Frederic Cho

[Kyle Chan @kyleichan]

China is by far Venezuela’s largest oil customer (left chart: https://t.co/9SokdGJ3Z6).

But Venezuela is a tiny fraction of China’s oil imports and doesn’t even make the top 10 for 2024 according to Chinese customs data (right chart: https://t.co/WrXoVAQKlj).

[Kyle Chan @kyleichan]

The Hurun China Rich List 2025 reflects broader shifts in China’s economy and policy focus.

7 years ago, real estate developers made up a third of the top 100. Now there’s only one at no. 99.

“New productive forces” like EVs, batteries, and chips make up 60% of the top 100 now.

[Arnaud Bertrand @RnaudBertrand]

From the horse's mouth. Gina Raimondo, previous US Secretary of Commerce, on how sanctions on Huawei were completely ineffective (https://t.co/tRf3aAbt7j): "[We] thought we were going to hobble Huawei, it came back stronger than ever, making incredible chips"

She also added that "a lesson we can learn from China is that they invest in the talent... whereas we don't have an effective workforce system in this country, we incentivize attendance... we send everyone to college [and] people don't have skills for jobs. China is incredibly intentional... There is a lot we can learn from China."

[Michael Pettis @michaelxpettis]

1/8
Yale's Stephen Roach says China must raise the household consumption share of its GDP by ten percentage points over the next decade. In August PKU economics professor Lu Feng, said that China should raise it by 5 to 10 percentage points over the..
https://t.co/U14YxjGnjh

[Paul Triolo @pstAsiatech]

The Chinese Billionaire Whose Robots and Cars Should Worry Detroit—and Silicon Valley
Billionaire He Xiaopeng has a certain daringness—and finally, real revenue growth. https://t.co/iZakK08oOd

[Paul Triolo @pstAsiatech]

Semiconductor industry leaders are warning the Trump administration that a proposed tightening of visa rules risks shrinking a vital talent pool and undermining efforts to expand US chip manufacturing https://t.co/mpB5fKFNpH

[Really American 🇺🇸 @ReallyAmerican1]

Sheer Trump Madness: During what can only be described as a psychotic speech today, Trump complained about not getting a Nobel Peace prize, moments before bragging about killing people in boats in international waters without due process.

Dead silence.

[Evan A. Feigenbaum @EvanFeigenbaum]

Pathetic and sounding pretty desperate, actually. We may be getting to the point where folks should just ignore his blather and someone should consider suggesting some therapy.

[Governor JB Pritzker @GovPritzker]

The President of the United States is threatening to go to war with an American city.

This is not a joke. This is not normal.

Donald Trump isn't a strongman, he's a scared man. Illinois won’t be intimidated by a wannabe dictator.

[Bert Hofman（郝福满） @berthofmanecon]

Tariffs don’t stop trade deficits. Savings-investment balances do.

[Arnaud Bertrand @RnaudBertrand]

And this is before you take into account the fact that China is also electrifying the entire Global South with solar (and other renewables), which represent an incredible 87% of all Global South new power generation investment (https://t.co/DeCcbUAVCA).

It's a far bigger story than most people realize. As I wrote back in July (https://t.co/FVIOgwHPVt) we're witnessing the construction of an entirely new global energy system, and it's starting to become clearer and clearer that the strategic and economic implications are immense.

[Kyle Chan @kyleichan]

From now on when someone says they want to learn more about China, I will first tell them to read @danwwang’s book Breakneck.

No single book better captures what people need to know right now about how China works.

[Paul Triolo @pstAsiatech]

China Finds Buyers for Surplus Solar: Africa’s Energy-Hungry Countries
Overproduction in China has led to slashed prices, and buyers on the continent are taking advantage to sharply increase investments in clean energy.
https://t.co/6N5f5lSbFu

[Hao HONG 洪灝, CFA @HAOHONG_CFA]

Shanghai Composite rose above 3800 for the first time in over ten years. It’s good!

[Hao HONG 洪灝, CFA @HAOHONG_CFA]

China making new decade high, but retail participation is measured, unlike the sharp but transient rally last Sept. As growth slowing, market is betting on renewed policy support. Liquidity is abundant and helps support the market.

https://t.co/lWl6EyZKxa

[Frederic Cho @FredericCho1]

@pstAsiatech Trump trying to be "The Chairman of Everything "?

[Evan A. Feigenbaum @EvanFeigenbaum]

So China gets another extension while India gets smacked with 25% and threats on oil purchases. The contrast won't be lost on anyone in Delhi.

[Paul Triolo @pstAsiatech]

Huang: It is a “great loss” for the United States that many Chinese academics and researchers have left the country and chosen to return to China amid worsening bilateral relations....says co-founder and CEO of chipmaker Nvidia.

https://t.co/MkJiJMjKCT

[Nury Vittachi @NuryVittachi]

Not making this up

[Carl Bildt @carlbildt]

A radical proposal in a radical situation - have the 🇺🇸 expelled from the ⁦@wto⁩ and let the rest of the world trade according to the rules. https://t.co/u4nRAhniKA