Great to talk with Asia Decooded’s Priyanka Kishore and Artha Global’s Niranjan Rajadhyaksha on India’s rise. According to the OECD, India will be the largest economy in the world by the 2060s. We discuss how likely this will be. www.youtube.com/watch?v=pFLh...
Now let’s ask this guy who drew a birthday card for Epstein.
I had an excellent exchange with Lizzi Lee and Gerard DiPippo on how (if at all) to raise China’s consumption. Thanks to @AsiaSociety Center for China Analysis for organizing.
Why China’s Rebalancing is so Hard: Tensions, Tradeoffs, and Policy Choices youtu.be/WsrItzYK_FQ
open.substack.com/pub/berthofm...
China’s investments in Southeast Asia are rising as U.S. tariffs reshape regional trade. As the ASEAN Summit approaches, what do these dynamics mean for the future of China-ASEAN ties? On Oct 27, join Gita Wirjawan, @berthofmanecon.bsky.social , Brian Wong & Kevin Zongzhe Li for an expert discussion
Upcoming invasion of Greenland? 😀
Why would China wat to do that? It is entirely normal to rebate VAT on goods for export (despite the obvious ignorance that the Trump administration has displayed on this).
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“Thank you for your coordination”
I am listening….
Give Trump a Nobel! And an Emmy. And an Oscar … www.nytimes.com/2025/08/18/o...
I think Parveen and Ron Vera are coordinating on this.
BIG NEWS: My book, The Land Trap, is coming out on Nov 4! I've been fascinated by this topic for years. The book tells the story of why land still occupies such a huge role in finance, economics and politics globally, and why that's a source of huge risk. You can preorder NOW!
I gave a talk last month on the internationalization of the Renminbi. The YouTube video is now up: www.youtube.com/watch?v=SFgL...
Happy Fourth of July to all my American Friends wherever you are. It has been a while since I lived in the “beautiful country” but still cherish your generosity, hospitality and friendship towards a foreigner like myself. I consider those traits to be the true American spirit to celebrate today.
“The Chinese simply can’t believe their luck: that at the dawn of the electricity-guzzling era of artificial intelligence, the U.S. president and his party have decided to engage in one of the greatest acts of strategic self-harm imaginable”
www.nytimes.com/2025/07/03/o...
I do like next week’s NATO Summit dress code.
Excellent analysis from Finbarr Bermingham with some words from yours truly.
Overcapacity: the economic buzzword fuelling Europe’s clash with China
www.scmp.com/news/china/d...
Explore our updated app & enjoy a 7-day free trial. New users only. Download now:
scmp.onelink.me/3586748601/d...
Never thought I would sort of miss him too!
www.hinrichfoundation.com/research/art...
Why is Trump not even trying to hide the corruption?
Attempt to explain why he has reached a new cruising altitude of kleptocracy -- perhaps way above Putin, Orbán, etc. -- here:
I recently gave a presentation in Shanghai to a group on private investors in China. You can find the slides here: tinyurl.com/596aywcu
For example: Many if not most students applying to US schools from China will be members of the Communist Youth League. Often they aren’t given a choice—it’s either join or have no chance of going to a good high school.
15 Scaramucci’s = 1 Elon.
"Inherently connected: donkeys, gender equality and the trade that threatens them both"
- next month in Cõte d'Ivoire the 2nd Pan African Donkey Conference convenes to evaluate how the African Union moratorium on the donkey skin trade is being implemented.
www.bond.org.uk/news/2025/05...
Trump: I believe Russia wants peace
Russia:
