Zhiyuan Cui
@proudhon11.bsky.social
Interested in political philosophy and political economy
Reposted by Zhiyuan Cui
SCMP: "Entrepreneurs have welcomed a move by Shanghai, Jiangsu, Zhejiang and Anhui to regulate cross-regional market enforcement, saying it will offer relief from arbitrary inspections, overlapping investigations and profit-driven law enforcement."
www.scmp.com/economy/chin...
www.scmp.com/economy/chin...
China’s Yangtze River Delta aids private sector, reins in ‘profit-driven’ fines
Move by Shanghai and the provinces of Jiangsu, Zhejiang and Anhui aims to offer relief from arbitrary cross-regional inspections.
www.scmp.com
November 17, 2025 at 5:59 AM
SCMP: "Entrepreneurs have welcomed a move by Shanghai, Jiangsu, Zhejiang and Anhui to regulate cross-regional market enforcement, saying it will offer relief from arbitrary inspections, overlapping investigations and profit-driven law enforcement."
www.scmp.com/economy/chin...
www.scmp.com/economy/chin...
Reposted by Zhiyuan Cui
Of fascination and addiction
Learned knowledge and deep knowledge
branko2f7.substack.com/p/of-fascina...
Learned knowledge and deep knowledge
branko2f7.substack.com/p/of-fascina...
Of fascination and addiction
Learned knowledge and deep knowledge
branko2f7.substack.com
November 18, 2025 at 4:34 AM
Of fascination and addiction
Learned knowledge and deep knowledge
branko2f7.substack.com/p/of-fascina...
Learned knowledge and deep knowledge
branko2f7.substack.com/p/of-fascina...
Reposted by Zhiyuan Cui
Caixin reports that while Chinese net interest margins during the third quarter of 2025 remain at historic lows (1.42%), at least they seem to have stabilized, running at the same level as during the second quarter. Reported NPLs, however, continued to inch up.
www.caixinglobal.com/2025-11-17/c...
www.caixinglobal.com/2025-11-17/c...
China’s Bank Profits Stabilize as Bad Loans Climb
Net interest margin held steady in the third quarter, but nonperforming loan ratio rose, particularly at smaller lenders
www.caixinglobal.com
November 18, 2025 at 5:12 AM
Caixin reports that while Chinese net interest margins during the third quarter of 2025 remain at historic lows (1.42%), at least they seem to have stabilized, running at the same level as during the second quarter. Reported NPLs, however, continued to inch up.
www.caixinglobal.com/2025-11-17/c...
www.caixinglobal.com/2025-11-17/c...
Reposted by Zhiyuan Cui
Brendan Greeley explains that the eagerness of the world to buy US assets creates a kind of "Dutch disease" for US manufacturers and the US economy.
www.ft.com/content/95a7...
www.ft.com/content/95a7...
Does the US have Dutch disease?
The exorbitant burden of exporting dollars makes it hard for America to govern at home
www.ft.com
July 12, 2025 at 5:30 AM
Brendan Greeley explains that the eagerness of the world to buy US assets creates a kind of "Dutch disease" for US manufacturers and the US economy.
www.ft.com/content/95a7...
www.ft.com/content/95a7...
Reposted by Zhiyuan Cui
Here is WEEK 22: adamprzeworski.substack.com/p/week-22
It will be the last one at least for the foreseeable future.
It will be the last one at least for the foreseeable future.
WEEK 22
There is an old song, by Doris Day:
adamprzeworski.substack.com
July 16, 2025 at 6:53 AM
Here is WEEK 22: adamprzeworski.substack.com/p/week-22
It will be the last one at least for the foreseeable future.
It will be the last one at least for the foreseeable future.
Reposted by Zhiyuan Cui
Amid Trump’s calls to remove her as UN special rapporteur on Palestine, Varoufakis, Piketty, Gosh & another 7 economists praise Francesca Albanese’s report on the Economics of Genocide www.yanisvaroufakis.eu/2025/07/08/a...
Amid Trump's calls to remove her as UN special rapporteur on Palestine, Varoufakis, Piketty, Gosh & another 7 economists praise Francesca Albanese's report on the Economics of Genocide - ZETEO - Yanis...
Yanis Varoufakis, Thomas Piketty, Nassim Taleb, Jayati Gosh, Michael Hudson, Giuseppe Mastruzzo, Jomo Kwame Sundaram, Robert H. Wade, Christopher Cramer and Nidhi Srinivas co-sign the open letter bel...
www.yanisvaroufakis.eu
July 8, 2025 at 6:42 AM
Amid Trump’s calls to remove her as UN special rapporteur on Palestine, Varoufakis, Piketty, Gosh & another 7 economists praise Francesca Albanese’s report on the Economics of Genocide www.yanisvaroufakis.eu/2025/07/08/a...
Reposted by Zhiyuan Cui
The giant legacy of Fischer-Tropsch: China’s coal-to-chemicals industry is a huge consumer of coal and threat to environmental balance. Visit Chartbook Top Link to learn more. Link in comment.
June 19, 2025 at 8:00 PM
The giant legacy of Fischer-Tropsch: China’s coal-to-chemicals industry is a huge consumer of coal and threat to environmental balance. Visit Chartbook Top Link to learn more. Link in comment.
Reposted by Zhiyuan Cui
1/3
Very interesting Caixin article on what it describes as "a rampant form of financial arbitrage now sweeping China’s ailing real estate sector."
www.caixinglobal.com/2025-07-10/i...
Very interesting Caixin article on what it describes as "a rampant form of financial arbitrage now sweeping China’s ailing real estate sector."
www.caixinglobal.com/2025-07-10/i...
In Depth: The Scam That Turned China’s Housing Slump Into a Cash Machine
Speculators are exploiting the discrepancy between low actual sale prices and high official valuations
www.caixinglobal.com
July 11, 2025 at 5:21 AM
1/3
Very interesting Caixin article on what it describes as "a rampant form of financial arbitrage now sweeping China’s ailing real estate sector."
www.caixinglobal.com/2025-07-10/i...
Very interesting Caixin article on what it describes as "a rampant form of financial arbitrage now sweeping China’s ailing real estate sector."
www.caixinglobal.com/2025-07-10/i...
Reposted by Zhiyuan Cui
Reposted by Zhiyuan Cui
1/17
I'm all in favor of myth-busting but this article seems to miss the point. To my knowledge, and contrary to Sharma's claim, no one has ever argued that the consumption share of GDP in China is very low because consumption – and household income – has grown slowly.
www.ft.com/content/bf1e...
I'm all in favor of myth-busting but this article seems to miss the point. To my knowledge, and contrary to Sharma's claim, no one has ever argued that the consumption share of GDP in China is very low because consumption – and household income – has grown slowly.
www.ft.com/content/bf1e...
The myth of the suppressed Chinese consumer
In reality, the country has the fastest household spending growth rate of the 21st century
www.ft.com
June 16, 2025 at 10:43 AM
1/17
I'm all in favor of myth-busting but this article seems to miss the point. To my knowledge, and contrary to Sharma's claim, no one has ever argued that the consumption share of GDP in China is very low because consumption – and household income – has grown slowly.
www.ft.com/content/bf1e...
I'm all in favor of myth-busting but this article seems to miss the point. To my knowledge, and contrary to Sharma's claim, no one has ever argued that the consumption share of GDP in China is very low because consumption – and household income – has grown slowly.
www.ft.com/content/bf1e...
Reposted by Zhiyuan Cui
1/5
According to Xinhua, "sales of household appliances, audio-visual equipment, communication devices, cultural and office supplies and furniture surged by as much as 53 percent year on year in May, contributing 1.9 percentage points to the increase."
english.news.cn/20250616/fe3...
According to Xinhua, "sales of household appliances, audio-visual equipment, communication devices, cultural and office supplies and furniture surged by as much as 53 percent year on year in May, contributing 1.9 percentage points to the increase."
english.news.cn/20250616/fe3...
China's consumer spending grows at faster pace on policy support
english.news.cn
June 17, 2025 at 3:24 AM
1/5
According to Xinhua, "sales of household appliances, audio-visual equipment, communication devices, cultural and office supplies and furniture surged by as much as 53 percent year on year in May, contributing 1.9 percentage points to the increase."
english.news.cn/20250616/fe3...
According to Xinhua, "sales of household appliances, audio-visual equipment, communication devices, cultural and office supplies and furniture surged by as much as 53 percent year on year in May, contributing 1.9 percentage points to the increase."
english.news.cn/20250616/fe3...
Reposted by Zhiyuan Cui
If you want to understand Poland, read Andrzej Szczypiorski, The Beautiful Mrs. Seidenman.
June 2, 2025 at 10:30 AM
If you want to understand Poland, read Andrzej Szczypiorski, The Beautiful Mrs. Seidenman.
Reposted by Zhiyuan Cui
Capitalism & democracy
The capitalism-democracy relationship has been studied from what I call a power structure perspective (top row) & a political economy one (bottom row)👇
A key issue this literature grapples with are the precise conditions under which capitalism & democracy are compatible
The capitalism-democracy relationship has been studied from what I call a power structure perspective (top row) & a political economy one (bottom row)👇
A key issue this literature grapples with are the precise conditions under which capitalism & democracy are compatible
June 4, 2025 at 1:45 PM
Capitalism & democracy
The capitalism-democracy relationship has been studied from what I call a power structure perspective (top row) & a political economy one (bottom row)👇
A key issue this literature grapples with are the precise conditions under which capitalism & democracy are compatible
The capitalism-democracy relationship has been studied from what I call a power structure perspective (top row) & a political economy one (bottom row)👇
A key issue this literature grapples with are the precise conditions under which capitalism & democracy are compatible
Reposted by Zhiyuan Cui
Here is yet another week: adamprzeworski.substack.com/p/week-17
WEEK 17
WEEK 17
adamprzeworski.substack.com
June 11, 2025 at 6:53 AM
Here is yet another week: adamprzeworski.substack.com/p/week-17
Reposted by Zhiyuan Cui
Politics of energy options in the US is featured in today’s Chartbook Top Link. Click the link in the comment to learn more!
June 16, 2025 at 4:54 PM
Politics of energy options in the US is featured in today’s Chartbook Top Link. Click the link in the comment to learn more!
Reposted by Zhiyuan Cui
Private equity is increasingly polarizing: Blackstone, the largest private equity group is sticking to a fee-based approach, while Apollo and KKR embrace insurance-powered models.
June 17, 2025 at 2:23 PM
Private equity is increasingly polarizing: Blackstone, the largest private equity group is sticking to a fee-based approach, while Apollo and KKR embrace insurance-powered models.
Reposted by Zhiyuan Cui
Check out Chartbook Top Link for more!
Mag7 and the DeepSeek shock. Alberta separtism and fossil power. And donning the "fachaleco".
Great links, images, and reading from Chartbook Newsletter by Adam Tooze
adamtooze.substack.com
May 12, 2025 at 8:50 PM
Check out Chartbook Top Link for more!
Reposted by Zhiyuan Cui
Here is WEEK 11: adamprzeworski.substack.com/p/week-11 Also appended to the entire Diary: adamprzeworski.substack.com/p/diary
WEEK 11
Wednesday, April 23
adamprzeworski.substack.com
April 30, 2025 at 6:41 AM
Here is WEEK 11: adamprzeworski.substack.com/p/week-11 Also appended to the entire Diary: adamprzeworski.substack.com/p/diary
Reposted by Zhiyuan Cui
Important research alert 👇
I'm very happy that we were able to rerun our 2022 conjoint experiment on Ukrainians' attitudes towards the war and its brutal tradeoffs in Dec '24/Jan '25. See below article in Foreign Affairs for a summary. More details in our (short) working paper here www.carlmueller-crepon.org/publication/...
February 26, 2025 at 1:38 PM
Important research alert 👇
Reposted by Zhiyuan Cui
DIARY with WEEK 8. I also sent it to subscribers as a separate WEEK 8 file. adamprzeworski.substack.com/p/diary
Diary
I decided to keep a record of my thoughts as events transpire, a diary.
adamprzeworski.substack.com
April 9, 2025 at 7:22 AM
DIARY with WEEK 8. I also sent it to subscribers as a separate WEEK 8 file. adamprzeworski.substack.com/p/diary
Reposted by Zhiyuan Cui
Europe must support the reform of IMF and World Bank in order to move away from the current censitary system and give countries like Brazil, India and South Africa their rightful place.
www.lemonde.fr/blog/piketty...
www.lemonde.fr/blog/piketty...
Rethinking the world without the US
The United States is no longer a reliable country. For some, this is nothing new. The Iraq War, launched in 2003 – resulting in over 100,000 deaths, lasting regional destabilization, and the return of...
www.lemonde.fr
April 15, 2025 at 8:46 AM
Europe must support the reform of IMF and World Bank in order to move away from the current censitary system and give countries like Brazil, India and South Africa their rightful place.
www.lemonde.fr/blog/piketty...
www.lemonde.fr/blog/piketty...
Reposted by Zhiyuan Cui
Find out more here:
America's stock market winners. Why China is winning the chip war. Strawberry domination & reading James Burnham.
Great links, images, and reading from Chartbook Newsletter by Adam Tooze
adamtooze.substack.com
April 3, 2025 at 4:38 PM
Find out more here:
Reposted by Zhiyuan Cui
Today’s Chartbook Top Links features Europe’s big three companies- Software, luxuries & weight loss.
April 4, 2025 at 5:39 PM
Today’s Chartbook Top Links features Europe’s big three companies- Software, luxuries & weight loss.
Reposted by Zhiyuan Cui
Should we worry about Trump’s "Liberation Day" tariffs?
This week on THE CURVE, @meadwaj.bsky.social & @graceblakeley.substack.com were joined by @yanisvaroufakis.bsky.social to discuss tariffs, "Military Keynesianism" and wealth taxes
LISTEN NOW 👇
This week on THE CURVE, @meadwaj.bsky.social & @graceblakeley.substack.com were joined by @yanisvaroufakis.bsky.social to discuss tariffs, "Military Keynesianism" and wealth taxes
LISTEN NOW 👇
Liberation Day! w/ Yanis Varoufakis | Macrodose
Get more from Macrodose on Patreon
www.patreon.com
April 2, 2025 at 1:20 PM
Should we worry about Trump’s "Liberation Day" tariffs?
This week on THE CURVE, @meadwaj.bsky.social & @graceblakeley.substack.com were joined by @yanisvaroufakis.bsky.social to discuss tariffs, "Military Keynesianism" and wealth taxes
LISTEN NOW 👇
This week on THE CURVE, @meadwaj.bsky.social & @graceblakeley.substack.com were joined by @yanisvaroufakis.bsky.social to discuss tariffs, "Military Keynesianism" and wealth taxes
LISTEN NOW 👇