Chinese Economics Thread

[siegecrossbow]

Interesting, half of Guangdong is stagnating, look at Guangzhou and Foshan GDP growth

https://twitter.com/i/web/status/1884838433979547830

After another year the GDP difference between Guangdong and Jiangsu is getting again smaller

https://twitter.com/i/web/status/1881220116467355769

View attachment 145167

Jiangsu has much better income equality.

 

[supercat]

Chery is China's top auto exporter (NEV + ICE) last year.

https://twitter.com/i/web/status/1887687193147416887

China extended its lead over Japan as the world's largest auto exporter in 2024.

 

[Wrought]

De minimis is back, at least for the time being.

US President Donald Trump has suspended tariffs on small packages from China, after his sudden order ending duty-free treatment for shipments worth less than $800 left the US postal service and other agencies scrambling to comply. His revision to the order on Friday said tariff-free treatment for packages from China worth less than $800 would remain in place until "adequate systems are in place to fully and expediently process and collect tariff revenue".

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[coolgod]

De minimis is back, at least for the time being.

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Trump is still in good health at 78 years old, his knees are still flexible

 

[supercat]

Deutsche Bank is bullish about China's economy.
Here is a summary of Deutsche Bank's report from Bloomberg.

Deutsche Bank Says Investors Will Flood Into Chinese Stocks Soon

• DeepSeek AI, EVs may be catalyst for outperformance: Milliken
• Investors will have to pivot sharply into the shares, DB says

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Deutsche Bank's full report:

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[siegecrossbow]

Deutsche Bank is bullish about China's economy.
Here is a summary of Deutsche Bank's report from Bloomberg.

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Deutsche Bank's full report:

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Cucks are just scared that the Donald will annex them next or better yet, split the Garden Salad with Putin.

 

[Michael90]

De minimis is back, at least for the time being.

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Will mostly affect shein than Temu. Their model was unsustainable since Shein relies more heavily on direct shipping from China and has a larger proportion of low value fast fashion items that previously benefited from the duty-free loophole. Meanwhile Temu has diversified its product range and shipping strategies to include bulk shipping and setting up warehouses in the country from where to distribute their goods in US. So shein will be far more affected..

 

[GulfLander]

Will mostly affect shein than Temu. Their model was unsustainable since Shein relies more heavily on direct shipping from China and has a larger proportion of low value fast fashion items that previously benefited from the duty-free loophole. Meanwhile Temu has diversified its product range and shipping strategies to include bulk shipping and setting up warehouses in the country from where to distribute their goods in US. So shein will be far more affected.

I thought some Ch logistics companies hav expanded in US few years ago.. they not using those?

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[GulfLander]

Deutsche Bank is bullish about China's economy.
Here is a summary of Deutsche Bank's report from Bloomberg.

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Deutsche Bank's full report:

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Bank of America too it seems

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[W20]

I leave this here because it is a striking round figure to see what happens a year from now using this figure as an index