Andrew Collier

Managing Director, Orient Capital Research

[Andrew Collier @acollier]

Two weeks in Beijing/HK. Things are worse than people know, high unemployment, falling property values, HK economy struggling, Greater Bay hurting HK.

[Andrew Collier @acollier]

Just attended a Council on Foreign Relations heated debate on war in Taiwan between Bridge Colby and Matt Pottinger. Harsh words - too harsh.

[Andrew Collier @acollier]

Confusing financial reform statement from the CCP that calls for "supply side reform" but warns of "Wall Street" style practices. https://t.co/pjdFvGW7zS

[Andrew Collier @acollier]

@michaelxpettis @ZongyuanZoeLiu Thanks, I just bought it after your recommendation.

[Andrew Collier @acollier]

China Stimulus is a good start but rumors of 2T in stock purchases is probably just that - rumors. https://t.co/sTu8HhMfKN

[Andrew Collier @acollier]

Bridgewater succeeds in China while local funds failed. Western capitalism has its advantages. https://t.co/MkSfHrg7Yq

[Andrew Collier @acollier]

Xi's damaging and unending anti-corruption campaigns in the WSJ. "They are at the difficult end of choices between paying for social services, economic development, and lowering debt levels—an impossible balancing act.” https://t.co/TJtzlfKazY

[Andrew Collier @acollier]

Why HK banks are forced to be pro-china. https://t.co/2dLvkZltUK

[Andrew Collier @acollier]

New China crackdown on gaming as the Party enforces control, as I forecast in my book, "China's Technology War."

[Andrew Collier @acollier]

Chinese QE is symbolic - too small to make a difference. Bloomberg TV interview. https://t.co/ZqVnFRpcFq

[Andrew Collier @acollier]

The cyberattack by Russian agents or their proxies on a Chinese bank in the U.S. is more serious than it may appear on the surface. China will trust Russia less and favor the US-dollar order under the U.S.

[Andrew Collier @acollier]

The Russian attack on China's ICBC in the US is bad news for Russia. Bloomberg notes the end of "an unspoken agreement between Moscow and Beijing, whereby Russia-linked cybergangs agreed to leave Chinese institutions alone."

[Andrew Collier @acollier]

My Radio HK interview discussing the (dismal) future of Hong Kong (starting at 48:00). https://t.co/FqLRYRPkcN

[Andrew Collier @acollier]

My quote in the SCMP on HK's future: "However, “if the [Communist Party’s] will supersedes local laws, investors could move their capital out."

[Andrew Collier @acollier]

Fixing the Chinese economy is going to be a tough nut for the leadership. Interview CNBC London. https://t.co/6T7h32W3xS

[Andrew Collier @acollier]

Great panel discussion on Taiwan options with former Secretary of Defense Mark Esper and Russian ambassador Mcfaul at the Apollo Forum in Napa Valley last week. We agreed to disagree....

[GlobalSourcePartners @GS_Partners]

What policy tools does #China have should the #shadowbanking sector cause a major distressed asset event? Andrew Collier discusses how stimulus would be minimal and managed locally. #emergingmarkets #macroeconomics

[Andrew Collier @acollier]

@NBorstSF Congrats!

[Andrew Collier @acollier]

Why short-term inflation is less important than deleveraging.
https://t.co/e8Uo5Krvo6
https://t.co/LHeIVvozNY
https://t.co/sqD7jllmuS

[Andrew Collier @acollier]

@vshih2 @YashengHuang First, Hong Kong did not provide “global risk capital” but IPO'd established companies. Second, China did create creative firms due to economies of scale. Third, as bad as the rule of law is becoming, capital has nowhere to go within Asia apart from Hong Kong.