CHINADebate

The World's Best Thinking About China | China Macro Report | @MalcolmRiddell

[CHINADebate @chinadebate]

Malcolm Riddell gave Ready Refresh 1 star via @Trustpilot https://t.co/UNjSJLIrYt

[The China Project @thechinaproj]

Malcolm Riddell was an intelligence case officer, and then an investment banker. Now he runs China Debate, an investor advisory service focused on the country he used to spy on. https://t.co/fWoutPoAnH

[CHINADebate @chinadebate]

Here is my interview done by the terrific Jeremy Goldkorn, editor-in-chief of The China Project (formerly SupChina).https://t.co/6Akrzo1sS9 via @thechinaproj

[CHINADebate @chinadebate]

@peter_dutton Thanks, Peter!

[Peter Dutton @peter_dutton]

Will China invade Taiwan in the next few years?
… Cogent perspective by ⁦@MalcolmRiddell⁩. I agree with nearly all of it. One point I don’t agree with is this: “Taiwan, after 50 years as a Japanese colony, was returned to the Republic of China.” https://t.co/V8RFSvAox4

[CHINADebate @chinadebate]

@peter_dutton Peter, I agree with your points. I was using an admittedly sloppy shorthand about giving Taiwan back to China - didn't want to interrupt the flow of the main argument.
In fact, I would argue that under international law, Taiwan could even still be under U.S. military control.

[CHINADebate @chinadebate]

'Outcompeting China is not really about China. It’s about America.'
A Necessary Debate — What's your thoughts about Clyde Prestowitz’s 'America's China Plan'? https://t.co/iU1ViGFFMV

[CHINADebate @chinadebate]

@JamieMetzl @zlj517 @Baric_Lab Makes sense, Jamie. Extraordinary how bad China is at PR. Feels as if Xi is heralding a new era pretty much across the board. Just have to see where this fits in.

[Seersite @seersiteHQ]

Seersite welcomes @MalcolmRiddell! Read Malcom's insights here: https://t.co/dIlRZJrO7T

[CHINADebate @chinadebate]

'Financial Technology Is China’s Trojan Horse' | Foreign Affairs: China’s bid for fintech hegemony in Asia is a step toward an even bigger goal: achieving global reserve currency dominance. https://t.co/3iUEmIhiG3

[CHINADebate @chinadebate]

'What Are Biden’s Actual Prospects for Reviving Trans-Atlantic Relations?' The biggest geopolitical challenge is adopting a united EU-U.S. front in standing up to Beijing, something Europeans have long resisted and which the Trump years complicated. https://t.co/zmo0H47za3

[CHINADebate @chinadebate]

'2020 in Review: Chinese Companies Suffer as Global Technology Tensions Intensify | Council on Foreign Relations' Council on Foreign Relations: iIt is unlikely that things will get much easier for Chinese tech companies in 2021. https://t.co/cVBVOEHQFz

[CHINADebate @chinadebate]

After lifting restrictions on US-Taiwan relations, what comes next? | Brookings: Already, the Biden transition team appears to have struck a balanced public posture. https://t.co/z2hriPNzcX

[CHINADebate @chinadebate]

'What the Cold War can teach Washington about Chinese tech tensions': Many, if not all, of the challenges encountered while trading and collaborating with the Soviet Union throughout the Cold War are repeating today with China. https://t.co/CjykTgSBbq

[CHINADebate @chinadebate]

'What Does Vietnam Want from the US in the South China Sea?' Vietnam is doubling-down on its delicate balancing act as U.S.-China competition throughout the Indo-Pacific dramatically heats up. https://t.co/F8kO5GO4lh

[CHINADebate @chinadebate]

'A China Strategy to Reunite America’s Allies': China’s prompting the world’s democracies to band together against it. But, China’s geopolitical heft and the allure of Chinese trade and investment are tempting many to curry favor with it.  https://t.co/T0ChQqIEhM

[CHINADebate @chinadebate]

'Risk, resilience, and recalibration in global value chains'   China’s swift recovery seems to indicate that Chinese firms are more resilient to global shocks than others. In fact, the value chains Chinese firms are involved in seem to be more resilient.https://t.co/1BqEKjapT8

[CHINADebate @chinadebate]

'Lagging but motivated: The state of China’s semiconductor industry' Brookings.
Semiconductors represent a rare area in which the Chinese economy is dependent on the rest of the world—rather than the other way around.

https://t.co/zrUxL9KEj6

[CHINADebate @chinadebate]

China falls way short on Phase One Trade Deal target purchases. Through the first eleven months of 2020, China's purchases of all covered products were thus only at 58% (US exports) or 56% (Chinese imports) of their year-to-date targets. https://t.co/jPTsqsUXPi via @PIIE

[CHINADebate @chinadebate]

Foreigners are buying Chinese bonds. Here's one of the reasons why: Yield