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Stella Yifan Xie Profile
Stella Yifan Xie

@yifanxie

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Correspondent at Nikkei Asia. Previously with The Wall Street Journal; Marketplace. Also avid open water swimmer. Reach me at: [email protected]

Hong Kong
Joined December 2008
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@gideonrachman
Gideon Rachman
18 days
I hesitate to call any piece FT piece “important” because it sounds self important BUT this by ⁦@RobinBHarding⁩ is genuinely important. And I think will have a big impact
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ft.com
Europe has nothing to offer and difficult decisions to make
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@yifanxie
Stella Yifan Xie
5 months
We Warned About the First China Shock. The Next One Will Be Worse.
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nytimes.com
The Trump administration is fighting the last war while China marches toward dominating the industries of the future.
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@yifanxie
Stella Yifan Xie
6 months
Trump envisions China trip with dozens of CEOs. Scoop by ⁦@kenmoriyasu
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asia.nikkei.com
US switches from policy of escalation to a managed de-risking over time
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@yifanxie
Stella Yifan Xie
7 months
China tariffs will push up US prices in coming weeks, manufacturers warn https://t.co/ZJBeyiXq0o via @NikkeiAsia
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asia.nikkei.com
Trump's trade war hits makers of goods ranging from clothing to highchairs
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@sharp_writing
Andy Sharp
7 months
How much would Japan need to increase its imports of cars, rice or corn to eliminate its trade surplus with the U.S.? It's an interesting, if unrealistic, thought experiment. - Japan would need to buy around 965,000 more vehicles. Japan imported roughly 13,000 passenger cars --
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asia.nikkei.com
Exporting less and importing more could shave Japan's GDP by 1.4% in one estimate
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@yifanxie
Stella Yifan Xie
7 months
The agreement is a drastic climbdown from sky-high bilateral tariffs that both had slapped on each other in multiple rounds since April 2 that have roiled global financial markets and triggered a near stand-still in goods trade between the two giants.
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@yifanxie
Stella Yifan Xie
8 months
China weighs excluding some US products from trade war tariffs
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asia.nikkei.com
AmCham says members asked about vital imports; Beijing Politburo offers no new stimulus
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@yifanxie
Stella Yifan Xie
8 months
It is a great honor and privilege to immerse myself in the world of business and economics at Columbia University. I look forward to embarking on this journey alongside my amazing fellows this fall.
@Bagehots
Knight-Bagehot Fellowships
8 months
We're excited to announce the 2025-26 Knight-Bagehot fellows. Congrats @aronczyk, @ByKyleCampbell, @suzannahcav, @aishagani, @esmyjimenez, @AKMcGlinchy, @saahilmenghani, @robaeprice, @stlbiznrubbelke, @yifanxie Full list and bios at
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@Lingling_Wei
Lingling Wei 魏玲灵
8 months
An examination of the records of China's top universities show only 15% to 20% of the students who graduate these days find jobs, down from 30% in 2013. The trade war is expected to cause it worse. But never mind the economic cost.
@JChengWSJ
Jonathan Cheng
8 months
“Economic weakness, however, isn’t deterring Xi from hardening his position toward the U.S. That’s because Xi adamantly believes that ‘the East [meaning China] is rising, and the West [meaning the U.S.] is in decline.’” @Lingling_Wei https://t.co/QuiKW4C06n
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@ZColemanTK
Zach Coleman
8 months
Chinese customs clearance services likely to keep effective US import tariff rate far below 145%. @yifanxie & @pakwayne look into the grey areas they exploit https://t.co/5uTZJw2Rug
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asia.nikkei.com
One-stop services help merchants sidestep duties, including by undervaluing goods
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@yifanxie
Stella Yifan Xie
8 months
Hunter Clark, an economic policy adviser at the Federal Reserve Bank of New York, estimated that underreporting coupled with surging de minimis shipments resulted in at least $100 bn in "missing imports" in U.S. data in 2024, "virtually all of which can be attributed to China."
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@yifanxie
Stella Yifan Xie
8 months
Economists from Goldman Sachs found that the tariffs Trump imposed on China during his first term led to evasion worth up to $110 bn to $130 bn in 2023, with underreporting and mislabeling each contributing $40 bn and rerouting accounting for $30 bn to $50 bn.
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@yifanxie
Stella Yifan Xie
8 months
A manager at a Shenzhen lighting manufacturer said he does not know what duties are being paid on their products. He suspects the $240 outdoor Christmas lights the company sells on https://t.co/Ae2a46UETE are being undervalued when they pass through customs.
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@yifanxie
Stella Yifan Xie
8 months
For many smaller Chinese merchants, Trump's tariff blitz barely made a difference. Why? Thanks to the "gray-market" customs clearance service available to them: https://t.co/de9FKyQqCu via @NikkeiAsia
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asia.nikkei.com
One-stop services help merchants sidestep duties, including by undervaluing goods
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@yifanxie
Stella Yifan Xie
8 months
China retaliates against Trump with 34% tit-for-tat tariff- China hits back hard this time.
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asia.nikkei.com
Beijing blacklists more U.S. companies as trade war escalates
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@yifanxie
Stella Yifan Xie
8 months
Scooplet: China's BGI Genomics loses access to Microsoft's office software w/⁦@cissy_chow
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asia.nikkei.com
U.S. tech giant's license with Huawei recently lapsed
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