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Allen: “It is becoming more and more difficult for MNC—especially American MNC—to maintain normal business ties in China in full compliance with both American and Chinese law.” scceichinabriefs.substack.com/p/craig-allen-…

La periodista italiana Cecilia Sala, encarcelada desde el pasado 19 de diciembre en Irán por violar las leyes de la República Islámica, ha sido liberada y ya viaja hacia Italia. efe.com/mundo/2025-01-…

Massenexodus der Wall Street aus der Klima-Allianz - Donald Trumps Regierungsantritt zeigt auch in der Finanzbranche Wirkung. Jetzt verlässt als letzte US-Großbank JP Morgan die wichtigste Klimainitiative der Branche. Spannendes von Michael Maisch handelsblatt.com/finanzen/banke…

As China Beige Book's December data showed, gains from Beijing’s much-ballyhooed fall stimulus package have already petered out, more so than official and private PMIs suggest.

Handelsblatt (Martin Greive Dana Heide Jakob Hanke Vela) did a real deep dive on the tectonic shifts in the Berlin-Beijing trade relationship. The paper points out that, in net terms, China now exports 4x as many cars as Germany. Good frame. It's a nuanced and balanced piece 1/

Exklusiv: Bundesaußenministerin ⁦@ABaerbock⁩ fordert anderen Umgang mit China – insbesondere in drei Bereichen - heute zieht sie Bilanz zu der deutschen China-Strategie hbapp.handelsblatt.com/cmsid/10010086…

Baerbock: "The phase of sleepwalking in China policy is over" She supports the use of tariffs on Chinese goods: "As the EU, we have created economic policy instruments in recent years to respond jointly and effectively to unfair trade practices or economic threats"

Nachdem es von Friedrich Merz und andern Kritik an den DIW Econ gab, über wir berichtet hatten, hier Zahlen vom ifo Institut. ZEW und das arbeitgebernahe Institut der deutschen Wirtschaft kommen auch zu ähnlichen Ergebnissen. Aber die Institute sind einfach ALLE links-grün versifft ;)

China's industrial transformation has been truly remarkable. In 2000, China accounted for 6% of global industrial production. In 2030, China is expected to account for 45% of global industrial production.

„Tim Pool, ein rechtsextremer Influencer, der im vergangenen Sommer erwischt wurde, wie er von russischen Staatsmedien bis zu 400.000 Dollar im Monat kassierte, um Falschinformationen zu verbreiten, bekommt bei der heutigen Pressekonferenz im Weißen Haus die erste Frage.“

🇨🇳 Spionage-Hintertüren aus #China? US-Ermittler finden verdächtige Funkmodule in Solar-Wechselrichtern spiegel.de/wirtschaft/sol…

Europe's industry is at the epicentre of the new "China shock" as the two compete directly across more and more product categories. The biggest rise in overlap has been with 🇮🇹&🇩🇪 - no coincidence their industry sectors have fared the worst recently.

My latest take on the US, Europe/ Germany and China -- in an interview with Handelsblatt (translated into German) handelsblatt.com/politik/handel…

Thanks for the very interesting interview, Brad Setser Can’t discuss this enough.

Sefcovic addressing the Brussels economic security forum Will post most interesting bits here...

New Chinese trade data out today for May might deepen anxiety over trade diversion in Europe. China's exports to the US down 34.52% China's exports to the EU up 12% China's exports to Germany up 21.5% China's exports to France up 24.1% China's exports to Netherlands up 7.1%

Instructive for those still expecting major economic reform Chen Yun's birdcage theory: "The bird should be allowed to fly, but only in the cage. If there is no cage, the bird will escape" Xi urges party to learn from pioneer of China economic planning sc.mp/myaxs?utm_sour…

Scoop: China uses raw materials as a negotiating tool in talks with the EU - According to several sources in Berlin, Beijing and Brussels, Beijing is exploiting the dependencies of European businesses. German companies are pushing for export facilitation. handelsblatt.com/politik/handel…