Sub‑Saharan Giants Post Over 5% Growth Since 2000
Since 2000, several large sub-Saharan African economies have grown at rates that exceed 5% annually – among the fastest rates in the world. https://t.co/aFQMvpw6QJ https://t.co/lHxnlOWCm8
No‑headline US‑China Summit Reveals Bleak Outlook for US
My latest @opinion column looks at what last week's "no headline" US-China summit told us about the bilateral relationship, and little of it is good for the US side: https://t.co/RyxTa0KLuu (🎁) https://t.co/VGS33PAZL2
US Custodian Treasury Drop ≠ China’s Bond Holdings Decline
There is a bit more to the story -- Don't equate a fall in Treasuries held in US custodians with a real fall in China's holdings of US bonds https://t.co/ikBtmc32fc
Foreign Investors Flee India, $21B Out, 2026 Worst Since 199
#IndiaWatch🇮🇳: Foreign portfolio investors have pulled nearly $21 BILLION from Indian equities in the last 2 months. This makes 2026 the WORST YEAR for foreign capital flows since 1993. THE US-ISRAELI WAR ON IRAN HAS HIT INDIA AND ITS RUPEE HARD....
Infrastructure Spending Drives China's Growth Target, up 4.3%
Caixin: "Infrastructure investment remained relatively resilient, rising 4.3%, supported partly by spending on new infrastructure projects." No surprise. Infrastructure spending is the main thing under Beijing's control with which to hit the GDP growth target. https://t.co/oOGHoKEAkQ
US Neglect Ceded Global Trade Dominance to China
China didn't steal global trade dominance. The US handed it over. What happened between 2000 and 2025 was not a military victory or a political coup but the symptom of decline. It was WTO membership, manufacturing scale, commodity demand, and infrastructure investment...
China’s State Banks Hold $1.5 Trillion, Eclipsing Japan’s Reserves
The net foreign asset position of China's state banks (in both dollars and RMB) is now $1.5 trillion -- a rather big sum (close to 1/2 China's formal reserves, a sum bigger than Japan's reserves ... ) 1/ many https://t.co/Rd90nZTcgw
Trump‑Xi Summit Seeks Stability Amid Ongoing Disagreements
Five Takeaways From the Trump-Xi Summit—Both sides want to stabilize U.S.-China relations, but disagreements remain @hannahmiao_ @Kubota_Yoko https://t.co/6VYzkbTZoV https://t.co/6VYzkbTZoV
China’s Q1 Surplus Lifts Four‑quarter Total to $750bn
China's $184 billion q1 current account surplus pushed the surplus over the last 4qs of data to $750b -- a sum well short of the just under $1.2 trillion goods surplus/ what the surplus should be, but still a very...
China Ramps up Dollar Swaps to Curb Yuan Rise
Bloomberg is reporting a $3b (CNY 17.4b) increase in the use of PBOC swaps in Q1 ... Que forecasts of dollar doom In the first quarter China (PBOC and state banks) bought $180 of fx to keep the CNY from rising --...
ESF Funds Favor Wealthy Allies,
if the $212b (counting ~ $175b in SDRs that Republicans historically haven't liked using) Exchange Stabilization Fund is going to be given to allies without a financial need (like the UAE) not everyone is going to be able to get...
Ming Yang Lands $14.1B for 2.8GW Ethiopian Solar
China’s Ming Yang secures $14.1 billion, 2.8GW Ethiopia solar investment #energysky -- via pv-tech: https://t.co/oGuQVvDMLi
Trump, Xi Secure Fragile Trade Truce, White House Seeks Stability
After a bruising trade war consumed most of 2025, Donald Trump and Chinese President Xi Jinping agreed last fall to an uneasy economic truce. The White House, struck by Xi’s demonstrated willingness to push back hard on Trump’s tariffs, now...
Korean AI Dividend Proposal Triggers 5% KOSPI Slide
This is a pretty interesting story from Korea last night. One politicians posted something about establishing a public AI "dividend", and the KOSPI quickly plunged over 5% (before cutting its losses) https://t.co/Xn6m2Oglko https://t.co/DZap3k2hSM
Chinese Nationalists Cite Trump as Proof of East’s Rise
China increasingly casts itself as a superpower poised to surpass America.Chinese nationalists say they have Mr. Trump to thank. America under his rule,they say, validates Xi’s worldview centered on “the rise of the East and decline of the West.”My latest...