Nicholas Borst
@NBorstSF
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Vice President and Director of China Research at @SeafarerCapital @NCUSCR #PIPfellow https://t.co/44aP7SVxm9
San Francisco Bay Area
Joined August 2019
The continued growth of Chinese exports, in the face of rising tariffs and trade barriers, remains highly uncertain, writes @NBorstSF
seafarerfunds.com
The continued growth of Chinese exports, in the face of rising tariffs and trade barriers, remains highly uncertain.
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Will Tariffs Crush Chinese Export Competitiveness? https://t.co/6CBOchPedX
seafarerfunds.com
The continued growth of Chinese exports, in the face of rising tariffs and trade barriers, remains highly uncertain.
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"They want to push China towards a capital raising model that’s less dependent on bank debt but at the same time are very cautious about the impact of stock market volatility on retail investors & overall macro economy." — @NBorstSF at @SeafarerCapital
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"They want to push China towards a capital raising model that’s less dependent on bank debt, but at the same time, are very cautious about the impact of stock market volatility on retail investors and the overall macro economy." https://t.co/PYD7eYeNBP
thewirechina.com
After a long lull, IPOs are on the up in mainland China — at least for firms aligned with the government’s economic priorities.
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Involution is wrecking some of China's most promising industries. https://t.co/EnfMKLiZvD
seafarerfunds.com
Industrial policy in China has caused overcapacity and deflation. Government interference has made the problem worse by allowing unprofitable firms to avoid bankruptcy.
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6/ Lastly, special thanks to Minxin Pei for including me in China Leadership Monitor alongside such a stellar group of experts, including @gdp1985, @jonczin, @NBorstSF, and others. This is a robust and timely edition of CLM. END.
prcleader.org
Find our current issue, filled with in-depth research, right here.
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Excited to contribute to the latest issue of China Leadership Monitor. The Economic Costs of China’s Self-Reliance Drive https://t.co/lW9ImPKslL
prcleader.org
China’s drive for economic self-reliance stems from deep concerns that foreign nations could use technology and resources as leverage against it. For decades, the Communist Party has worked to...
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In the latest China Leadership Monitor, I offer some thoughts on China's economy in the trade war. Lots of charts! (And I'm in the same edition as @jonczin, @ryanl_hass, and @NBorstSF.) https://t.co/osgit19xIy
prcleader.org
China is weathering deflation, a property-sector collapse, and renewed trade tensions with the United States through calculated restraint rather than panic. Exports remain resilient via market...
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Does Xi really represent a massive departure from his predecessor? China's "Third Revolution"? A brief thread showing the trajectory under Xi in many ways follows quite closely that under Hu Jintao.🧵
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@NCUSCR is delighted to announce the twenty fellows who make up the ninth cohort of our Public Intellectuals Program. Learn more about the newest #PIPFellows: https://t.co/wVozsPMJ7k
ncuscr.org
The National Committee on U.S.-China Relations is pleased to announce the ninth round of fellows in its Public Intellectuals Program (PIP), generously funded by Carnegie Corporation of New York....
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.@NBorstSF compares market returns in Hong Kong versus mainland China and assesses U.S.-China trade relations. Andrew Foster discusses a change in how EM currencies operate relative to the U.S. dollar.
seafarerfunds.com
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China’s unique models of competition help explain why some industries flourish while others stagnate.
seafarerfunds.com
China’s unique models of competition help explain why some industries flourish while others stagnate.
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China’s unique models of competition help explain why some industries flourish while others stagnate, writes @NBorstSF
seafarerfunds.com
China’s unique models of competition help explain why some industries flourish while others stagnate.
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The bird and the cage is "a powerful metaphor to understand China’s approach to managing its economy," as @NBorstSF tells @Rachel_cheung1 in this week's Q&A. "The Communist Party understands the power of markets and the need to utilize elements of capitalism to achieve China’s
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Q&A on my new book with The Wire China: https://t.co/KPcmEHVuFd
thewirechina.com
The analyst on how Beijing’s need for control hamstrings its businesses and entrepreneurs.
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China’s Models of Competition https://t.co/uXRNF5AJNr
seafarerfunds.com
China’s unique models of competition help explain why some industries flourish while others stagnate.
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New podcast with @NBorstSF on the Chinese economy. He argues that Xi Jinping's policies reflect the same goals party elites have always held, but in a changed economic and political environment.
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“Both sides are trying to portray it as the other was more desperate,” said @NBorstSF. “What we saw, though, was just sort of the initial innings of economic pain.”
Trump’s deal to dramatically slash tariffs on China thrilled markets & offered a sliver of relief for businesses across the country. It also revealed a lesson: Even Teflon Don can’t outrun economic reality By me, @drdesrochers, @meganmesserly, @PhelimKine
https://t.co/uMP4dyPDVu
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This extraordinary analogy provides the title for a new book, The Bird and the Cage — China’s Economic Contradictions by Nicholas Borst, and it makes the history of the last 50 years much easier to understand. https://t.co/mM05izCYjI
bloomberg.com
An awful lot is now riding on the administration never having meant a word it was saying.
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