Top Tweets for #cfius
Capital is Becoming a National Security Issue 🏛️
1. The US now screens outbound #capital, not just inbound.
Effective January 2025, the "Reverse #CFIUS" program restricts American persons and entities from investing into China, Hong Kong, and Macau — particularly where those investments touch #AI, #quantum, or #semiconductor technologies. The direction of the dollar is now geopolitically regulated.
2. Chinese FDI into the US has collapsed — by design.
Chinese #FDI in the US has fallen from a peak of $46 billion in 2016 to under $4 billion in 2024, driven by capital controls in #China and US laws like #FIRRMA and the #CHIPS Act. Capital flows are now a battlefield, not just a balance sheet.
3. Capital allocation is being explicitly politicized.
Geopolitical competition and the growing politicization of capital allocation — including a fiscal dominance trend in some markets — are intensifying, reshaping the contours of the global financial system. The era of "money has no flag" is over.
4. Countries are increasingly lending and borrowing within political blocs.
Financial fragmentation implies countries are lending and borrowing within politically aligned blocs, reducing exposure to rival ones. These #patterns are not limited to expected #bilateral relationships like #Russia or China vs. the West, but reflect a broader, systemic shift — accelerated sharply since Russia's invasion of #Ukraine.
5. CFIUS penalized over $70M in deals in just two years — and is getting stricter.
In 2023–2024, CFIUS imposed over $70 million in monetary #penalties and blocked or delayed numerous transactions. Trump's "America First Investment Policy" mandates tighter controls over adversarial nations and expands CFIUS's authority to include investments into greenfields and farmland. Who owns the land, the chip fab, or the port is now a national security question.
Capital is no longer just an economic resource — it's leverage, and governments are treating it accordingly.
The US Department of the Treasury has launched a #StrategicVendorProgram pilot and is seeking input on supply chain challenges. Our alert covers key takeaways for companies engaging with #CFIUS and evaluating domestic vendors.
Read more: https://t.co/z3bc5VSk1X
#SupplyChains
"In an @SECGov filing, Paramount said [the sovereign wealth funds in Saudi Arabia, Qatar and Abu Dhabi] will not receive governance rights, including board seats or voting rights, so their involvement will not require a sign-off by the [@USTreasury-led] #CFIUS."🤔#compliance
Roughly 20% of Paramount’s $110B bid for Warner Bros. is backed by Arab sovereign wealth, fueling debate over which foreign entities should have a stake in U.S. media.
• Saudi Arabia, Abu Dhabi and Qatar are jointly investing $24B in the mega-merger
• The Gulf rivals are setting aside their differences to diversify beyond oil and expand their digital influence
“Would you spend that kind of money to just be a silent partner? I doubt it,” said Dubai-based media consultant Mazen Hayek.
Read the full analysis: https://t.co/XQeU4eBSlx
#HindalcoIndustries says US govt shutdown delays #CFIUS review of $125 million #AluChem deal
@jpullokaran
https://t.co/YgUfW0MHvo
If you read this week’s headlines separately, you’ll miss it
#CFIUS isn’t just politics.
#Binance isn’t just compliance.
#WorldSwap isn’t just product.
Mar-a-Lago isn’t just optics.
1 structure coming into view
https://t.co/vrWLs5H60G
#WLFI #USD1 #Crypto #Stablecoins
$IRBT is now in bankruptcy. It's assets, robot technology, and customer information are about to be sold for a song to a Chinese lender. There has been bankruptcy court approval of the sale (good for creditors) pending #DOJ and #CFIUS approval.
In 2023, $AMZN tried to by $IRBT for $1.4 billion, but the Biden #DOJ prevented the sale as anti-competitive, even though Amazon was trying to save the company in the face of Chinese competition.
This is a bad deal for America and investors in $IRBT (iRobot). Lenders only care about return of capital and not the long-term best interests of the USA.
#DOJ #CFIUS @realDonaldTrump @PamBondi @USTreasury @cpilkerton
Trump blocks Chinese-linked chip asset deal
https://t.co/bvJNnsTgku
#DonaldTrump #Semiconductors #USChina #TechSecurity #NationalSecurity #CFIUS #ChipIndustry #GlobalTech
@realDonaldTrump
@AmyMek @POTUS @SecRubio @Sec_Noem @RepThomasMassie @SecWar @SecWar sovereign wealth funds should not own be majority owners of companies in 🇺🇸. #CFIUS
@LauraLoomer @JamesOKeefeIII @TuckerCarlson
Event-Driven Observations: $CSGS
NEC to acquire CSG, strengthening its position as a global leader in digital transformation
seems like a vanilla deal w/ one exception: timing
co's saying vague “2026,” but maybe something lost in translation here
needs #CFIUS, but assuming just a formality
i have a 4–5mo placeholder on timing, puts fair value low $79s
we're getting divs here (i'm assuming only 1 based on timing estimate and being conservative, but 2nd ex-date is close)
#Mergers #Acquisitions #EventDriven
#StockInNews | Hindalco’s Aluchem acquisition update: CFIUS review deadlines tolled due to US government shutdown
#Hindalco #Aluchem #CFIUS
Japan has elected Sanae Takaichi as its first female prime minister. What foreign investors must know: the economic security hawk wants a Japanese version of #Cfius, more scrutiny of China and higher gov spending on critical industries. Story by @DanCMyles https://t.co/hvmByrSOmC
@MikeDiaz285 @houston_cf @TelizhenkoAndy Chip should have resigned when he wouldn’t hold our state electors, knowing that TX Secretary of State had failed Dominion voting systems 3 times (yet other states were allowed to use older version software.) HSBC took the security patents sept 2019, no re-inspection. #CFIUS
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