Peter Liu

A casual walker.

[Peter Liu @PeterLiuCASM]

@TheStalwart @ZichenWanghere Joe, go and see some tier 2 cities like Suzhou and Wuxi, beyond Shanghai and Shenzhen, if you can. You will be amazed…

[Peter Liu @PeterLiuCASM]

@ChadBown @TomHale_ Higher energy prices are helping China moving out of factory gate price deflation, unexpectedly.

[Peter Liu @PeterLiuCASM]

@elerianm Could PPI inflation trick down to CPI?

[Peter Liu @PeterLiuCASM]

@leixing77 Nothing is impossible to Wang. Yes, we have enough time to watch…

[Peter Liu @PeterLiuCASM]

@kyleichan Wang has done many things no one dares to do.

[Peter Liu @PeterLiuCASM]

@baoshaoshan Importers and exporters depend on each other and benefit from their trades.

[Peter Liu @PeterLiuCASM]

@ryanl_hass @AsiaLens Trump seems very honest in stating actual facts in this regard.

[Peter Liu @PeterLiuCASM]

@BrianTycangco China, somehow, gets back winds when it needs…. A good luck?

[Peter Liu @PeterLiuCASM]

@dunne_insights Lots of learnings, and lessons.

[Peter Liu @PeterLiuCASM]

@robin_j_brooks We depend on each other, one way or another, as long as we live on the earth.

[Peter Liu @PeterLiuCASM]

@kyleichan Well, find profitable projects for huge resident savings sitting at magor banks…

[Peter Liu @PeterLiuCASM]

@mmpiatkowski Yes! Can all the others, except Japan and Korea, depreciate their FXs by controlling their inflations?

[Peter Liu @PeterLiuCASM]

@Brad_Setser No one is entitled to anything. You got to earn it. BMW gained China luxary car market by earning Chinese consumers’ trust. BYD earned international market share by earning global consumers’ trust.

[Peter Liu @PeterLiuCASM]

@CBankingEditor Interesting… someone pointed out one of government functions, almost 90 years ago.

[Peter Liu @PeterLiuCASM]

@baoshaoshan @JohnRoss43 Many people would feel lucky that someone, China in the case, are capable of providing the EVs they want, in the face of the Middle East crisis now.

[Peter Liu @PeterLiuCASM]

@zhao_dashuai Work harder and work smarter - you will be on your way.

[Peter Liu @PeterLiuCASM]

@Noahpinion Europe can enhance its positions by welcoming FDIs from China, and gain stronger positions against the US.

Europe and US cars flooded China market for decades.

China turned the corner by welcoming VW, GM, BMW, Toyota, Tesla, etc., into China’s market.

[Peter Liu @PeterLiuCASM]

Yes, that’s incredible! Taking into consideration of population of each country, it may present a different picture.

For car export in 2026 (f), for each 1,000 people:

Korea: 56 cars/1,000 people
Japan: 32 cars
China: 8.5 cars

So cars exported per capita: Korea is 7x, Japan 4x, of China’s.

What does it say each country export/overcapacity?

No doublt that China may have much larger impact due to its size. But, in terms of balance of internal consumption and export it may not that too extreme.

People just have not got used to it.

Welcoming FDI by western countries could be a way for balancing their own manufacturing, just like what China did.

[Peter Liu @PeterLiuCASM]

@charlierose Yeah. We’d all go up in smoke, whether we poor or rich, strong or weak, if that would ever happen.

[Peter Liu @PeterLiuCASM]

@tphuang @electricfelix China: 1) Invest in sectors where you get the best ROIs 2) Invest in the sectors dominated by the west and subject to being weaponized by the west 3) invest in the sectors with its own dominance to maintain deterrence to potential threats