Victor Shih(@vshih2) 's Twitter Profileg
Victor Shih

@vshih2

Director of 21st Century China Center and Ho Miu Lam Chair at GPS of UCSD. Expert of Chinese elite politics, economy, and finance. RT does not mean endorsement.

ID:65221182

linkhttps://gps.ucsd.edu/faculty-directory/victor-shih.html calendar_today13-08-2009 00:49:51

47,4K Tweets

57,8K Followers

4,3K Following

Konstantin Sonin(@k_sonin) 's Twitter Profile Photo

Twenty years ago on this day, April 23, 2004, Presidents of Ukraine and Russia celebrated signing of the Russia-Ukraine Border Treaty. When Putin's says that he has not, personally, signed treaties with 1991 borders with Crimea as a part of Ukraine, he is simply lying.

Twenty years ago on this day, April 23, 2004, Presidents of Ukraine and Russia celebrated signing of the Russia-Ukraine Border Treaty. When Putin's says that he has not, personally, signed treaties with 1991 borders with Crimea as a part of Ukraine, he is simply lying.
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Victor Shih(@vshih2) 's Twitter Profile Photo

Eh but this is quite expansive. I think this will have unintended consequences just as the rise of non competes had unintended consequences

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Victor Shih(@vshih2) 's Twitter Profile Photo

What’s interesting about this (besides how tragic it is) is whether industrial customers of China Resources Gas also experienced rate hikes. If not, then it’s basically a tax on households to transfer to the industrial sector….

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Victor Shih(@vshih2) 's Twitter Profile Photo

China’s Sovereign Fund Ramped Up ETF Purchases to Lift Stocks / ok but what did Huijin sell to raise the cash to rescue China’s market bloomberg.com/news/articles/…

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Victor Shih(@vshih2) 's Twitter Profile Photo

Yes on industrial policy; of course there is the same old story of capture but what is the dynamics of capture in the shadow of geopolitical tension. Seems firms would enjoy more moral hazard but the state might also enjoy more moral hazard in a way

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Victor Shih(@vshih2) 's Twitter Profile Photo

Wow a great fraud that has the ingredients of some of the cases in China, a key ingredient being bankers who don’t do serious due diligence

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Victor Shih(@vshih2) 's Twitter Profile Photo

So the Huawei Pura 70 phone is great for….. surveillance? Not sure what this ad is trying to highlight…. m.youtube.com/watch?v=n32S6Y…

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Interpret: China(@CSIS_Interpret) 's Twitter Profile Photo

How do Chinese analysts assess NATO expansion? This lengthy news analysis from February 2022 promotes the view that eastern expansion of NATO was the trigger of the Ukraine war.

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Victor Shih(@vshih2) 's Twitter Profile Photo

No, countries are on the side of making a sizable profit from arbitrage. The more sanctions there are, the bigger the arbitrage. End the arbitrage somehow and you end this behavior

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Victor Shih(@vshih2) 's Twitter Profile Photo

The threat is not with raw performance but maybe with much better integration w the Chinese app ecosystem. Being in China last month really reinforced to me that China now has an app ecosystem that is 100% different from the U.S. one. Even Douyin is very different from TikTok

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Victor Shih(@vshih2) 's Twitter Profile Photo

So you have the Saudi govt raising money in HK for a city in a desert while HK funds are raising money from the Saudis for various cryptos minted in the city. That sounds pretty promising….

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Stephen Roach(@SRoach_econ) 's Twitter Profile Photo

“The Voodoo of China Hawks” — my critique of the Pottinger-Gallagher article in Foreign Affairs: all bluster, no analytics, and the wrong lessons from the Cold War. stephenroachauthor.com/the-voodoo-of-…

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