Beijing is turning to this form of financing conventionally seen as higher risk to try to boost its small firms - China gets creative to boost lending to tech start-ups ft.com/content/1f358d… via @ft

The Mona M03 features a Tesla-like button-free dashboard, AI-powered driving and a lower price than comparable models by Elon Musk's company. on.ft.com/3XaV8ee

Months of frenzied buying have driven up prices and pushed yields below 2.2%, making a 'significant reversal' highly likely, people close to the country's central bank have warned. on.ft.com/3Z3k5KR

Foreign enterprises hunker down for hard times in China Foreign companies hit ‘tipping point’ in China ft.com/content/02958d… via @ft

“For some companies, a tipping point has been met,” said Jens Eskelund, president of the EU Chamber of Commerce in China, which released its annual position paper on Wednesday. #trade #economy #supply #profitbility ft.com/content/02958d…

#Trade: #Spain’s #Sánchez calls on #EU to ‘reconsider’ Chinese #EV #Tariffs, by @tomhale_ and Joe Leahy | Financial Times ft.com/content/2d071e…

The US and Canada are outliers in shutting out Chinese EVs. Other countries, particularly in the developing world, see an opportunity to get investment from China—and they’re using tariffs as leverage. Glad I could contribute to this Financial Times piece.

A fantastic piece on Chinese EVs and the developing world in the Financial Times by Joseph Cotterill, Joe Leahy, and Michael Pooler on.ft.com/3MKpiQk

1/6 FT: "China is facing a wave of tariffs in developing economies aimed at countering its export boom, complicating Beijing’s quest to cultivate markets outside an increasingly hostile west." This, of course, was totally expected. ft.com/content/1196fa… via @ft

What can China do to turn foreign investor sentiment around? China out in the cold for foreign investors ft.com/content/186667… via @ft

What about us? China’s bumper stimulus leaves consumers wanting more ft.com/content/ff4243… via @ft

What’s in it for India? Xi Jinping’s meeting with Narendra Modi signals China-India thaw ft.com/content/8e4014… via @ft

Will China’s manufacturing juggernaut run out of road? on.ft.com/3OE1vCS

1/3 Very good FT article on the forces underlying the global manufacturing squeeze: "Xi’s government is redirecting investments away from real estate and infrastructure into advanced industries. As domestic wages and profits stagnate, this... ft.com/content/9aca35… via @ft

NBA’s Diplomatic Playbook Opens an Opportunity in China—League’s deal for preseason games in Macau could presage return to mainland Stu Woo wsj.com/sports/basketb… wsj.com/sports/basketb…

And that will leave China even more short of demand, and with an increased capacity to supply manufactures to any and every global market .... 7/7

1/9 FT: "China’s leaders have changed their stance on monetary policy to “moderately loose” from “prudent” for the first time in 14 years, sending asset prices higher as investors bet policymakers were taking the economic situation more seriously." ft.com/content/7a9c96…

Set aside the tariff threat for a moment. The common view that China needs a depreciation (a view shared by the IMF this summer as well as zero hedge) with a $1 trillion customs surplus and 12% y/y export volume growth is somewhat strange ... 1/

1/7 Very good FT article on how China achieved its dominance in manufacturing, along with the cost both to China and to its trading partners: "Using a unique combination of industrial policy, subsidies and other state-support coupled with private sector... ft.com/content/724431…

1/5 This very good FT article on China's inability stop expanding its already-excess reliance on manufacturing makes what I think are two especially important points. ft.com/content/f7979a… via @ft