Shang Yang (@shangyang2) 's Twitter Profile
Shang Yang

@shangyang2

News. Politics. China. 兼听则明, 偏信则暗

ID: 200230369

calendar_today08-10-2010 19:37:30

15,15K Tweet

950 Followers

348 Following

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The Trump camp has two factions. One supports the reshoring of manufacturing. The other seeks to refinance the empire via selling century bonds and monetizing the security umbrella

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Not sure this should be the way to describe what Vietnam and China are doing. They are talking about doing more mutual trade rather than the US trade. It's the right thing to do.

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Generally agree. A durable agreement isn't possible given the anti-China consensus in DC and the unipolar obsession. Only when the US feels the pain of the decoupling, then the mentality may change

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Saved the Chinese government from having to ban it for low performance. Now Huawei is a big winner with its Kirin 910C chip

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I assume the two sides are in contact at cabinet minister level. Without having felt the economic pain, they won't start serious negotiation. I give it a few weeks.

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Vietnam needs to reduce vulnerability to high trade volume and build up the internal economy. It needs to expand infrastructure, digitalization and electrification. China is in the best position to help

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The Chinese will cut out American brands and retailers for the moment. In time the retailers can recover but the brands not so much. China will have brand replacements.

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Mitch Presnick 柏力 Three layers of logic: - Can the American establishment do realistic assessments of China? - If yes, does the Trump administration accept these assessments? - If yes, will Trump listen to his advisors who understand the assessments?

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This is an inaccurate description of what happened. IMO the sanctions on China, refusal to certify Cormac C919 by the US, and Boeing's declining quality have doomed Boeing's future in China

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China wants to take Taiwan back, broken or not. Period. Taiwanese haven't thought about geopolitical imperative since the Mainlanders don't talk about it

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Yes the advancement of the last two decades has exceeded most people's expectations. Reasons for the big leap: - Built highways and railways - Created new many and reenergized many old, universities - Expanded real estate sector - Mastered shipbuilding & supply chains