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Robin Harding
@RobinBHarding
Asia Editor for the Financial Times. Former Tokyo bureau chief, Fed correspondent and leader writer. I don't tweet much these days.
Robin Harding’s Tweets
I wrote yesterday about the terrible economics of the battery industry and here is a fine example.
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This is already in play.
Take a look at Panasonics earnings today.
Energy segment (incl EV Batteries), margins collapsed towards zero - but they actually talked about having raised prices, despite weak Yen etc. twitter.com/WholeMarsBlog/…
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“If we just comply with the IMF… there will be riots in the streets”
enterprise-sharing.ft.com/redeem/68edac0
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China has reported zero covid deaths since Dec 3 but toll is actually mounting in capital
We exited zero Covid with little plan or preparation for what would follow
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Check out my book review of #SpiesAndLies, a really interesting look at the #MSS, the closest Chinese equivalent to the CIA or MI6. Brave and clever open source reporting by Australia’s .
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Export controls hit China’s access to Arm’s leading-edge chip designs ft.com/content/257b39
SCOOP by & me
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“Analysts believe the risk is greatest in Arunachal Pradesh, where India’s troops are more thinly spread, its infrastructure less developed, and which China considers part of Tibet”
A great long read by and on 🇨🇳🇮🇳 tensions. ft.com/content/333aa0
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It's out, NIF has shown gain, Q > 1. If confirmed on Tues this is a profound and very important result. It shows that inertial fusion can work in a device suitable for a power plant 🧵#fusion #ClimateEmergency
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I fear that both the UK and Japan privately see themselves as the senior partner in this deal. Meanwhile, Italy and other European partners will want their share. Good luck nonetheless. I hope it evolves into a true collaboration. 6/6
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Figuring out work shares etc will be a nightmare. In BAe and Rolls-Royce, the UK has actual experience of designing fighter jets and engines, even if parts of that expertise have eroded. Japan's recent regional jet project was a fiasco. 5/x
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The UK and Japan have been working on an air-to-air missile since 2017. A source told me a while back that collaboration had been far from easy. 4/x
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Some Japanese politicians disliked the US deal because it would be based on the F-22 and they wouldn't get source code to modify the jet. Sovereignty and industry are driving the UK-Japan-Italy option more than military or industrial logic. 3/x
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There were talks on this a few years ago but Japan chose a US partner. Part of the issue was different requirements: Japan wanted a big jet that could fly Pacific distances. The UK wanted something smaller. That gap seems to have closed. 2/x
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It's exciting to see this UK-Japan collaboration. I hope it succeeds...but I'm quite sceptical. 1/x
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UK, Japan and Italy agree to build joint advanced fighter jet on.ft.com/3PeCNbE
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🚨Temasek-backed Amber Group has raised just half of a planned $100m funding round & 🛑halted expansion plans as it fights concerns swirling post FTX.
It's also making lay offs, & its China staff are threatening legal action over missed payments
ft.com/content/5dca53
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As exchanges collapse in the wake of the #FTXScandal, investors such as those w funds on Hong Kong-based AAX are getting desperate and banding together to conduct their own investigations and search for top executives🕵️
ft.com/content/7f115a
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Jiang Zemin, influential president of China, 1926-2022
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A trend to note: some westerners may have left Hong Kong, but mainlanders want to get in. By
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Protests in China are usually local and based on a single issue.
But the zero-Covid gatherings over the weekend were part of a rare nationwide coalition of interests.
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Gautam Adani is currently worth $137bn according to and there’re enough news lines in this interview for five stories
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India's richest man Gautam Adani has plans to build a global news brand, launch a "super app", build an ethane-cracker, bid on an Israeli power plant, and maybe invest in mining in Africa.
@FT @b_parkyn
ft.com/content/d6c5ff
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The term "gonzo journalism" is overused, but it's safe to say 's account of how she finagled her way into Mar-a-Lago by charming the matriarch of The Trumpettes, met Donald Trump and witnessed an iguana being executed over lunch qualifies
ft.com/content/66e9fa
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In the meantime, the problem is you can't be half-zero-Covid. Open up a little and the pandemic sweeps in. Do read Ryan's piece - it's hard to get out on the ground in China at the moment.
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Some of the sharpest analysts think China can't reopen without a clear signal from Xi Jinping. The opportunity for that, one suggests, would be an 'end of pandemic' declaration from the World Health Organisation.
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The Chinese authorities seem as confused as anybody else about their reopening plans. reports from the living-with-Covid test case of Shijiazhuang.
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I always wonder what the babies do if you don’t cuddle them
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The close up video of former Chinese president Hu Jintao being escorted out of the party congress is even more strange via
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Xi tightens his hold on power as China’s party congress comes to a dramatic close
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It's a good time to be a communist theory scholar in China: university graduates with Marxism degrees are in demand despite the country facing its worst labour market in years
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Deep dive into an acrimonious dispute b/w German entrepreneurs and Chinese investors that ended w/ a GOP-connected US firm swooping in to snap up the prized asset: licences for low earth orbit satellites that could change the future of connectivity.
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Personnel news 🚨
I'm moving to a new job in Delhi next month as the 's South Asia bureau chief.
I'm looking forward to covering this fascinating and globally important region alongside the pink paper's excellent , , and 🗞️
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‘All the power is in his hands’: why Xi Jinping remains supreme
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The Wall Street business of buying and selling big blocks of shares is under scrutiny.
Meet one of the biggest whales in the game: Simon Sadler, owner of Blackpool FC and the head of Hong Kong/London-based hedge fund Segantii Capital
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It’s next to impossible to tell the story of China’s Omicron wave, Shanghai lockdown and the economic impact of zero-Covid in one piece, but we tried. Check out this new interactive by , , , and me ig.ft.com/china-covid-ec
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"For the past 25-30 years, our economic decisions have not been made on any economic analysis but on kickbacks and commissions" Our big read on Sri Lanka's unravelling and what it means for its people, China and indebted countries around the world
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"Liu...wants to give debt-laden developers more freedom to deploy revenues from buyers who pre-pay for their homes...Han and Hu’s supporters argue fears about the impact on China’s largely state-owned banking sector are overblown"
ft.com/content/81f56d
<--fascinating overview
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The daily reported cases in Shanghai this week stopped the exponential growth resembling Hong Kong’s Omicron wave and look poised to peak at around 1,000 cases per million, which still translates to 25,000 cases per day. Far from zero covid but the curve is flattening. 1/5
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Will also re-up my 2016 piece on Japanese housing: ft.com/content/023562
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Stunning fact:
In Japan, the price of housing hasn't increased in 25 years.
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Important research by and colleagues is worth reading on this subject. Wrote about it here: ft.com/content/c522e5
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“The housing bubble in 2007 wasn’t a bubble” is a true statement that almost no one believes
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