Sean Lee Sijian

[Sean Lee Sijian @SijianLee]

@KellyCNBC @fm_apprentice They are still in development, though. commercialization is probable in 2-3 years.

[Sean Lee Sijian @SijianLee]

@KellyCNBC @fm_apprentice If you can wait until 2028-9, there’s Toyota (and others) betting on all solid-state batteries (ASSB) to leapfrog existing LFP & NMC batteries. ASSBs could resemble refilling and range just like existing gas vehicles, and being lightweight as well.

https://t.co/8OtWJqNlf9

[Sean Lee Sijian @SijianLee]

@dontbefooled321 @fteconomics Yes continue exporting excess capacity to SCO

[Sean Lee Sijian @SijianLee]

@Brad_Setser Not to mention it’s barebones social infrastructure policies which are designed to offload significant costs to the individual, very much like China.

[Sean Lee Sijian @SijianLee]

@dongchatianxia @5xyxh 看到美国对伊朗发动袭击后，看来这个国家现在正逐渐变成“伊朗东部”了。

[Ehrmantraut Capital @EhrmantrautCap_]

SK hynix CEO says the memory shortage will continue through the end of 2030. You are not bullish enough on memory.

[Sean Lee Sijian @SijianLee]

@CountryWife20 Do you have O F?

[Sean Lee Sijian @SijianLee]

@Brad_Setser @robhawcroft Brad, the Chinese government copied the Singapore playbook and converted a significant portion of their forex reserves from currency intervention, into long term assets held under the China Investment Corporation (CIC).

[Sean Lee Sijian @SijianLee]

@paulg Surplus value being pocketed by those closest to the money, living costs rise whilst wages stagnate despite rising productivity. Rising productivity accrue to those who control the means of production.

[The Mirror @DailyMirror]

Tourist, 20, plunges 177 feet to his death trying to take photo from waterfall https://t.co/ByQVHcX05h

[Sean Lee Sijian @SijianLee]

@ruima @n3waite Puxi makes Beijing modern housing developments look extremely low and backward.

[Sean Lee Sijian @SijianLee]

@ruima Literally because the Commanding Heights of administration refuse to allow high rise residential buildings, Beijing is pure polycentric urban sprawl reliant on the 3rd Ring Road. Guomao and Haidian are the main economic hotspots and they are opposite ends of the city…

[Sean Lee Sijian @SijianLee]

@SVTrivo I have to admit, your warning was incredibly well timed, should call it the Papa Top of 1H 2026.

[Sean Lee Sijian @SijianLee]

@michaelxpettis The Chinese government literally copy pasted the approach by the Singapore government to keep exports “competitive” by devaluing the local country when FX rushes into the country. Examples of Singapore include GIC and Temasek Holdings.
China is essentially a large copycat of SG.

[Sean Lee Sijian @SijianLee]

@michaelxpettis Hi Michael, I think you need to also take note of the China Investment Corporation, which is literally invests all the US dollars that it bought from all the FX interventions, and keeps them intentionally outside of China, to prevent the CNY from appreciating in value.

[Sky News @SkyNews]

BREAKING: Ed Davey confirms he will take part in cross-party talks with Andy Burnham and Kemi Badenoch to discuss social care issues.

https://t.co/PAiZ4D1jU3

📺 Sky 501, Virgin 602, Freeview 233 and YouTube

[Sean Lee Sijian @SijianLee]

@Brad_Setser The reason Xi is fixated on an industrial policy that focuses on batteries, is that all Western advanced economies do not have the engineering depth and breadth to pursue advanced battery technologies. Even Korea and Japan are lagging behind on battery technologies.

[Sean Lee Sijian @SijianLee]

@Brad_Setser Wait until you travel to Shanghai, whereby the locals there are buying less locally or foreign assembled BMW, Mercedes-Benz and Audi, in favour of NIO cars which can have a fully battery being swapped in 3 minutes, thanks to their widespread NIO Power battery swapping network.

[AI StackLab @AIStackLabX]

Real-time world generation.

Interactive storytelling.

API access.

That's a strong combination.

[The Wall Street Journal @WSJ]

Brookfield Asset Management and Canada Pension Plan Investment Board have agreed to buy LXP Industrial Trust in an all-cash deal valued at about $5.2 billion, adding a portfolio of modern warehouse and logistics facilities to their holdings. https://t.co/mgC0kgsrH4