China

[Heracleum Persicum]

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https://www.youtube.com/shorts/EOk6O-5Pm70


Looks like there "property rights" in China .. no such streets in the West

[Heracleum Persicum]

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All Western leaders, on TV, in one voice, said : Assad Gotto Go

mad mullahs said : Assad Stays

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Assad - 2.jpg (157.05 KiB) Viewed 9392 times

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[Heracleum Persicum]

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NikkeiAsia
Huawei 'working extra hours' to meet surging smartphone demand

Edison Lee, an analyst at Jefferies, estimated that more than 2 million Mate 60 Pros have been sold, but fewer than half a million units have been delivered.

"This is either a carefully thought-out marketing strategy to avoid a head-on fight with iPhone 15 series in the latter's first few weeks of launch, keeping consumers hungry for the Mate 60 Pro, or could imply production constraint at the 7-nanometer production line in China," he said.

Sanction big mistake .. now Chinese focused to beat West in Semi tech

West should have sold every semi and every semi tech China wanted to buy , flood China market , so that Chinese feel no need of doing anything themselves

Already too late

[noddy]

It takes 10 years to commision a low nm chip plant, you cant just "whip one up within months of sanctions"

I think you might be mistaken about whats going on here. Spengler is also very confused.

so busy posturing, cant even keep track of basic timelines.

[Heracleum Persicum]

who ever controls the communication infrastructure controls the spying and filtering.

they wont be using ours, we wont be using theirs and all other arguments are irrelevant sillyness

Spengler has been prattling on about the futility of these bans for a while, he really doesnt get it either, this is not a market competition situation, this is the last fragments that hold the country together - communications infrastructure and who controls it.

you aint seen thing yet - none of this is about how fast the phones are.

if you sign up for western tech, you sign up for western spying, if you sign up for chinese tech you sign up for chinese spying.

once you understand that you understand why each country makes its choices, nobodycare about how densley packed the transistors are - its a transient thing that will change every 12 months, as factories improve their tooling, no matter what happens.

in the short term, if it slows done the other guys, thats good too.

We arent in happy globalised fairy kingdom anymore, thats not coming back, its multi polar now and its going to play dirty.

All true

We pretty much walking "naked" .. I receive every month from google "time line" .. all detail of my life last 30 days, where have been with time, how many km I walked, or drove, which shops restaurant been in etc etc .. every detail .. google knows whether I overspeed or where is my resident .. there nothing in my life that google does not know.

That is why crossing immigration lines there no question asked anymore, they know pretty much everything.

But, that is not all about controlling communication

West, East, any civilization and culture and nation, manufactures their own culture and views of world and event and mindset .. that is done by controlling media, communication, TV , Hollywood etc etc .. Commoners are "indoctrinated" .. that's why Western think the way they think, Chinese think the way they think, and Indian and Russian and Iranian .. each living in their own world

https://www.bloomberg.com/news/features ... ckout=true

Google User Data Has Become a Favorite Police Shortcut

Investigators increasingly use warrants to obtain location and search data from Google, even for nonviolent cases—and even for people who had nothing to do with the crime.

China doing same , why complain
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[noddy]

cause china, like iran sends thugs to harrass dissedents in other countries - which is why you keep yourself super anonymous

i also do, not cause the government would harass me, but corporates would restrict my earning potential.

[Heracleum Persicum]

cause china, like iran sends thugs to harrass dissedents in other countries - which is why you keep yourself super anonymous

i also do, not cause the government would harass me, but corporates would restrict my earning potential.

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noddy, did not want to get in other people's business, is non of mine

but

Countries that now imports immigrants en mass, each millions every year (Canada 2022 brought in 1 m immigrant, similar with Germany and others) should enact some "restrictions".

Yes, Western world, without massive immigrant, in 100 or 200 yrs , could not be around , entire village in Italy and japan empty , houses sold for $ 1 .. true

But

Do, these immigrant accepting countries want, also imports the "conflicts" these immigrants bring with them from their homeland ?


That one can clearly see in Indian Sikh who live in Canada (around 1 m) and from Canada run Khalistan movement ? ?


This can happen to many such cases with all the immigrants from all the places worldwide.

Notion Sikh in Canada can do everything they want silly. Do Germans in Canada allowed to conspire to overthrow German Government ?

Countries who accept immigrants, @ point of entry immigrants should commit there would be no political activity relating to where they coming from.

If not, all kind of people will come to Canada, Australia, Sweden, Norway, Denmark , Germany and start setting camp to fight the fight they would not do at home, all under protection of host country.

That we see very clearly here :

An Iraqi, Arab, just arrived in Denmark, fresh off the boat, starts burning Khoran on live TV .. Denish embassy in Iraq is attacked, ambassador flees , Iraq cuts diplomatic relation with Denmark .. Denish Government in emergency meeting to pass law against all this


This is taking advantage of host countries welcome

If Sikhs want to fight India for Khalistan, they should go to India and fight there , not in Canada fighting Khalistan.

Same idea with those folks in Australia

[Heracleum Persicum]

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China is ‘overwhelmingly ahead’ of AUKUS allies in sensor tech
with cutting-edge and crucial military applications


https://breakingdefense.com/2023/09/aus ... e=hs_email

SYDNEY — “China’s research in several advanced sensor technologies vital to military navigation and targeting is overwhelmingly ahead of the three AUKUS partners, the United States, United Kingdom and Australia,” according to a new report by the Australian Strategic Policy Institute.

It gets worse, if you’re a country competing with China: “Even if the three team up with like-minded Indo-Pacific countries Japan and South Korea, they do not match the Chinese output in high-impact research.”

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[noddy]

cause china, like iran sends thugs to harrass dissedents in other countries - which is why you keep yourself super anonymous

i also do, not cause the government would harass me, but corporates would restrict my earning potential.

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noddy, did not want to get in other people's business, is non of mine

but

Countries that now imports immigrants en mass, each millions every year (Canada 2022 brought in 1 m immigrant, similar with Germany and others) should enact some "restrictions".

Yes, Western world, without massive immigrant, in 100 or 200 yrs , could not be around , entire village in Italy and japan empty , houses sold for $ 1 .. true

But

Do, these immigrant accepting countries want, also imports the "conflicts" these immigrants bring with them from their homeland ?


That one can clearly see in Indian Sikh who live in Canada (around 1 m) and from Canada run Khalistan movement ? ?


This can happen to many such cases with all the immigrants from all the places worldwide.

Notion Sikh in Canada can do everything they want silly. Do Germans in Canada allowed to conspire to overthrow German Government ?

Countries who accept immigrants, @ point of entry immigrants should commit there would be no political activity relating to where they coming from.

If not, all kind of people will come to Canada, Australia, Sweden, Norway, Denmark , Germany and start setting camp to fight the fight they would not do at home, all under protection of host country.

That we see very clearly here :

An Iraqi, Arab, just arrived in Denmark, fresh off the boat, starts burning Khoran on live TV .. Denish embassy in Iraq is attacked, ambassador flees , Iraq cuts diplomatic relation with Denmark .. Denish Government in emergency meeting to pass law against all this


This is taking advantage of host countries welcome

If Sikhs want to fight India for Khalistan, they should go to India and fight there , not in Canada fighting Khalistan.

Same idea with those folks in Australia

Absolutely, we should be right on top of all of them - especially thsoe expat Iranians, they need careful, close monitoring.

chock full of dangerous opinions.

I have no doubts if the home country thinks they need a beating, they probably deserve a thorough beating.

[Heracleum Persicum]

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‘ incredibly disturbed ’




Really silly

Beat Huawei in marketplace by offering better and lower price products .. that is how to beat Huawei

Penaltying American companies selling to Huawei will only restrict American companies R&D and progress.

[Heracleum Persicum]

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Lee Kuan Yew


Lack the finess

[Heracleum Persicum]

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China’s imperial model
and the Muslim World

The Global South, with 85% of the world’s population, has drifted out of the Western sphere of influence, as the United States and its allies discovered when countries with 70% of the world population rejected United Nations sanctions against Russia after February 2022.

The West found this out a second time October 27 when 120 countries voted for a UN General Assembly resolution opposed by the United States that failed to condemn Hamas’s October 7 attack on Israel.
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China now exports more to the Muslim world ($42 billion a month) than to the United States ($38 billion a month) ..
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Zhang is entirely correct : No other country besides China has the resources and capacity to make a dent in the economic misery that drives refugees towards Europe.
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China raised per capita income from about $3 to $30 a day between 1979 and the present, and understands how advanced technology can make a huge difference in the lives of very poor people.

excellent article

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[noddy]

win win situation,

all the things China does which the west could never do - super cheap industrialiation with no rules or protections - is perfect for the developing world.

you wont make a modern western kid spend 12 hrs a day soldering together a cheap gadget for sub survival wages, we could never compete with that.

once they are educated and cashed up enough, they can start wondering why all their rivers and dead and their familities collapsed.

basically, where we are now.

[Heracleum Persicum]

win win situation,

all the things China does which the west could never do - super cheap industrialiation with no rules or protections - is perfect for the developing world.

you wont make a modern western kid spend 12 hrs a day soldering together a cheap gadget for sub survival wages, we could never compete with that.

once they are educated and cashed up enough, they can start wondering why all their rivers and dead and their familities collapsed.

basically, where we are now.

YES
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[noddy]

China is speed running to becoming the next Japan and join western europe in the "eat the young" club.

https://theconversation.com/chinas-yout ... ore-213751

step 1) property boom that soaks up all the middle classes crash
step 2) slowing economy and a huge middle class debt load that needs protecting
step 3) stagnation as increasingly desperate money printing policies fail
step 4) kids with crap jobs in a dead economy who will never be able to pay for a house or start a nuclear family

step 5) middle aged men on message boards blaming everything and anything about all the things, except themselves

step 6) .. we wait and see.

[Heracleum Persicum]

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The Economist
From hypersonic missiles to undersea drones
the PLA is making leaps

[Heracleum Persicum]

China is speed running to becoming the next Japan and join western europe in the "eat the young" club.

https://theconversation.com/chinas-yout ... ore-213751

step 1) property boom that soaks up all the middle classes crash
step 2) slowing economy and a huge middle class debt load that needs protecting
step 3) stagnation as increasingly desperate money printing policies fail
step 4) kids with crap jobs in a dead economy who will never be able to pay for a house or start a nuclear family

step 5) middle aged men on message boards blaming everything and anything about all the things, except themselves

step 6) .. we wait and see.

Like Covid-19 West was watching unfolding in China and not realizing soon West will experience same, Youth unemployment will hit West soon.

Better prepare for this
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[Heracleum Persicum]

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four aces

First, the collapse of Ukraine’s offensive against Russian forces and its commander’s admission that the war is a “stalemate” is a setback for America’s strategic position and a gain for China . .
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Second, the US tech war on China has flopped . .
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Third, the Gaza war provoked by Hamas on October 7 gives China a free option to act as the de facto leader of the Global South in opposition to Israel, an American ally.
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And fourth, the US military wants to avoid confrontation with China in the Northwest Pacific region as well as its home waters in the South China Sea, where the PLA’s thousands of surface-to-ship missiles and nearly 1,000 fourth- and fifth-generation warplanes give China an overwhelming home-theater advantage in firepower.

Hmmmm

What does Biden hold in his hand ?
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[Heracleum Persicum]

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https://www.youtube.com/watch?v=tw0aBsnMkzw

LOLOL - yes, we all have warm feeling about US people

Xi, pretty much, said China will not unite Taiwan by force .. there no need to

Xi was very gracious and friendly with Biden .. Business looooves China, gave "Standing ovation" to Xi
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[Heracleum Persicum]

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https://www.youtube.com/watch?v=cTgtQ3Fl1jw&t=1098s


President Xi Jinping on U.S.-China relations at dinner in San Francisco | November 15, 2023

[Heracleum Persicum]

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https://www.youtube.com/watch?v=ZDdgrKLJHK4


https://www.youtube.com/watch?v=NFOgHzA27qg

A recent patent restriction bill in the United States has raised concerns globally. The bill targets Chinese entities on the Entity List, potentially invalidating their U.S. patents and stripping them of patent rights.

Interesting to see who loses more .. whether US, not observing Chinese intellectual property rights, lose or gain, after China too not observe American intellectual property rights ?

Who would lose more ?

My uneducated guess says US would lose immensely more.
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[Heracleum Persicum]

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Jeffrey David Sachs interview on President Xi visit

Mr. Sachs left out the fact that the US was a partner with England in the Opium Wars. That is how the Roosevelts, that ruled the US, made their fortune, dealing opium.

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[Typhoon]

Investing is PR China is the one of the dumbest moves that the West has ever made.

Slowly wising up.


How much FDI is China actually attracting?

Less. A lot less

Robin Wigglesworth NOVEMBER 27 2023

Please, Sir, may I have more FDI.jpg (267 KiB) Viewed 7978 times

“Please sir, can I have some more FDI?”


Pretty much everyone agrees that foreign direct investment has collapsed in China. But pretty much no one seems to agree on exactly how far it’s collapsed — including inside China.

Some of this is simply due to the fact that economic data is tricky to collect and subject to frequent revisions, especially knotty stats like FDI in large countries like China. Moreover, China has a . . . unique approach to economic statistics, which means people often try to reverse-engineer more accurate data from other series.

But no amount of lipstick could make the provisional third-quarter FDI data look better. The preliminary balance of payments data from China’s State Administration of Foreign Exchange released earlier this month indicated that inward FDI fell into negative territory for the first time since the series began in 1998.

Negatie FDI.jpg (83.69 KiB) Viewed 7978 times

Yet another set of official data seems to differ, in scale if not directionally.

SAFE indicates that cumulative FDI was just $15bn in the first nine months of the year — an almost 92 per cent slump since 2022’s total. However, the Chinese Ministry of Commerce puts it at a more moderate 33 per cent decline to $128bn in the first three quarters.

FDi decline.jpg (80.73 KiB) Viewed 7978 times

The second chart is from an interesting new paper by Nicholas Lardy, a senior fellow and resident China wonk at the Peterson Institute for International Economics.

Most of the discrepancy is actually pretty easy to explain. SAFE measures FDI on a net basis, while the Ministry of Commerce measures it gross. However, there are also other methodological issues that can complicate things.

SAFE’s net measure has usually been much higher than the ministry’s gross one because it includes things like Chinese offshore IPOs, minority private equity and venture capital investments and reinvested profits of foreign firms as FDI.

That the SAFE measure fell below the ministry’s data in 2022 indicates that foreigner investors began yanking money out then, presumably after the west’s economic response to Russia invading Ukraine and rising tensions around Taiwan.

And the $113bn gap between the two measures in 2023 indicates that they’re now ditching Chinese investments and pulling money out at a remarkably rapid pace. Here’s Lardy:

Foreign firms operating in China are not only declining to reinvest their earnings but — for the first time ever — they are large net sellers of their existing investments to Chinese companies and repatriating the funds . . . These outflows exceeded $100 billion in the first three quarters of 2023 and are likely to grow further based on trends to date.

If we extrapolate the net FDI number calculated by SAFE to an annualised $20bn in 2023 (as Lardy notes, that might actually be optimistic given the collapse we’re seeing) that means China is on track to attract less FDI than Poland did in 2022, and less than half of what Sweden did, according to Unctad.

This goes a long way towards explaining why Xi Jinping went on an American charm offensive earlier this month.

He even gladhandled US business executives in San Francisco, stressing that China is “both a super-large economy and a super-large market” and “a partner and friend of the US”. (This might be an easier sell if he wasn’t also forcing foreign business executives in China to attend lectures on “Xi Jinping Thought”.)

Lardy’s certainly sceptical . . . 

Time will tell whether President Xi’s words will first stem the current large foreign direct investment (FDI) outflows and eventually lead to a resumption of the net FDI inflows that China has enjoyed for more than four decades. A safe assumption is that it will take more than words to accomplish this objective.

[NapLajoieonSteroids]

A Website Collection of Chinese Samizdat for anyone interested.

[Heracleum Persicum]

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‘ incredibly disturbed ’




Really silly

Beat Huawei in marketplace by offering better and lower price products .. that is how to beat Huawei

Penaltying American companies selling to Huawei will only restrict American companies R&D and progress.

https://www.cnn.com/2023/12/29/tech/hua ... index.html

Huawei was once fighting for its survival. It is back to nearly $100 billion in revenue in 2023

Apple shares could fall, a lot

Cook is the new John Sculley
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