henrysgao/status/1976857159792312367)  2025-10-11T03:47Z 33.5K followers, 60.6K engagements


"strategy - a pointed contrast to the back-and-forth policies of some Western countries. It went on to mock US inconsistencies: In the past they championed globalization; now they turn inward. In the past they vowed to fight climate change; now they withdraw from Paris Agr"  
[X Link](https://x.com/anyuser/status/1976857568581763318)  2025-10-11T03:49Z 33.5K followers, 60.2K engagements


"The editorials then boast that China is rapidly becoming the worlds largest consumer market possesses the most complete industrial system and now rivals US in AI development. They further claim that despite Western restrictions China dares to fight is good at fighting"  
[X Link](https://x.com/anyuser/status/1976857828490150160)  2025-10-11T03:50Z 33.5K followers, 97.8K engagements


"and has taken multiple measures to support firms affected by tariffs. The piece cites 5.3% GDP growth in the first half of the year as proof that China has withstood the dual pressures of trade protectionism and weakening external demand"  
[X Link](https://x.com/anyuser/status/1976858042655465938)  2025-10-11T03:51Z 33.5K followers, 52.1K engagements


"If you were the General Secretary reading a steady stream of such triumphalist reports wouldnt you feel emboldened to up the game and aim for a decisive victory over the US"  
[X Link](https://x.com/anyuser/status/1976858620798419454)  2025-10-11T03:53Z 33.5K followers, 53K engagements


"The happiest person in Beijing right now is probably the professor gloating that his proposal on the extraterritorial application of Chinese export control law has finally been turned into policy - though in truth hes given disastrously bad advice"  
[X Link](https://x.com/anyuser/status/1977011686092816813)  2025-10-11T14:01Z 33.5K followers, 50K engagements


"@pstAsiatech I agree that China is reacting to the US - in fact my thread started by noting that this is retaliation. But the point of my thread isnt about who started it (rather pointless at this stage); its that China is overconfident and in the end will suffer more damage than the US"  
[X Link](https://x.com/anyuser/status/1977047717462655290)  2025-10-11T16:24Z 33.5K followers, 24.1K engagements


"Middle East has oil; China has rare earths said Deng Xiaoping in [----]. But the oil shocks never made OPEC a superpower high prices only drove the world to find alternatives. The same will happen with rare earths"  
[X Link](https://x.com/anyuser/status/1977169163476254941)  2025-10-12T00:27Z 33.5K followers, 48.4K engagements


"I agree with most of Deans points except that China built its rare earth industry not because the West couldnt but because the West didnt need to. Thats the logic of globalization: theres always a poorer country willing to do the dirty work for a fraction of the price. We should not miss the fundamental point on rare earths: China has crafted a policy that gives it the power to forbid any country on Earth from participating in the modern economy. They can do this because they diligently built industrial capacity no one else had the fortitude We should not miss the fundamental point on rare"  
[X Link](https://x.com/anyuser/status/1977174677593506242)  2025-10-12T00:49Z 33.5K followers, 27.1K engagements


"Im tired of people claiming that China and US reached an agreement in Madrid last month to refrain from introducing new restrictions. That is simply not true even by Chinas own account. [--]. Peoples Daily editorial published the day after the talks quoted He Lifeng saying"  
[X Link](https://x.com/henrysgao/status/1977906480016920798)  2025-10-14T01:17Z 33.5K followers, 47K engagements


"Give me your chips No Give them to me or I wont share my dirt Not until you eat my soybeans I always thought that only happened in kindergarten apparently its now called diplomacy"  
[X Link](https://x.com/henrysgao/status/1977995792192573615)  2025-10-14T07:12Z 33.5K followers, 26.8K engagements


"China played the rare earth card at least one year too early which can only mean one thing: They are running out of time"  
[X Link](https://x.com/anyuser/status/1978877534583275786)  2025-10-16T17:35Z 33.5K followers, 618K engagements


"In [----] MOFCOM published a book titled "Gaming with WTO Rules" edited by Li Chenggang then Director-General of the Department of Treaty and Law. In the opening chapter Li predicted that issues such as export control measures on rare earths could become major flashpoints"  
[X Link](https://x.com/anyuser/status/1982080471166230765)  2025-10-25T13:43Z 33.5K followers, 183.7K engagements


"Exactly what the Japanese generals saw on the eve of Pearl Harbor. 3/ As Beijing looks at US it sees a country divided a government shut down a leadership that wants to avoid market disruptions and an economy heavily reliant on its AI sector. Rightly or not they judge Trump wants to avoid escalation and will make concessions to avoid it. 3/ As Beijing looks at US it sees a country divided a government shut down a leadership that wants to avoid market disruptions and an economy heavily reliant on its AI sector. Rightly or not they judge Trump wants to avoid escalation and will make concessions"  
[X Link](https://x.com/anyuser/status/1982226480886067251)  2025-10-25T23:23Z 33.5K followers, 47K engagements


"A perfect summary of the Chinese economic model in a single photo: the government would rather build a subway line for peasants to sell their produce in the city rather than simply providing them direct financial supporteven though the latter would clearly be the cheaper option"  
[X Link](https://x.com/henrysgao/status/1990339472526037488)  2025-11-17T08:41Z 33.5K followers, 248.8K engagements


"Happy to announce my promotion to full Professor of Law@SgSMUYPHSL @sgSMU. Being the first person from China to receive such an honor at a law school in Singapore I am fortunate to have benefited from the guidance and support of so many wonderful mentors friends & colleagues"  
[X Link](https://x.com/anyuser/status/1542578067364843520)  2022-06-30T18:37Z 33.5K followers, [---] engagements


"Why so many protesters are young students Because they were not allowed to know what happened in [----] thus they have nothing to fear. When this is over I guess they will change the textbooks again to make sure everyone gets the bloody lesson of 1989"  
[X Link](https://x.com/henrysgao/status/1596890393852854272)  2022-11-27T15:35Z 33.5K followers, [---] engagements


"Xi apparently possesses celestial power now as confirmed by Jiangsu Party Secretary Xing Changxing: "With the great care of General Secretary Xi this year's Spring Festival came very early.""  
[X Link](https://x.com/henrysgao/status/1616624365139005440)  2023-01-21T02:30Z 33.5K followers, 85.2K engagements


"Amid Trump tariff chaos Peoples Daily published an editorial today urging everyone to Focus on Doing Your Own Thingsa phrase that sums up Chinas core strategy. This thread breaks it down. It begins by acknowledging that U.S. tariffs do hurt but the sky cant collapse"  
[X Link](https://x.com/anyuser/status/1909040507512316205)  2025-04-07T00:28Z 33.5K followers, 82.8K engagements


"The problem however is that much of the info in these pieces is misleading or incomplete as I argued in my April @tabletmag essay. Eventually reality will seep in and when it does China will have little choice but to recalibrate and pull back. https://www.tabletmag.com/sections/news/articles/china-alone-trade-war-trump-tariffs https://www.tabletmag.com/sections/news/articles/china-alone-trade-war-trump-tariffs"  
[X Link](https://x.com/anyuser/status/1976858876361486752)  2025-10-11T03:54Z 33.5K followers, 53.6K engagements

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