# ![@liqian_ren Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1021449396414820353.png) @liqian_ren Liqian Ren

Liqian Ren posts on X about china, ren, money, taiwan the most. They currently have [------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1021449396414820353/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1021449396414820353/c:line/m:interactions.svg)

- [--] Week [------] +1%
- [--] Month [-------] -86%
- [--] Months [---------] +9.10%
- [--] Year [----------] +237%

### Mentions: [--] [#](/creator/twitter::1021449396414820353/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1021449396414820353/c:line/m:posts_active.svg)

- [--] Month [--] -97%
- [--] Months [-----] +214%
- [--] Year [-----] +257%

### Followers: [------] [#](/creator/twitter::1021449396414820353/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1021449396414820353/c:line/m:followers.svg)

- [--] Week [------] +0.09%
- [--] Month [------] +3%
- [--] Months [------] +14%
- [--] Year [------] +26%

### CreatorRank: [-------] [#](/creator/twitter::1021449396414820353/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1021449396414820353/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  [finance](/list/finance)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [stocks](/list/stocks)  [celebrities](/list/celebrities)  [us election](/list/us-election)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[china](/topic/china) #3204, [ren](/topic/ren) #303, [money](/topic/money), [taiwan](/topic/taiwan) #601, [shanghai](/topic/shanghai), [beijing](/topic/beijing) #271, [countries](/topic/countries), [tariffs](/topic/tariffs), [debt](/topic/debt), [japan](/topic/japan)

**Top accounts mentioned or mentioned by**
[@liqianren](/creator/undefined) [@centralkingdom](/creator/undefined) [@gonglei89](/creator/undefined) [@baldingsworld](/creator/undefined) [@grok](/creator/undefined) [@hspekingpanda](/creator/undefined) [@noahpinion](/creator/undefined) [@potus](/creator/undefined) [@youtube](/creator/undefined) [@cooleditphoto](/creator/undefined) [@historianzhang](/creator/undefined) [@angelicaoung](/creator/undefined) [@josephchien78](/creator/undefined) [@scmpnews](/creator/undefined) [@secscottbessent](/creator/undefined) [@wsj](/creator/undefined) [@wallstsuntzu](/creator/undefined) [@sadlytemporary](/creator/undefined) [@pourteaux](/creator/undefined) [@peterliucasm](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/google) [Reserve (RSV)](/topic/reserve)
### Top Social Posts
Top posts by engagements in the last [--] hours

"1. "Best Company to Work" portfolio earns an abnormal return of 2% to 2.7% per year. The estimated alphas are positive in almost all periods and are particularly large in bad times such as in the crisis periods of 2000-2002 and 2008- [----]. (1/4) My employee satisfaction paper has been replicated for 1984-2011. Continues to hold even with new factor models discovered after my study. Surprisingly it holds for 2012-20 - contradicting efficient markets which suggest that returns should disappear post-publication. (1/4) My employee satisfaction paper has been replicated for 1984-2011. Continues to"  
[X Link](https://x.com/liqian_ren/status/1444651810787110919)  2021-10-03T13:13Z 17.2K followers, [--] engagements


"#China Q3 GDP y/y 4.9% 5.2% point estimate power shortages and supply-chain problems added to the hit from #Evergrande/property market crack down on finance/education and other tech sectors regulations. Industrial capacity usage down to 77.1% mostly higher before Pandemic. Chinas economy grew 4.9% in the third quarter from a year earlier slowing sharply from Q2's 7.9% growth rate as power shortages and supply-chain problems added to the hit from Beijings efforts to rein in the property and tech sectors. @TByGraceZhu https://t.co/G1x7kEcOah Chinas economy grew 4.9% in the third quarter from a"  
[X Link](https://x.com/liqian_ren/status/1449935731200245760)  2021-10-18T03:09Z 17.1K followers, [--] engagements


"Patek Philippe has a targeted wechat ads run "Start your family traditions" in Chinese . It's silent "friend/class warfare". Stole this from a friend. I got constantly wechat ads for kids music/art/language internet tutoring lessons"  
[X Link](https://x.com/liqian_ren/status/1462784348994916359)  2021-11-22T14:05Z 17K followers, [--] engagements


"Another case: Under the local official's responsible area some companies which supposed to stop producing under environmental regulations but didn't. The official is disciplined for not doing his job on supervising these companies. /3"  
[X Link](https://x.com/liqian_ren/status/1501409075149553671)  2022-03-09T04:06Z 17.5K followers, [--] engagements


"However a note of caution of being too positive on this news for punishing officials for not doing job well. Many cases has financial corruption behind it but some local officials are getting away from corruption charges and slapped with lesser formalism/bureaucracy charge /4"  
[X Link](https://x.com/liqian_ren/status/1501409076143665152)  2022-03-09T04:06Z 17.5K followers, [--] engagements


"We talk to HSBC India Economist @pranjulb Pranjul Bhandari WisdomTree Europe @AneekaGuptaWT on Indian Economy under the uncertain global environment. https://soundcloud.com/chinaoftomorrowpodcast/interview-with-hsbc-and-wisdomtree-europeutm_source=clipboard&utm_medium=text&utm_campaign=social_sharing https://soundcloud.com/chinaoftomorrowpodcast/interview-with-hsbc-and-wisdomtree-europeutm_source=clipboard&utm_medium=text&utm_campaign=social_sharing"  
[X Link](https://x.com/liqian_ren/status/1504895345263792137)  2022-03-18T18:59Z 17.1K followers, [--] engagements


"April 5th: Shanghai [---] + [-----] asymptomatic cases. Shanghai has no capacity for whole city PCR testing. Day2day case change very high when full city testing days. 25.665mil: the moment-in-time population of Shanghai two days ago side benefit of first full city testing"  
[X Link](https://x.com/liqian_ren/status/1511526842108366851)  2022-04-06T02:10Z 19.3K followers, [--] engagements


"April China total social financing as bad as it gets. Only silver lining is probably there is no sign of liquidity crunch and bank deposits increased probably bc people locked down and cant spend much even if they want thus will see spending bump down the road"  
[X Link](https://x.com/liqian_ren/status/1525081964981657600)  2022-05-13T11:54Z 17.1K followers, [--] engagements


"May 30th: Shanghai [--] cases first time under [---]. China's M0 money supply increased 11.40% in April partly bc. lockdown made it hard to spend cash. /1"  
[X Link](https://x.com/liqian_ren/status/1531080994287124481)  2022-05-30T01:12Z 17.1K followers, [--] engagements


"🧵 PBOC Current Monetary Policy Principal and key rates to watch. The 7d Repo POLICY rate (Blue) has been significantly higher than Inter-bank MARKET rate (Orange) part reason for the 10bps reduction of policy rate It's not lying flat yet.😂 /1"  
[X Link](https://x.com/anyuser/status/1560417906294390785)  2022-08-19T00:06Z 22K followers, [---] engagements


"Sep [--] China 188+727 Shenzhen [--]. Different cities respond to so differently based on finances and governance capability. Shenzhen used the weekend to bring the wave for now w/out lockdown while a city in Hebei went on 4d lockdown w. just [--] case https://baijiahao.baidu.com/sid=1743805593296857114 https://baijiahao.baidu.com/sid=1743805593296857114"  
[X Link](https://x.com/liqian_ren/status/1569506567225233408)  2022-09-13T02:01Z 17.4K followers, [--] engagements


"The Commerce Department intends to publish new regulations based on restrictions communicated in letters earlier this year to three U.S. companies -- KLA Corp (KLAC.O) Lam Research Corp (LRCX.O) and Applied Materials Inc (AMAT.O) https://www.reuters.com/business/exclusive-biden-hit-china-with-broader-curbs-us-chip-tool-exports-sources-2022-09-11/ https://www.reuters.com/business/exclusive-biden-hit-china-with-broader-curbs-us-chip-tool-exports-sources-2022-09-11/"  
[X Link](https://x.com/liqian_ren/status/1569506569121067008)  2022-09-13T02:01Z 17.4K followers, [--] engagements


"CIPS Volume (Cross Country Yuan payment clearing system) increasing as expected though at very small scale vs. CHIPS system where Russia was kicked off"  
[X Link](https://x.com/liqian_ren/status/1573496832541577216)  2022-09-24T02:17Z 19.2K followers, [--] engagements


"PBOC continues to issue offshore 3/6 month and [--] yr bills total 120bil Yuan"  
[X Link](https://x.com/liqian_ren/status/1573496837197152275)  2022-09-24T02:17Z 19.2K followers, [--] engagements


"Scientist/Princeton professor Ms. Yan Ning accepted to be the founding head of Shenzhen Medical School. A Tsinghua graduate in [----] Princeton doctorate Tsinghua professor Princeton professor then in Shenzhen which supposedly will give full https://baijiahao.baidu.com/sid=1748274220373645890&wfr=spider&for=pc https://baijiahao.baidu.com/sid=1748274220373645890&wfr=spider&for=pc"  
[X Link](https://x.com/liqian_ren/status/1587432147870162952)  2022-11-01T13:11Z 17.1K followers, [--] engagements


"More and more localities w. little fiscal cushion are requiring paid PCR test at 4Yuan per test. https://baijiahao.baidu.com/sid=1748365730294290160 https://baijiahao.baidu.com/sid=1748365730294290160"  
[X Link](https://x.com/liqian_ren/status/1587787967120162816)  2022-11-02T12:45Z 17.1K followers, [--] engagements


"The family of 3-yr w. Cabo monoxide poison dead likely from delay due to community Covid restrictions is not yet censored on Baidu. Most likely outcome is some local officials got punished not sparkle to change http://mbd.baidu.com/newspage/data/dtlandingSupersourceFrom=reyi_redian&nid=dt_3924623013021298276 http://mbd.baidu.com/newspage/data/dtlandingSupersourceFrom=reyi_redian&nid=dt_3924623013021298276"  
[X Link](https://x.com/liqian_ren/status/1587790072207876100)  2022-11-02T12:53Z 17.1K followers, [--] engagements


"CCTV taking 1% in Tiktok parent Beijing TV taking 1% in Kuaishou but most yesterday's news becomes 404ed (censored the code for web access error)"  
[X Link](https://x.com/liqian_ren/status/1589253622344216577)  2022-11-06T13:49Z 17.1K followers, [---] engagements


"China just emergency approved a vaccine working similarly through protein my understanding is similar to Novavax vaccine mechanism. mRNA vaccines better but if this protein based vaccine turned out as effective then could make the whole mRNA import discussion less relevant"  
[X Link](https://x.com/liqian_ren/status/1600120459340627968)  2022-12-06T13:30Z 17.1K followers, [--] engagements


"Increase employment will be Shanghai local officials KPI. Chinas monetary policy is generally on the easing side but has an employment problem. US is on the tightening side but has inflation problem"  
[X Link](https://x.com/liqian_ren/status/1629481084374097922)  2023-02-25T13:58Z 17.1K followers, [----] engagements


"Me panic: How can I dont remember anything about pledge of allegiance to the constitution I am getting old and losing memory. Baidu: relax it started in [----] 😂 (2018"  
[X Link](https://x.com/liqian_ren/status/1634407167309561856)  2023-03-11T04:13Z 17.1K followers, [----] engagements


"Baidu will be releasing its own ChatGPT type product 2am EST. Below clearly fake joke and will be funny things on its censorship after release but ultimately on tech currency or many areas Chinas goal is to be in 2nd place and not too far away from the first place"  
[X Link](https://x.com/liqian_ren/status/1636202169706610688)  2023-03-16T03:06Z 17.1K followers, [----] engagements


"Friend just sent joke that Baidu released ChatPPT instead of ChatGPT. 😂 (will check out next few days)"  
[X Link](https://x.com/liqian_ren/status/1636349130095185922)  2023-03-16T12:50Z 17.1K followers, 10.2K engagements


"Sometimes it's an eerie feeling reading both US/China news and see some similarities. Chinese govt. was in a bit of campaign persuading overeducated youth to accept blue collar physical jobs. /1 via @WSJ https://www.wsj.com/articles/jobs-new-college-graduates-2023-labor-market-openings-7195e28st=aptlvy8u3ycn5od https://www.wsj.com/articles/jobs-new-college-graduates-2023-labor-market-openings-7195e28st=aptlvy8u3ycn5od"  
[X Link](https://x.com/liqian_ren/status/1641638747170131968)  2023-03-31T03:09Z 17.4K followers, 50.9K engagements


"Jim Fish chief executive of Waste Management Inc. described the situation this way: We cant hire a truck driver to drive a trash truck for $90000 in Houston Texas but I can hire an M.B.A. from a small school for $60000 and I can get them all day long"  
[X Link](https://x.com/liqian_ren/status/1641638749233725440)  2023-03-31T03:09Z 17.4K followers, [----] engagements


"Tomorrow Sec. Yellen will detail Biden admin.'s economic priorities on China. My guess of the speech theme will be reciprocity particularly on CIFUS and Reverse CIFUS investment TO and FROM China: China is doing this so we will be doing this too😂 https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts"  
[X Link](https://x.com/liqian_ren/status/1648869429051113472)  2023-04-20T02:01Z 17.1K followers, [----] engagements


"Lol: Is this May Day tourism or siege of Xian ("  
[X Link](https://x.com/liqian_ren/status/1653198075874144257)  2023-05-02T00:41Z 19.2K followers, [----] engagements


"This case has very little to do w. the cases of foreign firms "crack down" but now everything are lumped as long as China related and negative. If a Singapore firm started offering financial services/products to Americans and attracted significant assets but was not regulated"  
[X Link](https://x.com/liqian_ren/status/1659363279964188675)  2023-05-19T01:00Z 14.1K followers, [--] engagements


"As it takes [--] months to make a baby China's [----] birth can be estimated in a ballpark: 8mil (2022 9.6mil). A few days ago it was mostly unsourced news now state media already putting out similar number"  
[X Link](https://x.com/liqian_ren/status/1661880964891439107)  2023-06-30T03:13Z 14.1K followers, 10.9K engagements


"China's SOE financial industry is having a round of significantly reduced wages. Finance is an industry the govt considers necessary but not top priority. That's why WS bankers will never get the Elon treatment in China"  
[X Link](https://x.com/liqian_ren/status/1666213707792130048)  2023-06-06T22:41Z 14.1K followers, 10.5K engagements


"Govt also limited asset management expense ratio to under 1% and various other restrictions on how much financial firms can charge for services and trading"  
[X Link](https://x.com/liqian_ren/status/1666214802560000001)  2023-06-06T22:45Z 14.1K followers, [----] engagements


"Taiwan is usually 25% of an emerging market ex-China portfolio as much as India. https://www.wisdomtree.com/investments/blog/2023/06/06/assessing-taiwan-equity-risk-in-an-emerging-markets-portfolio https://www.wisdomtree.com/investments/blog/2023/06/06/assessing-taiwan-equity-risk-in-an-emerging-markets-portfolio"  
[X Link](https://x.com/liqian_ren/status/1666935489163677696)  2023-06-08T22:29Z 14.9K followers, 29.2K engagements


"Earliest Dollar @ValleyForgeNHP"  
[X Link](https://x.com/liqian_ren/status/1667995715102990341)  2023-06-11T20:42Z 14.6K followers, [----] engagements


"Been here many times this statics still shocked: [----] out of 12k to 16k people in valley forge camp died from disease wounds and malnutrition"  
[X Link](https://x.com/liqian_ren/status/1667999224615641092)  2023-06-11T20:56Z 14.6K followers, [----] engagements


"Great news for those visiting China. Technically this plus paying for global phone service should solve one big part of the pain of visiting China w/out local phone and bank. What's next pain point of visiting China For me [--] years ago was bathroom access for kids. Maybe it has"  
[X Link](https://x.com/liqian_ren/status/1674197165655093256)  2023-06-28T23:24Z 14.1K followers, [--] engagements


"@wtruszczynska Wait and try it in a week. I heard this time it's a serious and broad tech rollout after July 1st for use of foreign credit cards on the digital payment systems. May have glitches in the beginning but it's supposed to be major improvement"  
[X Link](https://x.com/liqian_ren/status/1674386400169394177)  2023-06-29T11:57Z 14.1K followers, [----] engagements


"More anecdotes on the trip: Me: Has corruption been less Friend: Doesn't feel like it. The big ticket govt access items still require bribes. Me: What things can reduce corruption Friend: Kill a few. Currently the amount involved is so high jailing for a few years is not enough deterrence.  Although outside media on China is heavy on top Beijing politics news family/friends met is mostly focused on kids education and businesses on hand. Very little attention to national politics. When I sometimes bring up most apologize and say "don't have time/interest to pay attention". I think there's a"  
[X Link](https://x.com/liqian_ren/status/1684350857129922560)  2023-07-26T23:51Z 14.1K followers, 17.4K engagements


"3. It will be a story about how a young boy grew up to be a man the usual Hollywood set up China is finally making a successful crack. The most famous line so far likely: "It's not about who your father is it's about who you are (""  
[X Link](https://x.com/liqian_ren/status/1686544333682638851)  2023-08-02T01:08Z 14.1K followers, [---] engagements


"5. Another detail on how Chinese is re-telling history from modern perspective. In history the woman is the source of all evil corrupting the bad King. In this movie it's specifically emphasizing the evil king has desires that lead himself and his people to ruin"  
[X Link](https://x.com/liqian_ren/status/1686544339059818503)  2023-08-02T01:08Z 13.6K followers, [---] engagements


"6. Chinese TV dramas still full of making the good person the main character and constantly sprinkle in party loyalty. But now the top glossing movies which appeal most to younger and middle age/class has moved toward finding a modern Chinese identity"  
[X Link](https://x.com/liqian_ren/status/1686544341874114560)  2023-08-02T01:08Z 13.8K followers, [---] engagements


"7. This modern Chinese identity will be more centered on how and whether China grows up from a boy to man like the younger character in the movie. There will be more of these kinds of movies coming in next 5-10 years. ("  
[X Link](https://x.com/liqian_ren/status/1686544344818515968)  2023-08-02T01:08Z 13.8K followers, [---] engagements


"8 A personal note. I didn't realize this movie is likely a bit bloody for a 9-yr old. So 9-yr old son is constantly jumping into my arms. Unlike the poet movie it didn't have English subtitle. He struggled a bit as the movie has so many historical references"  
[X Link](https://x.com/liqian_ren/status/1686544347905290240)  2023-08-02T01:08Z 14.1K followers, [----] engagements


"12306😂😭 Need to discuss again the [-----] system. All the US passport holders in the family now verified after showing up in person at the train station ticketing office but the family member who has a Chinese passport now can't get the ID passed even after showing up"  
[X Link](https://x.com/liqian_ren/status/1687108303489482752)  2023-08-03T22:02Z 14.1K followers, [----] engagements


"China's developer Country Garden has some liquidity problem to pay for two dollar bonds issued in Singapore. Interesting in their own assessment "the current downturn is longer than they expected". Unfortunately for them"  
[X Link](https://x.com/liqian_ren/status/1688903809249288192)  2023-08-08T13:23Z 14.1K followers, [----] engagements


"Quick anecdotal observation: China's high speed rail and govt investment in infra. like libraries museums etc. [--]. These investment are highly prized locally. It's amazing media outside China mostly focus on wasted investment which definitely exists"  
[X Link](https://x.com/liqian_ren/status/1690896671964856321)  2023-08-14T01:22Z 13.7K followers, 153.1K engagements


"4. Physical distance lessened psychological distance making traveling in China whether for business and leisure much more efficient and comfortable. For longer distance the well off is going to fly. But for the vast masses high speed made traveling a significant improvement"  
[X Link](https://x.com/liqian_ren/status/1690896680546353152)  2023-08-14T01:22Z 14.1K followers, [----] engagements


"5. Many other investments are similar. During this trip access to bathroom now not a problem though the squatting types still exist but increasingly replaced by modern types. The smell of bathroom still a big issue for kids from US but compared to before much better"  
[X Link](https://x.com/liqian_ren/status/1690896683289464833)  2023-08-14T01:22Z 14.1K followers, [----] engagements


"6. Many of these investments are not easy for people in the US to visualize bc. it is a rich country. But for typical Chinese these kinds of investment even just being able to go to a public library with air-conditioning is a luxury it is significant improvement"  
[X Link](https://x.com/liqian_ren/status/1690896686087045120)  2023-08-14T01:22Z 14.1K followers, [----] engagements


"7. During out stay most days are 90degree+. Many of my families are middle class yet few of them has whole house air-conditioning mostly room-by-room air-conditioning which means hot kitchen and bathrooms. Effect of investment in infrastructure and govt services is visible"  
[X Link](https://x.com/liqian_ren/status/1690896688956006400)  2023-08-14T01:22Z 14.1K followers, [---] engagements


"China's Stat Bureau will suspend releasing unemployment rate of 16-24yr citing whether counting students looking for jobs as unemployed as appropriate. This number was only started being released in [----]. Guess now back to state secret box"  
[X Link](https://x.com/liqian_ren/status/1691366624916557824)  2023-08-15T08:30Z 14.1K followers, 40.4K engagements


"Anecdotally i met a cab driver whose younger son is working in mideast as a programmer. Salary about 20k yuan month living in group house. it was unsual path for typical Chinese so left big impression"  
[X Link](https://x.com/liqian_ren/status/1691620917619949813)  2023-08-16T01:20Z 14.1K followers, [----] engagements


"Bwfore leaving Hefei for Shanghai took kids to watch Mission Impossible [--]. Surprising for all its in English with subtiles not dubbed Chinese. Movie was OKmore nostalgia for me of Mission Impossible One kids still wowed. Hefei itself lack things to do for kids. it has many attractions nearby but i gave up taking [--] and [--] year olds traveling on mostly [--] degree days"  
[X Link](https://x.com/liqian_ren/status/1691626984860942552)  2023-08-16T01:44Z 14.1K followers, 10.2K engagements


"@nikstankovic_ Thanks Just trying to figure out ways for kids"  
[X Link](https://x.com/liqian_ren/status/1691661501319537006)  2023-08-16T04:01Z 13.7K followers, [---] engagements


"This year i havd 100% stick with what govt set the goal even when many were raising forecast. My rational is pretty simple: if more than 5% then govt wont do much bc next year will be tough year too. if less than 5% the offcials who want career advancement still have to do something. In Chinese:"  
[X Link](https://x.com/liqian_ren/status/1691722101752000725)  2023-08-16T08:02Z 13.8K followers, [----] engagements


"Interesting when media showed overinvestment in China one usually showed the bridges in poor city Guizhou. Isn't the biggest overinvestment example the original high speed rail btw Pudong airport to a nowhere subway station in Shanghai"  
[X Link](https://x.com/liqian_ren/status/1692923188773277740)  2023-08-19T15:35Z 14.1K followers, [----] engagements


"It is still running while losing significant money every year. Ticket price is 50yuan one way which is significant for a "subway" like transit to airport. I once took it just to see it. It connects to a subway station which means people going to airport mostly has to change"  
[X Link](https://x.com/liqian_ren/status/1692923191591887154)  2023-08-19T15:35Z 14.1K followers, [----] engagements


"Partly why I suggested taking care of pre-sell issue is it's the key of Chinese real estate w. embedded leverage"  
[X Link](https://x.com/liqian_ren/status/1693102215450480874)  2023-08-20T03:26Z 13.8K followers, [----] engagements


"🧵Yes China is in a real estate bubble burst induced slow down. It's the first serious one since the system of state capitalism came into shape in last [--] years"  
[X Link](https://x.com/liqian_ren/status/1693628657296662974)  2023-08-21T14:18Z 14.1K followers, 80.4K engagements


"How long will current slow down lasts (defined as slow down ends when China-US Total GDP gap measured in dollars reverse and move in China's direction again)"  
[X Link](https://x.com/liqian_ren/status/1693902115675258914)  2023-08-22T08:25Z 13.6K followers, [----] engagements


"There are many many streamers along the whole main street where I walked as a kid. It's surreal as I lived for 7+ years exactly the spot of the start of the main street in Hengdian. The building I lived in is the main building standing bc. it's prime real estate and no one wants the others to get it"  
[X Link](https://x.com/liqian_ren/status/1694624330670579790)  2023-08-24T08:14Z 14.1K followers, [--] engagements


"Market is excited but I am skeptical reduction of trading cost could significantly impact the Chinese market. My simple logic: no real money no real impact"  
[X Link](https://x.com/liqian_ren/status/1696029546590642250)  2023-08-28T05:18Z 14.1K followers, [----] engagements


"Anecdotally if salt is selling out in Mainland Taiwan and HK due to gossip of it helps counter the Japanese nuclear water release you know it's not just "propaganda is driving this""  
[X Link](https://x.com/liqian_ren/status/1696663665984913741)  2023-08-29T23:18Z 14.1K followers, [----] engagements


"Though my own family back in China doesn't seem to be stocking up salt or much discussion of buying salt within the family wechat group discussions so these salt selling out news could be both sensational and few"  
[X Link](https://x.com/liqian_ren/status/1696663667473842434)  2023-08-29T23:18Z 14.1K followers, [---] engagements


"China is trying lower bank deposit rate and loan rates and tax cut (mainly for childcare exemption). Marginally help. However mostly benefit middle class and their propensity to spend doesn't change as much to these policies. ("  
[X Link](https://x.com/liqian_ren/status/1697214925775454493)  2023-08-31T11:49Z 13.6K followers, [----] engagements


"China is start to regulating high frequency trading (300 trades/second 20k trades/day). Will be interesting to see whether high freq trading is indeed helpful to the market liquidity or amplify market volatility or neither. https://finance.sina.com.cn/stock/roll/2023-09-01/doc-imzkezta7676540.shtml https://finance.sina.com.cn/stock/roll/2023-09-01/doc-imzkezta7676540.shtml"  
[X Link](https://x.com/liqian_ren/status/1697593647837978771)  2023-09-01T12:54Z 14.9K followers, [----] engagements


"Every headline (Chinese and English) about Huawei last week is amazingly funny in its own way"  
[X Link](https://x.com/liqian_ren/status/1697987339484619043)  2023-09-02T14:58Z 14.1K followers, 13.2K engagements


"Private businesses now has its own department within NDRC. Local joke is now private busi officially lower than state-owned bc its regulator is higher ranked 😂"  
[X Link](https://x.com/liqian_ren/status/1698535469997289894)  2023-09-04T03:16Z 17.1K followers, [----] engagements


"All these political org ranks are totally beyond me bc I just has [--] interest to learn. But I do know if something needs its own special club/department usually that something has not achieved equality. All depends on whats coming out of this dept"  
[X Link](https://x.com/liqian_ren/status/1698535474564895052)  2023-09-04T03:16Z 13.6K followers, [---] engagements


"Wouldn't know whether it's true. I've never reprimanded my boss in any off site😂 And this sounds not quite right armature opinion: "Now retired Li Keqiang certainly was at the gathering of elders before the Beidaihe meeting." via @NikkeiAsia"  
[X Link](https://x.com/liqian_ren/status/1699223952856432872)  2023-09-06T00:52Z 14.1K followers, [----] engagements


"Similar to Tesla. Data security will become national security in both China and US. China is a bit ahead in these regulations bc it has more a digitalized life than US currently"  
[X Link](https://x.com/liqian_ren/status/1699399352865657017)  2023-09-06T12:29Z 13.6K followers, [----] engagements


"I think this assessment of Huawei phone is close to what I think: its a small breakthrough using software to solve the bottleneck of hardware. Important is a client(Huawei) now made it commercially viable and remain to see whether commercially makes sense given higher cost"  
[X Link](https://x.com/liqian_ren/status/1699763185065009433)  2023-09-07T12:34Z 13.8K followers, 57K engagements


"China Mobile dispelled rumor and says will continue work with apple to sell iphone15. I think people are over-reacting to the China govt ban iphone news"  
[X Link](https://x.com/liqian_ren/status/1699798643111535044)  2023-09-07T14:55Z 14.1K followers, 19.9K engagements


"1. Most top SOE workers already stopped using iphone so actual impact of the policy of banning iphone for govt workers is small. [--]. Iphone is still considered luxury buy in China so the main impact on iphone sales will be China's macro environment"  
[X Link](https://x.com/liqian_ren/status/1699798645057761631)  2023-09-07T14:55Z 14.1K followers, [----] engagements


"3. Just think this way for now majority of Chinese (70%) still work in private sector. As long as iphone continues to be the lead in phone quality and design which it still does it will be top choice for a well-off Chinese consumer"  
[X Link](https://x.com/liqian_ren/status/1699798646617936276)  2023-09-07T14:55Z 14.1K followers, [----] engagements


"Among the larger cities Nanjing the first city to abolish limits on house buying the legacy housing limits from rising days. Again marginally tiny bit helpful"  
[X Link](https://x.com/liqian_ren/status/1700130323269341512)  2023-09-08T12:53Z 14.1K followers, [----] engagements


"Huawei is not listed but the public companies that has close business relationship with Huawei has been doing well"  
[X Link](https://x.com/liqian_ren/status/1700286595889283511)  2023-09-08T23:14Z 13.6K followers, [----] engagements


"China's Aug. CPI y/y 0.1%. Interesting the housing portion is also y/y 0.1% which couldn't square w. the continued housing price weakness. So actual inflation is likely very close to 0%. However if one talked with someone on the street as I did while there"  
[X Link](https://x.com/liqian_ren/status/1700333041065906448)  2023-09-09T02:19Z 17.1K followers, [----] engagements


"Keep getting this ads in the timeline. Floating rate treasury is paying 5.2%+ in our WisdomTree Prime app why targeting me ads w. 4.83%😀"  
[X Link](https://x.com/liqian_ren/status/1700492387955405229)  2023-09-09T12:52Z 14.9K followers, [----] engagements


"Will share a little secret of mine when reading Chinese media. I think those who have to read day to day Chinese news will appreciate. For state media long articles just scroll down to the last paragraph and usually the gem is there 😂"  
[X Link](https://x.com/liqian_ren/status/1700882631678697762)  2023-09-10T14:43Z 14.1K followers, [---] engagements


"e.g. The whole headline and 2/3 about Beijing's housing market now "warm" after relaxed mortgage policy but the last line is much more reflective of the situation. "Under the current situation we try not to take on housing loans""  
[X Link](https://x.com/liqian_ren/status/1700882633977200787)  2023-09-10T14:43Z 13.7K followers, [---] engagements


"BABA's ex-CEO will not stay with Ali Cloud and instead starting a VC fund w. initial capital of $1bil from BABA. https://finance.sina.com.cn/jjxw/2023-09-11/doc-imzmiqta2253383.shtml https://finance.sina.com.cn/jjxw/2023-09-11/doc-imzmiqta2253383.shtml"  
[X Link](https://x.com/liqian_ren/status/1701211724722876575)  2023-09-11T12:30Z 14.9K followers, [----] engagements


"For a dollar investor investing in international equity currency returns didn't add much value but added significant risk. That's why considering some/dynamic currency hedging makes sense"  
[X Link](https://x.com/liqian_ren/status/1701786393888817428)  2023-09-13T02:34Z 14.1K followers, [--] engagements


"Although state media is eager to frame the reserve ratio cut as easing policy it is much more likely to address tightened financial liquidity which is common during China's upcoming long mid-autumn-national-day holiday. Its impact on housing market would be minimal"  
[X Link](https://x.com/liqian_ren/status/1702320973595447330)  2023-09-14T13:58Z 14.9K followers, [----] engagements


"Household level research has shown reducing private tutoring has increased education inequality: yes poorer families spending less on tutoring but they are also getting less likely into high schools while richer families increased tutoring spend"  
[X Link](https://x.com/liqian_ren/status/1702871010851098637)  2023-09-16T02:24Z 13.8K followers, 21.6K engagements


"Evergrande insurance was taken over by SOE and Evergrande wealth management is in legal process. Essentially pieces of Evergrande in various processes and when it's small enough w/out significant systematic risk then it will be allowed to be bankrupt"  
[X Link](https://x.com/liqian_ren/status/1703412815631904944)  2023-09-17T14:17Z 14.1K followers, [----] engagements


"The whole China economy in trouble thus more likely aggressive in war is based on "diversionary theory" based on almost 100% non Chinese history experience. Hehe isn't the Chinese way Fighting against the outside world one must first make peace with the inside"  
[X Link](https://x.com/liqian_ren/status/1703417801463976209)  2023-09-17T14:37Z 14.1K followers, [----] engagements


"Dallas to Shanghai direct flight $1750. NYC to Shanghai $6000. London to Shanghai direct $650 Still no flight from NJ/Newark to Shanghai @united"  
[X Link](https://x.com/liqian_ren/status/1704321070054989828)  2023-09-20T02:26Z 14.1K followers, [----] engagements


"Daughter: Why so many butterfly related songs and dances in Chinese culture ( Me: mmm I will blame it on 369BC philosopher Zhuang Zi who started the "maybe we are butterflies thinking we are humans" idea. Tried Q on ChatGPT and Baidu AI neither even mention Zhuang Zi Not satisfied. I like my own answer better😂"  
[X Link](https://x.com/liqian_ren/status/1704680717496586690)  2023-09-21T02:15Z 14.1K followers, [----] engagements


"Interesting: Pres. Xi in Yiwu the small good trading center in China and 1hr from where I grew up but the Xinhua news uses "Pres. Xi visited Jinhua (). Whoever writing the Xinhua headline probably didn't know the subtly of local politics. Yiwu city nowadays is much more economically vibrant than Jinhua but administer wise still technically belonging to Jinhua"  
[X Link](https://x.com/liqian_ren/status/1704832542849798258)  2023-09-21T12:18Z 14.1K followers, [----] engagements


"A headline like "Pres. Xi in Zhejiang Jinhua's Yiwu City for inspection and investigation" is likely much better. "Zhejiang" and "Yiwu" are the keywords for ex-state owned and trade which top leadership is emphasizing while Jinhua doesn't give that vibe"  
[X Link](https://x.com/liqian_ren/status/1704835081662009351)  2023-09-21T12:28Z 14.1K followers, [---] engagements


"After great success of Maotai coffee/chocolate the spirit seller and # [--] stock in China A shares staring a 200mil PE fund to invest in consumption technology and Maotai related brand monetization. We don't own it in our China index because it is an SOE company"  
[X Link](https://x.com/liqian_ren/status/1705045387239665931)  2023-09-22T02:24Z 14.9K followers, [----] engagements


"@TeslaChinaRider No it's a nationally standard English test for college graduation not subject specific English"  
[X Link](https://x.com/liqian_ren/status/1705386724837527897)  2023-09-23T01:00Z 14.1K followers, [--] engagements


"Evergrande canceled some arranged restructuring meetings citing sales under-expectation. I don't have direct insight on these but here's the guess: Its sales was under-expectation even though the unaudited mid-year financial statement says otherwise"  
[X Link](https://x.com/liqian_ren/status/1705556815776219143)  2023-09-23T12:16Z 14.1K followers, [----] engagements


"AI image generated on prompt CSRC strikes ( left Baidu AI Right Bing Image Creator"  
[X Link](https://x.com/liqian_ren/status/1705566986929910104)  2023-09-23T12:57Z 13.8K followers, [----] engagements


"Digital d-CNY APP available for oversea phone numbers that can be added money from visa and Mastercard. Will try it next time in China but share your experience if you are using it"  
[X Link](https://x.com/liqian_ren/status/1706128406033596465)  2023-09-25T02:08Z 13.7K followers, [--] engagements


"Huawei is not publicly listed but Huawei themed companies that are listed in A shares did well after Huawei's product release press release. Are these companies at higher risk of US sanctions"  
[X Link](https://x.com/liqian_ren/status/1706446820224680220)  2023-09-25T23:13Z 14.1K followers, [--] engagements


"Interesting corruption details: Setting up projects that has no formal approval process thus leading to high government debt is part of the package of charges against one Party member. ( https://www.ccdi.gov.cn/yaowenn/202309/t20230925_296310.html https://www.ccdi.gov.cn/yaowenn/202309/t20230925_296310.html"  
[X Link](https://x.com/liqian_ren/status/1706455065517584659)  2023-09-25T23:46Z 17.1K followers, [----] engagements


"Given the close to [--] inflation rate in China (CPI could be in negative territory already if using more real time housing price) PBOC is leaning toward the route of accepting very low inflation"  
[X Link](https://x.com/liqian_ren/status/1707091567876407780)  2023-09-27T17:55Z 14.1K followers, [----] engagements


"Son: Will I get enough votes (for class representative) Me: Don't care too much. You will know the results soon. You know Mommy doesn't like politics. Son: It's kid politics on recess and ice creams. Me: It's still politics"  
[X Link](https://x.com/liqian_ren/status/1707210319238455311)  2023-09-28T01:47Z 17.1K followers, [----] engagements


"Explaining why China is reluctant to do "stimulus" and my continued assessment that new investment in other sectors like biotech EV not yet enough to counter continued real estate downturn"  
[X Link](https://x.com/liqian_ren/status/1707437070572978402)  2023-09-28T16:48Z 14.1K followers, [--] engagements


"WWI and WWII were [---] deaths/day the highest was civil war 400/day. Who's smoking what for [----] deaths/day Army War College better be thinking of how to fight in scenarios of [----] robot deaths/day instead"  
[X Link](https://x.com/liqian_ren/status/1707575614369103999)  2023-09-29T01:58Z 13.6K followers, [--] engagements


"Evergrande's internal daily newspapers from [----]. If this looks familiar the formats are styled similarly as People's Daily"  
[X Link](https://x.com/liqian_ren/status/1707908533063241747)  2023-09-30T00:01Z 14.1K followers, [----] engagements


"Sep manufacturing PMI [----] still relatively weak but expectation is low too. Service PMI [----] Composite [----] A few times in history composite slightly higher than both PMIs not first time. Composite mostly hugs service PMI"  
[X Link](https://x.com/liqian_ren/status/1707965007135150186)  2023-09-30T03:46Z 13.8K followers, [----] engagements


"The five areas of cooperation US outlined are: climate crisis public health counter-narcotics food security and global macroeconomic stability. I call these fuzzy success" areas: Govt can say success achieved regardless of outcome😂"  
[X Link](https://x.com/liqian_ren/status/1708507976540029336)  2023-10-01T15:43Z 14.1K followers, [----] engagements


"Taiwan survey: Forever keeping current status quo (27.6%) first time higher than for Taiwan independence (25.2%) 31.9% keep the status quo for now and 8.5% wants unification"  
[X Link](https://x.com/liqian_ren/status/1712304851944677739)  2023-10-12T03:11Z 14.1K followers, 122.8K engagements


"US and China inflation(economic) cycle divergence: before [----] and after [----] different regimes"  
[X Link](https://x.com/liqian_ren/status/1712744605140042071)  2023-10-13T08:18Z 14.1K followers, [---] engagements


"Don't know who's doing real estate firm Century Garden's PR but seemed so out of touch. Image: Century Garden founder showed up in construction site. They were in two big news last two days: selling private jet and showing up in construction site"  
[X Link](https://x.com/liqian_ren/status/1712765020621451665)  2023-10-13T09:39Z 14.1K followers, [----] engagements


"Real estate firm Gemdale chairman/original main founder resigns due to health reasons. Gemdale traditionally considered 4th player in China not as well known as the top [--] (Century Garden Evergrande Vanke) Could be very well health related as the tough real estate market is giving pain for everyone particularly developers"  
[X Link](https://x.com/liqian_ren/status/1714263506134941916)  2023-10-17T12:54Z 14.1K followers, [----] engagements


"China Q3 y/y Real GDP 4.9% Nominal GDP 3.47% Real GDP will look better than nominal when inflation/price deflator is negative. But people live and eat on nominal GDP so it will feel the growth is much lower. (GDP"  
[X Link](https://x.com/liqian_ren/status/1714618760143700276)  2023-10-18T12:25Z 13.6K followers, 11.5K engagements


"Correction: chart title should by China Quarterly GDP year over year real vs nominal not Q/Q blame it on the kids forgetting his glasses and have to drive to school twice"  
[X Link](https://x.com/liqian_ren/status/1714627326212788477)  2023-10-18T12:59Z 14.1K followers, [---] engagements


"Why you should consider some hedging in your international portfolio and how to do it. US investor is paid 3% to hedge the international portfolio due to the high US interest rate. Why not hedge"  
[X Link](https://x.com/liqian_ren/status/1715126741734248651)  2023-10-19T22:04Z 13.6K followers, [----] engagements


"Shanghai stock exchange deputy GM on corruption charges. Every time there's govt power there's incentives for corruption. The only way to change it is to reduce that power. ("  
[X Link](https://x.com/liqian_ren/status/1715354472707191052)  2023-10-20T13:09Z 13.6K followers, [----] engagements


"A hypothetical example of back of envelop calculation of how much funding cost need to decrease to ease local govt debt. Funding cost is lower but not enough. e.g. $100 debt original interest rate 7% where land sales cover interest payment but land sales revenue down 30% thus to still make interest payment annual the funding rate cost needs to go from 7% to 4.9% 2.1% lower. Currently funding cost is mostly 1% lower. The blue dot assumes 7% interest on local govt debt. For many low credit localities the interest rate is quite higher which would shift the blue line to the left even more. And"  
[X Link](https://x.com/liqian_ren/status/1715526039445676400)  2023-10-21T00:30Z 13.6K followers, [----] engagements


"Tried some brand name Taiwanese snacks ( from @Yamibuy the Pineapple shortcake was good but the sesame paste cake is underwhelming. Hubby saw the price and says only you will order $3/ tiny piece snack in the name of research and trying it out.😂"  
[X Link](https://x.com/liqian_ren/status/1715539047127359600)  2023-10-21T01:22Z 13.6K followers, [----] engagements


"Chinese embassy in US now scrapped need for appointment for visa application. People can just walk in after filling the online form. It's a small step but the biggest obstacle I think still lack of affordable flights (price now 2-3 times higher than before) and other domestic inconveniences like foreigner can't use their US driver license to rent a car etc"  
[X Link](https://x.com/liqian_ren/status/1715546615849599340)  2023-10-21T01:52Z 13.6K followers, 59.5K engagements


"Although I know trust/honesty score is low in China it still shocks me that it's so low. US score is also lower than I thought. 🙃 Only way to reconcile this to blame the city people in China and US😂 ("We visited [---] cities in [--] countries and turned in a total of [-----] wallets. We typically targeted five to eight of the largest cities in a country with roughly [---] observations per country.""  
[X Link](https://x.com/liqian_ren/status/1715744954960503186)  2023-10-21T15:00Z 13.6K followers, [----] engagements


"Headline is: Jilin City crack down on inappropriate remarks that badmouth the property market: Actual nuanced policy is crack down on real estate agents that use social media to badmouth the property market. ()"  
[X Link](https://x.com/liqian_ren/status/1716276550465720399)  2023-10-23T02:13Z 13.6K followers, [----] engagements


"For developed market local return (can be achieved by 100% currency hedge if hedging cost 0) is 4.5% vs. dollar return 4.0% not big difference last [--] years. Volatility of local return 14% vs. volatility dollar return 16.8% non-trivial reduction"  
[X Link](https://x.com/liqian_ren/status/1716641204006174730)  2023-10-24T02:22Z 13.6K followers, [---] engagements


"Mr. Hu Xijin: stock market is very honest it reveals fundamentals and all kinds of problems and sentiments. In some way yes but in another way no. Evergrande is an example. Stock market can be wrong for a long time"  
[X Link](https://x.com/liqian_ren/status/1716642978351944113)  2023-10-24T02:29Z 13.6K followers, [----] engagements


"First US-China economic group meeting has its first meeting. China's official release: "The two sides had in-depth candid and constructive communication on issues such as the macroeconomic situation and policies of the two countries and the world bilateral economic relations and cooperation in responding to global challenges. China expressed its concerns. Both parties will continue to maintain communication.""  
[X Link](https://x.com/liqian_ren/status/1716648613688869014)  2023-10-24T02:51Z 13.6K followers, [----] engagements


"Wonder what concerns China expressed () Long-term treasury bond I imagine the conversation be like😂 US: Are you guys worrying about your stock market China: Are you guys worrying about your long bond market"  
[X Link](https://x.com/liqian_ren/status/1716648940215402726)  2023-10-24T02:52Z 13.6K followers, [----] engagements


"China will issue extra 1tril Yuan bond half to used for Q4 half next year mainly for use in natural disaster relief and rebuild"  
[X Link](https://x.com/liqian_ren/status/1716799994768794018)  2023-10-24T12:53Z 13.6K followers, [----] engagements


"On China's currency: I think crisis unlikely and the institutional settings of China can't be ignored. PBOC still has a lot of short-term tools to manage currency. And if push comes to shuffle China is net export positive. It can ask all exporters to not park cash overseas. /1"  
[X Link](https://x.com/liqian_ren/status/1717144011167637735)  2023-10-25T11:40Z 13.6K followers, [----] engagements


"In the short term the technical factors like momentum cross asset flow effect are suggesting downward pressure on Yuan thus we've hedged it in our Emerging Market equity portfolio to reduce risk. But that doesn't mean a currency crisis is likely"  
[X Link](https://x.com/liqian_ren/status/1717144013009047774)  2023-10-25T11:40Z 13.6K followers, [---] engagements


"I certainly disagree that this is the general feeling in China particularly if one gets out of big city intellectual circle and visit 4/5th tier small town red necks more"  
[X Link](https://x.com/liqian_ren/status/1717155473131008177)  2023-10-25T12:25Z 13.6K followers, 52.3K engagements


"The Age of Reduced Expectations that's how I would describe it but others w. better English please chime in"  
[X Link](https://x.com/liqian_ren/status/1717162845924679742)  2023-10-25T12:55Z 13.6K followers, [----] engagements


"Official: Ex-Prime Minister Li Keqiang died of heart attack in Shanghai"  
[X Link](https://x.com/liqian_ren/status/1717697882772357563)  2023-10-27T00:21Z 13.7K followers, [----] engagements


"Same script for Evergrande but founder family generally has been lower key in public thus still ways to avoid the worse for them"  
[X Link](https://x.com/liqian_ren/status/1717873883729076458)  2023-10-27T12:00Z 13.6K followers, [----] engagements


"The headline unemployment rate released by Stats Bureau rarely moves but most other public data whether private job board or official survey from PBOC points to tough job market. The active users in various job boards shoots up further last few months"  
[X Link](https://x.com/liqian_ren/status/1718072860961362277)  2023-10-28T01:11Z 13.6K followers, [----] engagements


"PBOC quarterly survey has several employment related questions and all pointing to tough job market. e. g. % expect bad employment situation 40%"  
[X Link](https://x.com/liqian_ren/status/1718072863280771363)  2023-10-28T01:11Z 13.6K followers, [---] engagements


"I've never tried it but I heard it was a popular way for business travelers as most of their visits are under [---] hours"  
[X Link](https://x.com/liqian_ren/status/1718282015911411981)  2023-10-28T15:02Z 13.6K followers, [----] engagements


"The most creative Halloween cosplay in Shanghai The sign: "Study Medicine won't save Chinese" Dressed as 1930s famous writer Lu Xun reciting a paragraph from him: " I hope that all Chinese young people will get rid indifference without having to listen to the words of those who give up on themselves. Those who do things do things and those who can speak out speak out. If it has some heat and shines some light it will be like a firefly. It can also shine a little in the dark.  ""  
[X Link](https://x.com/liqian_ren/status/1719500850920611864)  2023-10-31T23:45Z 13.7K followers, 107.4K engagements


"Local brokerage firm compared wording differences of once every five year meetings. Future policy details matter more than language. ie one goal is incentivize long term capital. There are many ways to achieve that goal"  
[X Link](https://x.com/liqian_ren/status/1719504922922606625)  2023-11-01T00:01Z 13.8K followers, [----] engagements


"ICBC ex-vice head Zhang Hongli once Goldman's Beijing representative and wrote Red Finance under corruption investigation"  
[X Link](https://x.com/liqian_ren/status/1720809407011860672)  2023-11-04T14:25Z 14.1K followers, [----] engagements


"Many news in China will never make to English media mainly because the Party is not the villain. Like this local news where local people in Henan "thought" they could just go into other people's land and take the leftover produce. In the end the producer got majority of those stolen goods back after news went viral and local govt officials felt pressured to step in and help recover the goods"  
[X Link](https://x.com/liqian_ren/status/1720943775264931922)  2023-11-04T23:19Z 13.7K followers, 28.8K engagements


"This chart is funny and not funny at the same time. It listed all the policies govt had done to revitalize the stock market reducing interest rates govt capital buying stocks etc and the last piece is pictured as jail the short sellers"  
[X Link](https://x.com/liqian_ren/status/1720948238960726269)  2023-11-04T23:36Z 13.7K followers, [----] engagements


"Its not that funny bc jailing short sellers actually dont really help the market if one understands financial markets"  
[X Link](https://x.com/liqian_ren/status/1720948241540260316)  2023-11-04T23:36Z 13.7K followers, [---] engagements


"Banning short selling because people demand it"  
[X Link](https://x.com/liqian_ren/status/1721164243385409650)  2023-11-05T13:55Z 13.7K followers, [----] engagements


"Shenzhen city considers real estate company Vanke a Shenzhen company but not Evergrande which is more Guangzhou company. Shenzhen state asset administrator SASAC does have deep pockets"  
[X Link](https://x.com/liqian_ren/status/1721514835748270108)  2023-11-06T13:08Z 13.8K followers, [----] engagements


"New Minister new actions Min. of Treasury headlined [--] cases of local government officials using either local SOE or local banks for funding to increase local spending/debt. ( A lot of these in short-term will discourage short-term local spending but over long run is good to make sure local debt is more public and local officials don't blatantly use local SOE and banks as their pocket"  
[X Link](https://x.com/liqian_ren/status/1721715555730604109)  2023-11-07T02:25Z 13.7K followers, [----] engagements


"China's Oct. core CPI (red) y/y 0.6%. In normal days it's usually 2%. Actual CPI number likely even lower as housing component is under estimating the impact of lower house prices"  
[X Link](https://x.com/liqian_ren/status/1722450697776451799)  2023-11-09T03:07Z 13.7K followers, [----] engagements


"A phrase is born: Baidu search index for Chinese Style Modernization (has clearly been risen since late [----]. What's your understanding of this phrase"  
[X Link](https://x.com/liqian_ren/status/1722453307480809656)  2023-11-09T03:17Z 13.7K followers, [----] engagements


"Ok a Shanghai young guy convicted of giving out state secrets after a foreign spy helped him pass the civil servant exam. Maybe AI could make a mini video on how competitive the civil service exam is under the slowing economy"  
[X Link](https://x.com/liqian_ren/status/1722456892931289273)  2023-11-09T03:31Z 13.7K followers, [----] engagements


"@WallSt_SunTzu I don't have an insider view but all recessions end one way or another"  
[X Link](https://x.com/liqian_ren/status/1722457366703026226)  2023-11-09T03:33Z 13.7K followers, [---] engagements


"Damaging headline for Hill Capital which didn't count stocks lending as equity thus violating rule of reporting reduction of equity while holding 5% or more. Probably the detail is not the devil but the headline. https://baijiahao.baidu.com/sid=1782058988049947822&wfr=spider&for=pc https://baijiahao.baidu.com/sid=1782058988049947822&wfr=spider&for=pc"  
[X Link](https://x.com/liqian_ren/status/1722607964664758592)  2023-11-09T13:31Z 19.4K followers, [----] engagements


"The Nov [--] Singles shopping day is on the wane in China (Baidu searches for Singles Day over years)"  
[X Link](https://x.com/liqian_ren/status/1722982498609528871)  2023-11-10T14:20Z 13.7K followers, [----] engagements


"Chinese on the road of Japan On the road of LatinAm On the road of Russia How about China was on the road of China At least last three years of Covid should teach people something on how to understand China. Or maybe not"  
[X Link](https://x.com/liqian_ren/status/1726229373932712165)  2023-11-19T13:22Z 13.8K followers, [----] engagements


"Arab/Islamic foreign ministers alliance visiting China on Israel-Hamas situation. US and China made some mutual understanding on helping each other in SF on the Mideast situation"  
[X Link](https://x.com/liqian_ren/status/1726243759644627338)  2023-11-19T14:19Z 13.8K followers, [----] engagements


"A few party secretaries showing their love for sports one did [--] pull ups in a spurt.😀"  
[X Link](https://x.com/liqian_ren/status/1726378024210239770)  2023-11-19T23:12Z 13.7K followers, [----] engagements


"Lots of local headlines of crowded pediatric hospitals with respiratory diseases. Baidu searches a good indicator of overall picture and so far nothing compared to last year"  
[X Link](https://x.com/liqian_ren/status/1727095363696226394)  2023-11-21T22:43Z 13.8K followers, [----] engagements


"Finally local news headlines are now more about housing prices softening significantly in Beijing and Shanghai. As my followers know I continue to be negative on China's housing market. Lots of people during the summer say first tier cities are safe"  
[X Link](https://x.com/liqian_ren/status/1727136727687684182)  2023-11-22T01:27Z 13.8K followers, [----] engagements


"Middle School ruined Santa magic. The older kid still believed Santa until she went to middle school. My anecdotal observation is elementary school teachers are just so much more about giving kids the magic of life than in middle school"  
[X Link](https://x.com/liqian_ren/status/1727144690913276142)  2023-11-22T01:59Z 13.8K followers, [----] engagements


"@daniel_s_larson The older kid definitely tries not to ruin it for the younger one but I can clearly see she's has the "you know nothing" laugh to the younger one"  
[X Link](https://x.com/liqian_ren/status/1727146273814249594)  2023-11-22T02:05Z 13.8K followers, [---] engagements


"Four out of [--] advisers spoke on condition of anonymity. Why the anonymity Leave wrong answers only😂 "Exclusive: China govt advisers call for steady growth target in [----] more stimulus""  
[X Link](https://x.com/liqian_ren/status/1727166748825096412)  2023-11-22T03:26Z 13.8K followers, [----] engagements


"Some of my local group buying operations showing the fly-in Chinese specialty crab for about $50/lb which usually cost $10-20/lb in China. I like crab but dont like this much 😄 (27Dungeness )"  
[X Link](https://x.com/liqian_ren/status/1727181552168108300)  2023-11-22T04:25Z 13.8K followers, [---] engagements


"I am going to make a long-odds prediction: opposition KMT will win in a 3-way race.😂I am not afraid to be wrong. Polls predict DPP will win as they are still leading and most people will say two other pan-blue parties split the votes. We'll see"  
[X Link](https://x.com/liqian_ren/status/1727684831645942268)  2023-11-23T13:45Z 13.8K followers, 13.6K engagements


"It's official: Taiwan's presidential election is 3-way race with no run-off system. Who do you think could win ("  
[X Link](https://x.com/liqian_ren/status/1727893832576962618)  2023-11-24T03:36Z 13.8K followers, [----] engagements


"There's no political alliance each of the [--] party candidates going to have clear stance and shore up its base. Taiwan has no run-off meaning theoretically two candidates have 33% while third w. 34% could win. Democracy yes but could also be very minority rule outcome"  
[X Link](https://x.com/liqian_ren/status/1727894961603944672)  2023-11-24T03:40Z 13.8K followers, [----] engagements


"China testing out no visa visit: France Germany Italy Netherland Spain and Malaysian citizens could go to China w/out visa for under 15-day visit. First tentatively for [--] year but expect to roll out more"  
[X Link](https://x.com/liqian_ren/status/1728039189592080419)  2023-11-24T13:13Z 13.8K followers, 20.3K engagements


"She's also child of a very rich Taiwanese family. Now that Foxconn CEO Terry Gou has dropped out the third Party candidate needs to find another person with money. Elections are costly everywhere"  
[X Link](https://x.com/liqian_ren/status/1728041405107339413)  2023-11-24T13:22Z 13.7K followers, [----] engagements


"@waveyourarms No not UK (probably the most unfriendly in Europe to China after Lithuania 😂 so unlikely to be in early list)"  
[X Link](https://x.com/liqian_ren/status/1728045740134395976)  2023-11-24T13:39Z 13.8K followers, [---] engagements


"😂 I am sure one day AI will become better. For example the editing an article function is getting really nice. But even on language questions it's still bug prone. I used both BING Chat/Baidu to come up [--] questions to test kids' usage of [--] Chinese words still lots of bugs. Examples: Baidu Bug Bing Chat Bug: 😂"  
[X Link](https://x.com/liqian_ren/status/1728270849071829315)  2023-11-25T04:34Z 13.8K followers, [----] engagements


"Baidu also put the answers right next to the questions when prompted to come up with some knowledge testing questions. The whole point of using AI for a parent is to speed up chore and take a break not copying and pasting questions and answers into separate sheet"  
[X Link](https://x.com/liqian_ren/status/1728273190303179018)  2023-11-25T04:43Z 13.8K followers, [---] engagements


"I am not a doctor so really curious why the doctors prescribe so much IV injection for kids. Truly needed medically or monetary incentives)"  
[X Link](https://x.com/liqian_ren/status/1728411699034648928)  2023-11-25T13:53Z 13.8K followers, [----] engagements


"PBOC etc [--] policies to support ex-state-owned economies. These kinds of headlines are unlikely to have much effect any more as at this point people want real policies not headlines"  
[X Link](https://x.com/liqian_ren/status/1728987009237352565)  2023-11-27T04:00Z 13.8K followers, [----] engagements


"An overview of the election in Taiwan sprinkled w. some mainland-Taiwan history. A couple days ago my prediction for pro-engagement KMT rise was still a long odds one now after [--] week they are within 3% to the leading pro-independence party DPP"  
[X Link](https://x.com/liqian_ren/status/1730214133658730863)  2023-11-30T13:16Z 13.8K followers, [----] engagements


""Finance w. Chinese characteristics" is all over state media. So far no specifics so everyone is still guessing what this means"  
[X Link](https://x.com/liqian_ren/status/1730595191562678708)  2023-12-01T14:30Z 13.8K followers, [----] engagements


"China of Tomorrow - Taiwan [----] Elections: What You Need to Know https://youtu.be/qI97YmApkZYsi=zq0pZ-dGnRo5vRGk https://youtu.be/qI97YmApkZYsi=zq0pZ-dGnRo5vRGk"  
[X Link](https://x.com/liqian_ren/status/1730696299425468640)  2023-12-01T21:12Z 17K followers, [---] engagements


"Lol: Anecdotal observation: This video is widely shared in China's many wechat social media groups. Is Henry Kissinger the GOAT of war criminals Let's discuss. https://t.co/dGH0dheELd Is Henry Kissinger the GOAT of war criminals Let's discuss. https://t.co/dGH0dheELd"  
[X Link](https://x.com/liqian_ren/status/1730798426114105690)  2023-12-02T03:57Z 17K followers, [----] engagements


"PBOC Governor Pan Gongsheng explained in People's Daily what it means for modern finance w. Chinese characteristics. It mentions [--] insists ( insist party leadership is clearly No. [--]. Nowadays people's attention span is small. Not sure one can remember all 8"  
[X Link](https://x.com/liqian_ren/status/1731535132559876113)  2023-12-04T04:45Z 13.8K followers, [----] engagements


"Yesterday PBOC governor today CSRC head top interview on how to make sure capital market working smoothly. Ultimately the many restrictions on private businesses need to loosen up. ("  
[X Link](https://x.com/liqian_ren/status/1731817434334568751)  2023-12-04T23:27Z 13.7K followers, [----] engagements


"Third one interview with head of the newly created CBIRC (China Banking and Insurance Regulatory Commission) the third leg of financial regulations. All the top govt financial heads interviewed"  
[X Link](https://x.com/liqian_ren/status/1731837622509576621)  2023-12-05T00:47Z 14.1K followers, [----] engagements


"Chinas sovereign bond default risk is very low regardless how Moodys rate it. Same effect as in Headline on Nov 10th: Moody's turns negative on US credit rating draws Washington ire 😂 Breaking news: Chinas sovereign credit rating has been changed to negative by rating agency Moodys Investors Service. It cited growing risks of persistently lower midterm economic growth and the overhang from a crisis in the property sector https://t.co/GMUzTtaUAx https://t.co/NDcgwAb3q2 Breaking news: Chinas sovereign credit rating has been changed to negative by rating agency Moodys Investors Service. It"  
[X Link](https://x.com/liqian_ren/status/1732013890311999855)  2023-12-05T12:27Z 14.4K followers, 10.6K engagements


"Nice English write up of the only TW VP candidate Jaw Shaw-kong ( w. parents from mainland. The other two VP candidates are US citizens who've renounced citizenship. In TW politics if one's parents from mainland they are generally labelled pro-China even though Chao's father was in the nationalist military/party fighting communism and wrote a memoir quite unfriendly to the communists"  
[X Link](https://x.com/liqian_ren/status/1732026300133482518)  2023-12-05T13:17Z 13.8K followers, [----] engagements


""Jaws grandfather was a doctor of traditionalmedicine. After their ancestral province became a new Communist stronghold Hebei landowners were maliciously targeted and Jaws grandfather hung himself.""  
[X Link](https://x.com/liqian_ren/status/1732027684434203087)  2023-12-05T13:22Z 13.8K followers, [---] engagements


"Lol Kids homework is to create a campaign poster after given main points at that time for 1820s Brazils liberal party vs conservatives. I joke to her this is liberal/conservative definitions with Brazilian characteristics"  
[X Link](https://x.com/liqian_ren/status/1732210002398503255)  2023-12-06T01:27Z 13.8K followers, [----] engagements


"Its contradictory bc the goal was always to slow down Chinas technology but it sounds too blunt so restricting military use was originally used. Administration offers contradictory explanations on GPU controls. A thread. 🧵 Raimondo: its not realistic to think U.S. can stop Chinas technological development but rather that the goal was slowing them down. This sounds like a very broad agenda https://t.co/msKJJLVyDJ Administration offers contradictory explanations on GPU controls. A thread. 🧵 Raimondo: its not realistic to think U.S. can stop Chinas technological development but rather that the"  
[X Link](https://x.com/liqian_ren/status/1732744993087852770)  2023-12-07T12:52Z 17K followers, [----] engagements


"Suzhou city 1hr from Shanghai does not limit developers how much to discount the new houses which could help developers getting back cash faster"  
[X Link](https://x.com/liqian_ren/status/1732943525422002422)  2023-12-08T02:01Z 13.8K followers, [----] engagements


"During summer while I was there many developer friends I know were using schemes to give discount to get around these limits on discounts. Sometimes existing home owners will go protest the price discounts forcing local govt. to step in bc they don't want instability"  
[X Link](https://x.com/liqian_ren/status/1732943527590412634)  2023-12-08T02:01Z 13.8K followers, [---] engagements


"I think those protests are less likely bc everyone feel the housing bubble burst and people starting to realize little developer/local govt can do as they are short of money. Having someone to buy at 30% discount is better than having no one buying for existing home owners"  
[X Link](https://x.com/liqian_ren/status/1732943529071071656)  2023-12-08T02:01Z 13.8K followers, [---] engagements


"Best evidence that no one needs to take Moody's China sovereign debt outlook seriously.😂"  
[X Link](https://x.com/liqian_ren/status/1732948106046591239)  2023-12-08T02:19Z 13.8K followers, [----] engagements


"Top real estate firm Century Garden founder's daughter/current manager: The family will supports the company through "selling the last pot and iron" () This for now contrasts with Evergrande founder family's approach (divorce filing in US preserve offshore wealth) so helps century garden. But its name has not been consistently showing up in the rumored save list so remain to be seen"  
[X Link](https://x.com/liqian_ren/status/1733129171893625198)  2023-12-08T14:19Z 13.9K followers, [----] engagements


"Moody's rating is for fixed income not for equity. In particular this highly published rating is for China's sovereign debt which has very little risk of default. So telling people they are afraid to go to work for this negative outlook is worth the biggest Lol"  
[X Link](https://x.com/liqian_ren/status/1733138941664956619)  2023-12-08T14:58Z 13.8K followers, [---] engagements


"China lowered 25% of visa fees across the board. Now it cost $140 for a multi-entry visa for US citizens. This is an area of expecting more good news that China will make traveling to China much easier including more visa free travels"  
[X Link](https://x.com/liqian_ren/status/1733185508035920110)  2023-12-08T18:03Z 13.8K followers, [----] engagements


"For Americans the big expense is still air ticket. Even in non-peak days NYC to Shanghai [--] stop $1600 European capitals (e.g. London) to Shanghai non stop $700"  
[X Link](https://x.com/liqian_ren/status/1733185510405742731)  2023-12-08T18:03Z 13.8K followers, [---] engagements


"Taiwan is having a debate on the amount and kinds of Chinese classics education in public schools. It is no secret the current DPP party apparatus likes less Chinese. The way they are reducing it soon they will be the same amount as in mainland😂"  
[X Link](https://x.com/liqian_ren/status/1733685178092966177)  2023-12-10T03:08Z 13.8K followers, [----] engagements


"A new phrase "new quality production capacity" is becoming popular in state media. Please share if you know what this actually means or impacts you on the ground policy wise.)"  
[X Link](https://x.com/liqian_ren/status/1734943643981459857)  2023-12-13T14:29Z 13.8K followers, [----] engagements


"Another round of minuet adjustments on reducing limits of buying houses in Beijing and Shanghai expect more follow ups from other cities. The change and effect will be so small probably not worth time to type out the details 😂"  
[X Link](https://x.com/liqian_ren/status/1735277590934340083)  2023-12-14T12:36Z 13.8K followers, [----] engagements


"The details on the policy essentially some change of definitions on what kinds of houses people can buy and lowered initial money down to universal 30%. Will have Very little effect on shifting housing market"  
[X Link](https://x.com/anyuser/status/1735280602754974170)  2023-12-14T12:48Z [--] followers, [---] engagements


"Not really order from the top more people in saving mode after housing bubble burst. Many times simple economics is enough to explain whats going on. If the top can order it probably wants to order more consumption"  
[X Link](https://x.com/liqian_ren/status/1735282319160656313)  2023-12-14T12:55Z 13.9K followers, [----] engagements


"Nice chart laying out policy differences. Shows how interventionist government has been in the housing market plus its also the main land seller. ("  
[X Link](https://x.com/liqian_ren/status/1735285354477875606)  2023-12-14T13:07Z 13.8K followers, [---] engagements


"Chart laying out policy change for Beijing. Not that it will have much impact more showing how insanely control freak the government used to be on housing demand side"  
[X Link](https://x.com/liqian_ren/status/1735286354257305958)  2023-12-14T13:11Z 13.8K followers, [---] engagements


"@centralkingdom"  
[X Link](https://x.com/liqian_ren/status/1735464307352019413)  2023-12-15T00:58Z 13.8K followers, [--] engagements


"Pandemic really messed up macro data. Total retail YTD cumulative y/y 7.2%. Not as good as hoped for particularly before [----] rarely go under 8%. But considering in a housing bubble burst w/out stimulus hanging in there. Said this before [----] will be even tougher"  
[X Link](https://x.com/liqian_ren/status/1735488533068939694)  2023-12-15T02:34Z 13.9K followers, [----] engagements


"Mainland concluded earlier than planned (original deadline the day before election day) that Taiwan's current trade policies has barriers specific to mainland. Essentially saying after the election there will be trade re-negotiations btw two sides"  
[X Link](https://x.com/anyuser/status/1735500118038548971)  2023-12-15T03:20Z [--] followers, [----] engagements


"If the negotiating party is still the current DPP party expect it to be uglier trade negotiations than if KMT was elected"  
[X Link](https://x.com/liqian_ren/status/1735500120437772616)  2023-12-15T03:20Z 14.1K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing