China Investment Research

Tracking China outbound equity, G2G/ policy bank loans since 2008; VC/PE outbound since 2017; Inbound since 2018. 250,000+ reconciled / footnoted data points

[China Investment Research @Chinainvmtrsch]

Come to Reyjkavik 8th-10th October and attend both the plenary and workings sessions. You are an excellent reporter ..attend and get the facts in person. There is one specifically on the changes to the NSR since March, focused on South Korea, India and China.

[Josh Rogin @joshrogin]

The fact China is opening the first regular cargo route through the Arctic should be a wake up call the US should stop threatening to invade and occupy our Arctic allies like Canada and Greenland and instead work with them against our Arctic adversaries. https://t.co/3QP4R5aSJ5

[Josh Rogin @joshrogin]

The fact China is opening the first regular cargo route through the Arctic should be a wake up call the US should stop threatening to invade and occupy our Arctic allies like Canada and Greenland and instead work with them against our Arctic adversaries. https://t.co/3QP4R5aSJ5

[China Investment Research @Chinainvmtrsch]

Termed the Primakov Triangle 25+ years ago. Primakov was a former Russian Foreign Minister from 1996-1998. BRICS launched in 2006, 5 years after the SCO was officially launched

[Russian Market @runews]

🚨🇷🇺🇮🇳🇨🇳INDIA, RUSSIA, CHINA CHALLENGE GLOBALIST DOMINANCE

The RIC alliance—Russia, India, and China—is reshaping the global order by dismantling corporate monopolies and building independent economic alternatives.

📈Over 20 years from 2003 to 2023, China’s GDP grew 10x, India’s 6x, and Russia’s 4x, outpacing Western economies stuck at 1.5-2x growth.

💪This economic surge highlights their strategic shift away from Western dominance.

🇮🇳India’s Ascendancy: Tata Group’s $128B revenue includes Jaguar Land Rover, while Reliance Jio overtook Vodafone, and India now supplies 20% of global generic pharmaceuticals.

🇷🇺Russia’s Resilience: Sanctions since 2014 boosted domestic tech (Yandex, Kaspersky) and agriculture, making Russia the world’s top wheat exporter, with Rosatom leading nuclear construction.

🇨🇳China’s Dominance: With 142 Fortune 500 companies (up from 11 in 2003), firms like Huawei and BYD rival Western giants, controlling 28% of global manufacturing.

🛢Resource Power: RIC nations hold 40% of global natural gas, 25% of oil, and China dominates 85% of rare earth processing.

🛫Financial Shift: The US dollar’s share in BRICS reserves dropped from 70% in 2000 to 40% in 2023, with RIC favoring national currencies.

🤖Tech Sovereignty: China leads in 5G (Huawei), Russia in cybersecurity, and India in IT outsourcing, with alternatives to SWIFT emerging.

This quiet revolution, often ignored by the mainstream media, signals a multipolar future, and an undisputed rise of Global south. https://t.co/xkPNW4fwfa

[Russian Market @runews]

🚨🇷🇺🇮🇳🇨🇳INDIA, RUSSIA, CHINA CHALLENGE GLOBALIST DOMINANCE

The RIC alliance—Russia, India, and China—is reshaping the global order by dismantling corporate monopolies and building independent economic alternatives.

📈Over 20 years from 2003 to 2023, China’s GDP grew 10x, India’s 6x, and Russia’s 4x, outpacing Western economies stuck at 1.5-2x growth.

💪This economic surge highlights their strategic shift away from Western dominance.

🇮🇳India’s Ascendancy: Tata Group’s $128B revenue includes Jaguar Land Rover, while Reliance Jio overtook Vodafone, and India now supplies 20% of global generic pharmaceuticals.

🇷🇺Russia’s Resilience: Sanctions since 2014 boosted domestic tech (Yandex, Kaspersky) and agriculture, making Russia the world’s top wheat exporter, with Rosatom leading nuclear construction.

🇨🇳China’s Dominance: With 142 Fortune 500 companies (up from 11 in 2003), firms like Huawei and BYD rival Western giants, controlling 28% of global manufacturing.

🛢Resource Power: RIC nations hold 40% of global natural gas, 25% of oil, and China dominates 85% of rare earth processing.

🛫Financial Shift: The US dollar’s share in BRICS reserves dropped from 70% in 2000 to 40% in 2023, with RIC favoring national currencies.

🤖Tech Sovereignty: China leads in 5G (Huawei), Russia in cybersecurity, and India in IT outsourcing, with alternatives to SWIFT emerging.

This quiet revolution, often ignored by the mainstream media, signals a multipolar future, and an undisputed rise of Global south. https://t.co/xkPNW4fwfa

[China Investment Research @Chinainvmtrsch]

Great leadership from a great leader

[Pepe Escobar @RealPepeEscobar]

THAI-CAMBODIA UPDATE

Malaysia, in the end, did lead ASEAN, in style.

Prime Minister Anwar Ibrahim personally broke a ceasefire between the belligerents. Let's hope it holds.

Column coming later today.

[China Investment Research @Chinainvmtrsch]

One people one planet. Well done

[Hindutva Knight @HPhobiaWatch]

This Gora influencer picks any homeless jobless bewda/charsi and dresses them like model

He very well know that he can recover 20 times whatever he is spending on his content. The homeless guy gonna look like same after selling clothes for pauwa and chakna

Influencer target audience is Goras and westerners and he is know what he is serving them - Mysery Racism

[China Investment Research @Chinainvmtrsch]

This partnership with existing equipment and technology relative to the China Russia Arctic partnership....good luck

[High North News @HighNorthNews]

The #US, #Canada, and #Finland recently signed an MOU to begin #cooperation on the development of #Arctic and #polar #icebreakers. “This is a testament to the strength of #allied cooperation in addressing strategic challenges,” say the parties. @DHSgov https://t.co/jB0sHyVElg

[China Investment Research @Chinainvmtrsch]

It's likely he's agreed a deal structure at his private meeting with Z, on a structure originated by DJT, and now sharing all with Beijing--only in person.

[Finbarr Bermingham @fbermingham]

Orban rumoured to be visiting Beijing on Monday...

[Finbarr Bermingham @fbermingham]

Orban rumoured to be visiting Beijing on Monday...

[China Investment Research @Chinainvmtrsch]

https://t.co/tKsSqe7n6O for full details underlying carlson's statements. Note, we did not publish this report which is a different view from western media

[Russian Market @runews]

Tucker Carlson on the theft of Russian money for Zelensky: The bill would allow Biden to place frozen Russian assets into a special fund for Kiev. This would be $8 billion that the US government has just stolen from Russian citizens without a trial.

We don't like you, so we're taking your money!

All this money is going to Ukraine because our ruling class finds it much easier to steal when the funds are offshore.

[China Investment Research @Chinainvmtrsch]

Scott - You were correct when it comes to equity - but it's debt/loans. Please visit: https://t.co/UzN1lxJVhG. We did not write this piece. It is clear that Trump's introduction of debt into the deal (Lindsay Graham) helped it getting passed.

[Scott Ritter @RealScottRitter]

Last month I wrote that “Unless a miracle occurs, the Ukraine funding package looks unlikely to get passed.”
That miracle came in the form of the Iranian attack on Israel, which created unbeatable political pressure to free up the Israeli component of the stalled supplemental appropriation bill. Once Israel was broken off, politics dictated everything else be voted on as well, including Ukraine. But the release of the $60 billion does not change the reality that national security issues will remain hostage to domestic presidential politics through November. Expect more “silly season” maneuvering to come by the U.S. Congress and the White House.

https://t.co/t5tfueoUEm

[China Investment Research @Chinainvmtrsch]

oppenheimer was choice they had to make. Teller launched green safe nuclear Thorium MSR in 1959..it ran USA cargo ship '62-'72; lab '65-'69. Nixon stopped funding ; USA kept IP until 2011-then released to China, Russia. Green not weapons. #nuclear #climate #China #beltandroad

[Ray Dalio @RayDalio]

Oppenheimer was both a great movie and a great reminder of the pattern that is driving events now in that it showed:

1) what politicized government - I.e., "McCarthyism" - is like and how it threatens honest debate about what is best, and

2) the classic dynamic of both sides in a war (or preparation for a war) secretively trying to build the weapon that, when they show the other side, will lead the other side to submit.

Regrettably both of these things are going on now and will likely become significantly greater over the next 1 to 2 years.

[MA Hui 马 辉 @MahuiChina]

#Xinjiang #TwoSessions2024. #China

[China Investment Research @Chinainvmtrsch]

Strike 1 - the original 4 Chinese SEZs which powered china's GDP growth for decades were built when she was counselor officer in guangzhou..under her nose. Strike 2 Afghanistan; Strike 3 Ukraine. you're out! #Ukraine️ #Afghanistan #China #SEZs

[Glenn Diesen @Glenn_Diesen]

Victoria Nuland is retiring...
- Nuland had a key role in overthrowing President Yanukovich in 2014 and installing a US-friendly government in Kiev
- Nuland is also a key actor in manipulating the war narrative as her family is in control of the Institute for the Study of War (ISW) that most Western media cite when reporting on the war (https://t.co/1MxMSdbTHJ)
- Nuland is the third-highest ranking US official and commonly considered the most hawkish towards Russia
https://t.co/rdKnWQ7zry

[China Investment Research @Chinainvmtrsch]

Q 2023 China outbound data shows BRI alive and well in minerals/metals,NEV/commerce. BRI model started with energy/infra/logistics - then Chinese leadership businesses go global w/ focus in BRI countries. Be proud and loud. #ASEAN #China #GCC #beltandroad #BRICS #SCO #northafrica

[OBOReurope @OBOReurope]

OBOReurope becomes
@GConnectivities
Are there other maritime routes than the #Suez canal one?
#landbridge

[OBOReurope @OBOReurope]

OBOReurope becomes
@GConnectivities
Are there other maritime routes than the #Suez canal one?
#landbridge

[China Investment Research @Chinainvmtrsch]

This is the 1st region in China to digitise three logistics hubs with IoT, 5G, AI to 8 Asian countries. '23 Trade strong increases.this will propel it. Genius. President Xi launched it 08/23. Harbin/Vladivostok the next one... #China #beltandroad #Russia #CentralAsia #Kazakistan

[Li Jingjing 李菁菁 @Jingjing_Li]

Why the US wants to separate #Xinjiang from China?
Because its location is too crucial for them to destabilize Eurasia.

In this video, I laid out the strategic location of Xinjiang, and how CIA experts planned long ago to destabilize #China by playing the "Uyghur card."👇

[China Investment Research @Chinainvmtrsch]

He played an important role in the early stages of the current transition to the emerging multipolar world. A quiet leader to a great country at a vital time in history. A safe, solid pair of hands--and a wise voice. #germany #China #EU #beltandroad

[George Osborne @George_Osborne]

In Berlin cathedral for the state memorial service for Wolfgang Schäuble - who negotiated Germany’s unification, helped choose Berlin as its capital again and who i served alongside for 6 years as finance minister. He was a wise colleague and friend, and in honoured to be here

[China Investment Research @Chinainvmtrsch]

The future is thorium MSR supported by renewables during peak usage. France gets this as do... #beltandroad #eurasia #SaudiArabia #Russia #Egypt #indonesia #brazil

[FT Partner Content @ft_content]

France is looking to expand it’s nuclear power generation, but can it convince EU partners to follow suit?

Part of our FT Energy Source video series

Watch Now

[China Investment Research @Chinainvmtrsch]

Thorium MSR has a 58 year track record of no explosions..green energy. USA blocked IP for 40 years, finally releasing to China in 2011. China, Russia and Indonesia currently leading the way onshore; several countries now building SMRs for 2030s+ shipping. #USA #Indonesia #uk

[FT Partner Content @ft_content]

Small modular reactors are generating plenty of support but cost and safety concerns still need to be overcome

Part of our FT Energy Source video series

Watch Now