jonathannat

11 ms·

31.
by jonathannat 6y ago
China's 1.3B population is not equal. around 700M still lives on $140/month income, with no education to "accomplish anything they want". It will have 500M 65 year olds by 2050, too old to "accomplish anything the
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by jonathannat 6y ago
most of it is already happening, check chinalawblog (including tales/warnings of kidnapping). the only thing that hasn't happened full scale is nationalization of tangible assets, such as molds, machines or factories. But if you
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by jonathannat 6y ago
The era of CCP economic rise is over. Middle income trap and aging demographics dictate as much. CCP will now have to contend with - internal turmoil - political infighting - encirclement by democracies (India, Japan, Australia, US, UK, C
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by jonathannat 6y ago
China is the one that keeps barking and talking about taking over Taiwan.
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by jonathannat 6y ago
What could have been: If Nixon hadn't started the process, if carter hadn't recognize the communist government of China. - Offshoring/globalization may not have been the boom it is today, due to the lack of a major source of
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by jonathannat 6y ago
This is a great reset of the US and Taiwan relationship that will allow new rules to get added by the State Department. Best case scenario is that the two democracies grow even closer together and Taiwan finally gets a US embassy or even a
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Chinese tech billionaire Jack Ma has not been seen in public for two months(dailymail.co.uk)
13 points by jonathannat 6y ago|1 comments
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by jonathannat 6y ago
Multinational factories are owned by multinationals. Yes, some factories are owned by Chinese firms, but even that's misleading. Alot of the "Chinese" firms have Hong Kong owners, who usually operates more ethically, and ha
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by jonathannat 6y ago
The good news is all macro trends portend to factories leaving faster out of China. And less trade with China. - Unfavorable Views of China Reach Historic Highs in Many Countries in 2020 https://www.pewresearch.org/global&#
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by jonathannat 6y ago
The environment/macro has already changed, and the tariffs are here to stay, even Biden and post-Biden. If you haven't yet adjusted to this, your business is in big trouble as your competitors already have moved from China to oth
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by jonathannat 6y ago
> China has deficit with Australia NZ, Japan and Korea. Japan had a trade DEFICIT with china in 2019, 15B. https://www.japantimes.co.jp/news/2020/01/23/business/japan-... "marking a second
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by jonathannat 6y ago
It will be useless, since ALL countries in RCEP want to run current account surplus and no one really want the role to absorb surpluses, i.e running current account deficit and ditch capital control and let their currency float. For this to
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by jonathannat 6y ago
Right now Ant Group's valuation is way lower than their IPO price. It could even be bankrupt and be nationalized, depending on investigations into their books, and what the Chinese government feels like that day. There won't be a
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by jonathannat 6y ago
your first sentence contradicts your second paragraph :) > Ant is definitely not a pyramid scheme, if you've ever been to China you'd know. > frankly the regulators were right. Ant essentially needs no deposit to lend
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by jonathannat 6y ago
A couple of guesses here a. Ant group is partially owned by a large group of elite foreign investors https://www.wsj.com/articles/ant-ipo-promises-8-billion-gain... , who will gain hugely from this IPO. The Chinese go
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by jonathannat 6y ago
So the US government obviously has alot more info than me, and probably submitted direct evidence of the Chinese government controlling wechat and applying threats/ban/disappearance to the ovesea wechat users and their families in
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by jonathannat 6y ago
I don't think you understand, this is geopolitics. This is the clash of ideologies. This is democracies vs dictatorships. This is market economy vs state controlled industries. This is EU, US, Japan, Australia, Canada, UK, Taiwan, In
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by jonathannat 6y ago
I think you're thinking of tiktok. This administration just wants to ban wechat outright.
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by jonathannat 6y ago
That this is a politically motivated judgemenet
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by jonathannat 6y ago
Overseas Chinese users can still use the chat function in Alipay to chat, no problem. As well as a host of other services like skype, facetime, etc. Also, the Chinese communist party/government has recently decided to tighten the noos
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by jonathannat 6y ago
another take: > Judge Beeler, sitting in San Francisco, noted that "while the general evidence about the threat to national security related to China (regarding technology and mobile technology) is considerable, the specific evidenc
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by jonathannat 6y ago
> companies are definitely going to want to sell the the gigantic and growing Chinese market Tons of companies have had that same dream in the last 40 years, before China gets old in 2050, before China became nationalist in 2018. Compan
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by jonathannat 6y ago
sinoinsider
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by jonathannat 6y ago
> This administration messed up any opportunity to curtail China Companies are stepping over each other to move factories out of China. Just check chinalawblog. Any sane COO is de-risking right now. And what about Pompeo's speech
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by jonathannat 6y ago
At least this US administration is standing up and doing something about it. Do you see the Germany chancellor sanctioning for Xinjiang concentration labor camps? UK prime minister? French president? Japanese prime minister? Another rea
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by jonathannat 6y ago
When folks bring up China of today, other folks like to deflect by bringing up US of 10 years ago, 20 years ago, 50 years ago, or 200 years ago. And use the same social and moral context from those era to judge.
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by jonathannat 6y ago
I think you meant to say clearly that the current US administration has a chaotic approach to China. Which is true. But keep in mind, a revolution is chaotic. And it is a revolution because this administration was the first in US and worl
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by jonathannat 6y ago
That doesn't mean that there aren't LGBT bans in certain countries, which is what the article was talking about. And also, what prevents authoritarian CCP from ordering TikTok to ban LGBT contents overnight? They've done it
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by jonathannat 6y ago
> downvote means someone is trying to take away your freedom of speech Nope, that's not what I said > Hindsight shows us they were all left out worse than they were. Taiwan, South Korea, and a few eastern european countries would
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by jonathannat 6y ago
I think the moral of the story is that America is flawed, however, it eventually does the right thing, as well as other great things. And that's why it engenders so much love/hate. I think it's very relevant to today's

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