They are all US allies and Chinese rivals.
You are never going to get the truth from these nations.
China Vs USA (Trump)
- Thread starter squeezer
- Start date
You are never going to get the truth from these nations.
The greatest fear that PRC Chinese Communist ruling party has is for the possibility of an internal uprising from discontent from their masses and not Trump
Trump could inadvertently or deliberately stir up internal rest in China to destabilize their government, however Trump may be already stirring up unrest in America too.
So is the source of your info on china going to come from chinese state media? Russian state media? Iran?
No.
We will only hear partial truths, narratives and noise about China from reports published by Western friendly source.
And we will only hear manipulative justifications from reports published by any Chinese friendly sources.
Same with the US.
Essentially we are presented manipulated information designed to influence public opinion.
So I dont bother about it.
I just consider them just as bad as each other and move on.
So you discount western media sources about China. You discount china friendly sources of info about china. And yet advocate for greater trade with china and the CCP. Have you ever been to China?
"Have you ever been to..." - this is such an ignorant question that I always hate. lol.
I bet there are Chinese citizens who know nothing about doing business in China just the same there are Canadians who know nothing about doing business in Canada.
But back on topic:
There are always various SWOTs investing and doing business in another country.
China is no exception.
We currently trade with China already.
The entire world does.
I mean if they didn't China wouldn't be the economic power it is today.
They wouldn't have a A+ credit rating.
So the reality of that seems to contradict your fears about doing business in China.
Last edited:
So you dont trust any sources of info regarding China, either pro or anti. How do you do a proper SWOT analysis. I agree, going to a country probably doesnt tell you much but it gives a bit of insight. You literally are saying you have none. But ill do a SWOT analysis
Just as an aside, the US has a AAA rating and china was recently downgraded.
Ive explained the reasons why everyone does business in china in another thread. Dont want to take anything you or i said out of context or paraphrase anything.
Also as another tidbit of information. There are firms that do SWOT analysis of chinese companies to make sure they are suitable for foreign investment. Guess what, many of those firms got raided by the CCP with many employees arrested.
Here is a document released by the Serbian high courts (Serbia is a government extremely friendly with Beijing) regarding the Chinese state built train station that collapsed
www.serbianmonitor.com
New evidence of corruption in the reconstruction of the Novi Sad railway station – Serbian Monitor
Two documents—a memorandum and a subcontract agreement between the Chinese company China Civil Engineering Construction Corporation (CCECC) and Starting, a firm based in Batajnica owned by Ljiljana Tripković and Nikola Trivić, who is also the company director—shed new light on the case of the...
www.serbianmonitor.com
I am not doing a SWOT analysis.
The people doing business are and it is their job.
Apparently they all seem to have done it and they seem to be trading with China. Is that untrue?
Is it untrue that China does over 6T worth of foreign trade?
Why is it such a dangerous place to trade, yet the world seems to be trading with it?
And why is that volume increasing every year?
There seems to be a mismatch between what you are saying and what people out there are doing. (I havent seen what you said there).
And credit ratings go up and down, but even their downgraded rating is higher than many democratic nations that are freer.
The US has AA rating by the way which was also downgraded.
Here’s how China could crush the U.S. housing market
But there is another, even bigger, concern for both mortgage investors and for the all-important spring housing market. What if China, one of the largest holders of agency mortgage-backed securities, or MBS, decides to sell those holdings as well in response to the U.S. trade policies. And what if other countries follow?
“If China wanted to hit us hard, they could unload Treasuries. Is that a threat? Sure it is,” said Guy Cecala, executive chair of Inside Mortgage Finance. “They’re going to look at pushing levers and trying to put pressure. ... Targeting housing and mortgage rates is a powerful driver of something like that.”
At the end of January, foreign countries owned $1.32 trillion worth of U.S. MBS, or 15% of the total outstanding, according to Ginnie Mae. The top owners: Japan, China, Taiwan and Canada.
China had already begun selling off some U.S. MBS last year, with the country’s holdings at the end of September down 8.7% year over year and down 20% by the start of December. Japan, which had shown gains in its MBS in September, showed a drop at the start of December.
If China and Japan were to accelerate those sales further, and if other nations were to follow, mortgage rates would rise even more than they are now.
“The concern, I think, is on folks’ radar screens, and being raised as a potential source of friction,” said Eric Hagen, mortgage and specialty finance analyst at BTIG. “Most investors are concerned that mortgage spreads would widen in response to either China, Japan or Canada coming in with a retaliatory objective.”
Widening spreads mean higher mortgage rates. The spring housing market is already floundering amid high home prices and weakening consumer confidence. Given the recent stock market rout, potential buyers are increasingly worried about their savings and their jobs. A recent survey from Redfin found that 1 in 5 potential buyers sell stock to finance their down payments.
Hagen said selling of MBS by foreign entities could further spook the mortgage market.
“The lack of visibility for how much they could sell and their appetite for selling, I think that that would scare investors,” he said.
To add to the pain, the U.S. Federal Reserve, which is a major owner of MBS, is currently letting the MBS roll off of its own portfolio, as part of an effort to shrink its balance sheet. In other times of financial crisis, like during the pandemic, the Fed was buying MBS to keep rates low.
“That is a source of potential pressure on top of this whole conversation,” Hagen added.
- At the end of January, foreign countries owned $1.32 trillion worth of U.S. mortgage-backed securities, or 15% of the total outstanding, according to Ginnie Mae.
- “If China wanted to hit us hard, they could unload Treasurys. Is that a threat? Sure it is,” said Guy Cecala, executive chair of Inside Mortgage Finance.
- Selling of MBS by foreign entities could further spook the mortgage market.
But there is another, even bigger, concern for both mortgage investors and for the all-important spring housing market. What if China, one of the largest holders of agency mortgage-backed securities, or MBS, decides to sell those holdings as well in response to the U.S. trade policies. And what if other countries follow?
“If China wanted to hit us hard, they could unload Treasuries. Is that a threat? Sure it is,” said Guy Cecala, executive chair of Inside Mortgage Finance. “They’re going to look at pushing levers and trying to put pressure. ... Targeting housing and mortgage rates is a powerful driver of something like that.”
At the end of January, foreign countries owned $1.32 trillion worth of U.S. MBS, or 15% of the total outstanding, according to Ginnie Mae. The top owners: Japan, China, Taiwan and Canada.
China had already begun selling off some U.S. MBS last year, with the country’s holdings at the end of September down 8.7% year over year and down 20% by the start of December. Japan, which had shown gains in its MBS in September, showed a drop at the start of December.
If China and Japan were to accelerate those sales further, and if other nations were to follow, mortgage rates would rise even more than they are now.
“The concern, I think, is on folks’ radar screens, and being raised as a potential source of friction,” said Eric Hagen, mortgage and specialty finance analyst at BTIG. “Most investors are concerned that mortgage spreads would widen in response to either China, Japan or Canada coming in with a retaliatory objective.”
Widening spreads mean higher mortgage rates. The spring housing market is already floundering amid high home prices and weakening consumer confidence. Given the recent stock market rout, potential buyers are increasingly worried about their savings and their jobs. A recent survey from Redfin found that 1 in 5 potential buyers sell stock to finance their down payments.
Hagen said selling of MBS by foreign entities could further spook the mortgage market.
“The lack of visibility for how much they could sell and their appetite for selling, I think that that would scare investors,” he said.
To add to the pain, the U.S. Federal Reserve, which is a major owner of MBS, is currently letting the MBS roll off of its own portfolio, as part of an effort to shrink its balance sheet. In other times of financial crisis, like during the pandemic, the Fed was buying MBS to keep rates low.
“That is a source of potential pressure on top of this whole conversation,” Hagen added.
‘Big Short’ investor says US is better equipped to handle trade war with China
Possibly, but not when they are trying to take on the world. Is this why Trump put a 90-day hold on reciprocal tariffs, which, btw the way, were not; even the penguins are smart enough to know that.
He can't take on China and the whole world at the same time. He fucked himself by doing this all at once.
Trump said he would put a 90-day hold on countries that didnt put retaliatory tariffs on the US.
Thats a win for Trump
Canada wasnt on that list, in case you didnt notice
Speaking of intelligence, do you know why Trump put tariffs on an uninhabited island full of penguins??
Lets see if you're smart enough to answer
Last edited:
Actually the U.S. is better than that. Not only Trump could wage a trade
war on the whole world; before Trump ridiculously hiked tariff on China to
100% plus he was still better equipped than anyone else to win the trade
war with any one in the world. Now with the U.S. treasury yield faltering
Trump's hope is no longer winning the trade war but to save his face.
It is ironic that 10-year U.S. treasury yield was showing signs of dropping
which was in favour of Trump's tariff policy at the beginning. Now that
Trump has fxxked up he may as well cancel all tariffs in which case this
trade war may go down as the biggest farce in world economic history.
I can't help but wonder if Trump actually never meant to impose tariffs.
Last edited:
This pretty much seals it. If he walks back on the tariffs it'll show that he's weak and arbitrary.
He should've focus JUST on China from the get go.
Going after us and Mexico, and then the rest of the world. Pretty much a FAFO situation.
The big short genius guy is not this dude its Micheal Burry. Who recently advise on what he called 'Trumpcession' is going safe and mostly cash.
Also, Burry, is warning his followers that he is even more concerned on the US impact of Doge cuts as much as tarrifs...
Trump will turn what should have been a recovery recession into a economic collapse of the US.
What Trump did with the tariffs is either going to be the smartest move ever, or turn into a complete disaster.
I have no clue which though
