Modi thought India would be the next China and replace China as a manufacturing base Well, maybe he is right actually. India is the next China - America will try to contain it Trump's announces 25% tariffs on India I've long argued India should get closer to China. China wants

There's something wrong with you if you visited China 30 yrs ago & saw how poor it was, and see how strong & vibrant the country is now, and not give credit to the Chinese government for engineering a good part of the progress It's not like China suddenly found oil & based it's

There was a weak jobs report in a China so Xi Jinping and the CCP fired the person in charge of compiling & releasing the report Oh wait, that was Trump

Las Vegas is collapsing because Chinese are scared to visit America

I've been warning India for years that America will try to contain them the way the US did to Japan and is trying to do with China. Or you can be like EU & be a vassal Indians attacked me & said China is the big threat. Well, who's right after Trump's threat & tariffs? India

Unless Apple gets tariff exemptions, it's going to get screwed. Years of moving so much from China to India to derisk from China is stupid Companies should just keep most manufacturing in China where policies are stable, infrastructure the best & workers well trained India in

Altium profiled and interviewed my son Tom Rein Altium Limited is a software company specializing in electronic design automation (EDA) software for printed circuit board (PCB) design.

China has spent a decade preparing for American trade & containment policies by building trade relations with the Global Majority India has spent about 24 hours. I've never understood Modi's geopolitical moves

US forced Russia & China to get close. 10 yrs ago there wasn't much trust & warmth between the 2 US forced India & China to get closer. 10 days ago there wasn't much trust & warmth between the 2. Now Modi's visiting for 1st time in 7 yr

Why isn't Trump forcing Amazon, Facebook, Google to pay 15% of their China revenues to US like he is with Huang and Su's Nvidia and AMD? We all know why Why is Trump going after Intel's Lip-Bu Tan but not Tim Cook who has done far more business than Tan? We all know why

Americans keep complaining to me how expensive autos are & how soon they'll only be for rich people Imagine how good it'd be for the American people of Trump allowed Chinese NEVs from BYD, Xiaomi, Huawei to sell in US - inflation would drop immediately, Americans could enjoy

China doesn't need Nvidia chips anymore. China doesn't want Nvidia chips anymore Biden & Trump destroyed America's tech sector and ceded power to Chinese companies like Huawei by forcing China to rely on itself Export controls & bans are 2 of the dumbest policies in US history

A Chinese person visiting America told me today that China is the developed country and America is the developing one If you've spent time in both, you know that statement is true

Did this hit about AI and robotics in China vs America for HSBC. Do you agree with my analysis that's China's edge is that it's going open source but that market driven innovation beats centrally driven?

Last week I said China doesn't need or want Nvidia chips anymore. Boy, did people get mad at me for being an "apologist" Journalists for top tier western publications messaged me saying I am totally wrong and that surely I know that but am just trying to provoke controversy

It took me 5 weeks to get an appointment for a driver's license in America. In China, I went to the DMV without an appointment, waited 30 minutes and got a license Basic public services in the US simply don't function

I have not met one Chinese who says the healthcare system is excellent. I have not met one American who was the healthcare system is excellent But most Chinese say the healthcare system is improving I have not met one American who says the healthcare system is improving

One of our junior Chinese colleagues living in America told me that he knows a guy who said Xi Jinping is in trouble and about to be toppled I literally just got this in a meeting recently🤦 I've been getting this regularly since 2012. Companies keep paying me to talk about

Goodbye Boston! Finishing up a road show meeting with long only and hedge funds - interest in China by investors is at the highest I've seen in 6 years I'm bullish on China's equity markets and cautiously optimistic on the economy

Nvidia didn't sell a single H20 chip into China last quarter. Not a single chip I'm old enough to remember when all those reporters & analysts attacked me for saying China doesn't want or need Nvidia H20 chips Not a single chip