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MacroPolo
"Decoding China's Economic Arrival." From the think tank team at . All usual disclaimers apply.
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MacroPolo Jun 14
5G would enable users to download a full movie in 15 seconds. But ultimately, the 5G race is a competition between multinational companies as proxies of respective national ambitions and potential collateral in the escalating conflict between US-China:
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MacroPolo 22h
Thank you for sharing our stuff! We write about China's technology, politics and economy. You can sign up for our monthly newsletter here:
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MacroPolo 22h
China's debt problem is mainly a local one. Our debt map ranks all 31 regions & provinces based on LGFV debt’s drag on the economy. From Beijing to Yunnan, you can click to see a breakdown of LGFV performance and how each province stacks up nationally:
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Evan Feigenbaum 20h
That quote isn't too surprising, nor is the Chinese firm's tactic specific to the Trump era. Our team at did a case study of a local Chinese SOE that made steel pipe. It dealt with a pre-Trump round of US tariffs by investing in Texas.
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MacroPolo 22h
China's debt problem is mainly a local one. Our debt map ranks all 31 regions & provinces based on LGFV debt’s drag on the economy. From Beijing to Yunnan, you can click to see a breakdown of LGFV performance and how each province stacks up nationally:
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MacroPolo 22h
Thank you for sharing our stuff! We write about China's technology, politics and economy. You can sign up for our monthly newsletter here:
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Damien Ma Jun 16
One thing highlighted by the trade war is that “Made in China” is pretty damn good for a range of goods, and at $ point that still can’t be replicated. Vietnam & runner-ups just can’t do that at scale. China basically monopolizes the 95% of quality @ 75% of the cost market.
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Neil Thomas 牛犇 Jun 15
Curing cancer should surely be the priority? "Wu hasn’t been charged with stealing anyone’s ideas, but in effect she stood accused of secretly aiding and abetting cancer research in China, an un-American activity in today’s political climate." Via
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Houze Song Jun 14
1/Is the take over of Baoshang bank badly timed? To understand why PBOC decided to break implicit guarantee amid slowdown, we need to take into consideration the fact that Beijing has to balance two conflicting goals: containing financial risk and stimulating growth.
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MacroPolo Jun 14
5G would enable users to download a full movie in 15 seconds. But ultimately, the 5G race is a competition between multinational companies as proxies of respective national ambitions and potential collateral in the escalating conflict between US-China:
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MacroPolo retweeted
MacroPolo Jun 14
Check out 's new piece for ! You can subscribe to his monthly report on China's financial system here:
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MacroPolo Jun 14
Check out 's new piece for ! You can subscribe to his monthly report on China's financial system here:
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MacroPolo retweeted
MacroPolo Jun 13
Have a minute for quick reads on China’s tech, politics and economy? Dig into our regular and insightful commentary, ranging from: 🇺🇸Trade war retaliation 👨‍🔬AI talent 💴China’s local debt 🌍China-Africa relations:
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Evan Feigenbaum Jun 13
Important new book from my former ⁦⁩ colleague ⁦⁦⁩: Transpacific Experiment: How China and California Collaborate and Compete for Our Future: Matt Sheehan: 9781640092143: : Books
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MacroPolo Jun 13
Thanks for citing 's work, !
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MacroPolo Jun 13
"In the field of AI, where the US and China are locked in a race for global dominance, about a quarter of the top 20 per cent of AI research talent in the world are Chinese-born." via
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Paul Triolo Jun 11
Is China Running Out of Retaliatory Ammunition in the Trade War? - MacroPolo
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MacroPolo Jun 13
Have a minute for quick reads on China’s tech, politics and economy? Dig into our regular and insightful commentary, ranging from: 🇺🇸Trade war retaliation 👨‍🔬AI talent 💴China’s local debt 🌍China-Africa relations:
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MacroPolo Jun 12
Will China take the nuclear option of tariffing everything, including airplanes? Boeing’s dominance in China has been declining while France’s Airbus has gained market share. It’s not unthinkable that Beijing could use Boeing as its latest chip:
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MacroPolo Jun 12
Much of the talk on China-Africa centers on the so-called “debt trap,” but this narrative elides a crucial trend: such investment might be a bold experiment in whether the successful East Asian development model can be transplanted to Africa:
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