Christopher Beddor
@chrisbeddorDeputy Director of China Research at Gavekal Dragonomics. Formerly Bridgewater, Reuters, Eurasia Group.
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But CAC is not under his remit....China Vice Premier Liu soothes tech firms, supports overseas listings reuters.com/world/china/ch…
China has rolled out necessary and timely measures to improve platform economy governance, but policy formulation and implementation could be better coordinated and more carefully managed to avoid overwhelming “campaign-led” moves and improper “race among regulators”, he says.3/8
Fire chief Liu He rushed to the rescue again by calling for the issuance of nationally-recognized exit permits & PCR certificates, as well as a whitelist of key industries in auto, semiconductors, consumer electronics, equipment manufacturing, agri, food, medicine & foreign firms
Like it or not, China’s imports of semiconductors come from US and its allies. thedailyshot.com/2022/04/14/bus…
6/8 All the proposed policies to support consumption do so indirectly, by subsidizing the production and distribution of goods for domestic consumption and for export. The government seems institutionally incapable of policies that actually rebalance growth.
"The popular narrative in China over the last few years of a 'rising East and declining West' has been largely debunked" - Tsinghua's Sun Zhe, Director of the Center for US-China Relations, writes that the Ukraine War will have at least four direct effects on the world order. 1/5
Gavekal's bottom-up analysis of China’s top 100 cities by GDP finds that all but 13 have imposed some form of quarantine restriction, and the intensity is increasing. We classified these cities from no restrictions (level 0) to full lockdown (level 4).
The recent round of drastic correction of China’s capital markets is caused by both international and domestic factors, but the root cause is the weakened confidence of long-term investors at home and abroad in China’s growth prospect, according to CF40 Research Department.1/7
State-owned China Securities Journal front-pager: Monetary easing expectations have "clearly risen," focuses on RRR cuts and benchmark deposit rate cut (last adjusted in 2015) cs.com.cn/xwzx/hg/202204…
History of economic thought is overwhelmingly Eurocentric & very rarely comparative. In this new volume leading Chinese and European economists engage in a dialogue on foundational questions. This is the first of its kind to my knowledge. TOC below. @Societies_HET @diversityhet
In markets and economics, Twitter is where some of the highest level debate and conversation is happening. There’s no shame in reporters spending a lot of time following it. Just an incredible high amount of signal out there. And by and large, there’s very little groupthink.
No indication so far of an ease-up on 'zero Covid.' National Health Commission spokesperson today: 'dynamic clearing' must continue "without hesitation or wavering" m.thepaper.cn/newsDetail_for…
NDRC acknowledges impact of the pandemic, says top economic priorities going forward are to maintain steady industrial growth, stabilize investment and support struggling firms xinhuanet.com/money/20220406…
But it is the 1985 slogan that perhaps most explicitly attempts to conflate Chinese ethnicity (华人) with Chinese language (华语), to de-emphasise dialect group identities in favour of the aspirational homogeneity of Chinese-ness across generations. (7/16)
Open-access book, free download till 7 April! The Hong Kong-China Nexus: A Brief History Author: John Carroll Published online by Cambridge University Press, March 2022 cambridge.org/core/elements/…
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