Shehzad Qazi
@shehzadhqazi
Managing Director, @ChinaBeigeBook. Tweet on economic, geopolitical, and policy issues driving financial markets. Views my own. RTs & Likes ≠ endorsement.
"WH said >$550B will be invested under the direction of the US, and Trump said on social media that 90% of the profits will be given to America. PM Ishiba said Japan would offer a mixture of investment, loans, and loan guarantees up to a maximum of $550B." bloomberg.com/news/articles/…
Half a year into his second term, Trump’s China policy appears adrift. Now he is increasingly focused on trying to strike an economic bargain with Beijing A big question is, will the U.S. further relax export controls to get China to “open up?” wsj.com/economy/trade/… via @WSJ
Copper's physical tariff trade is rapidly unwinding - column by @AndyHomeMetals reuters.com/markets/commod…
I will introduce legislation in the Senate to send a rebate check to every working person in America
Trump on tariff revenue: We have so much money coming in, we're thinking about a little rebate but the big thing we want to do is pay down debt. We're thinking about a rebate.
"Around a dozen boutique companies now offer repair services, according to two such firms in the tech hub of Shenzhen which say they predominantly fix Nvidia's H100 GPUs that have somehow made their way to the country..A100 GPUs & a range of other chips." reuters.com/world/china/ch…
"#China’s central bank pumped a sizeable amount of cash into its financial system Friday, a move intended to stop a bond selloff gaining momentum and destabilizing financial markets" bloomberg.com/news/articles/…
“China’s credit mkts have emerged as an unexpected haven frm trade war turmoil as funding costs in yuan slid amid bets authorities will keep liquidity ample to counter tariff impact..boom has also been fueled by wariness among investors toward US debt/USD” bloomberg.com/news/articles/…
“Apart from the role played by state-backed investment, China’s factory prowess has grown thanks to a number of factors ranging from Covid-era disruptions of supply chains to Beijing’s planning and technological breakthroughs.”
Lol bloomberg.com/news/articles/…
Chinese share of global manufacturing
Lol bloomberg.com/news/articles/…
"Europe is even more dependent on China for the minerals than the United States is. About 98% of the bloc’s rare earth imports come from #China, versus 80% for America" nytimes.com/2025/07/08/wor…
#Mitsubishi Motors Fully Exits #China After 40 Years Amid Rapid EV Shift and Market Struggles yuantalks.com/mitsubishi-mot…
"For months, #China’s exports to SE Asia have surged—last month by 17.5% from a year earlier...#Indonesia’s monthly imports of Chinese goods spiked 51% in April, the most recent data" /1 share.google/OpC8Mji2N6CPTy…
ICYMI: @wapo on the Commission's recent spotlight, "China’s Exploitation of Scam Centers in Southeast Asia." washingtonpost.com/national-secur…
China’s price wars hit investment banking as underwriters charge $100 fees ft.com/content/5e0494…
Curious, since we were all told there was no overcapacity reuters.com/world/china/ma…
Exclusive: Chinese engines, shipped as 'cooling units', power Russian drones used in Ukraine reuters.com/business/aeros…