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China's lending (blue) and repayments now coming to China (red) For lending to create a boom driven by infrastructure also requires plentiful local bank lending to the real economy. This doesn't happen at sufficient scale when bank deposits are 15-35%/GDP interactives.lowyinstitute.org/features/peak-…

1 an et demi entre les deux déclarations. 1 an et demi pour passer de "cadavre" à "joyau".

Fascinating map of the geographic concentration of votes for the right-wing nationalist candidate in Poland‘s presidential elections (blue): urban liberalism clinging on in Warsaw and other large Polish cities (orange), outpaced by the votes in smaller, relatively declining areas

Facts speak louder than speeches.

More than a decade into Xi’s rule, the EU now sells more across the Alps than across the Great Wall.

This is the process for getting a rare earths license from the PRC Ministry of Commerce. European carmarkers alone have filed hundreds of license applications and there are perhaps only 60 people to process them.

A new "critical and emerging technologies index" --Interesting: belfercenter.org/critical-emerg…

BREAKING. L'infrastructure technique qui sous-tend Telegram est contrôlée par un homme dont les entreprises ont collaboré avec les services de renseignement russes et en particulier le FSB. ⬇️Thread⬇️

Révélations Intelligence Online sur ce que le renseignement 🇨🇵 estime être l'une des plus grandes opérations d'espionnage ayant visé la France ces dernières années. Il est question d'une station d'écoute, d'Airbus et des services secrets chinois. Épisode 1. intelligenceonline.fr/renseignement-…

Hyundai Motor has a rare earths stockpile that can last about a year and it does not expect any near-term impact from global supply chain disruptions caused by China's export curbs, said a person who attended a company investor call. reuters.com/business/autos…

"I already see a qualified majority at the Council in favour of the Commission upcoming proposal" on phasing our Russian fuel, said a representative of the 🇵🇱 presidency of the Council, Mariusz Kawnik

[Publication📢] Le gvt dispose-t-il d'une bonne évaluation de ce qu'il se passe dans le 🌍? est-ce possible d'anticiper ? Cette question traverse mon dernier article sur la fonction "analyse" en politique étrangère, qui mérite d'être repensée 👇 (1/) institutmontaigne.org/expressions/re…

Is it any surprise why Chinese companies are desperate to enter foreign markets? Look at the higher margins outside China. The more competitive the Chinese market gets the more important it is to go overseas. Especially for solar and EVs.

Might be the end goal of some in the trump administration.

The EU economic security agenda still has some traction.

🚨Chinese medical device makers barred from EU public contracts over EUR5 million mlex.com/mlex/trade/art…

This will totally convince European states that the French talk of "European strategic autonomy" is something else than a PR stunt to promote the French industry...

I see the domestic value in this publication, I have serious doubt regarding any positive impact on the European conversation.

An excellent visual on a leading European industrial effort that is yet to get more concrete, in a great report on that very matter by Institut Delors. delorscentre.eu/en/publication…

Prof. 聂辉华Huihua Nie with Renmin University's Economics School, explained why local gov in #China keep adding their own (usually stricter) rules (层层加码): Hierarchy & incomplete contracts together creates a "pressure-driven governance model." and yuzhehe.com/p/whats-drivin…