Liqian Ren
@liqian_ren
Director of Modern Alpha @WisdomTreeFunds Host of China of Tomorrow, co-host Behind the Markets http://wisdomtree.com/social-media/ http://wisdomtree.com
🧵 PBOC Current Monetary Policy Principal and key rates to watch. The 7d Repo POLICY rate (Blue) has been significantly higher than Inter-bank MARKET rate (Orange), part reason for the 10bps reduction of policy rate It's not lying flat yet.😂 /1
ChatGPT answer on why Deng Xiaoping enjoys quite positive media coverage outside China even he’s also the culprit behind 1989 bloody event. For an average answer this is not too bad. 8 points out of 10?
EU-China summit is underway in Beijing. In this thread I will collate interesting points from remarks and readouts through the day. First, Xi Jinping's opening remarks, as run by CCTV this morning news.cctv.cn/2025/07/24/ART…
Pinduoduo change to use HK auditor, a sign it seeks HK listing. As the only large and well-known Chinese company that only has US listing, it's long overdue, given the geopolitics.
两位分析师认为，拼多多改用香港审计师之举可能表明，这家中国电子商务公司正准备申请在香港上市。 zaobao.com.sg/realtime/china…
Philippines got 17% tariff on liberation day, then 20% in the tariff letter and now got 19% final after the Philippine president came to the US to get some tariff relieve. Or well, he tried.
Wow, ex-Google Eric Schmidt and Geoffrey Hinton etc in China for AI conference. mp.weixin.qq.com/s/hcUjD19ryDwV…
As expected, little achievement of the EU-China summit.
中欧贸易摩擦加深之际，纪念双方建交50周年的中欧峰会，星期四（7月24日）在北京举行。这是2023年以来中欧峰会首次面对面举行，受访学者指出，除了达成气候变化的联合声明，本次峰会并未对中欧关系的稳定、双方加强合作起到明显作用。 zaobao.com.sg/news/china/sto…
When I learned economic growth theory on why poor countries seemed rarely converge toward rich countries, they never taught us military conflict on one’s own land is one major way to stay poor.
Thailand’s military conflict with Cambodia is inflaming nationalist tensions at home and threatening embattled leader Paetongtarn Shinawatra bloomberg.com/news/articles/…
If Chinese coders can’t use US AI models, why would they stay with Cursor, unless cursor is better itself than local AI coding tools that’s similar like Cursor? Will see how this evolves down the road.
ICYMI Cursor Blocks China-Based Coders from Accessing U.S. AI Models Cursor includes some China-developed models such as DeepSeek in its offering, they remain accessible by China-based coders. Claude and Gemini models tend to be favored by developers. theinformation.com/briefings/curs…
US House panel subpoenas JPMorgan, Bank of America CEOs over IPO of China's CATL reuters.com/business/finan…
“Where Chinese entities once focused on buying Euro infra like ports & power grids they’re now building their own🏭 w/ help of local state subsidies..lithium battery maker CALB has become the latest🇨🇳co to locate in Portugal, breaking ground on a $2.2B🏭” bloomberg.com/news/features/…
Jiangsu province soccer fans sining Chinese national anthem. This is definitely not something of a tradition in China. Learning from US 😂
The Big 3 don't like the Japanese deal. WH spox: this is "a historic win for American automakers by putting an end to Japan’s unfair auto trade barriers for American-made cars." LOL for days. GWB signed a 0 tariff deal in 07. USTR complaints? Minor. There are other reasons.
Smh: "Detroit Three automakers raise concerns about Japan trade deal" reuters.com/business/autos…
“Guangzhou New Social Stratum Community Innovation Practice Base" as shown in the banner. Plain English: a base for gig workers. (根据广东省政府的解释，新的社会阶层人士主要包括：民营企业和外商投资企业管理技术人员、中介组织和社会组织从业人员、自由职业人员、新媒体从业人员等。)
7月21日，广东广州。有网友看到街头有一个“新的社会阶层人士实践创新基地”，困惑什么是“新的社会阶层人士”。
Heard on the Street: There are some calls that Warren Buffett can get away with that others may not so easily on.wsj.com/4lJRItW
Japanese Prime Minister Shigeru Ishiba rejected media reports that said the leader will step down as early as this month following a recent election defeat in the government’s upper house reut.rs/4m0Tw1T
Gold prices extended losses on Wednesday following reports that the U.S. and European Union were closing in on a 15% tariff deal, dampening safe-haven demand, while silver earlier surged to its highest level since September 2011. reuters.com/world/china/go…
Hainan island will became a free trade enclosed zone from Dec 18th. Does it mean many things will be experimented now? Gambling? Uncensored internet?
