Just out! Read my fun piece on Ding Ning, China's Sam Bankman-Fried, one of the most colorful characters in my book. The fallout from his $7.6 billion scam later ensnared $1 billion in SBF's FTX cryptocurrency. Quick thread on this bonkers story 1/ piie.com/blogs/realtime…

Twitter is going to promote the tweets of people who pay, and treat everyone else like spam. So for those of us without a blue checkmark, it's on us to overcome these hurdles to promote good content. That means following and retweeting content providers you find worthwhile.

1/8 Interesting 1992 New York Times article on Japan's economic problems at the beginning of its "lost decade". It quotes a Jardine Fleming analyst as saying: ""The point was to unlock this tremendous pent-up demand among Japanese consumers." nytimes.com/1992/08/15/bus…

Agreed. I think OSINT research is an oft overlooked facet in the West and one readily used in China because it’s viewed as a numbers game. Sort of. With the right training (and the right support), smaller outfits can still yield results. #China #OSINT

Excellent tweet ordering :) (In case anyone unsure why foreign investor sentiment into China dipping) ➡️China’s geopolitical risk at its highest level in three decades #China #investment #risk

THREAD: How one of China's most notorious (and now jailed) financiers set up an offshore shell company to buy expensive art, including a $62m van Gogh, and how banks, brokerages and auction houses went along with it. FOLLOW ALONG. LOTS AND LOTS OF DOCUMENTS. (1/x)

True, there are many paths to learning, especially in a country as large and complex as China

Fear and Consulting in China: I reveal (a little) about the corporate intelligence industry. The main point: I see the consultancies as collateral damage in increasingly paranoid U.S.-China relations

Office was the second last line of defense in CN RE. I’ve developed industrial, commercial and residential RE in CN. When I did project design of Bulgari project in Beijing around 2010. I specifically decided not do shopping mall, as I thought it’s already oversupplied and online

Henry #Kissinger met with Xi Jinping today and predictably it’s state media’s top headline, harking back to the time when Kissinger’s (cynical) policy helped #China open up. China’s leaders naturally grateful for the vast wealth amassed since then…

Nice. For the elite the simplest way is through junket operators, which offer a neibao-waidai flow and can use some of the cross border transfer methods below. The more sophisticated underground banks can move larger cross-border amounts flow via trade companies/legit biz

So since I see so many opeds from China and other places that China needs to bailout or public support for its stock market/banking/housing or other sector and these people have a pathological inability to understand second order conditions let me pose a simple question: 1/n

For my sins I am back on T̶w̶i̶t̶t̶e̶r̶ X, looking forward to balanced, reasoned debate on China…My focus will be on China’s political economy and development (and not to get distracted by another stimulus bull run!)

天呐‼️We’re at the mobilising OAP savings stage…

Personally would never have voted for Trump (especially as wanted to see the first female U.S. president) but will be interesting to see how Trump 2.0 handles China (particularly with Musk on board). Watch this space and recalibrate your risk models!

Given the unequivocal mandate given to Donald J. Trump from the people of America, winning not just the electoral college by a landslide, but also the popular vote, Senate AND House, there will be none of that nonsense this time. They won’t even try.

From the way the PM shook hands with Xi, to this 👇 it is obvious Starmer has not been ‘schooled’ in China. Why should he be, but that’s why you have advisors. They don’t know what they’re doing. This is 101 stuff🤦‍♂️

CORRECTION These are the ‘CPC’’s four red lines and all point to one contradiction.

Yup yup yup, couldn’t agree more. And - NEWSFLASH - this applies to other areas of government including policies, ideology etc. But keep taking it at face value guys…🤦‍♂️