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gluk.bsky.social
Co-founder/Director Healthcare.com | Previously Catalyte | VC/PE Investcorp Technology Partners Tech | Economic Development | Investing | Greater China https://www.readwriteinvest.com/
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Another great thread from Glenn, who deserves more followers here IMO. He has been doing yeomen’s work dispelling this kind of nonsense in detail. carnegieendowment.org/posts/2009/1...

submitted 75 days ago • 1 comment

Since 2009, China's HSR network has served ~22 billion passengers traveling an aggregate ~7.6 trillion kilometers (~348 km/trip). This is equivalent to ~26k round trips to the sun, or ~0.80 light years.

submitted 75 days ago • 1 comment

The U.S.-China trade relationship of the first part of the 21st century was at its core predicated on 🇺🇸 retaining brand/tech/IP value and outsourcing production to 🇨🇳 mfg. partners. In return, 🇨🇳 opened up its domestic market to these high-value 🇺🇸 products.

submitted 77 days ago • 1 comment

GM originally setup its JV with SAIC-GM in 1995 with its 50% contribution to registered capital of ~$800M The equity component might even be less depending on how much the buildout of the plant was funded by local debt.

submitted 80 days ago • 1 comment

Foreign MNCs aren’t investing in China anymore. Meanwhile Chinese MNCs are driving FDI growth in ASEAN, tightly integrating SE Asia into existing supply chains centered around China. ASEAN is at the frontlines of a major shift in global mfg in the coming decades. 🧵

submitted 82 days ago • 1 comment