Cameron Mitchell

Geopolitical risk

[Robin Brooks @robin_j_brooks]

In the past 20 years, it has never happened that the rest of EM got capital inflows when China had outflows. But that is what's happening now. In the year to Q2 2023, foreigners pulled money out of China (red), while they put money into the rest of EM. Decoupling is happening...

[Siddharth Bakaria @SidHimachal]

Magnificent Morning view of Himachal Pradesh captured from Delhi to Kullu flight🥰

https://t.co/P5tUndoVAZ

[Eliot A Cohen @EliotACohen]

Stipulating that we have no idea how this will turn out, it is worth tallying some of the surprises thus far.

[Luke Harding @lukeharding1968]

Our basement in Kyiv now filling up with families with small children. The kids are holding colouring books. Heartbreaking

[Daniel Moser @_dmoser]

🚅 High-speed railway construction per country, 1976-2019

[John Lee @J_B_C16]

So, what are the interesting aspects of this latest media-blowup on semiconductors? The fact that the headlines have 'China' in them do matter, but perhaps not in the ways you might think.
Let's take a closer look...

[james crabtree @jamescrabtree]

Worth reading — @CSISFreeman in @ForeignAffairs on what is driving Xi's assertive polices

Basic point: China worries it only has a narrow 10-20 year window to execute its rise, before demographic and other geopolitical factors turn against it.

https://t.co/OhfSBU9YlO

[Evan A. Laksmana @EvanLaksmana]

“Vaccine diplomacy” 😒

[CHINA MFA Spokesperson 中国外交部发言人 @MFA_China]

The “rules-based international order” claimed by the US is a hegemonic order in which the US dominates the world.

[Finbarr Bermingham @fbermingham]

"The days when global decisions were dictated by a small group of countries are long gone," China's Embassy in London hits out at G7 plans to try to counter China's rising power

https://t.co/NGSHkj8oxG

[Stephen Dziedzic @stephendziedzic]

Writing about Victoria's Belt and Road agreements means I get messages from people who quite literally want Dan Andrews executed for treason, as well as messages from people who quite literally want the People's Liberation Army Air Force to carpet bomb Australia, so that's nice

[M. Taylor Fravel @fravel]

Since late Nov 2020, @US7thFleet has issued press releases for freedom of navigation operations it conducts. Targeted maritime claims include those of Russia, Japan, China, Vietnam, the Philippines, South Korea, Sri Lanka, India, and the Maldives.

[Ben Packham @bennpackham]

Although $20bn a year has been slashed from Australian exports to China, the nation’s barley, coal, copper, cotton, sugar and timber producers have either partially or completely offset this by diverting shipments to new buyers in other countries. https://t.co/fgJEcKJgL9

[Stephen Dziedzic @stephendziedzic]

Nifty graph here from @RolandMRajah - "the total economic impact of China’s trade coercion against Australia seems to have been quite limited thus far"

[Collin Koh 🇸🇬🇺🇦 @CollinSLKoh]

From now on, Beijing can stop the nonsensical narrative that it’s contributing to SCS peace and stability as it’s been sending only coastguards to do maritime sovereignty and rights protection, and to stop complaining that others are using navies to do the job.

[Latika M Bourke @latikambourke]

Wow. Family of a British man who died from rare blood clot after taking AstraZeneca vaccine urges people to keep getting the jab.
https://t.co/iSMmgttDmF

[Cameron Mitchell @CmMitch1979]

I just subscribed to Trade War - incredibly useful compilation https://t.co/WSnydQDCzo

[Evan A. Laksmana @EvanLaksmana]

“... Russian military intends to provide substantial assistance to Laos going forward, including with training and developing the latter’s armed forces.”

[Kenneth Roth @KenRoth]

Myanmar's junta tried to block internet access, but "pro-democracy groups shared radio frequencies, offline apps that work without a data connection, and tips for using SMS messages as an alternative to data services to communicate." https://t.co/7YLElnnViK

[Martijn Rasser @MartijnRasser]

Keep an eye on this development. This semiconductor-focused effort is likely to serve as a proof of concept for a range of bilateral and plurilateral tech policy initiatives.
https://t.co/wr8441f50X