Nicholas Borst

Vice President and Director of China Research at @SeafarerCapital

@NCUSCR #PIPfellow

[Nicholas Borst @NBorstSF]

What's Wrong with Chinese Consumption?

https://t.co/jOi5bI9i3Y

[Nicholas Borst @NBorstSF]

@gdp1985 Your subsidy framework is still the best. Just need an update to Red Ink.

[Nicholas Borst @NBorstSF]

China's Competitive Shock to Global Markets

https://t.co/Uv59MWfisY

[Nicholas Borst @NBorstSF]

China's property market isn't out of the woods yet:

https://t.co/rbWjUUwWQU

[National Committee on U.S.-China Relations @NCUSCR]

📈 What happens when market forces collide with party control in China?

In a recent program, #PIPFellows @NBorstSF (@SeafarerCapital) and @wendyleutert (@IndianaUniv) discuss Borst’s new book "The Bird and the Cage: China’s Economic Contradictions."

▶️ Watch: https://t.co/RnSObLWMS4

[Wendy Leutert @wendyleutert]

It was a pleasure to talk with @NBorstSF about his new book on tensions between state control + market forces in China. I can't recommend it highly enough. https://t.co/fXikf45Uhi @NCUSCR

[Nicholas Borst @NBorstSF]

Enjoyed discussing the Party’s role in China’s economy and my book with @wendyleutert

The Bird and the Cage: China’s Economic Contradictions https://t.co/BHzEX7ZLlo

@NCUSCR

[Nicholas Borst @NBorstSF]

@damienics Congrats Damien!

[Seafarer Capital Partners @SeafarerCapital]

.@NBorstSF writes that Chinese companies have proactively adopted a variety of strategies to maintain their international competitiveness: market diversification, production relocation, price adjustments, higher-margin products, and cost-cutting. https://t.co/4nuP4go7J1

[Seafarer Capital Partners @SeafarerCapital]

The continued growth of Chinese exports, in the face of rising tariffs and trade barriers, remains highly uncertain, writes @NBorstSF https://t.co/4nuP4go7J1

[Nicholas Borst @NBorstSF]

Will Tariffs Crush Chinese Export Competitiveness?

https://t.co/6CBOchPedX

[The Wire China @thewirechina]

"They want to push China towards a capital raising model that’s less dependent on bank debt but at the same time are very cautious about the impact of stock market volatility on retail investors & overall macro economy." — @NBorstSF at @SeafarerCapital https://t.co/eo07YHtYDy

[Nicholas Borst @NBorstSF]

"They want to push China towards a capital raising model that’s less dependent on bank debt, but at the same time, are very cautious about the impact of stock market volatility on retail investors and the overall macro economy."

https://t.co/PYD7eYeNBP

[Nicholas Borst @NBorstSF]

@RajaKorman Is the chart on the right yuan loans as a percent of overseas loans?

[Nicholas Borst @NBorstSF]

Involution is wrecking some of China's most promising industries.

https://t.co/EnfMKLiZvD

[Ryan Hass @ryanl_hass]

6/ Lastly, special thanks to Minxin Pei for including me in China Leadership Monitor alongside such a stellar group of experts, including @gdp1985, @jonczin, @NBorstSF, and others. This is a robust and timely edition of CLM. END. https://t.co/eFATE9386S

[Nicholas Borst @NBorstSF]

Excited to contribute to the latest issue of China Leadership Monitor.

The Economic Costs of China’s Self-Reliance Drive

https://t.co/lW9ImPKslL

[Gerard DiPippo @gdp1985]

In the latest China Leadership Monitor, I offer some thoughts on China's economy in the trade war. Lots of charts! (And I'm in the same edition as @jonczin, @ryanl_hass, and @NBorstSF.)
https://t.co/osgit19xIy

[Jonathon P Sine @JonathonPSine]

Does Xi really represent a massive departure from his predecessor? China's "Third Revolution"?

A brief thread showing the trajectory under Xi in many ways follows quite closely that under Hu Jintao.🧵

[National Committee on U.S.-China Relations @NCUSCR]

@NCUSCR is delighted to announce the twenty fellows who make up the ninth cohort of our Public Intellectuals Program.

Learn more about the newest #PIPFellows:
https://t.co/wVozsPMJ7k