#  @shehzadhqazi Shehzad Qazi Shehzad Qazi posts on X about china, beijing, tariffs, stocks the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::201531975/interactions)  - [--] Week [------] +321% - [--] Month [-------] +310% - [--] Months [-------] -11% - [--] Year [---------] +59% ### Mentions: [--] [#](/creator/twitter::201531975/posts_active)  - [--] Month [--] +21% - [--] Months [---] +21% - [--] Year [---] +52% ### Followers: [-----] [#](/creator/twitter::201531975/followers)  - [--] Week [-----] -0.12% - [--] Month [-----] +0.40% - [--] Months [-----] +4.70% - [--] Year [-----] +15% ### CreatorRank: [---------] [#](/creator/twitter::201531975/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [travel destinations](/list/travel-destinations) [stocks](/list/stocks) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) [financial services](/list/financial-services) **Social topic influence** [china](/topic/china), [beijing](/topic/beijing), [tariffs](/topic/tariffs), [stocks](/topic/stocks), [investment](/topic/investment), [countries](/topic/countries), [money](/topic/money), [in the](/topic/in-the), [debt](/topic/debt), [data](/topic/data) **Top accounts mentioned or mentioned by** [@chinabeigebook](/creator/undefined) [@chinabeigebooks](/creator/undefined) [@soberlook](/creator/undefined) [@cnbc](/creator/undefined) [@axios](/creator/undefined) [@yahoofinance](/creator/undefined) [@markets](/creator/undefined) [@clydecommods](/creator/undefined) [@bloombergradio](/creator/undefined) [@barronsonline](/creator/undefined) [@andyhomemetals](/creator/undefined) [@keithbradsher](/creator/undefined) [@seanansmith](/creator/undefined) [@carolmassar](/creator/undefined) [@chengevelyn](/creator/undefined) [@cnni](/creator/undefined) [@sheryahnnews](/creator/undefined) [@bloombergtv](/creator/undefined) [@teconomics](/creator/undefined) [@mackhawk](/creator/undefined) **Top assets mentioned** [Morgan Stanley (MS)](/topic/morgan-stanley) [Tesla, Inc. (TSLA)](/topic/tesla) [Goldman Sachs (GS)](/topic/goldman-sachs) [April (APRIL)](/topic/april) [MP Materials Corp. (MP)](/topic/$mp) ### Top Social Posts Top posts by engagements in the last [--] hours "steel futures reached new highs as investors weighed s commitment to output against strong demand. Jiangxi Copper Co expects prices to hit $10K as plans to emissions boost demand for the metal critical to the green-energy transition. @markets https://www.bloomberg.com/news/articles/2021-04-23/green-spending-reignites-industrial-metal-rally-led-by-copper https://www.bloomberg.com/news/articles/2021-04-23/green-spending-reignites-industrial-metal-rally-led-by-copper" [X Link](https://x.com/shehzadhqazi/status/1386760414898311169) 2021-04-26T19:13Z [----] followers, [--] engagements "Shares advanced as much as 7.8% in HK after developer wired $83.5 million in a bond coupon payment ahead of this weekends deadline. Still Evergrande needs to pay interest on another [--] notes this year and has a hefty wall of maturing debt next year. https://www.bloomberg.com/news/articles/2021-10-22/-living-dead-evergrande-not-out-of-woods-despite-rushed-payment https://www.bloomberg.com/news/articles/2021-10-22/-living-dead-evergrande-not-out-of-woods-despite-rushed-payment" [X Link](https://x.com/shehzadhqazi/status/1451515001286668294) 2021-10-22T11:45Z [----] followers, [--] engagements "Auditors of at least [--] Hong Kong-listed Chinese property firms have exited this year securities filings showedEmbattled developers including Sunac China Shimao Group and Kaisa Group are among those whose auditors have parted ways in recent months. https://www.reuters.com/markets/asia/auditor-exodus-embattled-china-property-firms-triggers-governance-concerns-2022-11-01/ https://www.reuters.com/markets/asia/auditor-exodus-embattled-china-property-firms-triggers-governance-concerns-2022-11-01/" [X Link](https://x.com/shehzadhqazi/status/1587824399692038150) 2022-11-02T15:10Z [----] followers, [--] engagements ""Cash-strapped local governments in China artificially boosted their revenues last year by selling swaths of land to their own investment vehicles.50%+ of $316bn in residential property plot sales by local Chinese authorities in [----] were made to LGFVs." https://www.ft.com/content/f68a301a-cdd5-4d9b-aca2-492c6561ebbf https://www.ft.com/content/f68a301a-cdd5-4d9b-aca2-492c6561ebbf" [X Link](https://x.com/shehzadhqazi/status/1633987485700087808) 2023-03-10T00:25Z [----] followers, 16.9K engagements ""Apple now makes 7% of its iPhones in India thru expanding partners frm Foxconn to Pegatron. India accounted for 1% of worlds iPhones in 2021.Apple has also sought changes in Indias labor laws as part of effort to expand local prod & create mega🏭." https://www.bloomberg.com/news/articles/2023-04-13/apple-triples-india-iphone-output-to-7-billion-in-china-shift https://www.bloomberg.com/news/articles/2023-04-13/apple-triples-india-iphone-output-to-7-billion-in-china-shift" [X Link](https://x.com/shehzadhqazi/status/1666923622865182721) 2023-06-08T21:42Z [----] followers, [----] engagements ""China the world's top copper user is facing a crisis of investor confidence with stock markets tumbling this week. 'The recovery from zero-COVID - disappointing though it was - is over' according to @ChinaBeigeBook" @AndyHomeMetals @Reuters https://www.reuters.com/markets/europe/funds-sell-copper-weak-demand-trumps-supply-pressures-2024-01-23/ https://www.reuters.com/markets/europe/funds-sell-copper-weak-demand-trumps-supply-pressures-2024-01-23/" [X Link](https://x.com/shehzadhqazi/status/1749906459469439483) 2024-01-23T21:26Z [----] followers, [---] engagements "Many of Evergrandes peers have already followed the firm into default. Dozen+ developers are facing prolonged winding-up hearings incl Logan Group and Kaisa Group so how the Evergrande judgment is implemented will be closely watched for any precedent. https://www.bloomberg.com/news/articles/2024-01-29/what-does-evergrande-s-liquidation-order-mean-quicktake-q-a https://www.bloomberg.com/news/articles/2024-01-29/what-does-evergrande-s-liquidation-order-mean-quicktake-q-a" [X Link](https://x.com/shehzadhqazi/status/1751966559696773120) 2024-01-29T13:52Z [----] followers, [----] engagements "New [--] week low for $SHCOMP today. ⚡Benchmark $SHCOMP erases the 3.5% intraday loss and is up 0.3%. CSI [---] Index is up 1.5%. At the same time 88% of stocks are still in the red and about [---] stocks are still at down limits. #China #stockmarket https://t.co/irPTaUQZZl ⚡Benchmark $SHCOMP erases the 3.5% intraday loss and is up 0.3%. CSI [---] Index is up 1.5%. At the same time 88% of stocks are still in the red and about [---] stocks are still at down limits. #China #stockmarket https://t.co/irPTaUQZZl" [X Link](https://x.com/shehzadhqazi/status/1754493964256772596) 2024-02-05T13:15Z [----] followers, [----] engagements ""S&P showed that US chip giants Intel Broadcom Qualcomm & Marvell Tech all generate more revenue from China compared with the US. chipmakers such as Micron AMD Nvidia have strived to serve their Chinese clients even in the face of export controls." https://www.cnbc.com/2024/04/12/china-remains-a-crucial-market-for-us-chipmakers-amid-rising-tensions-.html https://www.cnbc.com/2024/04/12/china-remains-a-crucial-market-for-us-chipmakers-amid-rising-tensions-.html" [X Link](https://x.com/shehzadhqazi/status/1779256263274058078) 2024-04-13T21:12Z [----] followers, 10K engagements "A Bloomberg Intelligence gauge of Chinese developer shares fell 3.3% on Thursday extending losses from a mid-May high to almost 21%. Sunac China Holdings Ltd. was the biggest laggard with a slump of 12% while CIFI Holdings Group Co. sank 8.4%. https://www.bloomberg.com/news/articles/2024-06-06/chinese-property-stocks-fall-to-bearish-level-as-concerns-linger-lx2mlkx4 https://www.bloomberg.com/news/articles/2024-06-06/chinese-property-stocks-fall-to-bearish-level-as-concerns-linger-lx2mlkx4" [X Link](https://x.com/shehzadhqazi/status/1798676746235158991) 2024-06-06T11:22Z [----] followers, [---] engagements "China September credit data: Outstanding Loan Growth (Y/Y): 8.1% vs 8.5% in Aug (Exp: 8.3%) New Yuan Loans: CNY1590.0B vs 900.0B in Aug (Exp: 1100B) Total Social Finance: CNY3760.0B vs 3030.0B in Aug (Exp: 3730B) ⚡#China September Money Supply: M2 money supply +6.8% y/y; Est. +6.4%; M1 money supply -7.4% y/y; Est. -7.3%; Most on record.📉 M0 money supply +11.5% y/y; Prev. +12.2%; Aggregate financing [----] trillion yuan Est.3.73;📈 New yuan loans [----] trillion yuan Est.1.09📈 https://t.co/BoLel23UW1 ⚡#China September Money Supply: M2 money supply +6.8% y/y; Est. +6.4%; M1 money supply -7.4%" [X Link](https://x.com/shehzadhqazi/status/1846249657304789400) 2024-10-15T17:59Z [----] followers, [----] engagements "China Outstanding Loan Growth YoY was reported at 7.8% in Oct v 8.1% in Sep (Exp: 8%) China Total Social Financing was reported at CNY 1400B in Oct v CNY3760B in Sep (Exp: CNY 1550B) China New Yuan Loans was reported at CNY 500B in Oct v CNY1590B in Sep (Exp: CNY700B)" [X Link](https://x.com/shehzadhqazi/status/1856048262450643066) 2024-11-11T18:56Z [----] followers, [----] engagements ""Chinas AI-driven stock rally is drawing support from Wall Street strategists who say the newfound tech prowess will help extend a bull run. Strategists from Morgan Stanley JPMorgan and UBS expect stock gains spurred by DeepSeeks AI model to continue" https://www.bloomberg.com/news/articles/2025-02-12/morgan-stanley-ubs-join-bullish-chorus-on-china-s-ai-led-rally https://www.bloomberg.com/news/articles/2025-02-12/morgan-stanley-ubs-join-bullish-chorus-on-china-s-ai-led-rally" [X Link](https://x.com/shehzadhqazi/status/1889517280402292766) 2025-02-12T03:29Z [----] followers, [----] engagements ""The MSCI China Index has risen about 15% from a January low outperforming its Asian peers this year. A gauge of Chinese tech shares listed in Hong Kong entered a bull market last week." "Chinas AI-driven stock rally is drawing support from Wall Street strategists who say the newfound tech prowess will help extend a bull run. Strategists from Morgan Stanley JPMorgan and UBS expect stock gains spurred by DeepSeeks AI model to continue" https://t.co/JsO48UA4hv "Chinas AI-driven stock rally is drawing support from Wall Street strategists who say the newfound tech prowess will help extend a bull" [X Link](https://x.com/shehzadhqazi/status/1889517385989710009) 2025-02-12T03:30Z [----] followers, [----] engagements "Mainland Chinas CSI [---] ended the day 0.7% higher at [-------] while Hong Kongs Hang Seng index ended the day 0.14% lower at [--------]. @CNBC https://www.cnbc.com/2025/02/19/asia-markets-live-updates-stocks-set-to-rise-rbnz-expected-to-cut-rates.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2025/02/19/asia-markets-live-updates-stocks-set-to-rise-rbnz-expected-to-cut-rates.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter" [X Link](https://x.com/shehzadhqazi/status/1892187563642794254) 2025-02-19T12:20Z [----] followers, [---] engagements "The U.S. hedge fund community representing the largest chunk of the industry currently allocates around 3% of its portfolios to China said Morgan Stanley. https://www.reuters.com/markets/asia/hedge-funds-tailor-win-win-bets-china-2025-02-19/ https://www.reuters.com/markets/asia/hedge-funds-tailor-win-win-bets-china-2025-02-19/" [X Link](https://x.com/shehzadhqazi/status/1892348441470321058) 2025-02-19T23:00Z [----] followers, [---] engagements "Mainland Chinas CSI [---] dipped 0.29% to close at 3.928.90 while Hong Kongs Hang Seng Index fell 1.60% to [--------]. @CNBC https://www.cnbc.com/2025/02/20/asia-markets-live-update-stocks-to-trade-mixed-on-trump-tariff-worries.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2025/02/20/asia-markets-live-update-stocks-to-trade-mixed-on-trump-tariff-worries.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter" [X Link](https://x.com/shehzadhqazi/status/1892544615317745850) 2025-02-20T11:59Z [----] followers, [---] engagements "Alibabas results are partly fueling the markets Friday rally said Bo Pei an equity research analyst at US Tiger Securities. Xis meeting with Ma is an indicator of the governments evolving stance toward private enterprises and capital markets. https://www.bloomberg.com/news/articles/2025-02-21/chinese-tech-stocks-rally-as-upbeat-earnings-lift-sentiment https://www.bloomberg.com/news/articles/2025-02-21/chinese-tech-stocks-rally-as-upbeat-earnings-lift-sentiment" [X Link](https://x.com/shehzadhqazi/status/1892927531000471604) 2025-02-21T13:21Z [----] followers, [----] engagements "No Xis meeting with Ma is yet another indicator of the governments evolving stance toward using private enterprises to advance the Partys economic and national security ambitions. Alibabas results are partly fueling the markets Friday rally said Bo Pei an equity research analyst at US Tiger Securities. Xis meeting with Ma is an indicator of the governments evolving stance toward private enterprises and capital markets. https://t.co/NfTtYXN93J Alibabas results are partly fueling the markets Friday rally said Bo Pei an equity research analyst at US Tiger Securities. Xis meeting with Ma is an" [X Link](https://x.com/shehzadhqazi/status/1892928567656210665) 2025-02-21T13:25Z [----] followers, [----] engagements ""The iShares China Large-Cap ETF and the iShares MSCI China ETF are up 2% and 1.6% respectively for the week. The two China-focused funds are headed toward their sixth consecutive week of gains." https://www.cnbc.com/2025/02/20/stock-market-today-live-updates.html https://www.cnbc.com/2025/02/20/stock-market-today-live-updates.html" [X Link](https://x.com/shehzadhqazi/status/1893022656393249141) 2025-02-21T19:39Z [----] followers, [---] engagements "Trump also didnt commit to pushing Congress to water down a drug pricing program enacted under Biden that pharmas been seeking relief from. Trumpss tone suggests industrys bid to win an ally in the White House might be more difficult than execs hoped https://www.bloomberg.com/news/articles/2025-02-21/trump-told-drugmakers-to-move-production-to-us-or-face-tariffs https://www.bloomberg.com/news/articles/2025-02-21/trump-told-drugmakers-to-move-production-to-us-or-face-tariffs" [X Link](https://x.com/shehzadhqazi/status/1893100232117809314) 2025-02-22T00:47Z [----] followers, [---] engagements "calls for new rules to curb the exploitation of capital technology and knowledge by foreign adversaries such as .says admin will consider new/expanded restrictions on outbound investment toin sectors incl semis AI quantum biotech & aerospace https://www.bloomberg.com/news/articles/2025-02-21/trump-directs-cfius-to-restrict-chinese-investments-in-key-areas https://www.bloomberg.com/news/articles/2025-02-21/trump-directs-cfius-to-restrict-chinese-investments-in-key-areas" [X Link](https://x.com/shehzadhqazi/status/1893102398085718108) 2025-02-22T00:55Z [----] followers, [----] engagements "The administration is also moving to protect US investors by auditing foreign companies on US exchanges and ensuring foreign adversary companies are ineligible for pension plan contributions" [X Link](https://x.com/shehzadhqazi/status/1893104751220240603) 2025-02-22T01:05Z [----] followers, [---] engagements "Metals including aluminum and copper declined as moves by Trump to restrict Chinese investments undermined market sentimentSteel-making staple iron ore also took a knock amid the China tensions & growing number of trade barriers being imposed on steel https://www.bloomberg.com/news/articles/2025-02-25/metals-decline-as-rising-china-tensions-spark-risk-off-sentiment https://www.bloomberg.com/news/articles/2025-02-25/metals-decline-as-rising-china-tensions-spark-risk-off-sentiment" [X Link](https://x.com/shehzadhqazi/status/1894253032650457154) 2025-02-25T05:08Z [----] followers, [----] engagements "Hong Kongs Hang Seng Index fell 1.36% in its last hour of trade while mainland Chinas CSI [---] dipped 1.11% to [-------] amid escalating trade tensions with the U.S. The Hang Seng Tech index pared losses to trade flat. @CNBC https://www.cnbc.com/2025/02/25/asia-markets-live-updates-bank-of-korea-hong-kong-trade.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2025/02/25/asia-markets-live-updates-bank-of-korea-hong-kong-trade.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter" [X Link](https://x.com/shehzadhqazi/status/1894397237628711391) 2025-02-25T14:41Z [----] followers, [---] engagements "Beijing wont flood the property market with cheap credit if the trade war magically goes away tomorrow (ie redirect support from industrial sector). The whole idea is to help property slowly stabilize and to absolutely avoid reflating the bubble. https://www.cnbc.com/video/2025/02/24/kraneshares-cio-china-needs-to-do-a-deal-with-trump-to-fix-the-ongoing-real-estate-crisis.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter" [X Link](https://x.com/shehzadhqazi/status/1894399012020625764) 2025-02-25T14:48Z [----] followers, [---] engagements "5 largest producers incl Cal-Maine & Rose Acre control 50% of the US egg mkt. Cal-Maine which is publicly traded and controls 20% of the mkt reported an 82% jump in revenues for the quarter that ended in November to $954M from $523M a year earlier. https://www.nytimes.com/2025/03/07/business/us-egg-prices-investigation.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2025/03/07/business/us-egg-prices-investigation.htmlsmid=nytcore-ios-share&referringSource=articleShare" [X Link](https://x.com/shehzadhqazi/status/1898200469081932174) 2025-03-08T02:33Z [----] followers, [---] engagements ""Aluminum climbed 0.4% as shares of China Hongqiao surged to a record on a jump in profits.Chinese aluminum production rose 2.6% yy Jan-Feb or a record high of 124068t/day. That pointed to resilience from smelters who are enjoying higher margins due to rising product prices"" [X Link](https://x.com/shehzadhqazi/status/1901696271842267389) 2025-03-17T18:04Z [----] followers, [---] engagements "sheer chaos of the past month has exposed for many foreign investors the risks that come with funneling so much of their money into dollars. Many of them are rushing now to add currency hedges to an American equity portfolio that stood at some $18 trillion as of December. Traders worried about forex declines typically sell dollar in a forward mkt. To Swiss franc or yen based investors.upshot is being able to cancel out any dollar declines but it also means losing out on any currency gains &rolling cost can erode returns https://t.co/EjAHKTfGTN Traders worried about forex declines typically" [X Link](https://x.com/shehzadhqazi/status/1916658068298797113) 2025-04-28T00:57Z [----] followers, [---] engagements ""In [----] its PE owner Griffon Corp shut down the plant which once made 85% of the wheelbarrows sold in the US and shifted the work overseas.Go to your local Home Depot and the True Temper wheelbarrows are now clearly labeled Made in China." @sdonnan https://www.bloomberg.com/news/articles/2025-04-29/made-in-usa-wheelbarrows-promoted-by-trump-are-now-made-in-china https://www.bloomberg.com/news/articles/2025-04-29/made-in-usa-wheelbarrows-promoted-by-trump-are-now-made-in-china" [X Link](https://x.com/shehzadhqazi/status/1917306238607491320) 2025-04-29T19:53Z [----] followers, [---] engagements ""The applicants range from leviathans like Ford Motor Co. Hitachi Ltd. and Tesla Inc. to relative minnows like an Ohio company that sells industrial sewing machines used to make leather items including custom saddles for jockeys in this weekends Kentucky Derby." "One group of companies is engaged in an increasingly urgent waiting game: Those looking to import machinery from China they say they need to set up or expand their US manufacturing.180+ companies have filed over [----] individual requests for exclusions" https://t.co/HfRKc9IIjS "One group of companies is engaged in an increasingly" [X Link](https://x.com/shehzadhqazi/status/1919501580027502710) 2025-05-05T21:16Z [----] followers, [---] engagements "They are concerned the deal would help a Chinese company improve its artificial intelligence abilities broaden the reach of Chinese chatbots with censorship limits and deepen Apples exposure to Beijing laws over censorship and data sharing @trippmickle https://www.nytimes.com/2025/05/17/technology/apple-alibaba-ai-tool-china.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2025/05/17/technology/apple-alibaba-ai-tool-china.htmlsmid=nytcore-ios-share&referringSource=articleShare" [X Link](https://x.com/shehzadhqazi/status/1923913227873739228) 2025-05-18T01:27Z [----] followers, [----] engagements ""The minister has been in the US seeking to secure backing from key industry players including the American Apparel & Footwear Association Gap Inc Levi Strauss and others ahead of another round of trade talks set to take place in the coming days." https://www.bloomberg.com/news/articles/2025-06-12/vietnam-trade-envoy-meets-nike-walmart-in-us-tariff-deal-push-mbswm2k2 https://www.bloomberg.com/news/articles/2025-06-12/vietnam-trade-envoy-meets-nike-walmart-in-us-tariff-deal-push-mbswm2k2" [X Link](https://x.com/shehzadhqazi/status/1933177174070079491) 2025-06-12T14:58Z [----] followers, [---] engagements "Country Garden Holdings Co. said its first-half loss could reach as high as $3 billion with the Chinas prolonged property crisis continuing to weigh on the the embattled developer. https://www.bloomberg.com/news/articles/2025-08-22/country-garden-warns-first-half-loss-may-widen-to-3-billion https://www.bloomberg.com/news/articles/2025-08-22/country-garden-warns-first-half-loss-may-widen-to-3-billion" [X Link](https://x.com/shehzadhqazi/status/1958954141142982919) 2025-08-22T18:07Z [----] followers, [---] engagements "TikToks US operations would be acquired by a consortium that includes Oracle Corp. Andreessen Horowitz and private equity firm Silver Lake Management https://www.bloomberg.com/news/articles/2025-09-16/tiktok-buyers-group-to-include-oracle-silver-lake-andreessen https://www.bloomberg.com/news/articles/2025-09-16/tiktok-buyers-group-to-include-oracle-silver-lake-andreessen" [X Link](https://x.com/shehzadhqazi/status/1968319892932714870) 2025-09-17T14:23Z [----] followers, [---] engagements "China Unicom has built a massive data centre powered by domestically developed artificial intelligence chips from Alibaba and other companies state broadcaster CCTV said as Beijing seeks to wean itself off foreign technologies https://www.reuters.com/business/media-telecom/china-spotlights-major-data-centre-project-using-domestic-chips-2025-09-17/utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Technology-Roundup&utm_term=091725&lctg=6370573e9fe41d1ed8064485" [X Link](https://x.com/shehzadhqazi/status/1968431790722367702) 2025-09-17T21:48Z [----] followers, [---] engagements "US has approved several billion dollars worth of Nvidia Corp. chip exports to the United Arab Emirates an initial step in implementing a controversial deal that could serve as a blueprint for American AI statecraft. @mackhawk https://www.bloomberg.com/news/articles/2025-10-09/us-approves-several-billion-dollars-of-nvidia-nvda-ai-chip-sales-to-uae https://www.bloomberg.com/news/articles/2025-10-09/us-approves-several-billion-dollars-of-nvidia-nvda-ai-chip-sales-to-uae" [X Link](https://x.com/shehzadhqazi/status/1976274076042920138) 2025-10-09T13:10Z [----] followers, [---] engagements "The CCP thinks of Trump as a deal maker and they know that if they offer a few concessions he will strike a deal" @ChinaBeigeBooks Shehzad Qazi tells @axios @MadisonMills22 Trump and China focus less on markets in trade talks https://t.co/C2UyF7PU86 Trump and China focus less on markets in trade talks https://t.co/C2UyF7PU86" [X Link](https://x.com/shehzadhqazi/status/1978820989199716541) 2025-10-16T13:51Z [----] followers, [----] engagements "Qazi also does not buy the idea that China sees a market downturn as a tool w/in trade talks. This contrasts w/ reporting from WSJ that indicates Chinese officials are confident that a market selloff would push Trump to deescalate the trade war (yes China is in on the🌮 trade)" [X Link](https://x.com/shehzadhqazi/status/1978969363370684428) 2025-10-16T23:40Z [----] followers, [---] engagements "If it could get anything the US would ask for things Wall Street and corporates have wanted for [--] yrs: fair competition for US firms no forced tech transfers better IP protection etc. Its entirely unclear of course if this would make the US more prosperous or more secure. @shehzadhqazi @axios If the US could get whatever it wanted from China what would it ask for @shehzadhqazi @axios If the US could get whatever it wanted from China what would it ask for" [X Link](https://x.com/shehzadhqazi/status/1978992166996242734) 2025-10-17T01:11Z [----] followers, [----] engagements ""The auto industry is digesting a new and potentially damaging supply-chain disruption from an unlikely source: a small Dutch semiconductor manufacturer with an outsize influence on how cars and trucks are made." https://www.wsj.com/business/autos/nexperia-auto-industry-chip-shortage-02f92559mod=djemMoneyBeat_us https://www.wsj.com/business/autos/nexperia-auto-industry-chip-shortage-02f92559mod=djemMoneyBeat_us" [X Link](https://x.com/shehzadhqazi/status/1979300798858223750) 2025-10-17T21:37Z [----] followers, [---] engagements ""The Commerce Department is slated to announce a five-year extension for an arrangement that allows automakers to reduce what they pay in tariffs on imported car parts.Previously that provision was scheduled to sunset after two years." https://www.bloomberg.com/news/articles/2025-10-16/us-nears-tariff-relief-for-auto-industry-after-lobbying-push https://www.bloomberg.com/news/articles/2025-10-16/us-nears-tariff-relief-for-auto-industry-after-lobbying-push" [X Link](https://x.com/shehzadhqazi/status/1979303826931998786) 2025-10-17T21:49Z [----] followers, [----] engagements ""Home sales by the top [---] developers stopped falling in September though the size of the market is tiny compared to what it was before the government tightened credit for builders about four years ago." https://www.bloomberg.com/news/articles/2025-10-16/chinese-export-boom-can-t-stop-economy-from-year-s-worst-quarter https://www.bloomberg.com/news/articles/2025-10-16/chinese-export-boom-can-t-stop-economy-from-year-s-worst-quarter" [X Link](https://x.com/shehzadhqazi/status/1979307676778537232) 2025-10-17T22:04Z [----] followers, [---] engagements ""Booming exports helped drive industrial output to expand 6.5% in September exceeding all economists estimates. That contributed to third-quarter growth that took the increase for January to September to 5.2%." https://www.bloomberg.com/news/articles/2025-10-20/chinese-economic-slowdown-worsens-with-growth-weakest-in-a-year https://www.bloomberg.com/news/articles/2025-10-20/chinese-economic-slowdown-worsens-with-growth-weakest-in-a-year" [X Link](https://x.com/shehzadhqazi/status/1980336990236340516) 2025-10-20T18:15Z [----] followers, 12.3K engagements "Data under the hood are often more interesting. Despite an overall contraction in fixed asset investment China's investment in auto production and railway/shipbuilding/aerospace equipment manufacturing jumped by double digits "Booming exports helped drive industrial output to expand 6.5% in September exceeding all economists estimates. That contributed to third-quarter growth that took the increase for January to September to 5.2%." https://t.co/dWXu5KZK7L "Booming exports helped drive industrial output to expand 6.5% in September exceeding all economists estimates. That contributed to" [X Link](https://x.com/shehzadhqazi/status/1980354543394378093) 2025-10-20T19:24Z [----] followers, 19.4K engagements ""Brazil arrivals last month jumped 29.9% year-on-year to [-----] million tons accounting for 85.2% of China's total imports of the oilseed customs data showed while shipments from Argentina rose 91.5% to [----] million tons or 9% of the total." https://www.reuters.com/world/china/china-imports-no-us-soybeans-september-first-time-seven-years-2025-10-20/ https://www.reuters.com/world/china/china-imports-no-us-soybeans-september-first-time-seven-years-2025-10-20/" [X Link](https://x.com/shehzadhqazi/status/1980425117831495835) 2025-10-21T00:05Z [----] followers, [---] engagements "However growing local competition in markets such as India and China was posing challenges Coca-Cola executives said in a post-earnings call. https://www.reuters.com/business/coca-cola-tops-quarterly-revenue-estimates-steady-soda-demand-2025-10-21/utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Reuters-Business&utm_term=102125&lctg=6370573e9fe41d1ed8064485 https://www.reuters.com/business/coca-cola-tops-quarterly-revenue-estimates-steady-soda-demand-2025-10-21/utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Reuters-Business&utm_term=102125&lctg=6370573e9fe41d1ed8064485" [X Link](https://x.com/shehzadhqazi/status/1980711443142951338) 2025-10-21T19:03Z [----] followers, [----] engagements ""In the first three quarters total capital formation contributed 17.5% to economic growth boosting GDP growth by [---] percentage points. Specifically in the third quarter total capital formation contributed 18.9% to economic growth boosting GDP growth by [---] percentage points"" [X Link](https://x.com/shehzadhqazi/status/1980728005707096462) 2025-10-21T20:08Z [----] followers, [----] engagements "September's @ChinaBeigeBook flash data showed the property market still broadly struggling with residential realtors reporting on-year and on-month weakness in sales prices. "New home prices fell 0.4% month-on-month following a 0.3% fall in August.Year-on-year prices fell 2.2% in September versus a 2.5% drop in August.Secondary home prices slid 3.2% year-on-year in tier-one cities 5.0% in tier-two and 5.7% in tier-three." https://t.co/IzZ9bZNnjT "New home prices fell 0.4% month-on-month following a 0.3% fall in August.Year-on-year prices fell 2.2% in September versus a 2.5% drop in" [X Link](https://x.com/shehzadhqazi/status/1980740382863552752) 2025-10-21T20:58Z [----] followers, [----] engagements ""The rationale isnt just to expand American manufacturing and create jobs but also to enhance national security by reducing dependence on China and having access to more US-built crewed and flagged vessels that can be called upon in times of crisis." President Donald Trump wants to engineer a revival of US shipbuilding. His efforts to chip away at Chinas dominance have become a flashpoint in the wider trade war. Here's what to know. https://t.co/Mc8A6Od8OD President Donald Trump wants to engineer a revival of US shipbuilding. His efforts to chip away at Chinas dominance have become a" [X Link](https://x.com/shehzadhqazi/status/1980752223761059906) 2025-10-21T21:45Z [----] followers, [----] engagements ""Under a series of 5-yr plans China became a major constructor of container & bulk-cargo ships then oil and fuel tankers.State planning ensured that shipyards received the steel they needed at affordable prices & benefited from a well-trained but relatively cheap labor force"" [X Link](https://x.com/anyuser/status/1980753571038609514) 2025-10-21T21:50Z [----] followers, 41.5K engagements ""Beijings financial support for its shipbuilding sector totaled $132 billion b/w 2010-18 per @CSIS. This includes direct subsidies & state financing but doesnt cover other forms of support eg low-interest loans provided by state banks infusions of equity & debt forgiveness."" [X Link](https://x.com/shehzadhqazi/status/1980754262918312389) 2025-10-21T21:53Z [----] followers, [----] engagements "Trump administration is considering a plan to curb a dizzying array of software-powered exports to China from laptops to jet engines to retaliate against Beijing's latest round of rare earth export restrictions https://www.reuters.com/world/us/us-considering-curbs-exports-china-made-with-us-software-sources-say-2025-10-22/ https://www.reuters.com/world/us/us-considering-curbs-exports-china-made-with-us-software-sources-say-2025-10-22/" [X Link](https://x.com/shehzadhqazi/status/1981042930706976822) 2025-10-22T17:00Z [----] followers, [---] engagements "CHART: Chinas imbalances between consumption and investment. https://www.reuters.com/business/autos-transportation/china-global-companies-struggle-home-grown-brands-steal-thunder-2025-10-17/ https://www.reuters.com/business/autos-transportation/china-global-companies-struggle-home-grown-brands-steal-thunder-2025-10-17/" [X Link](https://x.com/anyuser/status/1981164913705046438) 2025-10-23T01:04Z [----] followers, 212.3K engagements ""BHP Group sold several iron ore cargoes to Chinese traders this week despite a dispute with the nations powerful state buyer that risks disrupting shipments from the worlds largest miner to its main market." https://www.bloomberg.com/news/articles/2025-10-23/bhp-sells-iron-ore-cargoes-to-china-buyers-despite-cmrg-curbs https://www.bloomberg.com/news/articles/2025-10-23/bhp-sells-iron-ore-cargoes-to-china-buyers-despite-cmrg-curbs" [X Link](https://x.com/shehzadhqazi/status/1981389432386199886) 2025-10-23T15:57Z [----] followers, [---] engagements ""US has established a new fund to invest in critical minerals alongside Orion Resource Partners and Abu Dhabis ADQ as Trump admin seeks to challenge Beijings dominance of resource supply chains.three have made initial cap commitments of $1.8B billion" https://www.bloomberg.com/news/articles/2025-10-23/us-forms-critical-minerals-fund-with-orion-targeting-5-billion https://www.bloomberg.com/news/articles/2025-10-23/us-forms-critical-minerals-fund-with-orion-targeting-5-billion" [X Link](https://x.com/shehzadhqazi/status/1981447000982712360) 2025-10-23T19:45Z [----] followers, [----] engagements ""subsidies were the most significant move that policymakers took this year to spur household demand.Their diminishing impact puts pressure on policymakers to introduce challenging & costly reforms to bring about more durable change & put the economy on more sustainable footing." "China's household consumption lags the global average by some [--] pp of GDP while its investments - mainly in infrastructure and manufacturing - are about [--] points ahead making the economy too reliant on exports at a time when trade tensions w/ US." https://t.co/pyvqWT51fG "China's household consumption lags the" [X Link](https://x.com/shehzadhqazi/status/1981461768531522039) 2025-10-23T20:44Z [----] followers, [---] engagements ""Beijing fair-trade bureau asks for the names of Chinese customers & transaction details including sales volumes & various costs from logistics to warehousing. The questionnaires ask for information on raw material suppliers working w/ these US chip firms" https://www.bloomberg.com/news/articles/2025-10-22/china-seeks-sensitive-data-from-us-firms-in-semiconductor-probe https://www.bloomberg.com/news/articles/2025-10-22/china-seeks-sensitive-data-from-us-firms-in-semiconductor-probe" [X Link](https://x.com/shehzadhqazi/status/1981474954995511421) 2025-10-23T21:36Z [----] followers, [----] engagements "Did China's imports of agricultural products plummet during the pandemic (for PRC that's 2020-22) NO. Instead as is well known China decided to increase its purchases from countries than the U.S. As the chart below shows Brazil overtook the U.S. as China's biggest supplier. U.S. to Begin Investigation Into Chinas Compliance With [----] Trade Deal How could Beijing possibly have complied with purchases during the pandemic https://t.co/5ObJVY2U4k U.S. to Begin Investigation Into Chinas Compliance With [----] Trade Deal How could Beijing possibly have complied with purchases during the pandemic" [X Link](https://x.com/shehzadhqazi/status/1981737181149381108) 2025-10-24T14:58Z [----] followers, [---] engagements ""China has decreased US purchases buying more grain from Brazil Argentina Ukraine & Australia even as it boosts domestic prod.2024 share of China's soybean imports from the US has dropped to 18% from 40% in [----] while Brazils share has grown to 76%" https://www.reuters.com/markets/commodities/china-pivot-us-farm-imports-bolsters-it-against-trade-war-risks-2024-11-01/ https://www.reuters.com/markets/commodities/china-pivot-us-farm-imports-bolsters-it-against-trade-war-risks-2024-11-01/" [X Link](https://x.com/shehzadhqazi/status/1981737183758197195) 2025-10-24T14:58Z [----] followers, [---] engagements "Did China's imports of agricultural products plummet during the pandemic (for PRC that's 2020-2022) NO. Instead as is well known China increased its purchases from countries other than the U.S. As the chart below shows Brazil overtook the U.S. as China's biggest supplier. U.S. to Begin Investigation Into Chinas Compliance With [----] Trade Deal How could Beijing possibly have complied with purchases during the pandemic https://t.co/5ObJVY2U4k U.S. to Begin Investigation Into Chinas Compliance With [----] Trade Deal How could Beijing possibly have complied with purchases during the pandemic" [X Link](https://x.com/shehzadhqazi/status/1981740113664098505) 2025-10-24T15:10Z [----] followers, [----] engagements ""China has decreased US purchases buying more grain from Brazil Argentina Ukraine & Australia even as it boosts domestic prod.2024 share of China's soybean imports from the US has dropped to 18% from 40% in [----] while Brazils share has grown to 76%" https://www.reuters.com/markets/commodities/china-pivot-us-farm-imports-bolsters-it-against-trade-war-risks-2024-11-01/ https://www.reuters.com/markets/commodities/china-pivot-us-farm-imports-bolsters-it-against-trade-war-risks-2024-11-01/" [X Link](https://x.com/shehzadhqazi/status/1981740366266053035) 2025-10-24T15:11Z [----] followers, [---] engagements "The Covid argument makes no sense if you look at U.S. energy exports to China which jumped then. "While US exports to China had not reached their purchase commitments in [------] under phase one.they had expanded considerably from pre-trade war levels." https://www.piie.com/blogs/realtime-economics/2023/five-years-trade-war-china-continues-its-slow-decoupling-us-exports https://www.piie.com/blogs/realtime-economics/2023/five-years-trade-war-china-continues-its-slow-decoupling-us-exports" [X Link](https://x.com/shehzadhqazi/status/1981748677400985841) 2025-10-24T15:44Z [----] followers, [---] engagements "As @PIIE @ChadBown wrote it was the Ukraine war which led to changes as China started buying more from Russia and the U.S. started selling more to Europe. https://www.piie.com/blogs/realtime-economics/2022/first-trade-war-now-russias-real-war-why-us-exports-china-continue https://www.piie.com/blogs/realtime-economics/2022/first-trade-war-now-russias-real-war-why-us-exports-china-continue" [X Link](https://x.com/shehzadhqazi/status/1981751433943794002) 2025-10-24T15:55Z [----] followers, [---] engagements "Wonky but important points about using CPI to set rent guidelines: 1Why CPI instead of Core (CPI ex-Food & energy) (Btw Fed looks at core PCE for decisions) 2Yes should be a CPI in NYC indicator not national 3Yes should be NYC CPI ex Shelter+OER as @aarmlovi says 1/2 Really good frank & thoughtful conversation here with a public member of the Rent Guidelines Board/housing policy expert about what's happening in rent-stabilized housing & what comes next Really good frank & thoughtful conversation here with a public member of the Rent Guidelines Board/housing policy expert about what's" [X Link](https://x.com/shehzadhqazi/status/1982859987799159072) 2025-10-27T17:20Z [----] followers, [----] engagements "@TweetBenMax The middle of the convo where @aarmlovi talks about what the plans might be for brining maintenance costs down is directly tied to this measurement question But why not only use CPI subsets that are proxies for upkeep costs 2/2 But why not only use CPI subsets that are proxies for upkeep costs 2/2" [X Link](https://x.com/shehzadhqazi/status/1982865972106268685) 2025-10-27T17:44Z [----] followers, [--] engagements "I'm so confused I thought China didn't want $NVDA chips any longer 🤡" [X Link](https://x.com/shehzadhqazi/status/1983532230992630181) 2025-10-29T13:51Z [----] followers, 17.9K engagements "The US decision to cut fentanyl-related tariffs without extracting meaningful concessions from Beijing has likely reinforced Chinas belief that its own maximum pressure approach built on calibrated escalation is effective. We just released a note sharing our major takeaways from the "12 out of 10" Xi-Trump Summit and their implications for the market. We would like to share the concluding paragraph here: "While the successful XiTrump meeting has secured a more sustainable near-term dtente We just released a note sharing our major takeaways from the "12 out of 10" Xi-Trump Summit and their" [X Link](https://x.com/shehzadhqazi/status/1983870389760454853) 2025-10-30T12:15Z [----] followers, [---] engagements "Beijing believes they've again out maneuvered America's "dealmaker-in-chief." This suggests the latest truce could fall apart sooner than later. My latest w/ @EricaRHill for @cnni. @ChinaBeigeBook" [X Link](https://x.com/shehzadhqazi/status/1983895514186715279) 2025-10-30T13:55Z [----] followers, [----] engagements "Finally read it This book perfectly captures how American de-industrialization monopolizationesp in shippingand trucking and rail deregulationall in the relentless pursuit of corporate profits at the expense of laborproduced the worst supply chain crisis in living memory. Coming soon. https://t.co/tqF03E3eme Coming soon. https://t.co/tqF03E3eme" [X Link](https://x.com/shehzadhqazi/status/1984800991238115500) 2025-11-02T01:53Z [----] followers, [----] engagements ""China expanded those controls again in October taking the total number of elements restricted to [--] and adding much of the equipment used to process them. The expanded controls are set to come into force in early November." On rare earths this looks like it falls well short of dismantling the control regime. Jamieson Greer said China will not implement its PROPOSED rare earth controls but that just refers to new measures announced in October. That leaves in place the controls introduce in April On rare earths this looks like it falls well short of dismantling the control regime. Jamieson" [X Link](https://x.com/shehzadhqazi/status/1985538996668076411) 2025-11-04T02:46Z [----] followers, [---] engagements ""However the pause appears to leave in place restrictions introduced in Aprilwhich control exports of seven rare earths and notably the rare earth magnets crucial to automakers defence companies and chipmakers." @lewjackk https://www.reuters.com/sustainability/climate-energy/china-agrees-one-year-rare-earth-export-deal-issue-settled-says-trump-2025-10-30/ https://www.reuters.com/sustainability/climate-energy/china-agrees-one-year-rare-earth-export-deal-issue-settled-says-trump-2025-10-30/" [X Link](https://x.com/shehzadhqazi/status/1985539407550599536) 2025-11-04T02:47Z [----] followers, [---] engagements "China remains a top draw for global asset managers as confidence returns with investors acknowledging that the worlds second-most liquid market is too big to ignore https://www.bloomberg.com/news/articles/2025-11-04/morgan-stanley-ceo-says-asset-managers-want-china-exposure https://www.bloomberg.com/news/articles/2025-11-04/morgan-stanley-ceo-says-asset-managers-want-china-exposure" [X Link](https://x.com/shehzadhqazi/status/1985793945180270925) 2025-11-04T19:39Z [----] followers, [---] engagements "The China figures follow several European countries reporting steep drops in Teslas new-vehicle registrations last month and electric vehicle demand is expected to slump in the US following the expiration of up to $7500 federal tax credits. https://www.bloomberg.com/news/articles/2025-11-04/tesla-s-china-shipments-resume-drop-as-ev-maker-s-woes-mount https://www.bloomberg.com/news/articles/2025-11-04/tesla-s-china-shipments-resume-drop-as-ev-maker-s-woes-mount" [X Link](https://x.com/shehzadhqazi/status/1985794525785182636) 2025-11-04T19:41Z [----] followers, [---] engagements "China is taking a measured approach to fixing its steel industry improving the outlook for high-end companies but steering clear of ordering the cuts needed to decisively shrink supply. https://www.bloomberg.com/news/articles/2025-11-03/china-aims-to-revive-steelmaking-without-ordering-cuts-to-supply https://www.bloomberg.com/news/articles/2025-11-03/china-aims-to-revive-steelmaking-without-ordering-cuts-to-supply" [X Link](https://x.com/shehzadhqazi/status/1985825355177853313) 2025-11-04T21:43Z [----] followers, [---] engagements ""Thanks to its coal-fired power stations the Asian giant has the cheap electricity needed to produce enormous amounts of aluminum. Thus for the last [--] years Beijing has single handedly supplied the worlds incremental demand for the metal" COLUMN: It lacks the effervescence of copper and the geopolitical allure of rare earths yet aluminum is key. Now its entering a make-or-break phase: Either the world is sleepwalking into a supply crisis or further into the hands of China. @Opinion https://t.co/QE3Ud01XWs COLUMN: It lacks the effervescence of copper and the geopolitical allure of rare earths" [X Link](https://x.com/shehzadhqazi/status/1985835962794947014) 2025-11-04T22:26Z [----] followers, [----] engagements "Three accounts I kept watching for NYC mayoral election analysis and data: @ZacharyDonnini (Early voting analysis was awesome) @MichaelLangeNYC (Block by block predictions) @admcrlsn (Great deep-dives of the polls) Excellent work all around" [X Link](https://x.com/shehzadhqazi/status/1986151878435258382) 2025-11-05T19:21Z [----] followers, [---] engagements "Demographic breakdown of [----] mayoral election. https://www.nytimes.com/interactive/2025/11/04/us/elections/results-new-york-city-mayor.html https://www.nytimes.com/interactive/2025/11/04/us/elections/results-new-york-city-mayor.html" [X Link](https://x.com/shehzadhqazi/status/1986171938658807980) 2025-11-05T20:41Z [----] followers, [---] engagements "That means uncertainty will hang over big geopolitical negotiations with China the European Union and other trading partners and the day-to-day conduct of business for the thousands of companies paying the duties or trying to find ways around them. https://www.bloomberg.com/news/articles/2025-11-06/supreme-court-s-trump-tariff-skepticism-means-uncertainty-reigns https://www.bloomberg.com/news/articles/2025-11-06/supreme-court-s-trump-tariff-skepticism-means-uncertainty-reigns" [X Link](https://x.com/shehzadhqazi/status/1986251163075854737) 2025-11-06T01:55Z [----] followers, [---] engagements "Many companies remain intent on diversifying where they source their products & are cautious about tying their fortunes to China over the longer term. Yet the current system of tariffs removes some of the urgency for companies to find factories outside China @AnaSwanson @jotted" [X Link](https://x.com/shehzadhqazi/status/1986258612226851075) 2025-11-06T02:25Z [----] followers, [---] engagements "It also chips away at the economic advantage that companies had expected from moving factories to Brazil Vietnam and India. https://www.nytimes.com/2025/11/02/business/economy/trump-tariff-deal-china.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2025/11/02/business/economy/trump-tariff-deal-china.htmlsmid=nytcore-ios-share&referringSource=articleShare" [X Link](https://x.com/shehzadhqazi/status/1986258615791952208) 2025-11-06T02:25Z [----] followers, [---] engagements "In markets across the US homebuilders sitting on unsold inventory are subsidizing mortgage rates so heavily they sometimes match the record lows last seen during the Covid-19 pandemic. https://www.bloomberg.com/news/articles/2025-11-06/homebuilders-bet-on-1-mortgage-rates-to-wake-up-us-buyers https://www.bloomberg.com/news/articles/2025-11-06/homebuilders-bet-on-1-mortgage-rates-to-wake-up-us-buyers" [X Link](https://x.com/shehzadhqazi/status/1986433872872063318) 2025-11-06T14:01Z [----] followers, [----] engagements ""The US added copper silver and uranium to a government list of critical minerals.The updated US Geological Survey list adds [--] minerals to bring the total to [--] including metallurgical coal potash rhenium silicon and lead" https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-list https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-list" [X Link](https://x.com/shehzadhqazi/status/1986557965051056228) 2025-11-06T22:15Z [----] followers, [---] engagements ""Chinese leaders want AI to advance the countrys economic development and military capabilities.in Beijing the AI discourse is less abstract and focuses on economic and industrial applications that can support Beijings overall economic objectives." https://www.rand.org/pubs/perspectives/PEA4012-1.html https://www.rand.org/pubs/perspectives/PEA4012-1.html" [X Link](https://x.com/shehzadhqazi/status/1986904367585210579) 2025-11-07T21:11Z [----] followers, [----] engagements ""By [----] Beijing is aiming for AI to become a $100 billion industry and to create more than $1 trillion of additional value in other industries. This goal includes leveraging AI to upgrade traditional sectors such as health care manufacturing and agriculture." "Chinese leaders want AI to advance the countrys economic development and military capabilities.in Beijing the AI discourse is less abstract and focuses on economic and industrial applications that can support Beijings overall economic objectives." https://t.co/gJVcD8CPmT "Chinese leaders want AI to advance the countrys economic" [X Link](https://x.com/shehzadhqazi/status/1986904425357611464) 2025-11-07T21:11Z [----] followers, [---] engagements "Great background here on the history of China's semiconductor industrial policies starting from the 1950s. The big takeaway: indigenizing the technology and lessening foreign reliance have been key goals for a long time. https://www.usitc.gov/publications/332/journals/chinese_semiconductor_industrial_policy_past_and_present_jice_july_2019.pdf https://www.usitc.gov/publications/332/journals/chinese_semiconductor_industrial_policy_past_and_present_jice_july_2019.pdf" [X Link](https://x.com/anyuser/status/1986918307748782439) 2025-11-07T22:06Z [----] followers, 88.6K engagements ""China's Jun [----] "National IC plan".articulates a well-defined strategy that identifies national champions supported by ample funds & bolstered by policies promoting inbound & outbound FDI.to accelerate tech transfer & bring IC industry on par w/ leading intl competitors"" [X Link](https://x.com/shehzadhqazi/status/1986918310303219755) 2025-11-07T22:06Z [----] followers, [---] engagements ""Another document released in [----] Chinas 13th FYP (201620) was even more specific prioritizing the development of DRAM chips (reminiscent of Huahongs Project [---] attempt) to lessen its dependence on memory chips from the United States."" [X Link](https://x.com/shehzadhqazi/status/1986918312110899279) 2025-11-07T22:06Z [----] followers, [---] engagements "Chinese companies will likely continue to add to the inroads made abroad during the trade war w/ the US. Signs of a recovery appeared at the end of last month as the number of containers handled in Chinese ports jumped almost 14% in the week ending 11/2 https://www.bloomberg.com/news/articles/2025-11-07/chinese-exports-unexpectedly-fall-after-us-trade-tensions-spiked https://www.bloomberg.com/news/articles/2025-11-07/chinese-exports-unexpectedly-fall-after-us-trade-tensions-spiked" [X Link](https://x.com/shehzadhqazi/status/1986979537540751514) 2025-11-08T02:10Z [----] followers, [---] engagements "How that front-loading has been benefiting the economy was on full display in a different data set released late on Friday. It showed the current-account balance in the third quarter soared to a record $196B in the third quarter driven by a record $270B goods trade surplus" [X Link](https://x.com/shehzadhqazi/status/1986979960934826365) 2025-11-08T02:11Z [----] followers, [---] engagements "The Netherlands is prepared to suspend its powers over Chinese-owned chipmaker Nexperia in a move that would de-escalate a fight with Beijing that threatens to disrupt automotive production around the world. https://www.bloomberg.com/news/articles/2025-11-07/dutch-ready-to-drop-control-of-nexperia-if-chip-supply-resumes https://www.bloomberg.com/news/articles/2025-11-07/dutch-ready-to-drop-control-of-nexperia-if-chip-supply-resumes" [X Link](https://x.com/shehzadhqazi/status/1986982510702592062) 2025-11-08T02:22Z [----] followers, [---] engagements "China today has enough annual capacity - [--] million to supply 55% of global demand for vehicles. By comparison the worlds next largest automotive manufacturing nation America builds just [--] million cars a year. @dunne_insights https://newsletter.dunneinsights.com/p/how-china-is-gutting-western-automakerspublication_id=1172477&utm_campaign=email-post-title&r=67f78&utm_medium=email https://newsletter.dunneinsights.com/p/how-china-is-gutting-western-automakerspublication_id=1172477&utm_campaign=email-post-title&r=67f78&utm_medium=email" [X Link](https://x.com/shehzadhqazi/status/1987692208208724029) 2025-11-10T01:22Z [----] followers, [---] engagements "China this year will export a world-record seven million vehicles to more than [---] countries worldwide up from just one million in [----]. Chinese cars are pouring at a breathtaking pace into virtually every nation in every time zone except the United States and Canada" [X Link](https://x.com/shehzadhqazi/status/1987692527370002541) 2025-11-10T01:23Z [----] followers, [---] engagements ""Chinas AI capex is projected to reach as much as $98B 48% increase from [----] per BofA.$56B of that is expected to come from the govt and another $24B from big tech incl Alibaba and Tencent.A new AI Industry Investment Fund is injecting $8.2B into early-stage projects." "In the decade leading up to the AI boom Chinese government-backed venture capital plowed an estimated $912 billion into sectors seen as critical to the countrys development with almost a quarter of that going toward [---] million AI-related firms." https://t.co/zPCZoWpFJK "In the decade leading up to the AI boom Chinese" [X Link](https://x.com/shehzadhqazi/status/1988058655199994203) 2025-11-11T01:38Z [----] followers, [----] engagements ""To close the industrial gap w/ China US must treat shipbuilding automation.as a natsec imperative. That means scaling investment in advanced manufacturing across public & private yards.training programs for a digitally skilled shipbuilding workforce." https://scsp222.substack.com/p/to-compete-with-china-automate-us https://scsp222.substack.com/p/to-compete-with-china-automate-us" [X Link](https://x.com/shehzadhqazi/status/1988702677048738061) 2025-11-12T20:17Z [----] followers, [----] engagements ""JD said orders surged nearly 60% during this years Singles Day event though it didnt disclose the transaction values in a statement posted on WeChat. The company also reported a 40% increase in shoppers compared with a more than 20% rise last year." https://www.bloomberg.com/news/articles/2025-11-11/jd-com-touts-singles-day-sales-despite-china-deflation-concerns https://www.bloomberg.com/news/articles/2025-11-11/jd-com-touts-singles-day-sales-despite-china-deflation-concerns" [X Link](https://x.com/shehzadhqazi/status/1988715070939877776) 2025-11-12T21:06Z [----] followers, [----] engagements ""Now antimony is emerging as an important test case of whether the US can restore supply chains devastated by decades of Chinese dominance.companies are dusting off sites in Alaska and Idaho that last produced antimony during the 20th century." https://www.wsj.com/us-news/alaskas-new-mining-rush-chases-something-more-coveted-than-gold-f3992f3cmod=djemlogistics_h https://www.wsj.com/us-news/alaskas-new-mining-rush-chases-something-more-coveted-than-gold-f3992f3cmod=djemlogistics_h" [X Link](https://x.com/shehzadhqazi/status/1988724753608188406) 2025-11-12T21:45Z [----] followers, [---] engagements "Endolith closed an initial tranche of a Series A round led by national security-focused venture-capital firm Squadra Ventures and expects to raise $3 million more shortly. https://www.wsj.com/articles/biomining-startup-gets-13-5-million-as-critical-minerals-race-gathers-speed-acf1ce7b https://www.wsj.com/articles/biomining-startup-gets-13-5-million-as-critical-minerals-race-gathers-speed-acf1ce7b" [X Link](https://x.com/shehzadhqazi/status/1988794116503716045) 2025-11-13T02:20Z [----] followers, [---] engagements "@linamkhan has privately discussed targeting hospitals that bill patients for painkillers available more cheaply at corner drugstores and sports stadiums charging nosebleed prices for concessions the people said. https://t.co/QKOSaumL96 https://t.co/QKOSaumL96" [X Link](https://x.com/shehzadhqazi/status/1989051711671902592) 2025-11-13T19:24Z [----] followers, [---] engagements "Other avenues for enforcement include a new state law that requires companies to tell customers when they are using algorithmic pricing. The law took effect this week forcing Uber & DoorDash to start disclosing but the incoming Mamdani administration plans to police laggards" [X Link](https://x.com/shehzadhqazi/status/1989051715820351678) 2025-11-13T19:24Z [----] followers, [---] engagements ""The bank said it was 'natural that the growth rate of overall financing will slow in the future' adding thats 'in line with the Chinese economys transition from high-speed to high-quality growth'." https://www.bloomberg.com/news/articles/2025-11-11/pboc-justifies-loan-slowdown-following-record-contraction https://www.bloomberg.com/news/articles/2025-11-11/pboc-justifies-loan-slowdown-following-record-contraction" [X Link](https://x.com/shehzadhqazi/status/1989143347186004373) 2025-11-14T01:28Z [----] followers, [---] engagements ""Solvay one of a few companies outside of China capable of the complex rare earths separation in April launched modest processingof minerals needed for permanent magnets at its French plant." @lewjackk https://www.reuters.com/world/china/solvay-seals-two-deals-supply-rare-earths-us-magnet-makers-2025-11-12/ https://www.reuters.com/world/china/solvay-seals-two-deals-supply-rare-earths-us-magnet-makers-2025-11-12/" [X Link](https://x.com/shehzadhqazi/status/1989144713002381763) 2025-11-14T01:33Z [----] followers, [----] engagements ""Solvay concluded agreements with US firms Noveon Magnetics and Permag to supply rare earth oxides.The deal with privately-held Noveon is for elements neodymium praseodymium dysprosium and terbium - known as NdPr & DyTb - the [--] key rare earths needed to make permanent magnets"" [X Link](https://x.com/shehzadhqazi/status/1989144715657355459) 2025-11-14T01:33Z [----] followers, [---] engagements ""Canada has unveiled measures to shore up access to critical minerals incl a CAD$2B 'critical minerals sovereign fund' to provide money for equity investments & plan to expand stockpiling of minerals to support producers of niche metals dominated by China" https://www.bloomberg.com/news/articles/2025-11-14/canada-eyes-mining-and-rare-earths-equity-stakes-to-combat-china https://www.bloomberg.com/news/articles/2025-11-14/canada-eyes-mining-and-rare-earths-equity-stakes-to-combat-china" [X Link](https://x.com/shehzadhqazi/status/1989146978291494994) 2025-11-14T01:42Z [----] followers, [----] engagements "Climbing Wall Streets league tables jumping out in front of the cryptocurrency boom and returning to SPAC-fueled dealmaking the private New York financial boutique is having its busiest and most successful year on record. https://www.bloomberg.com/news/features/2025-11-14/cantor-group-nets-record-year-with-howard-lutnick-s-sons-at-helm https://www.bloomberg.com/news/features/2025-11-14/cantor-group-nets-record-year-with-howard-lutnick-s-sons-at-helm" [X Link](https://x.com/shehzadhqazi/status/1989314579923443906) 2025-11-14T12:48Z [----] followers, [---] engagements "In Miami the firm hosted Eric Trump the presidents son as well as Ted Cruz.who chairs the committee scrutinizing Lutnicks Commerce Dept. That evening Brandon Lutnick sped to DC for a dinner at the White House with the biggest names on Wall Street as well as his father" [X Link](https://x.com/shehzadhqazi/status/1989315373733200130) 2025-11-14T12:51Z [----] followers, [---] engagements "Why China PMIs don't actually mean what markets and media think they do. Manufacturing PMI contracted but industrial output -- and the manufacturing component -- both expanded 4.9% y/y. (Slower growth Contraction) https://www.cnbc.com/2025/11/14/china-economic-slowdown-october-housing-property-investment-retail-trade-industrial-output.html https://www.cnbc.com/2025/11/14/china-economic-slowdown-october-housing-property-investment-retail-trade-industrial-output.html" [X Link](https://x.com/shehzadhqazi/status/1989408489840816361) 2025-11-14T19:02Z [----] followers, 11.9K engagements ""LVMH is set to open major stores in China in December and is considering further expansion there according to people familiar with the matter as high-end brands see early signs of a sales rebound in the worlds second-largest economy." LVMH is set to open major stores in China in December and is considering further expansion there https://t.co/RKbSL5QZR5 LVMH is set to open major stores in China in December and is considering further expansion there https://t.co/RKbSL5QZR5" [X Link](https://x.com/shehzadhqazi/status/1989416788493291684) 2025-11-14T19:34Z [----] followers, [----] engagements ""return to growth in Richemont's sales in China in the quarter was the first positive reading in almost two years the company said.Sales in Asia-Pacific Richemont's most important market dominated by China rose by 10% at constant fx during the quarter" https://x.com/ReutersChina/status/1989332587693642006s=20 Cartier-owner Richemont reported quarterly sales well ahead of market expectations on Friday driven by improved demand in China and a robust North American market which helped it weather the hit from U.S. tariffs and high gold prices. https://t.co/Eup7ZVetU1" [X Link](https://x.com/shehzadhqazi/status/1989417418071183766) 2025-11-14T19:37Z [----] followers, [---] engagements ""Burberry reported its first inc in qrtrly sales for nearly [--] yrs & return to growth in China.like-for-like sales in greater China returned to growth up 3%.adding to evidence that a painful slowdown in one of the luxury industrys key markets is easing" https://www.ft.com/content/2a514a07-0916-4946-bed1-150a7fb3f6d6 https://www.ft.com/content/2a514a07-0916-4946-bed1-150a7fb3f6d6" [X Link](https://x.com/shehzadhqazi/status/1989418525988151387) 2025-11-14T19:41Z [----] followers, [---] engagements "Luxuries may be turning a corner in China There was a clear improvement in Luxury Goods sales in @ChinaBeigeBook data through Q3 [----]. 1/2 "LVMH is set to open major stores in China in December and is considering further expansion there according to people familiar with the matter as high-end brands see early signs of a sales rebound in the worlds second-largest economy." "LVMH is set to open major stores in China in December and is considering further expansion there according to people familiar with the matter as high-end brands see early signs of a sales rebound in the worlds" [X Link](https://x.com/shehzadhqazi/status/1989422472392024093) 2025-11-14T19:57Z [----] followers, [----] engagements "Even official monthly retail sales data show gold and silver jewelry sales jumping in October. Certainly aligns with the sharp improvement in luxury goods sales seen in the October [----] @ChinaBeigeBook flash results" [X Link](https://x.com/shehzadhqazi/status/1989422476011753961) 2025-11-14T19:57Z [----] followers, [---] engagements ""In benchmarks presented by Baidu Ernie [---] competed w/ rivals like DeepSeek Google Gemini & OpenAIs GPT-5 in tests for language AV understanding. While Baidus AI rarely had the highest score it sought to demonstrate it was keeping up w/ the leaders" https://www.bloomberg.com/news/articles/2025-11-13/baidu-unveils-new-model-chips-to-keep-up-in-china-s-ai-race https://www.bloomberg.com/news/articles/2025-11-13/baidu-unveils-new-model-chips-to-keep-up-in-china-s-ai-race" [X Link](https://x.com/shehzadhqazi/status/1989447432770654349) 2025-11-14T21:36Z [----] followers, [---] engagements ""US export controls have almost certainly accelerated Chinas subsidizing of its domestic semiconductor and integrated circuit industry. PRC's Made In China [----] plan enacted in [----] sought to increase domestic semiconductor production by 70% by 2025." https://www.recordedfuture.com/research/measuring-the-us-china-ai-gap https://www.recordedfuture.com/research/measuring-the-us-china-ai-gap" [X Link](https://x.com/shehzadhqazi/status/1990486589068488855) 2025-11-17T18:25Z [----] followers, [---] engagements ""Chinas engagement with the new frontiers is inherently dual-use. Science-led civilian activities are always accompanied by work to secure military advantages and develop new military capabilities it can deploy in case of conflict." https://merics.org/sites/default/files/2025-10/MERICS_Policy%20brief_China%27s%20strategic%20new%20frontiers_final.pdf https://merics.org/sites/default/files/2025-10/MERICS_Policy%20brief_China%27s%20strategic%20new%20frontiers_final.pdf" [X Link](https://x.com/shehzadhqazi/status/1990497649854984590) 2025-11-17T19:09Z [----] followers, [----] engagements ""Chinas polar ambitions are expressed in its claim to be a 'near-Arctic state'. Collaboration with Russia is vital for Beijing given the basic geography and its lack of territorial claims or sovereign rights in the Arctic or Antarctica. To expand its presence it needs partners"" [X Link](https://x.com/shehzadhqazi/status/1990497652526735767) 2025-11-17T19:09Z [----] followers, [---] engagements ""Shortages of advanced semiconductors are so acute that the government has begun intervening in how the output of Chinas largest contract chip maker SMIC is distributed.giving priority to the needs of tech conglomerate and national champion Huawei" https://www.wsj.com/tech/ai/china-us-ai-chip-restrictions-effect-275a311emod=djemlogistics_h https://www.wsj.com/tech/ai/china-us-ai-chip-restrictions-effect-275a311emod=djemlogistics_h" [X Link](https://x.com/shehzadhqazi/status/1990515641158361198) 2025-11-17T20:21Z [----] followers, [---] engagements ""Chinas broad fiscal spending slumped in October by the most since at least [----] crippling a key driver of investment and economic growth. The combined expenditure in Chinas two main budgets tumbled 19% in October from a year earlier." https://www.bloomberg.com/news/articles/2025-11-17/china-pulls-back-government-spending-by-most-in-over-four-years https://www.bloomberg.com/news/articles/2025-11-17/china-pulls-back-government-spending-by-most-in-over-four-years" [X Link](https://x.com/shehzadhqazi/status/1990526600761549285) 2025-11-17T21:04Z [----] followers, 10.1K engagements ""52% of executives in the US feel informed and well-prepared about new trade rules and tariffs compared with just 20% in Hong Kong and Italy who feel the same way according to the poll. EU countries were noticeably closer to the lower end of that range." https://www.bloomberg.com/news/newsletters/2025-11-18/tariffs-force-companies-to-adapt-hsbc-survey-showssrnd=homepage-americas https://www.bloomberg.com/news/newsletters/2025-11-18/tariffs-force-companies-to-adapt-hsbc-survey-showssrnd=homepage-americas" [X Link](https://x.com/shehzadhqazi/status/1990833100088131770) 2025-11-18T17:22Z [----] followers, [---] engagements "Full survey here: [----] business leaders across [--] markets survey conducted in October [----]. https://www.business.hsbc.com/en-gb/insights/macro-outlook/trade-pulse-survey https://www.business.hsbc.com/en-gb/insights/macro-outlook/trade-pulse-survey" [X Link](https://x.com/shehzadhqazi/status/1990833101446971669) 2025-11-18T17:22Z [----] followers, [---] engagements "The big takeaway: globally executives feel unprepared for the rapidly shifting trade and tariff terrain. "52% of executives in the US feel informed and well-prepared about new trade rules and tariffs compared with just 20% in Hong Kong and Italy who feel the same way according to the poll. EU countries were noticeably closer to the lower end of that range." https://t.co/qomkMRWTOe "52% of executives in the US feel informed and well-prepared about new trade rules and tariffs compared with just 20% in Hong Kong and Italy who feel the same way according to the poll. EU countries were noticeably" [X Link](https://x.com/shehzadhqazi/status/1990833697877086554) 2025-11-18T17:25Z [----] followers, [---] engagements ""The big state-owned processors have paused purchases of ESPO the crude that makes up the bulk of Chinas imports from Russia following US sanctions on producers Rosneft & Lukoil.some private refiners are also avoiding the grade from Russias Far East." https://www.bloomberg.com/news/articles/2025-11-18/fear-of-sanctions-stymies-russia-to-china-oil-flows-for-now https://www.bloomberg.com/news/articles/2025-11-18/fear-of-sanctions-stymies-russia-to-china-oil-flows-for-now" [X Link](https://x.com/shehzadhqazi/status/1990836837816860896) 2025-11-18T17:37Z [----] followers, [---] engagements "Current US tariffs on. China: 20% Vietnam: 20% Philippines: 19% Cambodia: 19% Japan: 15% South Korea: 15%" [X Link](https://x.com/shehzadhqazi/status/1990869484043641096) 2025-11-18T19:47Z [----] followers, 21.9K engagements "Beijing wants to improve industrial policy to build national resilience. The involution campaign is partly an attempt to clean up the side effects of aggressive state-backed industrial growth without abandoning the model itself." @gdp1985 https://www.prcleader.org/post/changing-course-in-a-storm-china-s-economy-in-the-trade-war https://www.prcleader.org/post/changing-course-in-a-storm-china-s-economy-in-the-trade-war" [X Link](https://x.com/shehzadhqazi/status/1990877312414360050) 2025-11-18T20:18Z [----] followers, [---] engagements ""Rare-earth element yttrium oxide has hit an all-time high after surging almost 1500% this year highlighting the fallout of trade curbs from China." https://www.bloomberg.com/news/articles/2025-11-18/rare-earth-yttrium-surges-to-record-as-rally-approaches-1-500 https://www.bloomberg.com/news/articles/2025-11-18/rare-earth-yttrium-surges-to-record-as-rally-approaches-1-500" [X Link](https://x.com/shehzadhqazi/status/1990889438193283441) 2025-11-18T21:06Z [----] followers, [----] engagements ""A new 'whole of society' campaign looks to accelerate the construction of computing clusters in areas like Inner Mongolia where vast solar & wind farms provide plentiful cheap energy & connect hundreds of data centers to create a shared compute poola 'national cloud'by 2028." " still has a clear lead producing the most powerful AI models. #China lags in advanced chips & cant match the $ firepower of private US investors.But has a massive population of capable engineers lower costs & a state-led model that moves faster" https://t.co/YHkdVIxTkQ " still has a clear lead producing the most" [X Link](https://x.com/shehzadhqazi/status/1990906496171815368) 2025-11-18T22:14Z [----] followers, [----] engagements "Shouldve added: Malaysia: 19% Indonesia: 19% Thailand: 19%" [X Link](https://x.com/shehzadhqazi/status/1990987308137394318) 2025-11-19T03:35Z [----] followers, [----] engagements ""The unemployment rate meanwhile rose to its highest level in nearly four years reflecting both the positive dynamic of more Americans participating in the workforce and the gloomier reality of more people losing their jobs." https://www.bloomberg.com/news/articles/2025-11-20/us-employers-added-119-000-jobs-in-september-unemployment-rose https://www.bloomberg.com/news/articles/2025-11-20/us-employers-added-119-000-jobs-in-september-unemployment-rose" [X Link](https://x.com/shehzadhqazi/status/1991569689332666531) 2025-11-20T18:09Z [----] followers, [---] engagements ""Five Chinese research vessels including ships used for space and missile tracking and underwater mapping were active in the northwest Pacific last month as the United States stepped up military exercises data compiled by a Guam-based group shows." https://www.reuters.com/world/china/chinese-research-ships-us-military-active-north-pacific-monitor-shows-2025-11-20/ https://www.reuters.com/world/china/chinese-research-ships-us-military-active-north-pacific-monitor-shows-2025-11-20/" [X Link](https://x.com/shehzadhqazi/status/1991577864685383980) 2025-11-20T18:42Z [----] followers, [---] engagements ""Of top [--] Chevy models sold in Mexico [--] of them are built in China by GMs JV partners. Without SAIC GMs market share in Mexico instantly evaporates. But SAIC can thrive with or without GM. Thats not a partnership. Thats a dependency. And dependencies become vulnerabilities" The Great China Joint Venture Boomerang The wake-up call nobody wanted to hear just arrived: China is on track to export up to [--] million vehicles in [----] and your favorite Western brand is helping them do it. The Numbers Dont Lie Last month China reported exports of [------] https://t.co/I0g86liQYW The Great China Joint" [X Link](https://x.com/shehzadhqazi/status/1991590693178139089) 2025-11-20T19:33Z [----] followers, 13.5K engagements "Mortgage subsidies might not do much when sales are suffering despite a a big drop in mortgage rates over the past [--] years. China is considering new measures to turn around its struggling property market as concerns mount that a further weakening of the sector will threaten to destabilize its financial system https://t.co/kxJYPCYLuu China is considering new measures to turn around its struggling property market as concerns mount that a further weakening of the sector will threaten to destabilize its financial system https://t.co/kxJYPCYLuu" [X Link](https://x.com/shehzadhqazi/status/1991604797766787483) 2025-11-20T20:29Z [----] followers, [----] engagements "The bigger issue is home prices being in free fall. Hard to convince people the housing market is a place to build wealth since [----]. And for those who do want to buy waiting on the sidelines for cheaper deals seems like a no-brainer in this enviornment" [X Link](https://x.com/shehzadhqazi/status/1991605211711127682) 2025-11-20T20:30Z [----] followers, [----] engagements "Data from @ChinaBeigeBook's residential real estate sector has long shown the same trend. Mortgage rates have fallen dramatically. Mortgage subsidies might not do much when sales are suffering despite a a big drop in mortgage rates over the past [--] years. https://t.co/tNEh3oqBJJ Mortgage subsidies might not do much when sales are suffering despite a a big drop in mortgage rates over the past [--] years. https://t.co/tNEh3oqBJJ" [X Link](https://x.com/shehzadhqazi/status/1991606600545530048) 2025-11-20T20:36Z [----] followers, [----] engagements "The Cerebras guy is on TV right now arguing that prior restrictions on selling chips to G42 was the outcome of an anti-business attitudeas opposed to any national security concerns. Amazing" [X Link](https://x.com/shehzadhqazi/status/1991905051627983222) 2025-11-21T16:22Z [----] followers, [---] engagements "And so it begins Remember Evergrande was also eventually in the EV business https://www.reuters.com/world/asia-pacific/chinese-leather-goods-maker-explores-semiconductor-firm-buyout-up-12-billion-2025-11-21/ https://www.reuters.com/world/asia-pacific/chinese-leather-goods-maker-explores-semiconductor-firm-buyout-up-12-billion-2025-11-21/" [X Link](https://x.com/shehzadhqazi/status/1991980178231480380) 2025-11-21T21:20Z [----] followers, [---] engagements ""US inflation-adjusted wages stagnated for second-straight month indicating a cooling labor market and continued price increases are limiting consumers spending power." https://www.bloomberg.com/news/articles/2025-11-21/us-inflation-adjusted-earnings-growth-stalls-as-job-market-cools https://www.bloomberg.com/news/articles/2025-11-21/us-inflation-adjusted-earnings-growth-stalls-as-job-market-cools" [X Link](https://x.com/shehzadhqazi/status/1991993102584991774) 2025-11-21T22:12Z [----] followers, [---] engagements "But if we dont give them all our advanced technology theyll innovate on their own After a recent trip to China the author concludes China does not want to rely on the rest of the world for anything. It wants to make everything itself. This is in fact the CCPs stated policy (dual circulation). And it has historical roots. https://t.co/KCmgJBlPXW After a recent trip to China the author concludes China does not want to rely on the rest of the world for anything. It wants to make everything itself. This is in fact the CCPs stated policy (dual circulation). And it has historical roots." [X Link](https://x.com/shehzadhqazi/status/1993703851493294542) 2025-11-26T15:30Z [----] followers, [----] engagements ""Once Chinas largest developer and now a bellwether for the nations struggles to ease broader property woes Vanke plunged in credit and stock markets this week. The builders local notes extended their declines Wednesday" https://www.bloomberg.com/news/articles/2025-11-26/china-property-crisis-thrust-back-into-spotlight-by-vanke-plunge https://www.bloomberg.com/news/articles/2025-11-26/china-property-crisis-thrust-back-into-spotlight-by-vanke-plunge" [X Link](https://x.com/shehzadhqazi/status/1993752828565967368) 2025-11-26T18:44Z [----] followers, [----] engagements ""Its dollar bond due in [----] also fell further after sliding a record [--] cents Tue. It last traded at a distressed level of [--] cents lowest since Jan. Vankes stock price also dropped in afternoon trading w/ its HK-listed shares down 5.8% to HK$3.90 lowest in more than a year"" [X Link](https://x.com/shehzadhqazi/status/1993753583842623673) 2025-11-26T18:47Z [----] followers, [---] engagements "Manufacturing PMI has contracted for [--] straight months since April [----] (Left) YET there has been no contraction--or even a sustained slowdown--in Industrial Production (Right) over that period. As a matter of fact Industrial Production jumped in Oct https://bloomberg.com/news/articles/2025-11-30/chinese-factory-activity-slump-reaches-longest-stretch-on-record https://bloomberg.com/news/articles/2025-11-30/chinese-factory-activity-slump-reaches-longest-stretch-on-record" [X Link](https://x.com/shehzadhqazi/status/1995243711761207306) 2025-11-30T21:29Z [----] followers, [---] engagements ""Mr. Sacks has recommended A.I. policies that have sometimes run counter to national security recommendations alarming some of his White House colleagues and raising questions about his priorities." https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html" [X Link](https://x.com/shehzadhqazi/status/1995305691171701186) 2025-12-01T01:35Z [----] followers, [---] engagements ""In White House meetings Mr. Sacks echoed Mr. Huangs ideas that the best way to beat China would be to flood the world with American technology. Mr. Sacks worked to eliminate Biden-era restrictions on Nvidia and other American chip companies sales to foreign countries."" [X Link](https://x.com/shehzadhqazi/status/1995307647835259312) 2025-12-01T01:43Z [----] followers, [---] engagements ""Sacks flew to the Middle East in May and struck a deal to send [------] American A.I. chipsmostly from Nvidiato the United Arab Emirates. The large number alarmed some White House officials who feared that China an ally of the Emirates would gain access to the technology."" [X Link](https://x.com/shehzadhqazi/status/1995307649169027279) 2025-12-01T01:43Z [----] followers, [---] engagements ""In the White House Sacks promoted the idea that the ban inadvertently helped China by diverting chip sales to Huawei.In July Sacks and Huang took their argument to an Oval Office meeting with Trump. Before the meeting ended Trump cleared Nvidia to sell its chips to China."" [X Link](https://x.com/shehzadhqazi/status/1995308448498721172) 2025-12-01T01:46Z [----] followers, [---] engagements ""As Chinas economic growth has slowed in recent years consumers have become choosier about their spending. Meanwhile the rise of formidable local rivals has crowded the market and driven vicious price wars eating into profit margins." https://www.wsj.com/world/china/china-used-to-be-a-cash-cow-for-western-companies-now-its-a-test-lab-2c5e52e8 https://www.wsj.com/world/china/china-used-to-be-a-cash-cow-for-western-companies-now-its-a-test-lab-2c5e52e8" [X Link](https://x.com/shehzadhqazi/status/1995312689338535971) 2025-12-01T02:03Z [----] followers, [----] engagements ""For Xi strong factories are essential to a robust economy which ultimately enhances national power as China challenges the USS for global influence. A quarter of Chinas value-added GDP comes from manufacturing far higher than the global average." https://www.wsj.com/tech/ai/ai-robots-china-manufacturing-89ae1b42mod=djemlogistics_h https://www.wsj.com/tech/ai/ai-robots-china-manufacturing-89ae1b42mod=djemlogistics_h" [X Link](https://x.com/shehzadhqazi/status/1995315933473091793) 2025-12-01T02:16Z [----] followers, [----] engagements ""Fund managers are picking Chinese industrial stocks and holding volatile tech shares betting a two-year-old equities rally can withstand an economic rough patch as valuations and steady returns lure foreign investors back." https://www.reuters.com/business/finance/chinas-slow-motion-stock-rally-starts-win-investor-trust-2025-12-01/ https://www.reuters.com/business/finance/chinas-slow-motion-stock-rally-starts-win-investor-trust-2025-12-01/" [X Link](https://x.com/shehzadhqazi/status/1995583878728482964) 2025-12-01T20:00Z [----] followers, [---] engagements ""dealers are tweaking magnet formulas to avoid using certain restricted rare-earth elements & devising strategies to get powerful magnets out of the country like embedding them in motors per employees of several large Chinese magnet cos & Western firms" https://www.wsj.com/world/china/chinese-rare-earth-dealers-find-ways-to-dodge-beijings-export-restrictions-0a96002a https://www.wsj.com/world/china/chinese-rare-earth-dealers-find-ways-to-dodge-beijings-export-restrictions-0a96002a" [X Link](https://x.com/shehzadhqazi/status/1996052073293451647) 2025-12-03T03:01Z [----] followers, [----] engagements "5% is the new 6.8%. iykyk https://www.reuters.com/world/china/china-likely-chase-5-gdp-growth-2026-bid-end-deflation-2025-12-03/ https://www.reuters.com/world/china/china-likely-chase-5-gdp-growth-2026-bid-end-deflation-2025-12-03/" [X Link](https://x.com/shehzadhqazi/status/1996334103566717016) 2025-12-03T21:41Z [----] followers, [---] engagements "Latest @ChinaBeigeBook data again show no evidence of China's manufacturing sector being in contraction (or for that matter even the metals/commodities sectors). Factory activity continued to grow on-year and on-month if modestly in November. Chinas manufacturing activity surprisingly contracted in November for the first time in four months according to a private survey https://t.co/siImLxcBqS Chinas manufacturing activity surprisingly contracted in November for the first time in four months according to a private survey https://t.co/siImLxcBqS" [X Link](https://x.com/shehzadhqazi/status/1996678572799676465) 2025-12-04T20:30Z [----] followers, 19.6K engagements ""Chinas central bank is trying to engineer a calibrated ascent in the yuan that reflects stronger sentiment toward local assets and a weaker dollar but also keeps its export engine humming." China has set its daily reference rate for the yuan at a level that was significantly weaker than estimates suggesting the central bank is aiming to limit gains in the managed currency https://t.co/GzjhflyM6l China has set its daily reference rate for the yuan at a level that was significantly weaker than estimates suggesting the central bank is aiming to limit gains in the managed currency" [X Link](https://x.com/shehzadhqazi/status/1996708739194528080) 2025-12-04T22:30Z [----] followers, [---] engagements ""A years-long slump in the countrys property market has weakened demand for steel products creating a surplus that increasingly is being pushed into global markets at low prices. This in turn has pressured producers in other nations escalating trade tensions." Chinas stubborn steel overcapacity wont be easy to fix because the industry is so deeply intertwined with the countrys broader economy according to the head of the World Steel Association https://t.co/2bhOChTLwP Chinas stubborn steel overcapacity wont be easy to fix because the industry is so deeply intertwined with the countrys broader" [X Link](https://x.com/shehzadhqazi/status/1998137558811988246) 2025-12-08T21:08Z [----] followers, [----] engagements ""Kunlunxin is one of a few Chinese companies capable of designing the powerful accelerators essential for developing AI central to Beijings effort to wean the country off US technology such as Nvidia chips." Baidu is considering listing its Kunlunxin AI chip business in Hong Kong people familiar with the matter said as it looks to tap investor interest in Chinas attempts to design products to compete with Nvidia https://t.co/0RtyhPU1Vi Baidu is considering listing its Kunlunxin AI chip business in Hong Kong people familiar with the matter said as it looks to tap investor interest in Chinas" [X Link](https://x.com/shehzadhqazi/status/1998491454033871147) 2025-12-09T20:34Z [----] followers, [---] engagements ""Chinese shipments to the United States dropped 29% year-on-year in November while exports to the European Union grew an annual 14.8%. Shipments to Australia surged 35.8% and the fast-growing Southeast Asian economies took in 8.2% more goods over the same period." China's exports topped forecasts in November driven by a surge in shipments to non-US markets as manufacturers deepen trade ties with the rest of the world in light of President Trump's prohibitively high tariffs https://t.co/eiunVsCE61 China's exports topped forecasts in November driven by a surge in shipments to non-US markets as" [X Link](https://x.com/shehzadhqazi/status/1998500077636129176) 2025-12-09T21:08Z [----] followers, [----] engagements ""Global fund managers Amundi BNP Paribas AM Fidelity Intl and Man Group all expect Chinese stocks to keep rising in [----]. JPM recently upgraded the market to overweight while Gary Tan at Allspring Global says the asset class is becoming indispensable for foreign investors." China has won back global funds in a banner year for stocks with investors anticipating further gains on the countrys AI prowess and resilience amid US tensions. https://t.co/7ea9MxNMg3 China has won back global funds in a banner year for stocks with investors anticipating further gains on the countrys AI prowess and" [X Link](https://x.com/shehzadhqazi/status/1998512081096814866) 2025-12-09T21:56Z [----] followers, [----] engagements ""China's exports of steel products rose 6.7% to [------] million tons in the first [--] months of the year compared to the same period in [----] according to customs data released on Monday." @ClydeCommods https://www.reuters.com/markets/commodities/china-steel-exports-surge-aluminium-shipments-slide-2025-12-09/ https://www.reuters.com/markets/commodities/china-steel-exports-surge-aluminium-shipments-slide-2025-12-09/" [X Link](https://x.com/shehzadhqazi/status/1999302976079614217) 2025-12-12T02:19Z [----] followers, [---] engagements "At the maximum end the proposal translates into the largest-ever state-backed semiconductor incentives program conceived at a time nations from Europe to Middle East are seeking to ensure local production and supply of a component considered critical to AI & national security China is considering an incentives package of as much as $70 billion to support its chipmaking industry https://t.co/nLuCJ9jOS2 China is considering an incentives package of as much as $70 billion to support its chipmaking industry https://t.co/nLuCJ9jOS2" [X Link](https://x.com/shehzadhqazi/status/1999479110587023393) 2025-12-12T13:59Z [----] followers, [----] engagements "Great graphic in the [----] @USCC_GOV report showing US's direct and indirect dependency on China for APIs and KSMs" [X Link](https://x.com/shehzadhqazi/status/1999576750359994430) 2025-12-12T20:27Z [----] followers, [----] engagements ""His decision to target all trading partners with tariffs has for some manufacturers reduced the incentive to shift production out of China especially now that tariffs on Chinese imports have fallen back from earlier highs of 145% on some products." U.S. investors are plowing money into Chinese companies involved in AI despite growing competition between Washington and Beijing over the technology https://t.co/7dY4t3UJ2N U.S. investors are plowing money into Chinese companies involved in AI despite growing competition between Washington and Beijing over the technology https://t.co/7dY4t3UJ2N" [X Link](https://x.com/shehzadhqazi/status/2000644031169052873) 2025-12-15T19:08Z [----] followers, [---] engagements "Technically post liberation day headline tariffs but the point stands. https://x.com/shehzadhqazi/status/1990869484043641096s=20 Current US tariffs on. China: 20% Vietnam: 20% Philippines: 19% Cambodia: 19% Japan: 15% South Korea: 15% https://x.com/shehzadhqazi/status/1990869484043641096s=20 Current US tariffs on. China: 20% Vietnam: 20% Philippines: 19% Cambodia: 19% Japan: 15% South Korea: 15%" [X Link](https://x.com/shehzadhqazi/status/2000644341371420674) 2025-12-15T19:09Z [----] followers, [---] engagements "GRAPHIC: Nvidia and Huawei AI Chip Capabilities Donald Trumps decision to allow Nvidia to sell advanced chips to China marks more than just a shift in US tech policy. It also raises questions about how far hell go to steady ties with Xi Jinping. https://t.co/svJv31WA90 Donald Trumps decision to allow Nvidia to sell advanced chips to China marks more than just a shift in US tech policy. It also raises questions about how far hell go to steady ties with Xi Jinping. https://t.co/svJv31WA90" [X Link](https://x.com/shehzadhqazi/status/2001036008154943895) 2025-12-16T21:05Z [----] followers, [---] engagements ""India sources roughly 15% of its imports from its northern neighbor with the pharmaceutical and automobile sectors especially reliant on Beijing for intermediate goods." Chinas export of excess domestic capacity is adding to the disinflationary impulse in India and may be helping RBI keep rates lower for longer. Read for free with your email on what could move markets today https://t.co/OBpKBeZM34 Chinas export of excess domestic capacity is adding to the disinflationary impulse in India and may be helping RBI keep rates lower for longer. Read for free with your email on what could move" [X Link](https://x.com/shehzadhqazi/status/2001387437742756222) 2025-12-17T20:22Z [----] followers, [----] engagements "".BlackRock Fidelity & Amundi said there could be more inflows into Chinese markets in the coming year. And if that optimism spills over to consumers and helps fund companies expansion plans hope is that the bullish mood could begin to fuel momentum for the real economy too." Chinas markets shed the uninvestable tag this year. To bury it for good investors say an acceleration in the domestic economy is needed so the bullishness doesnt fizzle out. https://t.co/nUKAWyzY31 Chinas markets shed the uninvestable tag this year. To bury it for good investors say an acceleration in the domestic" [X Link](https://x.com/shehzadhqazi/status/2001410952869126388) 2025-12-17T21:55Z [----] followers, [---] engagements ""Throughout [----] companies including Labubu-maker Pop Mart trinket purveyor Miniso sportswear giant Anta and fastfashion label Urban Revivo have announced new US stores or retail expansions.despite harsh US tariffs and talk of economic decoupling." Despite tariffs China consumer giants push into the US as domestic market stalls https://t.co/3tyDMfVe5t https://t.co/3tyDMfVe5t Despite tariffs China consumer giants push into the US as domestic market stalls https://t.co/3tyDMfVe5t https://t.co/3tyDMfVe5t" [X Link](https://x.com/shehzadhqazi/status/2001731066999255044) 2025-12-18T19:07Z [----] followers, [----] engagements "Nike reported declining store traffic in the Greater China region and struggled to sell off older inventory. Nike faces steeper challenges than Adidas local giant Anta and niche brands like Hoka having failed to deliver standout products. @business https://www.bloomberg.com/news/articles/2025-12-18/nike-surprises-wall-street-with-jump-in-quarterly-revenue https://www.bloomberg.com/news/articles/2025-12-18/nike-surprises-wall-street-with-jump-in-quarterly-revenue" [X Link](https://x.com/shehzadhqazi/status/2002001805396373633) 2025-12-19T13:03Z [----] followers, [----] engagements "Once the leading brand during Chinas e-commerce shopping festivals such as Singles Day Nike lost its top position this year to Anta on Tmall and Camel on Douyin amid fierce price competition and weak consumer sentiment" [X Link](https://x.com/shehzadhqazi/status/2002001808265203869) 2025-12-19T13:03Z [----] followers, [---] engagements "a California electronics maker wondered if the US was on the road to becoming a banana republic: If we think we are trying to balance our trade imbalance with the Japanese by selling them beef and grapefruit we'll end up killing our industrial base. Stein Pivotal Decade" [X Link](https://x.com/shehzadhqazi/status/2002831121902674253) 2025-12-21T19:58Z [----] followers, [----] engagements ""By restricting deliveries of raw materials China is hamstringing US efforts to build its own industry to process rare earths into magnets used in everything from consumer goods to missile guidance systems." China is still restricting the rare earth elements that the US needs to produce its own permanent magnets and other products even after President Donald Trump reached a deal with his Chinese counterpart to lift restrictions on the supplies https://t.co/1TENjW614v China is still restricting the rare earth elements that the US needs to produce its own permanent magnets and other products" [X Link](https://x.com/shehzadhqazi/status/2003881258842247508) 2025-12-24T17:31Z [----] followers, [---] engagements ""CATLs industrial prowess has allowed it to flood the China market forcing it to look for new applications to soak up itsproduction. But even the most successful expansion inwont be enough to keep it moving at breakneck pace Zheng envisions.For that it'll need new markets" The worlds biggest producer of batteries for electric vehicles needs to grow but Trump and European politicians are standing in its way https://t.co/HnMSH29z4u The worlds biggest producer of batteries for electric vehicles needs to grow but Trump and European politicians are standing in its way https://t.co/HnMSH29z4u" [X Link](https://x.com/shehzadhqazi/status/2003927309318074725) 2025-12-24T20:34Z [----] followers, [---] engagements ""China on Saturday passed revisions to a key piece of legislation aimed at strengthening Beijing's ability to wage trade war curb outbound shipments from strategic minerals to sex dolls and further open its $19 trillion economy." https://www.reuters.com/world/china/china-passes-revised-foreign-trade-law-bolster-trade-war-capabilities-2025-12-27/ https://www.reuters.com/world/china/china-passes-revised-foreign-trade-law-bolster-trade-war-capabilities-2025-12-27/" [X Link](https://x.com/shehzadhqazi/status/2005808872854798637) 2025-12-30T01:11Z [----] followers, [---] engagements "Wall Street forecasts for China getting the biggest interest rate cuts in a decade were wrong. This is truly shocking. But on a serious note the rates and stimulus story is a lot richer than this as @ChinaBeigeBook clients know well. China has kept its central bank on the sidelines of managing an economy hampered by weak demand and deep-seated imbalances defying Wall Street forecasts for the biggest interest-rate cuts in a decade https://t.co/Ky3p7CAkWv China has kept its central bank on the sidelines of managing an economy hampered by weak demand and deep-seated imbalances defying Wall" [X Link](https://x.com/shehzadhqazi/status/2005983020382314910) 2025-12-30T12:43Z [----] followers, [----] engagements "Somebody tell exports Chinas factory activity just suffered the longest slump on record https://www.bloomberg.com/news/articles/2025-12-31/china-factory-activity-expands-ending-longest-slump-on-record https://www.bloomberg.com/news/articles/2025-12-31/china-factory-activity-expands-ending-longest-slump-on-record" [X Link](https://x.com/shehzadhqazi/status/2006491640450498828) 2025-12-31T22:24Z [----] followers, [----] engagements ""Wright will attend the Goldman Sachs Energy Clean Tech & Utilities Conference in Miami this week that executives from Chevron Corp. ConocoPhillips and other companies are scheduled to attend. Chevron is the only oil supermajor still operating in the South American nation." US Energy Secretary Chris Wright plans to talk this week with oil-industry executives about reviving Venezuelas energy sector following the capture of President Nicols Maduro according to a person familiar with the matter. https://t.co/fWQiHnZRrD US Energy Secretary Chris Wright plans to talk this week with oil-industry" [X Link](https://x.com/shehzadhqazi/status/2008241880882991333) 2026-01-05T18:19Z [----] followers, [---] engagements "BABA & ByteDance have both told Nvidia in private theyre interested in ordering more than [------] units each of H200.Bothalongside prominent Chinese startups including DeepSeekare rapidly their upgrading models to compete w/ OpenAI & other US rivals https://www.bloomberg.com/news/articles/2026-01-08/china-to-approve-nvidia-h200-purchases-as-soon-as-this-quarter https://www.bloomberg.com/news/articles/2026-01-08/china-to-approve-nvidia-h200-purchases-as-soon-as-this-quarter" [X Link](https://x.com/shehzadhqazi/status/2009250361551233109) 2026-01-08T13:06Z [----] followers, [----] engagements "The rising debt supply is set to dilute demand for debt at a time when investors are already shunning low yields offered by Chinese bonds in favor of stocks. Expectations that deflation pressures will ease as well as the PBCs reluctance to cut rates https://www.bloomberg.com/news/articles/2026-01-08/china-kicks-off-2026-with-record-pace-of-sovereign-bond-issuance https://www.bloomberg.com/news/articles/2026-01-08/china-kicks-off-2026-with-record-pace-of-sovereign-bond-issuance" [X Link](https://x.com/shehzadhqazi/status/2009368059497332856) 2026-01-08T20:54Z [----] followers, [---] engagements "The deficits with Mexico and China widened while the shortfall with Canada narrowed. The gap with Taiwan widened likely reflecting the increases in imports of computers and accessories. https://www.bloomberg.com/news/articles/2026-01-08/us-trade-deficit-narrows-to-smallest-since-2009-on-imports-drop https://www.bloomberg.com/news/articles/2026-01-08/us-trade-deficit-narrows-to-smallest-since-2009-on-imports-drop" [X Link](https://x.com/shehzadhqazi/status/2009371874292044037) 2026-01-08T21:09Z [----] followers, [---] engagements "Imports were10% early in [----] as retailers & other buyers stockpiled goods to avoid potential tariffs on a swath of goods - esp from China.volume drop later in the year more than exhausted those gains even as Trump rolled back or delayed tariffs https://www.reuters.com/world/china/us-container-imports-dropped-59-december-continued-china-slump-descartes-says-2026-01-08/ https://www.reuters.com/world/china/us-container-imports-dropped-59-december-continued-china-slump-descartes-says-2026-01-08/" [X Link](https://x.com/shehzadhqazi/status/2009391784011681902) 2026-01-08T22:28Z [----] followers, [---] engagements ""create a new free child care system for the citys 2-year-olds starting with [----] toddlers this fall.An additional [-----] 2-Care seats would become available a year later & by Year [--] of the programs expansion all families w/ 2-year-olds who want a seat would be offered one." Breaking News: Gov. Kathy Hochul partnering with Mayor Zohran Mamdani will unveil a plan to expand free or affordable child care for New Yorkers across the state. https://t.co/rUBOczrJsn Breaking News: Gov. Kathy Hochul partnering with Mayor Zohran Mamdani will unveil a plan to expand free or affordable child care for New" [X Link](https://x.com/shehzadhqazi/status/2009449663611719713) 2026-01-09T02:18Z [----] followers, [---] engagements ""It is one of a few Chinese companies capable of designing the powerful accelerators essential for AI operations and along with firms like Huawei and Cambricon Technologies is likely to be central to Beijings effort to wean the country off US technology such as Nvidia chips." Baidus artificial-intelligence chip unit has confidentially filed for a Hong Kong initial public offering kicking off whats expected to be a busy year for listings by companies backing Chinas technological ambitions https://t.co/sLkfaibbpD Baidus artificial-intelligence chip unit has confidentially filed for a Hong Kong" [X Link](https://x.com/shehzadhqazi/status/2009740788947706086) 2026-01-09T21:35Z [----] followers, [---] engagements ""The tough year saw Tesla lose its title as worlds biggest EV maker to Chinas BYD despite the latter facing challenges of its own. Competition is intensifying in the Chinese market as manufacturers like Xiaomi release new tech-centric models that are winning over consumers" Teslas China factory shipments dropped in [----] despite a last-minute bump in December as the Elon Musk-led carmaker struggles with a slowdown in global sales https://t.co/jyI70vCo5Q Teslas China factory shipments dropped in [----] despite a last-minute bump in December as the Elon Musk-led carmaker struggles with a slowdown" [X Link](https://x.com/shehzadhqazi/status/2009742030767813102) 2026-01-09T21:40Z [----] followers, [---] engagements ""Xiaomis offerings directly target Teslas Model [--] and Model Y. The smartphone makers YU7 sport utility vehicle is even closing in on the Model Y in China some months selling [-----] units compared with the latters [-----] in November"" [X Link](https://x.com/shehzadhqazi/status/2009742032323932300) 2026-01-09T21:40Z [----] followers, [---] engagements """The regulatory support coincides with a historic boom in issuance of non-performing loan asset-backed securities as Chinese banks tap the market to offload bad assets. Such bond sales jumped 61% to a record [--] billion yuan last year" Chinas top financial regulator extended a policy allowing banks and asset management firms to dispose of bad personal loans amid rising credit card defaults according to sources https://t.co/zFORc3HKkg Chinas top financial regulator extended a policy allowing banks and asset management firms to dispose of bad personal loans amid rising credit card defaults" [X Link](https://x.com/shehzadhqazi/status/2009744105618764282) 2026-01-09T21:48Z [----] followers, [--] engagements ""The regulatory support coincides with a historic boom in issuance of non-performing loan asset-backed securities as Chinese banks tap the market to offload bad assets. Such bond sales jumped 61% to a record [--] billion yuan last year" Chinas top financial regulator extended a policy allowing banks and asset management firms to dispose of bad personal loans amid rising credit card defaults according to sources https://t.co/zFORc3HKkg Chinas top financial regulator extended a policy allowing banks and asset management firms to dispose of bad personal loans amid rising credit card defaults" [X Link](https://x.com/shehzadhqazi/status/2009744152271990831) 2026-01-09T21:48Z [----] followers, [----] engagements ""Producer prices slipped slightly less than forecast and fell 1.9% their 39th straight month of declines but the smallest decrease in over a year. Chinas core CPI grew 1.2% for the third straight month and non-food inflation remained unchanged at 0.8%." Chinas inflation accelerated at the fastest pace in nearly three years in an upswing largely driven by higher food costs that are masking deeper deflationary pressure https://t.co/48HziJUOlV Chinas inflation accelerated at the fastest pace in nearly three years in an upswing largely driven by higher food costs that are masking deeper" [X Link](https://x.com/shehzadhqazi/status/2009746484330197377) 2026-01-09T21:57Z [----] followers, [---] engagements ""It would mean that Vanke is asking all creditors to agree to haircuts or delayed payments broadening recent efforts to postpone some local debts. A comprehensive debt plan could streamline talks with lenders and minimize wrangling between creditor groups." Vanke is preparing a debt restructuring plan at the request of Chinese authorities pushing the property giant closer to default https://t.co/5b56DmGCQA Vanke is preparing a debt restructuring plan at the request of Chinese authorities pushing the property giant closer to default https://t.co/5b56DmGCQA" [X Link](https://x.com/shehzadhqazi/status/2009750514339062068) 2026-01-09T22:13Z [----] followers, [---] engagements "". making it a logical option for authorities focused on stabilizing the property market instead of bailing out individual firms."" [X Link](https://x.com/shehzadhqazi/status/2009750515857412275) 2026-01-09T22:13Z [----] followers, [---] engagements "Exports of steel products climbed to [----] million tons last month surpassing the last peak hit in [----] according to Chinese customs data on Wednesday. That pushed annual shipments 7.5% higher to a best-ever [---] million tons. Chinas steel exports surged to an all-time high in December rounding off a record year in which overseas shipments defied mounting trade pressures and expectations of a slowdown https://t.co/lBKTxA9ceQ Chinas steel exports surged to an all-time high in December rounding off a record year in which overseas shipments defied mounting trade pressures and expectations of a" [X Link](https://x.com/shehzadhqazi/status/2011640992064291029) 2026-01-15T03:26Z [----] followers, [---] engagements "Flanking the new Louis Vuitton store are distinct flagships for Tiffany and Dior bringing three LVMH brands into one shopping complex. The buildings had long been under wraps withreports of delaysamid sluggish consumer spending" [X Link](https://x.com/shehzadhqazi/status/2011644397327434053) 2026-01-15T03:39Z [----] followers, [---] engagements "Deflationary pressures have of course been quite persistent. That said despite on-month weakness in the final months of [----] @ChinaBeigeBook data had been showing prices accelerating year-on-year. CHART Chinas inflation accelerated at the fastest pace in nearly three years in an upswing largely driven by higher food costs that are masking deeper deflationary pressure https://t.co/48HziJUOlV Chinas inflation accelerated at the fastest pace in nearly three years in an upswing largely driven by higher food costs that are masking deeper deflationary pressure https://t.co/48HziJUOlV" [X Link](https://x.com/shehzadhqazi/status/2011920076748763492) 2026-01-15T21:55Z [----] followers, [---] engagements ""As banks are feeling more optimistic a long-awaited consolidation is also taking place in the industry. Beijing has a long-stated goal of developing its domestic investment banks to allow them to compete with global heavyweights such as Goldman Sachs Group and Morgan Stanley." Chinas biggest securities firms are back on the offensive after taking a battering over the past few years https://t.co/xazy3L4Lij Chinas biggest securities firms are back on the offensive after taking a battering over the past few years https://t.co/xazy3L4Lij" [X Link](https://x.com/shehzadhqazi/status/2011935439062536615) 2026-01-15T22:56Z [----] followers, [---] engagements "Chinese AI & chip firms have flooded HK's IPO market in recent weeks w/ shares holding above their offer prices after debutunderscoring strong investor appetite as Beijing ramps up efforts to build homegrown tech in response to U.S. curbs on the sector. https://www.reuters.com/world/asia-pacific/chinas-ai-startup-minimax-group-raises-619-million-hong-kong-ipo-2026-01-08/ https://www.reuters.com/world/asia-pacific/chinas-ai-startup-minimax-group-raises-619-million-hong-kong-ipo-2026-01-08/" [X Link](https://x.com/shehzadhqazi/status/2011992458574409903) 2026-01-16T02:42Z [----] followers, [---] engagements "Now thanks to the surge in portfolio investments abroad foreign assets held by Chinas non-official sector surpassed total external debt for the first time ever last year Bloomberg calculations showed. https://www.bloomberg.com/news/articles/2026-01-16/china-s-1-2-trillion-windfall-quietly-seeps-into-global-markets https://www.bloomberg.com/news/articles/2026-01-16/china-s-1-2-trillion-windfall-quietly-seeps-into-global-markets" [X Link](https://x.com/shehzadhqazi/status/2012141050459046047) 2026-01-16T12:33Z [----] followers, 27.1K engagements "Great joining @tomkeene & @AlexisTVNews on @BloombergRadio to chat China's blockbuster trade surplus what @ChinaBeigeBook says about the economy and yes @IndianaFootball https://youtu.be/f39oHo6vFLg https://youtu.be/f39oHo6vFLg" [X Link](https://x.com/anyuser/status/2012197905839317229) 2026-01-16T16:19Z [----] followers, [----] engagements "The auto strategyexpected to be unveiled in Febis designed to stem bleeding of factories & jobs occurring since Trump put tariffs on foreign-made vehicles last Apr. It also aims to attract new plants & expand existing production where possible. https://www.bloomberg.com/news/articles/2026-01-17/carney-drafts-new-auto-plan-to-favor-firms-with-canadian-plants https://www.bloomberg.com/news/articles/2026-01-17/carney-drafts-new-auto-plan-to-favor-firms-with-canadian-plants" [X Link](https://x.com/shehzadhqazi/status/2012919035030122970) 2026-01-18T16:04Z [----] followers, [---] engagements "In the past year General Motors Co. has shut down one plant in Ontario and threatened to cut production at another while Stellantis NV canceled plans to build Jeep vehicles at a factory near Toronto to make them in Illinois instead" [X Link](https://x.com/shehzadhqazi/status/2012919848347537444) 2026-01-18T16:07Z [----] followers, [---] engagements "Driving the outperformance of the worlds second-largest stock market was a fresh pledge by Chinese policymakers to accelerate efforts to develop homegrown artificial intelligence and aim for technological breakthroughs. Chinese stocks defied a global market selloff as optimism about Beijings stronger push to achieve technology self-reliance eclipsed concerns over rising geopolitical uncertainties https://t.co/V8f48D37he Chinese stocks defied a global market selloff as optimism about Beijings stronger push to achieve technology self-reliance eclipsed concerns over rising geopolitical" [X Link](https://x.com/shehzadhqazi/status/2014513017208107457) 2026-01-23T01:38Z [----] followers, [---] engagements "Macro stability is certainly a priority. But for [--] yrs and counting prosperity hasnt been. Its been replaced by strategic leveragereducing Chinas net dependence. Leverage is embodied in control of supply chains through underpricing on a huge scale https://www.aei.org/foreign-and-defense-policy/a-rich-china-recedes-into-the-distance/ https://www.aei.org/foreign-and-defense-policy/a-rich-china-recedes-into-the-distance/" [X Link](https://x.com/shehzadhqazi/status/2014514370165002378) 2026-01-23T01:43Z [----] followers, [---] engagements "BYD sold its first car in Mexico almost three years ago and now ranks eighth in sales with almost [---] dealerships nationwide. Mexican buyers say the companys vehicles are affordable and look cool. Chinese EVs are blowing the doors off brand-name competitors in the West overtaking Tesla as global leader and failing to stop for tariffs or any other bumps in the road. Is the U.S. next https://t.co/jKIvHwi1mZ https://t.co/ofdt5DwPQm Chinese EVs are blowing the doors off brand-name competitors in the West overtaking Tesla as global leader and failing to stop for tariffs or any other bumps in the" [X Link](https://x.com/shehzadhqazi/status/2014517179937435926) 2026-01-23T01:54Z [----] followers, [----] engagements "Aluminum production soared in [----] nearing record highs in @ChinaBeigeBook's aluminum industry surveys. "Aluminum production increased 2.4% to to [-----] million tons having risen every year this decade according to the statistics bureau on Monday. The figure for December was a record [----] million tons." https://t.co/uFgAJTObXk "Aluminum production increased 2.4% to to [-----] million tons having risen every year this decade according to the statistics bureau on Monday. The figure for December was a record [----] million tons." https://t.co/uFgAJTObXk" [X Link](https://x.com/shehzadhqazi/status/2014813761870139671) 2026-01-23T21:33Z [----] followers, [----] engagements "The @ChinaBeigeBook steel survey showed far stronger output than official data. But as we wrote in our Q4 outlook there was ugly inventory build-up in the sector. If bets on bigger fiscal stimulus in [----] fail firms will try to offload the metal abroad. https://x.com/business/status/2013077688295047535s=20 Chinese aluminum output rose to an all-time high last year climbing above the countrys capacity limit while steel fell to a seven-year low underscoring dramatically different prospects for the two most widely used metals https://t.co/lAUWUc5vpw" [X Link](https://x.com/shehzadhqazi/status/2014814963391439280) 2026-01-23T21:38Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@shehzadhqazi Shehzad Qazi
Shehzad Qazi posts on X about china, beijing, tariffs, stocks the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +321%
- [--] Month [-------] +310%
- [--] Months [-------] -11%
- [--] Year [---------] +59%
Mentions: [--] #
- [--] Month [--] +21%
- [--] Months [---] +21%
- [--] Year [---] +52%
Followers: [-----] #
- [--] Week [-----] -0.12%
- [--] Month [-----] +0.40%
- [--] Months [-----] +4.70%
- [--] Year [-----] +15%
CreatorRank: [---------] #
Social Influence
Social category influence finance countries travel destinations stocks technology brands automotive brands social networks currencies fashion brands financial services
Social topic influence china, beijing, tariffs, stocks, investment, countries, money, in the, debt, data
Top accounts mentioned or mentioned by @chinabeigebook @chinabeigebooks @soberlook @cnbc @axios @yahoofinance @markets @clydecommods @bloombergradio @barronsonline @andyhomemetals @keithbradsher @seanansmith @carolmassar @chengevelyn @cnni @sheryahnnews @bloombergtv @teconomics @mackhawk
Top assets mentioned Morgan Stanley (MS) Tesla, Inc. (TSLA) Goldman Sachs (GS) April (APRIL) MP Materials Corp. (MP)
Top Social Posts
Top posts by engagements in the last [--] hours
"steel futures reached new highs as investors weighed s commitment to output against strong demand. Jiangxi Copper Co expects prices to hit $10K as plans to emissions boost demand for the metal critical to the green-energy transition. @markets https://www.bloomberg.com/news/articles/2021-04-23/green-spending-reignites-industrial-metal-rally-led-by-copper https://www.bloomberg.com/news/articles/2021-04-23/green-spending-reignites-industrial-metal-rally-led-by-copper"
X Link 2021-04-26T19:13Z [----] followers, [--] engagements
"Shares advanced as much as 7.8% in HK after developer wired $83.5 million in a bond coupon payment ahead of this weekends deadline. Still Evergrande needs to pay interest on another [--] notes this year and has a hefty wall of maturing debt next year. https://www.bloomberg.com/news/articles/2021-10-22/-living-dead-evergrande-not-out-of-woods-despite-rushed-payment https://www.bloomberg.com/news/articles/2021-10-22/-living-dead-evergrande-not-out-of-woods-despite-rushed-payment"
X Link 2021-10-22T11:45Z [----] followers, [--] engagements
"Auditors of at least [--] Hong Kong-listed Chinese property firms have exited this year securities filings showedEmbattled developers including Sunac China Shimao Group and Kaisa Group are among those whose auditors have parted ways in recent months. https://www.reuters.com/markets/asia/auditor-exodus-embattled-china-property-firms-triggers-governance-concerns-2022-11-01/ https://www.reuters.com/markets/asia/auditor-exodus-embattled-china-property-firms-triggers-governance-concerns-2022-11-01/"
X Link 2022-11-02T15:10Z [----] followers, [--] engagements
""Cash-strapped local governments in China artificially boosted their revenues last year by selling swaths of land to their own investment vehicles.50%+ of $316bn in residential property plot sales by local Chinese authorities in [----] were made to LGFVs." https://www.ft.com/content/f68a301a-cdd5-4d9b-aca2-492c6561ebbf https://www.ft.com/content/f68a301a-cdd5-4d9b-aca2-492c6561ebbf"
X Link 2023-03-10T00:25Z [----] followers, 16.9K engagements
""Apple now makes 7% of its iPhones in India thru expanding partners frm Foxconn to Pegatron. India accounted for 1% of worlds iPhones in 2021.Apple has also sought changes in Indias labor laws as part of effort to expand local prod & create mega🏭." https://www.bloomberg.com/news/articles/2023-04-13/apple-triples-india-iphone-output-to-7-billion-in-china-shift https://www.bloomberg.com/news/articles/2023-04-13/apple-triples-india-iphone-output-to-7-billion-in-china-shift"
X Link 2023-06-08T21:42Z [----] followers, [----] engagements
""China the world's top copper user is facing a crisis of investor confidence with stock markets tumbling this week. 'The recovery from zero-COVID - disappointing though it was - is over' according to @ChinaBeigeBook" @AndyHomeMetals @Reuters https://www.reuters.com/markets/europe/funds-sell-copper-weak-demand-trumps-supply-pressures-2024-01-23/ https://www.reuters.com/markets/europe/funds-sell-copper-weak-demand-trumps-supply-pressures-2024-01-23/"
X Link 2024-01-23T21:26Z [----] followers, [---] engagements
"Many of Evergrandes peers have already followed the firm into default. Dozen+ developers are facing prolonged winding-up hearings incl Logan Group and Kaisa Group so how the Evergrande judgment is implemented will be closely watched for any precedent. https://www.bloomberg.com/news/articles/2024-01-29/what-does-evergrande-s-liquidation-order-mean-quicktake-q-a https://www.bloomberg.com/news/articles/2024-01-29/what-does-evergrande-s-liquidation-order-mean-quicktake-q-a"
X Link 2024-01-29T13:52Z [----] followers, [----] engagements
"New [--] week low for $SHCOMP today. ⚡Benchmark $SHCOMP erases the 3.5% intraday loss and is up 0.3%. CSI [---] Index is up 1.5%. At the same time 88% of stocks are still in the red and about [---] stocks are still at down limits. #China #stockmarket https://t.co/irPTaUQZZl ⚡Benchmark $SHCOMP erases the 3.5% intraday loss and is up 0.3%. CSI [---] Index is up 1.5%. At the same time 88% of stocks are still in the red and about [---] stocks are still at down limits. #China #stockmarket https://t.co/irPTaUQZZl"
X Link 2024-02-05T13:15Z [----] followers, [----] engagements
""S&P showed that US chip giants Intel Broadcom Qualcomm & Marvell Tech all generate more revenue from China compared with the US. chipmakers such as Micron AMD Nvidia have strived to serve their Chinese clients even in the face of export controls." https://www.cnbc.com/2024/04/12/china-remains-a-crucial-market-for-us-chipmakers-amid-rising-tensions-.html https://www.cnbc.com/2024/04/12/china-remains-a-crucial-market-for-us-chipmakers-amid-rising-tensions-.html"
X Link 2024-04-13T21:12Z [----] followers, 10K engagements
"A Bloomberg Intelligence gauge of Chinese developer shares fell 3.3% on Thursday extending losses from a mid-May high to almost 21%. Sunac China Holdings Ltd. was the biggest laggard with a slump of 12% while CIFI Holdings Group Co. sank 8.4%. https://www.bloomberg.com/news/articles/2024-06-06/chinese-property-stocks-fall-to-bearish-level-as-concerns-linger-lx2mlkx4 https://www.bloomberg.com/news/articles/2024-06-06/chinese-property-stocks-fall-to-bearish-level-as-concerns-linger-lx2mlkx4"
X Link 2024-06-06T11:22Z [----] followers, [---] engagements
"China September credit data: Outstanding Loan Growth (Y/Y): 8.1% vs 8.5% in Aug (Exp: 8.3%) New Yuan Loans: CNY1590.0B vs 900.0B in Aug (Exp: 1100B) Total Social Finance: CNY3760.0B vs 3030.0B in Aug (Exp: 3730B) ⚡#China September Money Supply: M2 money supply +6.8% y/y; Est. +6.4%; M1 money supply -7.4% y/y; Est. -7.3%; Most on record.📉 M0 money supply +11.5% y/y; Prev. +12.2%; Aggregate financing [----] trillion yuan Est.3.73;📈 New yuan loans [----] trillion yuan Est.1.09📈 https://t.co/BoLel23UW1 ⚡#China September Money Supply: M2 money supply +6.8% y/y; Est. +6.4%; M1 money supply -7.4%"
X Link 2024-10-15T17:59Z [----] followers, [----] engagements
"China Outstanding Loan Growth YoY was reported at 7.8% in Oct v 8.1% in Sep (Exp: 8%) China Total Social Financing was reported at CNY 1400B in Oct v CNY3760B in Sep (Exp: CNY 1550B) China New Yuan Loans was reported at CNY 500B in Oct v CNY1590B in Sep (Exp: CNY700B)"
X Link 2024-11-11T18:56Z [----] followers, [----] engagements
""Chinas AI-driven stock rally is drawing support from Wall Street strategists who say the newfound tech prowess will help extend a bull run. Strategists from Morgan Stanley JPMorgan and UBS expect stock gains spurred by DeepSeeks AI model to continue" https://www.bloomberg.com/news/articles/2025-02-12/morgan-stanley-ubs-join-bullish-chorus-on-china-s-ai-led-rally https://www.bloomberg.com/news/articles/2025-02-12/morgan-stanley-ubs-join-bullish-chorus-on-china-s-ai-led-rally"
X Link 2025-02-12T03:29Z [----] followers, [----] engagements
""The MSCI China Index has risen about 15% from a January low outperforming its Asian peers this year. A gauge of Chinese tech shares listed in Hong Kong entered a bull market last week." "Chinas AI-driven stock rally is drawing support from Wall Street strategists who say the newfound tech prowess will help extend a bull run. Strategists from Morgan Stanley JPMorgan and UBS expect stock gains spurred by DeepSeeks AI model to continue" https://t.co/JsO48UA4hv "Chinas AI-driven stock rally is drawing support from Wall Street strategists who say the newfound tech prowess will help extend a bull"
X Link 2025-02-12T03:30Z [----] followers, [----] engagements
"Mainland Chinas CSI [---] ended the day 0.7% higher at [-------] while Hong Kongs Hang Seng index ended the day 0.14% lower at [--------]. @CNBC https://www.cnbc.com/2025/02/19/asia-markets-live-updates-stocks-set-to-rise-rbnz-expected-to-cut-rates.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2025/02/19/asia-markets-live-updates-stocks-set-to-rise-rbnz-expected-to-cut-rates.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-02-19T12:20Z [----] followers, [---] engagements
"The U.S. hedge fund community representing the largest chunk of the industry currently allocates around 3% of its portfolios to China said Morgan Stanley. https://www.reuters.com/markets/asia/hedge-funds-tailor-win-win-bets-china-2025-02-19/ https://www.reuters.com/markets/asia/hedge-funds-tailor-win-win-bets-china-2025-02-19/"
X Link 2025-02-19T23:00Z [----] followers, [---] engagements
"Mainland Chinas CSI [---] dipped 0.29% to close at 3.928.90 while Hong Kongs Hang Seng Index fell 1.60% to [--------]. @CNBC https://www.cnbc.com/2025/02/20/asia-markets-live-update-stocks-to-trade-mixed-on-trump-tariff-worries.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2025/02/20/asia-markets-live-update-stocks-to-trade-mixed-on-trump-tariff-worries.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-02-20T11:59Z [----] followers, [---] engagements
"Alibabas results are partly fueling the markets Friday rally said Bo Pei an equity research analyst at US Tiger Securities. Xis meeting with Ma is an indicator of the governments evolving stance toward private enterprises and capital markets. https://www.bloomberg.com/news/articles/2025-02-21/chinese-tech-stocks-rally-as-upbeat-earnings-lift-sentiment https://www.bloomberg.com/news/articles/2025-02-21/chinese-tech-stocks-rally-as-upbeat-earnings-lift-sentiment"
X Link 2025-02-21T13:21Z [----] followers, [----] engagements
"No Xis meeting with Ma is yet another indicator of the governments evolving stance toward using private enterprises to advance the Partys economic and national security ambitions. Alibabas results are partly fueling the markets Friday rally said Bo Pei an equity research analyst at US Tiger Securities. Xis meeting with Ma is an indicator of the governments evolving stance toward private enterprises and capital markets. https://t.co/NfTtYXN93J Alibabas results are partly fueling the markets Friday rally said Bo Pei an equity research analyst at US Tiger Securities. Xis meeting with Ma is an"
X Link 2025-02-21T13:25Z [----] followers, [----] engagements
""The iShares China Large-Cap ETF and the iShares MSCI China ETF are up 2% and 1.6% respectively for the week. The two China-focused funds are headed toward their sixth consecutive week of gains." https://www.cnbc.com/2025/02/20/stock-market-today-live-updates.html https://www.cnbc.com/2025/02/20/stock-market-today-live-updates.html"
X Link 2025-02-21T19:39Z [----] followers, [---] engagements
"Trump also didnt commit to pushing Congress to water down a drug pricing program enacted under Biden that pharmas been seeking relief from. Trumpss tone suggests industrys bid to win an ally in the White House might be more difficult than execs hoped https://www.bloomberg.com/news/articles/2025-02-21/trump-told-drugmakers-to-move-production-to-us-or-face-tariffs https://www.bloomberg.com/news/articles/2025-02-21/trump-told-drugmakers-to-move-production-to-us-or-face-tariffs"
X Link 2025-02-22T00:47Z [----] followers, [---] engagements
"calls for new rules to curb the exploitation of capital technology and knowledge by foreign adversaries such as .says admin will consider new/expanded restrictions on outbound investment toin sectors incl semis AI quantum biotech & aerospace https://www.bloomberg.com/news/articles/2025-02-21/trump-directs-cfius-to-restrict-chinese-investments-in-key-areas https://www.bloomberg.com/news/articles/2025-02-21/trump-directs-cfius-to-restrict-chinese-investments-in-key-areas"
X Link 2025-02-22T00:55Z [----] followers, [----] engagements
"The administration is also moving to protect US investors by auditing foreign companies on US exchanges and ensuring foreign adversary companies are ineligible for pension plan contributions"
X Link 2025-02-22T01:05Z [----] followers, [---] engagements
"Metals including aluminum and copper declined as moves by Trump to restrict Chinese investments undermined market sentimentSteel-making staple iron ore also took a knock amid the China tensions & growing number of trade barriers being imposed on steel https://www.bloomberg.com/news/articles/2025-02-25/metals-decline-as-rising-china-tensions-spark-risk-off-sentiment https://www.bloomberg.com/news/articles/2025-02-25/metals-decline-as-rising-china-tensions-spark-risk-off-sentiment"
X Link 2025-02-25T05:08Z [----] followers, [----] engagements
"Hong Kongs Hang Seng Index fell 1.36% in its last hour of trade while mainland Chinas CSI [---] dipped 1.11% to [-------] amid escalating trade tensions with the U.S. The Hang Seng Tech index pared losses to trade flat. @CNBC https://www.cnbc.com/2025/02/25/asia-markets-live-updates-bank-of-korea-hong-kong-trade.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2025/02/25/asia-markets-live-updates-bank-of-korea-hong-kong-trade.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-02-25T14:41Z [----] followers, [---] engagements
"Beijing wont flood the property market with cheap credit if the trade war magically goes away tomorrow (ie redirect support from industrial sector). The whole idea is to help property slowly stabilize and to absolutely avoid reflating the bubble. https://www.cnbc.com/video/2025/02/24/kraneshares-cio-china-needs-to-do-a-deal-with-trump-to-fix-the-ongoing-real-estate-crisis.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-02-25T14:48Z [----] followers, [---] engagements
"5 largest producers incl Cal-Maine & Rose Acre control 50% of the US egg mkt. Cal-Maine which is publicly traded and controls 20% of the mkt reported an 82% jump in revenues for the quarter that ended in November to $954M from $523M a year earlier. https://www.nytimes.com/2025/03/07/business/us-egg-prices-investigation.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2025/03/07/business/us-egg-prices-investigation.htmlsmid=nytcore-ios-share&referringSource=articleShare"
X Link 2025-03-08T02:33Z [----] followers, [---] engagements
""Aluminum climbed 0.4% as shares of China Hongqiao surged to a record on a jump in profits.Chinese aluminum production rose 2.6% yy Jan-Feb or a record high of 124068t/day. That pointed to resilience from smelters who are enjoying higher margins due to rising product prices""
X Link 2025-03-17T18:04Z [----] followers, [---] engagements
"sheer chaos of the past month has exposed for many foreign investors the risks that come with funneling so much of their money into dollars. Many of them are rushing now to add currency hedges to an American equity portfolio that stood at some $18 trillion as of December. Traders worried about forex declines typically sell dollar in a forward mkt. To Swiss franc or yen based investors.upshot is being able to cancel out any dollar declines but it also means losing out on any currency gains &rolling cost can erode returns https://t.co/EjAHKTfGTN Traders worried about forex declines typically"
X Link 2025-04-28T00:57Z [----] followers, [---] engagements
""In [----] its PE owner Griffon Corp shut down the plant which once made 85% of the wheelbarrows sold in the US and shifted the work overseas.Go to your local Home Depot and the True Temper wheelbarrows are now clearly labeled Made in China." @sdonnan https://www.bloomberg.com/news/articles/2025-04-29/made-in-usa-wheelbarrows-promoted-by-trump-are-now-made-in-china https://www.bloomberg.com/news/articles/2025-04-29/made-in-usa-wheelbarrows-promoted-by-trump-are-now-made-in-china"
X Link 2025-04-29T19:53Z [----] followers, [---] engagements
""The applicants range from leviathans like Ford Motor Co. Hitachi Ltd. and Tesla Inc. to relative minnows like an Ohio company that sells industrial sewing machines used to make leather items including custom saddles for jockeys in this weekends Kentucky Derby." "One group of companies is engaged in an increasingly urgent waiting game: Those looking to import machinery from China they say they need to set up or expand their US manufacturing.180+ companies have filed over [----] individual requests for exclusions" https://t.co/HfRKc9IIjS "One group of companies is engaged in an increasingly"
X Link 2025-05-05T21:16Z [----] followers, [---] engagements
"They are concerned the deal would help a Chinese company improve its artificial intelligence abilities broaden the reach of Chinese chatbots with censorship limits and deepen Apples exposure to Beijing laws over censorship and data sharing @trippmickle https://www.nytimes.com/2025/05/17/technology/apple-alibaba-ai-tool-china.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2025/05/17/technology/apple-alibaba-ai-tool-china.htmlsmid=nytcore-ios-share&referringSource=articleShare"
X Link 2025-05-18T01:27Z [----] followers, [----] engagements
""The minister has been in the US seeking to secure backing from key industry players including the American Apparel & Footwear Association Gap Inc Levi Strauss and others ahead of another round of trade talks set to take place in the coming days." https://www.bloomberg.com/news/articles/2025-06-12/vietnam-trade-envoy-meets-nike-walmart-in-us-tariff-deal-push-mbswm2k2 https://www.bloomberg.com/news/articles/2025-06-12/vietnam-trade-envoy-meets-nike-walmart-in-us-tariff-deal-push-mbswm2k2"
X Link 2025-06-12T14:58Z [----] followers, [---] engagements
"Country Garden Holdings Co. said its first-half loss could reach as high as $3 billion with the Chinas prolonged property crisis continuing to weigh on the the embattled developer. https://www.bloomberg.com/news/articles/2025-08-22/country-garden-warns-first-half-loss-may-widen-to-3-billion https://www.bloomberg.com/news/articles/2025-08-22/country-garden-warns-first-half-loss-may-widen-to-3-billion"
X Link 2025-08-22T18:07Z [----] followers, [---] engagements
"TikToks US operations would be acquired by a consortium that includes Oracle Corp. Andreessen Horowitz and private equity firm Silver Lake Management https://www.bloomberg.com/news/articles/2025-09-16/tiktok-buyers-group-to-include-oracle-silver-lake-andreessen https://www.bloomberg.com/news/articles/2025-09-16/tiktok-buyers-group-to-include-oracle-silver-lake-andreessen"
X Link 2025-09-17T14:23Z [----] followers, [---] engagements
"China Unicom has built a massive data centre powered by domestically developed artificial intelligence chips from Alibaba and other companies state broadcaster CCTV said as Beijing seeks to wean itself off foreign technologies https://www.reuters.com/business/media-telecom/china-spotlights-major-data-centre-project-using-domestic-chips-2025-09-17/utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Technology-Roundup&utm_term=091725&lctg=6370573e9fe41d1ed8064485"
X Link 2025-09-17T21:48Z [----] followers, [---] engagements
"US has approved several billion dollars worth of Nvidia Corp. chip exports to the United Arab Emirates an initial step in implementing a controversial deal that could serve as a blueprint for American AI statecraft. @mackhawk https://www.bloomberg.com/news/articles/2025-10-09/us-approves-several-billion-dollars-of-nvidia-nvda-ai-chip-sales-to-uae https://www.bloomberg.com/news/articles/2025-10-09/us-approves-several-billion-dollars-of-nvidia-nvda-ai-chip-sales-to-uae"
X Link 2025-10-09T13:10Z [----] followers, [---] engagements
"The CCP thinks of Trump as a deal maker and they know that if they offer a few concessions he will strike a deal" @ChinaBeigeBooks Shehzad Qazi tells @axios @MadisonMills22 Trump and China focus less on markets in trade talks https://t.co/C2UyF7PU86 Trump and China focus less on markets in trade talks https://t.co/C2UyF7PU86"
X Link 2025-10-16T13:51Z [----] followers, [----] engagements
"Qazi also does not buy the idea that China sees a market downturn as a tool w/in trade talks. This contrasts w/ reporting from WSJ that indicates Chinese officials are confident that a market selloff would push Trump to deescalate the trade war (yes China is in on the🌮 trade)"
X Link 2025-10-16T23:40Z [----] followers, [---] engagements
"If it could get anything the US would ask for things Wall Street and corporates have wanted for [--] yrs: fair competition for US firms no forced tech transfers better IP protection etc. Its entirely unclear of course if this would make the US more prosperous or more secure. @shehzadhqazi @axios If the US could get whatever it wanted from China what would it ask for @shehzadhqazi @axios If the US could get whatever it wanted from China what would it ask for"
X Link 2025-10-17T01:11Z [----] followers, [----] engagements
""The auto industry is digesting a new and potentially damaging supply-chain disruption from an unlikely source: a small Dutch semiconductor manufacturer with an outsize influence on how cars and trucks are made." https://www.wsj.com/business/autos/nexperia-auto-industry-chip-shortage-02f92559mod=djemMoneyBeat_us https://www.wsj.com/business/autos/nexperia-auto-industry-chip-shortage-02f92559mod=djemMoneyBeat_us"
X Link 2025-10-17T21:37Z [----] followers, [---] engagements
""The Commerce Department is slated to announce a five-year extension for an arrangement that allows automakers to reduce what they pay in tariffs on imported car parts.Previously that provision was scheduled to sunset after two years." https://www.bloomberg.com/news/articles/2025-10-16/us-nears-tariff-relief-for-auto-industry-after-lobbying-push https://www.bloomberg.com/news/articles/2025-10-16/us-nears-tariff-relief-for-auto-industry-after-lobbying-push"
X Link 2025-10-17T21:49Z [----] followers, [----] engagements
""Home sales by the top [---] developers stopped falling in September though the size of the market is tiny compared to what it was before the government tightened credit for builders about four years ago." https://www.bloomberg.com/news/articles/2025-10-16/chinese-export-boom-can-t-stop-economy-from-year-s-worst-quarter https://www.bloomberg.com/news/articles/2025-10-16/chinese-export-boom-can-t-stop-economy-from-year-s-worst-quarter"
X Link 2025-10-17T22:04Z [----] followers, [---] engagements
""Booming exports helped drive industrial output to expand 6.5% in September exceeding all economists estimates. That contributed to third-quarter growth that took the increase for January to September to 5.2%." https://www.bloomberg.com/news/articles/2025-10-20/chinese-economic-slowdown-worsens-with-growth-weakest-in-a-year https://www.bloomberg.com/news/articles/2025-10-20/chinese-economic-slowdown-worsens-with-growth-weakest-in-a-year"
X Link 2025-10-20T18:15Z [----] followers, 12.3K engagements
"Data under the hood are often more interesting. Despite an overall contraction in fixed asset investment China's investment in auto production and railway/shipbuilding/aerospace equipment manufacturing jumped by double digits "Booming exports helped drive industrial output to expand 6.5% in September exceeding all economists estimates. That contributed to third-quarter growth that took the increase for January to September to 5.2%." https://t.co/dWXu5KZK7L "Booming exports helped drive industrial output to expand 6.5% in September exceeding all economists estimates. That contributed to"
X Link 2025-10-20T19:24Z [----] followers, 19.4K engagements
""Brazil arrivals last month jumped 29.9% year-on-year to [-----] million tons accounting for 85.2% of China's total imports of the oilseed customs data showed while shipments from Argentina rose 91.5% to [----] million tons or 9% of the total." https://www.reuters.com/world/china/china-imports-no-us-soybeans-september-first-time-seven-years-2025-10-20/ https://www.reuters.com/world/china/china-imports-no-us-soybeans-september-first-time-seven-years-2025-10-20/"
X Link 2025-10-21T00:05Z [----] followers, [---] engagements
"However growing local competition in markets such as India and China was posing challenges Coca-Cola executives said in a post-earnings call. https://www.reuters.com/business/coca-cola-tops-quarterly-revenue-estimates-steady-soda-demand-2025-10-21/utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Reuters-Business&utm_term=102125&lctg=6370573e9fe41d1ed8064485 https://www.reuters.com/business/coca-cola-tops-quarterly-revenue-estimates-steady-soda-demand-2025-10-21/utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Reuters-Business&utm_term=102125&lctg=6370573e9fe41d1ed8064485"
X Link 2025-10-21T19:03Z [----] followers, [----] engagements
""In the first three quarters total capital formation contributed 17.5% to economic growth boosting GDP growth by [---] percentage points. Specifically in the third quarter total capital formation contributed 18.9% to economic growth boosting GDP growth by [---] percentage points""
X Link 2025-10-21T20:08Z [----] followers, [----] engagements
"September's @ChinaBeigeBook flash data showed the property market still broadly struggling with residential realtors reporting on-year and on-month weakness in sales prices. "New home prices fell 0.4% month-on-month following a 0.3% fall in August.Year-on-year prices fell 2.2% in September versus a 2.5% drop in August.Secondary home prices slid 3.2% year-on-year in tier-one cities 5.0% in tier-two and 5.7% in tier-three." https://t.co/IzZ9bZNnjT "New home prices fell 0.4% month-on-month following a 0.3% fall in August.Year-on-year prices fell 2.2% in September versus a 2.5% drop in"
X Link 2025-10-21T20:58Z [----] followers, [----] engagements
""The rationale isnt just to expand American manufacturing and create jobs but also to enhance national security by reducing dependence on China and having access to more US-built crewed and flagged vessels that can be called upon in times of crisis." President Donald Trump wants to engineer a revival of US shipbuilding. His efforts to chip away at Chinas dominance have become a flashpoint in the wider trade war. Here's what to know. https://t.co/Mc8A6Od8OD President Donald Trump wants to engineer a revival of US shipbuilding. His efforts to chip away at Chinas dominance have become a"
X Link 2025-10-21T21:45Z [----] followers, [----] engagements
""Under a series of 5-yr plans China became a major constructor of container & bulk-cargo ships then oil and fuel tankers.State planning ensured that shipyards received the steel they needed at affordable prices & benefited from a well-trained but relatively cheap labor force""
X Link 2025-10-21T21:50Z [----] followers, 41.5K engagements
""Beijings financial support for its shipbuilding sector totaled $132 billion b/w 2010-18 per @CSIS. This includes direct subsidies & state financing but doesnt cover other forms of support eg low-interest loans provided by state banks infusions of equity & debt forgiveness.""
X Link 2025-10-21T21:53Z [----] followers, [----] engagements
"Trump administration is considering a plan to curb a dizzying array of software-powered exports to China from laptops to jet engines to retaliate against Beijing's latest round of rare earth export restrictions https://www.reuters.com/world/us/us-considering-curbs-exports-china-made-with-us-software-sources-say-2025-10-22/ https://www.reuters.com/world/us/us-considering-curbs-exports-china-made-with-us-software-sources-say-2025-10-22/"
X Link 2025-10-22T17:00Z [----] followers, [---] engagements
"CHART: Chinas imbalances between consumption and investment. https://www.reuters.com/business/autos-transportation/china-global-companies-struggle-home-grown-brands-steal-thunder-2025-10-17/ https://www.reuters.com/business/autos-transportation/china-global-companies-struggle-home-grown-brands-steal-thunder-2025-10-17/"
X Link 2025-10-23T01:04Z [----] followers, 212.3K engagements
""BHP Group sold several iron ore cargoes to Chinese traders this week despite a dispute with the nations powerful state buyer that risks disrupting shipments from the worlds largest miner to its main market." https://www.bloomberg.com/news/articles/2025-10-23/bhp-sells-iron-ore-cargoes-to-china-buyers-despite-cmrg-curbs https://www.bloomberg.com/news/articles/2025-10-23/bhp-sells-iron-ore-cargoes-to-china-buyers-despite-cmrg-curbs"
X Link 2025-10-23T15:57Z [----] followers, [---] engagements
""US has established a new fund to invest in critical minerals alongside Orion Resource Partners and Abu Dhabis ADQ as Trump admin seeks to challenge Beijings dominance of resource supply chains.three have made initial cap commitments of $1.8B billion" https://www.bloomberg.com/news/articles/2025-10-23/us-forms-critical-minerals-fund-with-orion-targeting-5-billion https://www.bloomberg.com/news/articles/2025-10-23/us-forms-critical-minerals-fund-with-orion-targeting-5-billion"
X Link 2025-10-23T19:45Z [----] followers, [----] engagements
""subsidies were the most significant move that policymakers took this year to spur household demand.Their diminishing impact puts pressure on policymakers to introduce challenging & costly reforms to bring about more durable change & put the economy on more sustainable footing." "China's household consumption lags the global average by some [--] pp of GDP while its investments - mainly in infrastructure and manufacturing - are about [--] points ahead making the economy too reliant on exports at a time when trade tensions w/ US." https://t.co/pyvqWT51fG "China's household consumption lags the"
X Link 2025-10-23T20:44Z [----] followers, [---] engagements
""Beijing fair-trade bureau asks for the names of Chinese customers & transaction details including sales volumes & various costs from logistics to warehousing. The questionnaires ask for information on raw material suppliers working w/ these US chip firms" https://www.bloomberg.com/news/articles/2025-10-22/china-seeks-sensitive-data-from-us-firms-in-semiconductor-probe https://www.bloomberg.com/news/articles/2025-10-22/china-seeks-sensitive-data-from-us-firms-in-semiconductor-probe"
X Link 2025-10-23T21:36Z [----] followers, [----] engagements
"Did China's imports of agricultural products plummet during the pandemic (for PRC that's 2020-22) NO. Instead as is well known China decided to increase its purchases from countries than the U.S. As the chart below shows Brazil overtook the U.S. as China's biggest supplier. U.S. to Begin Investigation Into Chinas Compliance With [----] Trade Deal How could Beijing possibly have complied with purchases during the pandemic https://t.co/5ObJVY2U4k U.S. to Begin Investigation Into Chinas Compliance With [----] Trade Deal How could Beijing possibly have complied with purchases during the pandemic"
X Link 2025-10-24T14:58Z [----] followers, [---] engagements
""China has decreased US purchases buying more grain from Brazil Argentina Ukraine & Australia even as it boosts domestic prod.2024 share of China's soybean imports from the US has dropped to 18% from 40% in [----] while Brazils share has grown to 76%" https://www.reuters.com/markets/commodities/china-pivot-us-farm-imports-bolsters-it-against-trade-war-risks-2024-11-01/ https://www.reuters.com/markets/commodities/china-pivot-us-farm-imports-bolsters-it-against-trade-war-risks-2024-11-01/"
X Link 2025-10-24T14:58Z [----] followers, [---] engagements
"Did China's imports of agricultural products plummet during the pandemic (for PRC that's 2020-2022) NO. Instead as is well known China increased its purchases from countries other than the U.S. As the chart below shows Brazil overtook the U.S. as China's biggest supplier. U.S. to Begin Investigation Into Chinas Compliance With [----] Trade Deal How could Beijing possibly have complied with purchases during the pandemic https://t.co/5ObJVY2U4k U.S. to Begin Investigation Into Chinas Compliance With [----] Trade Deal How could Beijing possibly have complied with purchases during the pandemic"
X Link 2025-10-24T15:10Z [----] followers, [----] engagements
""China has decreased US purchases buying more grain from Brazil Argentina Ukraine & Australia even as it boosts domestic prod.2024 share of China's soybean imports from the US has dropped to 18% from 40% in [----] while Brazils share has grown to 76%" https://www.reuters.com/markets/commodities/china-pivot-us-farm-imports-bolsters-it-against-trade-war-risks-2024-11-01/ https://www.reuters.com/markets/commodities/china-pivot-us-farm-imports-bolsters-it-against-trade-war-risks-2024-11-01/"
X Link 2025-10-24T15:11Z [----] followers, [---] engagements
"The Covid argument makes no sense if you look at U.S. energy exports to China which jumped then. "While US exports to China had not reached their purchase commitments in [------] under phase one.they had expanded considerably from pre-trade war levels." https://www.piie.com/blogs/realtime-economics/2023/five-years-trade-war-china-continues-its-slow-decoupling-us-exports https://www.piie.com/blogs/realtime-economics/2023/five-years-trade-war-china-continues-its-slow-decoupling-us-exports"
X Link 2025-10-24T15:44Z [----] followers, [---] engagements
"As @PIIE @ChadBown wrote it was the Ukraine war which led to changes as China started buying more from Russia and the U.S. started selling more to Europe. https://www.piie.com/blogs/realtime-economics/2022/first-trade-war-now-russias-real-war-why-us-exports-china-continue https://www.piie.com/blogs/realtime-economics/2022/first-trade-war-now-russias-real-war-why-us-exports-china-continue"
X Link 2025-10-24T15:55Z [----] followers, [---] engagements
"Wonky but important points about using CPI to set rent guidelines: 1Why CPI instead of Core (CPI ex-Food & energy) (Btw Fed looks at core PCE for decisions) 2Yes should be a CPI in NYC indicator not national 3Yes should be NYC CPI ex Shelter+OER as @aarmlovi says 1/2 Really good frank & thoughtful conversation here with a public member of the Rent Guidelines Board/housing policy expert about what's happening in rent-stabilized housing & what comes next Really good frank & thoughtful conversation here with a public member of the Rent Guidelines Board/housing policy expert about what's"
X Link 2025-10-27T17:20Z [----] followers, [----] engagements
"@TweetBenMax The middle of the convo where @aarmlovi talks about what the plans might be for brining maintenance costs down is directly tied to this measurement question But why not only use CPI subsets that are proxies for upkeep costs 2/2 But why not only use CPI subsets that are proxies for upkeep costs 2/2"
X Link 2025-10-27T17:44Z [----] followers, [--] engagements
"I'm so confused I thought China didn't want $NVDA chips any longer 🤡"
X Link 2025-10-29T13:51Z [----] followers, 17.9K engagements
"The US decision to cut fentanyl-related tariffs without extracting meaningful concessions from Beijing has likely reinforced Chinas belief that its own maximum pressure approach built on calibrated escalation is effective. We just released a note sharing our major takeaways from the "12 out of 10" Xi-Trump Summit and their implications for the market. We would like to share the concluding paragraph here: "While the successful XiTrump meeting has secured a more sustainable near-term dtente We just released a note sharing our major takeaways from the "12 out of 10" Xi-Trump Summit and their"
X Link 2025-10-30T12:15Z [----] followers, [---] engagements
"Beijing believes they've again out maneuvered America's "dealmaker-in-chief." This suggests the latest truce could fall apart sooner than later. My latest w/ @EricaRHill for @cnni. @ChinaBeigeBook"
X Link 2025-10-30T13:55Z [----] followers, [----] engagements
"Finally read it This book perfectly captures how American de-industrialization monopolizationesp in shippingand trucking and rail deregulationall in the relentless pursuit of corporate profits at the expense of laborproduced the worst supply chain crisis in living memory. Coming soon. https://t.co/tqF03E3eme Coming soon. https://t.co/tqF03E3eme"
X Link 2025-11-02T01:53Z [----] followers, [----] engagements
""China expanded those controls again in October taking the total number of elements restricted to [--] and adding much of the equipment used to process them. The expanded controls are set to come into force in early November." On rare earths this looks like it falls well short of dismantling the control regime. Jamieson Greer said China will not implement its PROPOSED rare earth controls but that just refers to new measures announced in October. That leaves in place the controls introduce in April On rare earths this looks like it falls well short of dismantling the control regime. Jamieson"
X Link 2025-11-04T02:46Z [----] followers, [---] engagements
""However the pause appears to leave in place restrictions introduced in Aprilwhich control exports of seven rare earths and notably the rare earth magnets crucial to automakers defence companies and chipmakers." @lewjackk https://www.reuters.com/sustainability/climate-energy/china-agrees-one-year-rare-earth-export-deal-issue-settled-says-trump-2025-10-30/ https://www.reuters.com/sustainability/climate-energy/china-agrees-one-year-rare-earth-export-deal-issue-settled-says-trump-2025-10-30/"
X Link 2025-11-04T02:47Z [----] followers, [---] engagements
"China remains a top draw for global asset managers as confidence returns with investors acknowledging that the worlds second-most liquid market is too big to ignore https://www.bloomberg.com/news/articles/2025-11-04/morgan-stanley-ceo-says-asset-managers-want-china-exposure https://www.bloomberg.com/news/articles/2025-11-04/morgan-stanley-ceo-says-asset-managers-want-china-exposure"
X Link 2025-11-04T19:39Z [----] followers, [---] engagements
"The China figures follow several European countries reporting steep drops in Teslas new-vehicle registrations last month and electric vehicle demand is expected to slump in the US following the expiration of up to $7500 federal tax credits. https://www.bloomberg.com/news/articles/2025-11-04/tesla-s-china-shipments-resume-drop-as-ev-maker-s-woes-mount https://www.bloomberg.com/news/articles/2025-11-04/tesla-s-china-shipments-resume-drop-as-ev-maker-s-woes-mount"
X Link 2025-11-04T19:41Z [----] followers, [---] engagements
"China is taking a measured approach to fixing its steel industry improving the outlook for high-end companies but steering clear of ordering the cuts needed to decisively shrink supply. https://www.bloomberg.com/news/articles/2025-11-03/china-aims-to-revive-steelmaking-without-ordering-cuts-to-supply https://www.bloomberg.com/news/articles/2025-11-03/china-aims-to-revive-steelmaking-without-ordering-cuts-to-supply"
X Link 2025-11-04T21:43Z [----] followers, [---] engagements
""Thanks to its coal-fired power stations the Asian giant has the cheap electricity needed to produce enormous amounts of aluminum. Thus for the last [--] years Beijing has single handedly supplied the worlds incremental demand for the metal" COLUMN: It lacks the effervescence of copper and the geopolitical allure of rare earths yet aluminum is key. Now its entering a make-or-break phase: Either the world is sleepwalking into a supply crisis or further into the hands of China. @Opinion https://t.co/QE3Ud01XWs COLUMN: It lacks the effervescence of copper and the geopolitical allure of rare earths"
X Link 2025-11-04T22:26Z [----] followers, [----] engagements
"Three accounts I kept watching for NYC mayoral election analysis and data: @ZacharyDonnini (Early voting analysis was awesome) @MichaelLangeNYC (Block by block predictions) @admcrlsn (Great deep-dives of the polls) Excellent work all around"
X Link 2025-11-05T19:21Z [----] followers, [---] engagements
"Demographic breakdown of [----] mayoral election. https://www.nytimes.com/interactive/2025/11/04/us/elections/results-new-york-city-mayor.html https://www.nytimes.com/interactive/2025/11/04/us/elections/results-new-york-city-mayor.html"
X Link 2025-11-05T20:41Z [----] followers, [---] engagements
"That means uncertainty will hang over big geopolitical negotiations with China the European Union and other trading partners and the day-to-day conduct of business for the thousands of companies paying the duties or trying to find ways around them. https://www.bloomberg.com/news/articles/2025-11-06/supreme-court-s-trump-tariff-skepticism-means-uncertainty-reigns https://www.bloomberg.com/news/articles/2025-11-06/supreme-court-s-trump-tariff-skepticism-means-uncertainty-reigns"
X Link 2025-11-06T01:55Z [----] followers, [---] engagements
"Many companies remain intent on diversifying where they source their products & are cautious about tying their fortunes to China over the longer term. Yet the current system of tariffs removes some of the urgency for companies to find factories outside China @AnaSwanson @jotted"
X Link 2025-11-06T02:25Z [----] followers, [---] engagements
"It also chips away at the economic advantage that companies had expected from moving factories to Brazil Vietnam and India. https://www.nytimes.com/2025/11/02/business/economy/trump-tariff-deal-china.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2025/11/02/business/economy/trump-tariff-deal-china.htmlsmid=nytcore-ios-share&referringSource=articleShare"
X Link 2025-11-06T02:25Z [----] followers, [---] engagements
"In markets across the US homebuilders sitting on unsold inventory are subsidizing mortgage rates so heavily they sometimes match the record lows last seen during the Covid-19 pandemic. https://www.bloomberg.com/news/articles/2025-11-06/homebuilders-bet-on-1-mortgage-rates-to-wake-up-us-buyers https://www.bloomberg.com/news/articles/2025-11-06/homebuilders-bet-on-1-mortgage-rates-to-wake-up-us-buyers"
X Link 2025-11-06T14:01Z [----] followers, [----] engagements
""The US added copper silver and uranium to a government list of critical minerals.The updated US Geological Survey list adds [--] minerals to bring the total to [--] including metallurgical coal potash rhenium silicon and lead" https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-list https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-list"
X Link 2025-11-06T22:15Z [----] followers, [---] engagements
""Chinese leaders want AI to advance the countrys economic development and military capabilities.in Beijing the AI discourse is less abstract and focuses on economic and industrial applications that can support Beijings overall economic objectives." https://www.rand.org/pubs/perspectives/PEA4012-1.html https://www.rand.org/pubs/perspectives/PEA4012-1.html"
X Link 2025-11-07T21:11Z [----] followers, [----] engagements
""By [----] Beijing is aiming for AI to become a $100 billion industry and to create more than $1 trillion of additional value in other industries. This goal includes leveraging AI to upgrade traditional sectors such as health care manufacturing and agriculture." "Chinese leaders want AI to advance the countrys economic development and military capabilities.in Beijing the AI discourse is less abstract and focuses on economic and industrial applications that can support Beijings overall economic objectives." https://t.co/gJVcD8CPmT "Chinese leaders want AI to advance the countrys economic"
X Link 2025-11-07T21:11Z [----] followers, [---] engagements
"Great background here on the history of China's semiconductor industrial policies starting from the 1950s. The big takeaway: indigenizing the technology and lessening foreign reliance have been key goals for a long time. https://www.usitc.gov/publications/332/journals/chinese_semiconductor_industrial_policy_past_and_present_jice_july_2019.pdf https://www.usitc.gov/publications/332/journals/chinese_semiconductor_industrial_policy_past_and_present_jice_july_2019.pdf"
X Link 2025-11-07T22:06Z [----] followers, 88.6K engagements
""China's Jun [----] "National IC plan".articulates a well-defined strategy that identifies national champions supported by ample funds & bolstered by policies promoting inbound & outbound FDI.to accelerate tech transfer & bring IC industry on par w/ leading intl competitors""
X Link 2025-11-07T22:06Z [----] followers, [---] engagements
""Another document released in [----] Chinas 13th FYP (201620) was even more specific prioritizing the development of DRAM chips (reminiscent of Huahongs Project [---] attempt) to lessen its dependence on memory chips from the United States.""
X Link 2025-11-07T22:06Z [----] followers, [---] engagements
"Chinese companies will likely continue to add to the inroads made abroad during the trade war w/ the US. Signs of a recovery appeared at the end of last month as the number of containers handled in Chinese ports jumped almost 14% in the week ending 11/2 https://www.bloomberg.com/news/articles/2025-11-07/chinese-exports-unexpectedly-fall-after-us-trade-tensions-spiked https://www.bloomberg.com/news/articles/2025-11-07/chinese-exports-unexpectedly-fall-after-us-trade-tensions-spiked"
X Link 2025-11-08T02:10Z [----] followers, [---] engagements
"How that front-loading has been benefiting the economy was on full display in a different data set released late on Friday. It showed the current-account balance in the third quarter soared to a record $196B in the third quarter driven by a record $270B goods trade surplus"
X Link 2025-11-08T02:11Z [----] followers, [---] engagements
"The Netherlands is prepared to suspend its powers over Chinese-owned chipmaker Nexperia in a move that would de-escalate a fight with Beijing that threatens to disrupt automotive production around the world. https://www.bloomberg.com/news/articles/2025-11-07/dutch-ready-to-drop-control-of-nexperia-if-chip-supply-resumes https://www.bloomberg.com/news/articles/2025-11-07/dutch-ready-to-drop-control-of-nexperia-if-chip-supply-resumes"
X Link 2025-11-08T02:22Z [----] followers, [---] engagements
"China today has enough annual capacity - [--] million to supply 55% of global demand for vehicles. By comparison the worlds next largest automotive manufacturing nation America builds just [--] million cars a year. @dunne_insights https://newsletter.dunneinsights.com/p/how-china-is-gutting-western-automakerspublication_id=1172477&utm_campaign=email-post-title&r=67f78&utm_medium=email https://newsletter.dunneinsights.com/p/how-china-is-gutting-western-automakerspublication_id=1172477&utm_campaign=email-post-title&r=67f78&utm_medium=email"
X Link 2025-11-10T01:22Z [----] followers, [---] engagements
"China this year will export a world-record seven million vehicles to more than [---] countries worldwide up from just one million in [----]. Chinese cars are pouring at a breathtaking pace into virtually every nation in every time zone except the United States and Canada"
X Link 2025-11-10T01:23Z [----] followers, [---] engagements
""Chinas AI capex is projected to reach as much as $98B 48% increase from [----] per BofA.$56B of that is expected to come from the govt and another $24B from big tech incl Alibaba and Tencent.A new AI Industry Investment Fund is injecting $8.2B into early-stage projects." "In the decade leading up to the AI boom Chinese government-backed venture capital plowed an estimated $912 billion into sectors seen as critical to the countrys development with almost a quarter of that going toward [---] million AI-related firms." https://t.co/zPCZoWpFJK "In the decade leading up to the AI boom Chinese"
X Link 2025-11-11T01:38Z [----] followers, [----] engagements
""To close the industrial gap w/ China US must treat shipbuilding automation.as a natsec imperative. That means scaling investment in advanced manufacturing across public & private yards.training programs for a digitally skilled shipbuilding workforce." https://scsp222.substack.com/p/to-compete-with-china-automate-us https://scsp222.substack.com/p/to-compete-with-china-automate-us"
X Link 2025-11-12T20:17Z [----] followers, [----] engagements
""JD said orders surged nearly 60% during this years Singles Day event though it didnt disclose the transaction values in a statement posted on WeChat. The company also reported a 40% increase in shoppers compared with a more than 20% rise last year." https://www.bloomberg.com/news/articles/2025-11-11/jd-com-touts-singles-day-sales-despite-china-deflation-concerns https://www.bloomberg.com/news/articles/2025-11-11/jd-com-touts-singles-day-sales-despite-china-deflation-concerns"
X Link 2025-11-12T21:06Z [----] followers, [----] engagements
""Now antimony is emerging as an important test case of whether the US can restore supply chains devastated by decades of Chinese dominance.companies are dusting off sites in Alaska and Idaho that last produced antimony during the 20th century." https://www.wsj.com/us-news/alaskas-new-mining-rush-chases-something-more-coveted-than-gold-f3992f3cmod=djemlogistics_h https://www.wsj.com/us-news/alaskas-new-mining-rush-chases-something-more-coveted-than-gold-f3992f3cmod=djemlogistics_h"
X Link 2025-11-12T21:45Z [----] followers, [---] engagements
"Endolith closed an initial tranche of a Series A round led by national security-focused venture-capital firm Squadra Ventures and expects to raise $3 million more shortly. https://www.wsj.com/articles/biomining-startup-gets-13-5-million-as-critical-minerals-race-gathers-speed-acf1ce7b https://www.wsj.com/articles/biomining-startup-gets-13-5-million-as-critical-minerals-race-gathers-speed-acf1ce7b"
X Link 2025-11-13T02:20Z [----] followers, [---] engagements
"@linamkhan has privately discussed targeting hospitals that bill patients for painkillers available more cheaply at corner drugstores and sports stadiums charging nosebleed prices for concessions the people said. https://t.co/QKOSaumL96 https://t.co/QKOSaumL96"
X Link 2025-11-13T19:24Z [----] followers, [---] engagements
"Other avenues for enforcement include a new state law that requires companies to tell customers when they are using algorithmic pricing. The law took effect this week forcing Uber & DoorDash to start disclosing but the incoming Mamdani administration plans to police laggards"
X Link 2025-11-13T19:24Z [----] followers, [---] engagements
""The bank said it was 'natural that the growth rate of overall financing will slow in the future' adding thats 'in line with the Chinese economys transition from high-speed to high-quality growth'." https://www.bloomberg.com/news/articles/2025-11-11/pboc-justifies-loan-slowdown-following-record-contraction https://www.bloomberg.com/news/articles/2025-11-11/pboc-justifies-loan-slowdown-following-record-contraction"
X Link 2025-11-14T01:28Z [----] followers, [---] engagements
""Solvay one of a few companies outside of China capable of the complex rare earths separation in April launched modest processingof minerals needed for permanent magnets at its French plant." @lewjackk https://www.reuters.com/world/china/solvay-seals-two-deals-supply-rare-earths-us-magnet-makers-2025-11-12/ https://www.reuters.com/world/china/solvay-seals-two-deals-supply-rare-earths-us-magnet-makers-2025-11-12/"
X Link 2025-11-14T01:33Z [----] followers, [----] engagements
""Solvay concluded agreements with US firms Noveon Magnetics and Permag to supply rare earth oxides.The deal with privately-held Noveon is for elements neodymium praseodymium dysprosium and terbium - known as NdPr & DyTb - the [--] key rare earths needed to make permanent magnets""
X Link 2025-11-14T01:33Z [----] followers, [---] engagements
""Canada has unveiled measures to shore up access to critical minerals incl a CAD$2B 'critical minerals sovereign fund' to provide money for equity investments & plan to expand stockpiling of minerals to support producers of niche metals dominated by China" https://www.bloomberg.com/news/articles/2025-11-14/canada-eyes-mining-and-rare-earths-equity-stakes-to-combat-china https://www.bloomberg.com/news/articles/2025-11-14/canada-eyes-mining-and-rare-earths-equity-stakes-to-combat-china"
X Link 2025-11-14T01:42Z [----] followers, [----] engagements
"Climbing Wall Streets league tables jumping out in front of the cryptocurrency boom and returning to SPAC-fueled dealmaking the private New York financial boutique is having its busiest and most successful year on record. https://www.bloomberg.com/news/features/2025-11-14/cantor-group-nets-record-year-with-howard-lutnick-s-sons-at-helm https://www.bloomberg.com/news/features/2025-11-14/cantor-group-nets-record-year-with-howard-lutnick-s-sons-at-helm"
X Link 2025-11-14T12:48Z [----] followers, [---] engagements
"In Miami the firm hosted Eric Trump the presidents son as well as Ted Cruz.who chairs the committee scrutinizing Lutnicks Commerce Dept. That evening Brandon Lutnick sped to DC for a dinner at the White House with the biggest names on Wall Street as well as his father"
X Link 2025-11-14T12:51Z [----] followers, [---] engagements
"Why China PMIs don't actually mean what markets and media think they do. Manufacturing PMI contracted but industrial output -- and the manufacturing component -- both expanded 4.9% y/y. (Slower growth Contraction) https://www.cnbc.com/2025/11/14/china-economic-slowdown-october-housing-property-investment-retail-trade-industrial-output.html https://www.cnbc.com/2025/11/14/china-economic-slowdown-october-housing-property-investment-retail-trade-industrial-output.html"
X Link 2025-11-14T19:02Z [----] followers, 11.9K engagements
""LVMH is set to open major stores in China in December and is considering further expansion there according to people familiar with the matter as high-end brands see early signs of a sales rebound in the worlds second-largest economy." LVMH is set to open major stores in China in December and is considering further expansion there https://t.co/RKbSL5QZR5 LVMH is set to open major stores in China in December and is considering further expansion there https://t.co/RKbSL5QZR5"
X Link 2025-11-14T19:34Z [----] followers, [----] engagements
""return to growth in Richemont's sales in China in the quarter was the first positive reading in almost two years the company said.Sales in Asia-Pacific Richemont's most important market dominated by China rose by 10% at constant fx during the quarter" https://x.com/ReutersChina/status/1989332587693642006s=20 Cartier-owner Richemont reported quarterly sales well ahead of market expectations on Friday driven by improved demand in China and a robust North American market which helped it weather the hit from U.S. tariffs and high gold prices. https://t.co/Eup7ZVetU1"
X Link 2025-11-14T19:37Z [----] followers, [---] engagements
""Burberry reported its first inc in qrtrly sales for nearly [--] yrs & return to growth in China.like-for-like sales in greater China returned to growth up 3%.adding to evidence that a painful slowdown in one of the luxury industrys key markets is easing" https://www.ft.com/content/2a514a07-0916-4946-bed1-150a7fb3f6d6 https://www.ft.com/content/2a514a07-0916-4946-bed1-150a7fb3f6d6"
X Link 2025-11-14T19:41Z [----] followers, [---] engagements
"Luxuries may be turning a corner in China There was a clear improvement in Luxury Goods sales in @ChinaBeigeBook data through Q3 [----]. 1/2 "LVMH is set to open major stores in China in December and is considering further expansion there according to people familiar with the matter as high-end brands see early signs of a sales rebound in the worlds second-largest economy." "LVMH is set to open major stores in China in December and is considering further expansion there according to people familiar with the matter as high-end brands see early signs of a sales rebound in the worlds"
X Link 2025-11-14T19:57Z [----] followers, [----] engagements
"Even official monthly retail sales data show gold and silver jewelry sales jumping in October. Certainly aligns with the sharp improvement in luxury goods sales seen in the October [----] @ChinaBeigeBook flash results"
X Link 2025-11-14T19:57Z [----] followers, [---] engagements
""In benchmarks presented by Baidu Ernie [---] competed w/ rivals like DeepSeek Google Gemini & OpenAIs GPT-5 in tests for language AV understanding. While Baidus AI rarely had the highest score it sought to demonstrate it was keeping up w/ the leaders" https://www.bloomberg.com/news/articles/2025-11-13/baidu-unveils-new-model-chips-to-keep-up-in-china-s-ai-race https://www.bloomberg.com/news/articles/2025-11-13/baidu-unveils-new-model-chips-to-keep-up-in-china-s-ai-race"
X Link 2025-11-14T21:36Z [----] followers, [---] engagements
""US export controls have almost certainly accelerated Chinas subsidizing of its domestic semiconductor and integrated circuit industry. PRC's Made In China [----] plan enacted in [----] sought to increase domestic semiconductor production by 70% by 2025." https://www.recordedfuture.com/research/measuring-the-us-china-ai-gap https://www.recordedfuture.com/research/measuring-the-us-china-ai-gap"
X Link 2025-11-17T18:25Z [----] followers, [---] engagements
""Chinas engagement with the new frontiers is inherently dual-use. Science-led civilian activities are always accompanied by work to secure military advantages and develop new military capabilities it can deploy in case of conflict." https://merics.org/sites/default/files/2025-10/MERICS_Policy%20brief_China%27s%20strategic%20new%20frontiers_final.pdf https://merics.org/sites/default/files/2025-10/MERICS_Policy%20brief_China%27s%20strategic%20new%20frontiers_final.pdf"
X Link 2025-11-17T19:09Z [----] followers, [----] engagements
""Chinas polar ambitions are expressed in its claim to be a 'near-Arctic state'. Collaboration with Russia is vital for Beijing given the basic geography and its lack of territorial claims or sovereign rights in the Arctic or Antarctica. To expand its presence it needs partners""
X Link 2025-11-17T19:09Z [----] followers, [---] engagements
""Shortages of advanced semiconductors are so acute that the government has begun intervening in how the output of Chinas largest contract chip maker SMIC is distributed.giving priority to the needs of tech conglomerate and national champion Huawei" https://www.wsj.com/tech/ai/china-us-ai-chip-restrictions-effect-275a311emod=djemlogistics_h https://www.wsj.com/tech/ai/china-us-ai-chip-restrictions-effect-275a311emod=djemlogistics_h"
X Link 2025-11-17T20:21Z [----] followers, [---] engagements
""Chinas broad fiscal spending slumped in October by the most since at least [----] crippling a key driver of investment and economic growth. The combined expenditure in Chinas two main budgets tumbled 19% in October from a year earlier." https://www.bloomberg.com/news/articles/2025-11-17/china-pulls-back-government-spending-by-most-in-over-four-years https://www.bloomberg.com/news/articles/2025-11-17/china-pulls-back-government-spending-by-most-in-over-four-years"
X Link 2025-11-17T21:04Z [----] followers, 10.1K engagements
""52% of executives in the US feel informed and well-prepared about new trade rules and tariffs compared with just 20% in Hong Kong and Italy who feel the same way according to the poll. EU countries were noticeably closer to the lower end of that range." https://www.bloomberg.com/news/newsletters/2025-11-18/tariffs-force-companies-to-adapt-hsbc-survey-showssrnd=homepage-americas https://www.bloomberg.com/news/newsletters/2025-11-18/tariffs-force-companies-to-adapt-hsbc-survey-showssrnd=homepage-americas"
X Link 2025-11-18T17:22Z [----] followers, [---] engagements
"Full survey here: [----] business leaders across [--] markets survey conducted in October [----]. https://www.business.hsbc.com/en-gb/insights/macro-outlook/trade-pulse-survey https://www.business.hsbc.com/en-gb/insights/macro-outlook/trade-pulse-survey"
X Link 2025-11-18T17:22Z [----] followers, [---] engagements
"The big takeaway: globally executives feel unprepared for the rapidly shifting trade and tariff terrain. "52% of executives in the US feel informed and well-prepared about new trade rules and tariffs compared with just 20% in Hong Kong and Italy who feel the same way according to the poll. EU countries were noticeably closer to the lower end of that range." https://t.co/qomkMRWTOe "52% of executives in the US feel informed and well-prepared about new trade rules and tariffs compared with just 20% in Hong Kong and Italy who feel the same way according to the poll. EU countries were noticeably"
X Link 2025-11-18T17:25Z [----] followers, [---] engagements
""The big state-owned processors have paused purchases of ESPO the crude that makes up the bulk of Chinas imports from Russia following US sanctions on producers Rosneft & Lukoil.some private refiners are also avoiding the grade from Russias Far East." https://www.bloomberg.com/news/articles/2025-11-18/fear-of-sanctions-stymies-russia-to-china-oil-flows-for-now https://www.bloomberg.com/news/articles/2025-11-18/fear-of-sanctions-stymies-russia-to-china-oil-flows-for-now"
X Link 2025-11-18T17:37Z [----] followers, [---] engagements
"Current US tariffs on. China: 20% Vietnam: 20% Philippines: 19% Cambodia: 19% Japan: 15% South Korea: 15%"
X Link 2025-11-18T19:47Z [----] followers, 21.9K engagements
"Beijing wants to improve industrial policy to build national resilience. The involution campaign is partly an attempt to clean up the side effects of aggressive state-backed industrial growth without abandoning the model itself." @gdp1985 https://www.prcleader.org/post/changing-course-in-a-storm-china-s-economy-in-the-trade-war https://www.prcleader.org/post/changing-course-in-a-storm-china-s-economy-in-the-trade-war"
X Link 2025-11-18T20:18Z [----] followers, [---] engagements
""Rare-earth element yttrium oxide has hit an all-time high after surging almost 1500% this year highlighting the fallout of trade curbs from China." https://www.bloomberg.com/news/articles/2025-11-18/rare-earth-yttrium-surges-to-record-as-rally-approaches-1-500 https://www.bloomberg.com/news/articles/2025-11-18/rare-earth-yttrium-surges-to-record-as-rally-approaches-1-500"
X Link 2025-11-18T21:06Z [----] followers, [----] engagements
""A new 'whole of society' campaign looks to accelerate the construction of computing clusters in areas like Inner Mongolia where vast solar & wind farms provide plentiful cheap energy & connect hundreds of data centers to create a shared compute poola 'national cloud'by 2028." " still has a clear lead producing the most powerful AI models. #China lags in advanced chips & cant match the $ firepower of private US investors.But has a massive population of capable engineers lower costs & a state-led model that moves faster" https://t.co/YHkdVIxTkQ " still has a clear lead producing the most"
X Link 2025-11-18T22:14Z [----] followers, [----] engagements
"Shouldve added: Malaysia: 19% Indonesia: 19% Thailand: 19%"
X Link 2025-11-19T03:35Z [----] followers, [----] engagements
""The unemployment rate meanwhile rose to its highest level in nearly four years reflecting both the positive dynamic of more Americans participating in the workforce and the gloomier reality of more people losing their jobs." https://www.bloomberg.com/news/articles/2025-11-20/us-employers-added-119-000-jobs-in-september-unemployment-rose https://www.bloomberg.com/news/articles/2025-11-20/us-employers-added-119-000-jobs-in-september-unemployment-rose"
X Link 2025-11-20T18:09Z [----] followers, [---] engagements
""Five Chinese research vessels including ships used for space and missile tracking and underwater mapping were active in the northwest Pacific last month as the United States stepped up military exercises data compiled by a Guam-based group shows." https://www.reuters.com/world/china/chinese-research-ships-us-military-active-north-pacific-monitor-shows-2025-11-20/ https://www.reuters.com/world/china/chinese-research-ships-us-military-active-north-pacific-monitor-shows-2025-11-20/"
X Link 2025-11-20T18:42Z [----] followers, [---] engagements
""Of top [--] Chevy models sold in Mexico [--] of them are built in China by GMs JV partners. Without SAIC GMs market share in Mexico instantly evaporates. But SAIC can thrive with or without GM. Thats not a partnership. Thats a dependency. And dependencies become vulnerabilities" The Great China Joint Venture Boomerang The wake-up call nobody wanted to hear just arrived: China is on track to export up to [--] million vehicles in [----] and your favorite Western brand is helping them do it. The Numbers Dont Lie Last month China reported exports of [------] https://t.co/I0g86liQYW The Great China Joint"
X Link 2025-11-20T19:33Z [----] followers, 13.5K engagements
"Mortgage subsidies might not do much when sales are suffering despite a a big drop in mortgage rates over the past [--] years. China is considering new measures to turn around its struggling property market as concerns mount that a further weakening of the sector will threaten to destabilize its financial system https://t.co/kxJYPCYLuu China is considering new measures to turn around its struggling property market as concerns mount that a further weakening of the sector will threaten to destabilize its financial system https://t.co/kxJYPCYLuu"
X Link 2025-11-20T20:29Z [----] followers, [----] engagements
"The bigger issue is home prices being in free fall. Hard to convince people the housing market is a place to build wealth since [----]. And for those who do want to buy waiting on the sidelines for cheaper deals seems like a no-brainer in this enviornment"
X Link 2025-11-20T20:30Z [----] followers, [----] engagements
"Data from @ChinaBeigeBook's residential real estate sector has long shown the same trend. Mortgage rates have fallen dramatically. Mortgage subsidies might not do much when sales are suffering despite a a big drop in mortgage rates over the past [--] years. https://t.co/tNEh3oqBJJ Mortgage subsidies might not do much when sales are suffering despite a a big drop in mortgage rates over the past [--] years. https://t.co/tNEh3oqBJJ"
X Link 2025-11-20T20:36Z [----] followers, [----] engagements
"The Cerebras guy is on TV right now arguing that prior restrictions on selling chips to G42 was the outcome of an anti-business attitudeas opposed to any national security concerns. Amazing"
X Link 2025-11-21T16:22Z [----] followers, [---] engagements
"And so it begins Remember Evergrande was also eventually in the EV business https://www.reuters.com/world/asia-pacific/chinese-leather-goods-maker-explores-semiconductor-firm-buyout-up-12-billion-2025-11-21/ https://www.reuters.com/world/asia-pacific/chinese-leather-goods-maker-explores-semiconductor-firm-buyout-up-12-billion-2025-11-21/"
X Link 2025-11-21T21:20Z [----] followers, [---] engagements
""US inflation-adjusted wages stagnated for second-straight month indicating a cooling labor market and continued price increases are limiting consumers spending power." https://www.bloomberg.com/news/articles/2025-11-21/us-inflation-adjusted-earnings-growth-stalls-as-job-market-cools https://www.bloomberg.com/news/articles/2025-11-21/us-inflation-adjusted-earnings-growth-stalls-as-job-market-cools"
X Link 2025-11-21T22:12Z [----] followers, [---] engagements
"But if we dont give them all our advanced technology theyll innovate on their own After a recent trip to China the author concludes China does not want to rely on the rest of the world for anything. It wants to make everything itself. This is in fact the CCPs stated policy (dual circulation). And it has historical roots. https://t.co/KCmgJBlPXW After a recent trip to China the author concludes China does not want to rely on the rest of the world for anything. It wants to make everything itself. This is in fact the CCPs stated policy (dual circulation). And it has historical roots."
X Link 2025-11-26T15:30Z [----] followers, [----] engagements
""Once Chinas largest developer and now a bellwether for the nations struggles to ease broader property woes Vanke plunged in credit and stock markets this week. The builders local notes extended their declines Wednesday" https://www.bloomberg.com/news/articles/2025-11-26/china-property-crisis-thrust-back-into-spotlight-by-vanke-plunge https://www.bloomberg.com/news/articles/2025-11-26/china-property-crisis-thrust-back-into-spotlight-by-vanke-plunge"
X Link 2025-11-26T18:44Z [----] followers, [----] engagements
""Its dollar bond due in [----] also fell further after sliding a record [--] cents Tue. It last traded at a distressed level of [--] cents lowest since Jan. Vankes stock price also dropped in afternoon trading w/ its HK-listed shares down 5.8% to HK$3.90 lowest in more than a year""
X Link 2025-11-26T18:47Z [----] followers, [---] engagements
"Manufacturing PMI has contracted for [--] straight months since April [----] (Left) YET there has been no contraction--or even a sustained slowdown--in Industrial Production (Right) over that period. As a matter of fact Industrial Production jumped in Oct https://bloomberg.com/news/articles/2025-11-30/chinese-factory-activity-slump-reaches-longest-stretch-on-record https://bloomberg.com/news/articles/2025-11-30/chinese-factory-activity-slump-reaches-longest-stretch-on-record"
X Link 2025-11-30T21:29Z [----] followers, [---] engagements
""Mr. Sacks has recommended A.I. policies that have sometimes run counter to national security recommendations alarming some of his White House colleagues and raising questions about his priorities." https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html"
X Link 2025-12-01T01:35Z [----] followers, [---] engagements
""In White House meetings Mr. Sacks echoed Mr. Huangs ideas that the best way to beat China would be to flood the world with American technology. Mr. Sacks worked to eliminate Biden-era restrictions on Nvidia and other American chip companies sales to foreign countries.""
X Link 2025-12-01T01:43Z [----] followers, [---] engagements
""Sacks flew to the Middle East in May and struck a deal to send [------] American A.I. chipsmostly from Nvidiato the United Arab Emirates. The large number alarmed some White House officials who feared that China an ally of the Emirates would gain access to the technology.""
X Link 2025-12-01T01:43Z [----] followers, [---] engagements
""In the White House Sacks promoted the idea that the ban inadvertently helped China by diverting chip sales to Huawei.In July Sacks and Huang took their argument to an Oval Office meeting with Trump. Before the meeting ended Trump cleared Nvidia to sell its chips to China.""
X Link 2025-12-01T01:46Z [----] followers, [---] engagements
""As Chinas economic growth has slowed in recent years consumers have become choosier about their spending. Meanwhile the rise of formidable local rivals has crowded the market and driven vicious price wars eating into profit margins." https://www.wsj.com/world/china/china-used-to-be-a-cash-cow-for-western-companies-now-its-a-test-lab-2c5e52e8 https://www.wsj.com/world/china/china-used-to-be-a-cash-cow-for-western-companies-now-its-a-test-lab-2c5e52e8"
X Link 2025-12-01T02:03Z [----] followers, [----] engagements
""For Xi strong factories are essential to a robust economy which ultimately enhances national power as China challenges the USS for global influence. A quarter of Chinas value-added GDP comes from manufacturing far higher than the global average." https://www.wsj.com/tech/ai/ai-robots-china-manufacturing-89ae1b42mod=djemlogistics_h https://www.wsj.com/tech/ai/ai-robots-china-manufacturing-89ae1b42mod=djemlogistics_h"
X Link 2025-12-01T02:16Z [----] followers, [----] engagements
""Fund managers are picking Chinese industrial stocks and holding volatile tech shares betting a two-year-old equities rally can withstand an economic rough patch as valuations and steady returns lure foreign investors back." https://www.reuters.com/business/finance/chinas-slow-motion-stock-rally-starts-win-investor-trust-2025-12-01/ https://www.reuters.com/business/finance/chinas-slow-motion-stock-rally-starts-win-investor-trust-2025-12-01/"
X Link 2025-12-01T20:00Z [----] followers, [---] engagements
""dealers are tweaking magnet formulas to avoid using certain restricted rare-earth elements & devising strategies to get powerful magnets out of the country like embedding them in motors per employees of several large Chinese magnet cos & Western firms" https://www.wsj.com/world/china/chinese-rare-earth-dealers-find-ways-to-dodge-beijings-export-restrictions-0a96002a https://www.wsj.com/world/china/chinese-rare-earth-dealers-find-ways-to-dodge-beijings-export-restrictions-0a96002a"
X Link 2025-12-03T03:01Z [----] followers, [----] engagements
"5% is the new 6.8%. iykyk https://www.reuters.com/world/china/china-likely-chase-5-gdp-growth-2026-bid-end-deflation-2025-12-03/ https://www.reuters.com/world/china/china-likely-chase-5-gdp-growth-2026-bid-end-deflation-2025-12-03/"
X Link 2025-12-03T21:41Z [----] followers, [---] engagements
"Latest @ChinaBeigeBook data again show no evidence of China's manufacturing sector being in contraction (or for that matter even the metals/commodities sectors). Factory activity continued to grow on-year and on-month if modestly in November. Chinas manufacturing activity surprisingly contracted in November for the first time in four months according to a private survey https://t.co/siImLxcBqS Chinas manufacturing activity surprisingly contracted in November for the first time in four months according to a private survey https://t.co/siImLxcBqS"
X Link 2025-12-04T20:30Z [----] followers, 19.6K engagements
""Chinas central bank is trying to engineer a calibrated ascent in the yuan that reflects stronger sentiment toward local assets and a weaker dollar but also keeps its export engine humming." China has set its daily reference rate for the yuan at a level that was significantly weaker than estimates suggesting the central bank is aiming to limit gains in the managed currency https://t.co/GzjhflyM6l China has set its daily reference rate for the yuan at a level that was significantly weaker than estimates suggesting the central bank is aiming to limit gains in the managed currency"
X Link 2025-12-04T22:30Z [----] followers, [---] engagements
""A years-long slump in the countrys property market has weakened demand for steel products creating a surplus that increasingly is being pushed into global markets at low prices. This in turn has pressured producers in other nations escalating trade tensions." Chinas stubborn steel overcapacity wont be easy to fix because the industry is so deeply intertwined with the countrys broader economy according to the head of the World Steel Association https://t.co/2bhOChTLwP Chinas stubborn steel overcapacity wont be easy to fix because the industry is so deeply intertwined with the countrys broader"
X Link 2025-12-08T21:08Z [----] followers, [----] engagements
""Kunlunxin is one of a few Chinese companies capable of designing the powerful accelerators essential for developing AI central to Beijings effort to wean the country off US technology such as Nvidia chips." Baidu is considering listing its Kunlunxin AI chip business in Hong Kong people familiar with the matter said as it looks to tap investor interest in Chinas attempts to design products to compete with Nvidia https://t.co/0RtyhPU1Vi Baidu is considering listing its Kunlunxin AI chip business in Hong Kong people familiar with the matter said as it looks to tap investor interest in Chinas"
X Link 2025-12-09T20:34Z [----] followers, [---] engagements
""Chinese shipments to the United States dropped 29% year-on-year in November while exports to the European Union grew an annual 14.8%. Shipments to Australia surged 35.8% and the fast-growing Southeast Asian economies took in 8.2% more goods over the same period." China's exports topped forecasts in November driven by a surge in shipments to non-US markets as manufacturers deepen trade ties with the rest of the world in light of President Trump's prohibitively high tariffs https://t.co/eiunVsCE61 China's exports topped forecasts in November driven by a surge in shipments to non-US markets as"
X Link 2025-12-09T21:08Z [----] followers, [----] engagements
""Global fund managers Amundi BNP Paribas AM Fidelity Intl and Man Group all expect Chinese stocks to keep rising in [----]. JPM recently upgraded the market to overweight while Gary Tan at Allspring Global says the asset class is becoming indispensable for foreign investors." China has won back global funds in a banner year for stocks with investors anticipating further gains on the countrys AI prowess and resilience amid US tensions. https://t.co/7ea9MxNMg3 China has won back global funds in a banner year for stocks with investors anticipating further gains on the countrys AI prowess and"
X Link 2025-12-09T21:56Z [----] followers, [----] engagements
""China's exports of steel products rose 6.7% to [------] million tons in the first [--] months of the year compared to the same period in [----] according to customs data released on Monday." @ClydeCommods https://www.reuters.com/markets/commodities/china-steel-exports-surge-aluminium-shipments-slide-2025-12-09/ https://www.reuters.com/markets/commodities/china-steel-exports-surge-aluminium-shipments-slide-2025-12-09/"
X Link 2025-12-12T02:19Z [----] followers, [---] engagements
"At the maximum end the proposal translates into the largest-ever state-backed semiconductor incentives program conceived at a time nations from Europe to Middle East are seeking to ensure local production and supply of a component considered critical to AI & national security China is considering an incentives package of as much as $70 billion to support its chipmaking industry https://t.co/nLuCJ9jOS2 China is considering an incentives package of as much as $70 billion to support its chipmaking industry https://t.co/nLuCJ9jOS2"
X Link 2025-12-12T13:59Z [----] followers, [----] engagements
"Great graphic in the [----] @USCC_GOV report showing US's direct and indirect dependency on China for APIs and KSMs"
X Link 2025-12-12T20:27Z [----] followers, [----] engagements
""His decision to target all trading partners with tariffs has for some manufacturers reduced the incentive to shift production out of China especially now that tariffs on Chinese imports have fallen back from earlier highs of 145% on some products." U.S. investors are plowing money into Chinese companies involved in AI despite growing competition between Washington and Beijing over the technology https://t.co/7dY4t3UJ2N U.S. investors are plowing money into Chinese companies involved in AI despite growing competition between Washington and Beijing over the technology https://t.co/7dY4t3UJ2N"
X Link 2025-12-15T19:08Z [----] followers, [---] engagements
"Technically post liberation day headline tariffs but the point stands. https://x.com/shehzadhqazi/status/1990869484043641096s=20 Current US tariffs on. China: 20% Vietnam: 20% Philippines: 19% Cambodia: 19% Japan: 15% South Korea: 15% https://x.com/shehzadhqazi/status/1990869484043641096s=20 Current US tariffs on. China: 20% Vietnam: 20% Philippines: 19% Cambodia: 19% Japan: 15% South Korea: 15%"
X Link 2025-12-15T19:09Z [----] followers, [---] engagements
"GRAPHIC: Nvidia and Huawei AI Chip Capabilities Donald Trumps decision to allow Nvidia to sell advanced chips to China marks more than just a shift in US tech policy. It also raises questions about how far hell go to steady ties with Xi Jinping. https://t.co/svJv31WA90 Donald Trumps decision to allow Nvidia to sell advanced chips to China marks more than just a shift in US tech policy. It also raises questions about how far hell go to steady ties with Xi Jinping. https://t.co/svJv31WA90"
X Link 2025-12-16T21:05Z [----] followers, [---] engagements
""India sources roughly 15% of its imports from its northern neighbor with the pharmaceutical and automobile sectors especially reliant on Beijing for intermediate goods." Chinas export of excess domestic capacity is adding to the disinflationary impulse in India and may be helping RBI keep rates lower for longer. Read for free with your email on what could move markets today https://t.co/OBpKBeZM34 Chinas export of excess domestic capacity is adding to the disinflationary impulse in India and may be helping RBI keep rates lower for longer. Read for free with your email on what could move"
X Link 2025-12-17T20:22Z [----] followers, [----] engagements
"".BlackRock Fidelity & Amundi said there could be more inflows into Chinese markets in the coming year. And if that optimism spills over to consumers and helps fund companies expansion plans hope is that the bullish mood could begin to fuel momentum for the real economy too." Chinas markets shed the uninvestable tag this year. To bury it for good investors say an acceleration in the domestic economy is needed so the bullishness doesnt fizzle out. https://t.co/nUKAWyzY31 Chinas markets shed the uninvestable tag this year. To bury it for good investors say an acceleration in the domestic"
X Link 2025-12-17T21:55Z [----] followers, [---] engagements
""Throughout [----] companies including Labubu-maker Pop Mart trinket purveyor Miniso sportswear giant Anta and fastfashion label Urban Revivo have announced new US stores or retail expansions.despite harsh US tariffs and talk of economic decoupling." Despite tariffs China consumer giants push into the US as domestic market stalls https://t.co/3tyDMfVe5t https://t.co/3tyDMfVe5t Despite tariffs China consumer giants push into the US as domestic market stalls https://t.co/3tyDMfVe5t https://t.co/3tyDMfVe5t"
X Link 2025-12-18T19:07Z [----] followers, [----] engagements
"Nike reported declining store traffic in the Greater China region and struggled to sell off older inventory. Nike faces steeper challenges than Adidas local giant Anta and niche brands like Hoka having failed to deliver standout products. @business https://www.bloomberg.com/news/articles/2025-12-18/nike-surprises-wall-street-with-jump-in-quarterly-revenue https://www.bloomberg.com/news/articles/2025-12-18/nike-surprises-wall-street-with-jump-in-quarterly-revenue"
X Link 2025-12-19T13:03Z [----] followers, [----] engagements
"Once the leading brand during Chinas e-commerce shopping festivals such as Singles Day Nike lost its top position this year to Anta on Tmall and Camel on Douyin amid fierce price competition and weak consumer sentiment"
X Link 2025-12-19T13:03Z [----] followers, [---] engagements
"a California electronics maker wondered if the US was on the road to becoming a banana republic: If we think we are trying to balance our trade imbalance with the Japanese by selling them beef and grapefruit we'll end up killing our industrial base. Stein Pivotal Decade"
X Link 2025-12-21T19:58Z [----] followers, [----] engagements
""By restricting deliveries of raw materials China is hamstringing US efforts to build its own industry to process rare earths into magnets used in everything from consumer goods to missile guidance systems." China is still restricting the rare earth elements that the US needs to produce its own permanent magnets and other products even after President Donald Trump reached a deal with his Chinese counterpart to lift restrictions on the supplies https://t.co/1TENjW614v China is still restricting the rare earth elements that the US needs to produce its own permanent magnets and other products"
X Link 2025-12-24T17:31Z [----] followers, [---] engagements
""CATLs industrial prowess has allowed it to flood the China market forcing it to look for new applications to soak up itsproduction. But even the most successful expansion inwont be enough to keep it moving at breakneck pace Zheng envisions.For that it'll need new markets" The worlds biggest producer of batteries for electric vehicles needs to grow but Trump and European politicians are standing in its way https://t.co/HnMSH29z4u The worlds biggest producer of batteries for electric vehicles needs to grow but Trump and European politicians are standing in its way https://t.co/HnMSH29z4u"
X Link 2025-12-24T20:34Z [----] followers, [---] engagements
""China on Saturday passed revisions to a key piece of legislation aimed at strengthening Beijing's ability to wage trade war curb outbound shipments from strategic minerals to sex dolls and further open its $19 trillion economy." https://www.reuters.com/world/china/china-passes-revised-foreign-trade-law-bolster-trade-war-capabilities-2025-12-27/ https://www.reuters.com/world/china/china-passes-revised-foreign-trade-law-bolster-trade-war-capabilities-2025-12-27/"
X Link 2025-12-30T01:11Z [----] followers, [---] engagements
"Wall Street forecasts for China getting the biggest interest rate cuts in a decade were wrong. This is truly shocking. But on a serious note the rates and stimulus story is a lot richer than this as @ChinaBeigeBook clients know well. China has kept its central bank on the sidelines of managing an economy hampered by weak demand and deep-seated imbalances defying Wall Street forecasts for the biggest interest-rate cuts in a decade https://t.co/Ky3p7CAkWv China has kept its central bank on the sidelines of managing an economy hampered by weak demand and deep-seated imbalances defying Wall"
X Link 2025-12-30T12:43Z [----] followers, [----] engagements
"Somebody tell exports Chinas factory activity just suffered the longest slump on record https://www.bloomberg.com/news/articles/2025-12-31/china-factory-activity-expands-ending-longest-slump-on-record https://www.bloomberg.com/news/articles/2025-12-31/china-factory-activity-expands-ending-longest-slump-on-record"
X Link 2025-12-31T22:24Z [----] followers, [----] engagements
""Wright will attend the Goldman Sachs Energy Clean Tech & Utilities Conference in Miami this week that executives from Chevron Corp. ConocoPhillips and other companies are scheduled to attend. Chevron is the only oil supermajor still operating in the South American nation." US Energy Secretary Chris Wright plans to talk this week with oil-industry executives about reviving Venezuelas energy sector following the capture of President Nicols Maduro according to a person familiar with the matter. https://t.co/fWQiHnZRrD US Energy Secretary Chris Wright plans to talk this week with oil-industry"
X Link 2026-01-05T18:19Z [----] followers, [---] engagements
"BABA & ByteDance have both told Nvidia in private theyre interested in ordering more than [------] units each of H200.Bothalongside prominent Chinese startups including DeepSeekare rapidly their upgrading models to compete w/ OpenAI & other US rivals https://www.bloomberg.com/news/articles/2026-01-08/china-to-approve-nvidia-h200-purchases-as-soon-as-this-quarter https://www.bloomberg.com/news/articles/2026-01-08/china-to-approve-nvidia-h200-purchases-as-soon-as-this-quarter"
X Link 2026-01-08T13:06Z [----] followers, [----] engagements
"The rising debt supply is set to dilute demand for debt at a time when investors are already shunning low yields offered by Chinese bonds in favor of stocks. Expectations that deflation pressures will ease as well as the PBCs reluctance to cut rates https://www.bloomberg.com/news/articles/2026-01-08/china-kicks-off-2026-with-record-pace-of-sovereign-bond-issuance https://www.bloomberg.com/news/articles/2026-01-08/china-kicks-off-2026-with-record-pace-of-sovereign-bond-issuance"
X Link 2026-01-08T20:54Z [----] followers, [---] engagements
"The deficits with Mexico and China widened while the shortfall with Canada narrowed. The gap with Taiwan widened likely reflecting the increases in imports of computers and accessories. https://www.bloomberg.com/news/articles/2026-01-08/us-trade-deficit-narrows-to-smallest-since-2009-on-imports-drop https://www.bloomberg.com/news/articles/2026-01-08/us-trade-deficit-narrows-to-smallest-since-2009-on-imports-drop"
X Link 2026-01-08T21:09Z [----] followers, [---] engagements
"Imports were10% early in [----] as retailers & other buyers stockpiled goods to avoid potential tariffs on a swath of goods - esp from China.volume drop later in the year more than exhausted those gains even as Trump rolled back or delayed tariffs https://www.reuters.com/world/china/us-container-imports-dropped-59-december-continued-china-slump-descartes-says-2026-01-08/ https://www.reuters.com/world/china/us-container-imports-dropped-59-december-continued-china-slump-descartes-says-2026-01-08/"
X Link 2026-01-08T22:28Z [----] followers, [---] engagements
""create a new free child care system for the citys 2-year-olds starting with [----] toddlers this fall.An additional [-----] 2-Care seats would become available a year later & by Year [--] of the programs expansion all families w/ 2-year-olds who want a seat would be offered one." Breaking News: Gov. Kathy Hochul partnering with Mayor Zohran Mamdani will unveil a plan to expand free or affordable child care for New Yorkers across the state. https://t.co/rUBOczrJsn Breaking News: Gov. Kathy Hochul partnering with Mayor Zohran Mamdani will unveil a plan to expand free or affordable child care for New"
X Link 2026-01-09T02:18Z [----] followers, [---] engagements
""It is one of a few Chinese companies capable of designing the powerful accelerators essential for AI operations and along with firms like Huawei and Cambricon Technologies is likely to be central to Beijings effort to wean the country off US technology such as Nvidia chips." Baidus artificial-intelligence chip unit has confidentially filed for a Hong Kong initial public offering kicking off whats expected to be a busy year for listings by companies backing Chinas technological ambitions https://t.co/sLkfaibbpD Baidus artificial-intelligence chip unit has confidentially filed for a Hong Kong"
X Link 2026-01-09T21:35Z [----] followers, [---] engagements
""The tough year saw Tesla lose its title as worlds biggest EV maker to Chinas BYD despite the latter facing challenges of its own. Competition is intensifying in the Chinese market as manufacturers like Xiaomi release new tech-centric models that are winning over consumers" Teslas China factory shipments dropped in [----] despite a last-minute bump in December as the Elon Musk-led carmaker struggles with a slowdown in global sales https://t.co/jyI70vCo5Q Teslas China factory shipments dropped in [----] despite a last-minute bump in December as the Elon Musk-led carmaker struggles with a slowdown"
X Link 2026-01-09T21:40Z [----] followers, [---] engagements
""Xiaomis offerings directly target Teslas Model [--] and Model Y. The smartphone makers YU7 sport utility vehicle is even closing in on the Model Y in China some months selling [-----] units compared with the latters [-----] in November""
X Link 2026-01-09T21:40Z [----] followers, [---] engagements
"""The regulatory support coincides with a historic boom in issuance of non-performing loan asset-backed securities as Chinese banks tap the market to offload bad assets. Such bond sales jumped 61% to a record [--] billion yuan last year" Chinas top financial regulator extended a policy allowing banks and asset management firms to dispose of bad personal loans amid rising credit card defaults according to sources https://t.co/zFORc3HKkg Chinas top financial regulator extended a policy allowing banks and asset management firms to dispose of bad personal loans amid rising credit card defaults"
X Link 2026-01-09T21:48Z [----] followers, [--] engagements
""The regulatory support coincides with a historic boom in issuance of non-performing loan asset-backed securities as Chinese banks tap the market to offload bad assets. Such bond sales jumped 61% to a record [--] billion yuan last year" Chinas top financial regulator extended a policy allowing banks and asset management firms to dispose of bad personal loans amid rising credit card defaults according to sources https://t.co/zFORc3HKkg Chinas top financial regulator extended a policy allowing banks and asset management firms to dispose of bad personal loans amid rising credit card defaults"
X Link 2026-01-09T21:48Z [----] followers, [----] engagements
""Producer prices slipped slightly less than forecast and fell 1.9% their 39th straight month of declines but the smallest decrease in over a year. Chinas core CPI grew 1.2% for the third straight month and non-food inflation remained unchanged at 0.8%." Chinas inflation accelerated at the fastest pace in nearly three years in an upswing largely driven by higher food costs that are masking deeper deflationary pressure https://t.co/48HziJUOlV Chinas inflation accelerated at the fastest pace in nearly three years in an upswing largely driven by higher food costs that are masking deeper"
X Link 2026-01-09T21:57Z [----] followers, [---] engagements
""It would mean that Vanke is asking all creditors to agree to haircuts or delayed payments broadening recent efforts to postpone some local debts. A comprehensive debt plan could streamline talks with lenders and minimize wrangling between creditor groups." Vanke is preparing a debt restructuring plan at the request of Chinese authorities pushing the property giant closer to default https://t.co/5b56DmGCQA Vanke is preparing a debt restructuring plan at the request of Chinese authorities pushing the property giant closer to default https://t.co/5b56DmGCQA"
X Link 2026-01-09T22:13Z [----] followers, [---] engagements
"". making it a logical option for authorities focused on stabilizing the property market instead of bailing out individual firms.""
X Link 2026-01-09T22:13Z [----] followers, [---] engagements
"Exports of steel products climbed to [----] million tons last month surpassing the last peak hit in [----] according to Chinese customs data on Wednesday. That pushed annual shipments 7.5% higher to a best-ever [---] million tons. Chinas steel exports surged to an all-time high in December rounding off a record year in which overseas shipments defied mounting trade pressures and expectations of a slowdown https://t.co/lBKTxA9ceQ Chinas steel exports surged to an all-time high in December rounding off a record year in which overseas shipments defied mounting trade pressures and expectations of a"
X Link 2026-01-15T03:26Z [----] followers, [---] engagements
"Flanking the new Louis Vuitton store are distinct flagships for Tiffany and Dior bringing three LVMH brands into one shopping complex. The buildings had long been under wraps withreports of delaysamid sluggish consumer spending"
X Link 2026-01-15T03:39Z [----] followers, [---] engagements
"Deflationary pressures have of course been quite persistent. That said despite on-month weakness in the final months of [----] @ChinaBeigeBook data had been showing prices accelerating year-on-year. CHART Chinas inflation accelerated at the fastest pace in nearly three years in an upswing largely driven by higher food costs that are masking deeper deflationary pressure https://t.co/48HziJUOlV Chinas inflation accelerated at the fastest pace in nearly three years in an upswing largely driven by higher food costs that are masking deeper deflationary pressure https://t.co/48HziJUOlV"
X Link 2026-01-15T21:55Z [----] followers, [---] engagements
""As banks are feeling more optimistic a long-awaited consolidation is also taking place in the industry. Beijing has a long-stated goal of developing its domestic investment banks to allow them to compete with global heavyweights such as Goldman Sachs Group and Morgan Stanley." Chinas biggest securities firms are back on the offensive after taking a battering over the past few years https://t.co/xazy3L4Lij Chinas biggest securities firms are back on the offensive after taking a battering over the past few years https://t.co/xazy3L4Lij"
X Link 2026-01-15T22:56Z [----] followers, [---] engagements
"Chinese AI & chip firms have flooded HK's IPO market in recent weeks w/ shares holding above their offer prices after debutunderscoring strong investor appetite as Beijing ramps up efforts to build homegrown tech in response to U.S. curbs on the sector. https://www.reuters.com/world/asia-pacific/chinas-ai-startup-minimax-group-raises-619-million-hong-kong-ipo-2026-01-08/ https://www.reuters.com/world/asia-pacific/chinas-ai-startup-minimax-group-raises-619-million-hong-kong-ipo-2026-01-08/"
X Link 2026-01-16T02:42Z [----] followers, [---] engagements
"Now thanks to the surge in portfolio investments abroad foreign assets held by Chinas non-official sector surpassed total external debt for the first time ever last year Bloomberg calculations showed. https://www.bloomberg.com/news/articles/2026-01-16/china-s-1-2-trillion-windfall-quietly-seeps-into-global-markets https://www.bloomberg.com/news/articles/2026-01-16/china-s-1-2-trillion-windfall-quietly-seeps-into-global-markets"
X Link 2026-01-16T12:33Z [----] followers, 27.1K engagements
"Great joining @tomkeene & @AlexisTVNews on @BloombergRadio to chat China's blockbuster trade surplus what @ChinaBeigeBook says about the economy and yes @IndianaFootball https://youtu.be/f39oHo6vFLg https://youtu.be/f39oHo6vFLg"
X Link 2026-01-16T16:19Z [----] followers, [----] engagements
"The auto strategyexpected to be unveiled in Febis designed to stem bleeding of factories & jobs occurring since Trump put tariffs on foreign-made vehicles last Apr. It also aims to attract new plants & expand existing production where possible. https://www.bloomberg.com/news/articles/2026-01-17/carney-drafts-new-auto-plan-to-favor-firms-with-canadian-plants https://www.bloomberg.com/news/articles/2026-01-17/carney-drafts-new-auto-plan-to-favor-firms-with-canadian-plants"
X Link 2026-01-18T16:04Z [----] followers, [---] engagements
"In the past year General Motors Co. has shut down one plant in Ontario and threatened to cut production at another while Stellantis NV canceled plans to build Jeep vehicles at a factory near Toronto to make them in Illinois instead"
X Link 2026-01-18T16:07Z [----] followers, [---] engagements
"Driving the outperformance of the worlds second-largest stock market was a fresh pledge by Chinese policymakers to accelerate efforts to develop homegrown artificial intelligence and aim for technological breakthroughs. Chinese stocks defied a global market selloff as optimism about Beijings stronger push to achieve technology self-reliance eclipsed concerns over rising geopolitical uncertainties https://t.co/V8f48D37he Chinese stocks defied a global market selloff as optimism about Beijings stronger push to achieve technology self-reliance eclipsed concerns over rising geopolitical"
X Link 2026-01-23T01:38Z [----] followers, [---] engagements
"Macro stability is certainly a priority. But for [--] yrs and counting prosperity hasnt been. Its been replaced by strategic leveragereducing Chinas net dependence. Leverage is embodied in control of supply chains through underpricing on a huge scale https://www.aei.org/foreign-and-defense-policy/a-rich-china-recedes-into-the-distance/ https://www.aei.org/foreign-and-defense-policy/a-rich-china-recedes-into-the-distance/"
X Link 2026-01-23T01:43Z [----] followers, [---] engagements
"BYD sold its first car in Mexico almost three years ago and now ranks eighth in sales with almost [---] dealerships nationwide. Mexican buyers say the companys vehicles are affordable and look cool. Chinese EVs are blowing the doors off brand-name competitors in the West overtaking Tesla as global leader and failing to stop for tariffs or any other bumps in the road. Is the U.S. next https://t.co/jKIvHwi1mZ https://t.co/ofdt5DwPQm Chinese EVs are blowing the doors off brand-name competitors in the West overtaking Tesla as global leader and failing to stop for tariffs or any other bumps in the"
X Link 2026-01-23T01:54Z [----] followers, [----] engagements
"Aluminum production soared in [----] nearing record highs in @ChinaBeigeBook's aluminum industry surveys. "Aluminum production increased 2.4% to to [-----] million tons having risen every year this decade according to the statistics bureau on Monday. The figure for December was a record [----] million tons." https://t.co/uFgAJTObXk "Aluminum production increased 2.4% to to [-----] million tons having risen every year this decade according to the statistics bureau on Monday. The figure for December was a record [----] million tons." https://t.co/uFgAJTObXk"
X Link 2026-01-23T21:33Z [----] followers, [----] engagements
"The @ChinaBeigeBook steel survey showed far stronger output than official data. But as we wrote in our Q4 outlook there was ugly inventory build-up in the sector. If bets on bigger fiscal stimulus in [----] fail firms will try to offload the metal abroad. https://x.com/business/status/2013077688295047535s=20 Chinese aluminum output rose to an all-time high last year climbing above the countrys capacity limit while steel fell to a seven-year low underscoring dramatically different prospects for the two most widely used metals https://t.co/lAUWUc5vpw"
X Link 2026-01-23T21:38Z [----] followers, [----] engagements
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