In parallel with its severe crackdown on civil society, the Hong Kong govt is increasingly speaking the CCP's authoritarian language. Together w/ , we analysed 165K govt statements over 10yrs to chart the authoritarian turn of HK's official rhetoric:
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Some recent Q1 earnings calls comments by CEOs at US energy & industrial firms on how the Inflation Reduction Act is spurring demand for their products & services—i.e., "crowding in" private investment:
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How China is reshaping global value chains in 3 charts. First, a decent chunk of the decline in its imports this year is due to a decline in the processing trade. Final assembly of goods for export to the US really is moving out of China now. 1/
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Cantonese Font now released for Mac/Ubuntu, available freely under an Open Font License 粵語字體現在正式發行，並容許透過開放授權免費下載 🥳🥂
Read on for how it can help you 以下將會介紹 字型可以點樣幫到你 (1/7)
visual-fonts.com
#Cantonese #HongKong #廣東話
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This report from last week insinuates that the RMB has become the top currency in China's cross-border transactions, surpassing the dollar for the first time ever. Here's a short 🧵on why that is misleading. 1/
Link: bloomberg.com/news/articles/
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China exit bans multiply as political control tightens under Xi reuters.com/world/china/ch report maps rise in exit bans, tens of thousands of Chinese, scores of foreigners affected concerned. Mintz Singaporean executive exit banned this yr
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Hosted friends at home for a meal for the first time in over a year. Most Hong Kong apartments don't have HVAC systems, but other precautions taken:
-all windows open, maintaining cross breeze
-ceiling fan + air circulator fan
-HEPA filter
-: CO2 stayed ~450–530ppm
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New infographic for work! The 5 things individuals can do to clean the air and ensure the ventilation is working properly:
Windows
Air Movement
Thermostat
CO2
HEPA Filter or Corsi-Rosenthal Box
Thanks @alisagrossutti for the hard work.
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read image description
ALT
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. to : "Journalism and venture capital are intelligence trades: despite different outputs, the core objective is discovering ground truth as quickly as possible."
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The Week That’s Done: The US and its allies rethink globalization, China's aluminum wildcard, and the Turkey-Russia relationship goes nuclear.
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DYNAMIC DUO: Richard Mackman & Tomas Cihlar FINALLY SAY IT:
“Importantly, all SARS-CoV-2 variants remain susceptible to 2 [#GS441524] which supports development of 3 [#obeldesivir] as a promising COVID-19 treatment”
THAT’S RIGHT $GILD!🏳️
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Here's a story about the environmental & social impacts of electric vehicles that does nothing to put them in context or compare them to the current impacts of ICE vehicles -- tailor-made to serve the interests of fossil fuel propagandists. Great job WaPo.
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The goal is no longer trade for trade’s sake or markets as ends unto themselves: we have larger, more urgent aims— rebuilding our energy, physical & technology infrastructure. And we’ll do it via targeted public investments that crowd in private capital to deliver good jobs 2/
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Elements of new thinking:
- Markets don't always allocate capital in socially optimal ways
- Trade liberalization shouldn't be pursued for its own sake
- Privileging finance over real economy was a mistake
- Economic integration doesn't lead to alignment on other values
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Meanwhile, here's the blueprint for China's industrial strategy, as detailed in —with Beijing's little giants & singe champions programs identifying critical nodes, positions of leverage, & points of relative strength & weaknesses:
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If we want to realize the full potential of the Inflation Reduction Act and reach our climate goals, the United States needs to embark on a building spree not seen in generations. My Mother Jones article paints a picture of what that actually looks like:
motherjones.com/environment/20
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"The Chinese state is not alone in having both substantial state wealth and an appetite for engaging in crimes against humanity. It is just the largest and most obvious example." writing in The Overshoot:
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How China aims to benefit from US green subsidies:
“For Chinese battery companies, in order to avoid the impact of the IRA, successfully building a factory in the US is undoubtedly the best result,” notes financial news site Caijing.
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"The NYT is not alone. Outlets like The New Yorker, WashPost, & NPR...have amplified voices & arguments that helped create a narrative that not only pathologizes those who remain cautious about the disease, but also fails to adequately convey the risks associated with Covid"
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"We’ve failed at our field’s core tenets — to hold power to account and to follow the evidence. As reporters, it’s our responsibility to accurately represent the needs of diverse perspectives and avoid an ableist bias..."
Thank you, @KendraWrites
niemanreports.org/articles/three
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New polling results: 1 in 4 Americans now regard China as an enemy, and over 50% view China as a competitor
qz.com/one-in-four-am
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How Japan's National Security Council rewrote China strategy
In 2003, there was no doubt that the U.S. president would call the British prime minister first.
In 2023, who gets that first call?
asia.nikkei.com/Spotlight/Asia via
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We detail this comprehensive, whole-of-supply-chain industrial effort in our research report published last month. Read it here:
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Taking inspiration from Germany's small- & medium-sized companies, China is cultivating thousands of "single champions" & "little giants" across key nodes of critical supply chains to maximise asymmetric industrial leverage, market share, & self-reliance:
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Want to understand China's industrial strategy? This is its blueprint.
Read our latest, on Beijing's single champions and little giants and what they mean in today's industrial competition.
forcedistancetimes.com/single-champio
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. of writes on Germany's obscure, world-leading niche firms (aka "hidden champions") & how they'll thrive against Chinese competitors & amid deglobalisation. But China is also taking notes, as research shows...(thread)
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"[US] production capacity, which had grown at about 4% a year for decades, flattened after China’s 2001 entry into the World Trade Organization. But last year US production capacity showed its strongest growth since 2015" wsj.com/articles/ameri
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"China and Russia are determinedly seeking asymmetric advantage using technologies developed for the consumer and business sectors and applying them to their military projects."
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China implemented disruptive "self-shoring" policies in the 1980s and 1990s, after all, and they were very successful. Why is it necessarily the case that today we shouldn't disrupt the pattern created by this previous disruption?
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And the 3rd & final part: how China is responding to increased competition as the US, EU, & allies rebuild & diversify RE supply chains. “China has not adapted to the current new global rare earth competition pattern,” says a Chinese geological scientist
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China is on a global hunt for rare earths. It's snapping up cheap raw materials from mining projects worldwide to feed its own processing & magnet industries, making it harder for non-Chinese RE supply chains to take hold—and reinforcing Chinese dominance:
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🇦🇺lithium exports ⬆️⬆️. But as writes in Volt Rush: "🇨🇳 has become the central clearing house of the mineral...once the Li reached 🇨🇳, it was more likely to be turned into battery materials by a Chinese co. & end up in a Chinese-made battery”
qz.com/australian-lit
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$JPM Chairman and CEO, Jamie Dimon: "China, using subsidies and its economic muscle to dominate batteries, rare earths, semiconductors or EVs, could imperil national security by disrupting our access to these products and materials."
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It's all part of the state-backed Shenghe Resources' broader long running strategy of embedding itself deep into global rare earth supply chains. From 2021:
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2nd: China is scouring the globe
for cheap rare earths raw materials to feed its industrial machine. That also means unless other countries expand processing capacity, new overseas mines will end up supplying & entrenching Chinese supply chains.
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