}

文摘

发发牢骚,解解闷,消消愁
打印 被阅读次数
【美国的基建】
有些时候你听到拜登说他怎么带领美国、自由世界与中国斗,真听累了,怎么没了中国就不知道怎么活了呢?美国人民对到海外推销民主很不顺,拜登就将之说成“捍卫”民主,因为民主与专制之斗已经到了你死我活(existentialOpinion | Joe Biden: My trip to Europe is about America rallying the world’s democracies - The Washington Post)的地步,他的使命必须保证民主的生存。
 
累不累啊?真的
 
Senate Poised to Pass Huge Industrial Policy Bill to Counter China - The New York Times
Biden’s reversion to Democratic type | Financial Times
 
 
【习近平和战狼】
Xi defangs the ‘Wolf Warrior’ - POLITICO
习近平在中共中央政治局第三十次集体学习时强调 加强和改进国际传播工作 展示真实立体全面的中国-新华网
Xi Jinping on external propaganda and discursive power - China Neican 内参
Could the U.S. and China Cooperate on Climate Change? (foreignpolicy.com)
The Perils of an “America First” Climate Policy - In These Times
Powers of Persuasion – China Media Project
‘Wolf warrior’ diplomacy’s long pedigree in China, and the man who gave birth to it: Zhou Enlai | South China Morning Post
China’s Wolf Warriors Are Turning the World Against Beijing - Bloomberg
Biden’s Asia Czar Kurt Campbell Comments on China Diplomatic Woes - Bloomberg
China Is a Long-Term Competitor but Not a Deadly Threat (foreignpolicy.com)
Beijing’s self-imposed problems make it a less threatening challenger than it seems
 
Watching China in Europe - June 2021 | The German Marshall Fund of the United States (gmfus.org)
 “Dialogue is now conditional on us not criticizing China,” a senior German official told me. “We can’t even have a rational conversation about the sanctions.”
 
肛拭子
China Returns to Its Strict Covid Restrictions to Fight a New Outbreak - The New York Times
 
 
【台湾局势】
 
We Should Not Underestimate China’s Military Ambitions - The Dispatch
troll Frum
To be a true threat to the United States, China must combine a desire to harm the United States or its interests with the ability to do so. Unfortunately, Beijing increasingly has demonstrated both.
In this year’s Annual Worldwide Threat Assessment, the U.S. intelligence community is explicit on this point, calling China increasingly a “near-peer competitor” that has “demonstrated the capability and intent to advance their interests at the expense of the United States and its allies.”
多少是因为美国相对势力的此消彼长?
美国已经人为中国对外军事干预即将成为事实
Opinion | Mitt Romney: We can’t look away from China’s existential threat - The Washington Post
One such warning: China will replace America. China is on track to surpass us economically, militarily and geopolitically.
it employs effective economic principles, technology and education. China has replaced socialism with capitalism, stolen technology and educated large cohorts of its people — by 2016, it boasted eight times as many STEM graduates a year as the United States
 We must constrain China’s economic predation by partnering with our allies and friends to deny China free access to our markets unless it agrees to abide by global rules of fair trade
No, China Is Not an 'Existential Threat' - Eunomia
 
中国政府很多时候确实为了与美国对着干,总是为一些流氓国家辩护,
 have run headlong into China’s paramount priority of defending its authoritarian system from foreign interference.
好像不加上“authoritarian”一字中国就无条件接受了似的
 
China: Rise or Demise? | Cato Institute
China, even if it rises, does not present much of a security threat to the United States
China's space ambitions target satellites, a US vulnerability - Nikkei Asia
 
台湾最为中国最大的核心利益【注:中国有少数声音改善、提高人民生活在当前高于台湾】,也就成了美国的一张牌,美国对台湾的认识也逐渐明朗,台湾的民主,几千万人人的性命是次要的,台湾在美国围堵中国的第一岛链的位置才是关键的,到了胜也台湾败也台湾的地步。
 
主要是核武器军种:
The Pentagon Inflates the Chinese Nuclear Threat in a Push for New Intercontinental Missiles | The Nation
Questioning military commitments in Asia is such a conversation killer – Responsible Statecraft
 
The very real risks of a dangerous confrontation with China - Nikkei Asia
China’s growing military confidence puts Taiwan at risk | The Economist
 
Deterring a War in the Taiwan Strait: A Bigger Security Role for Japan is Key | Nippon.com
 
不但美国正式以政府名义与台湾接触,欧洲也是
PRESS RELEASE: Public debate with Taiwanese foreign minister, Estonian defence minister, and Lithuanian foreign vice – minister to be streamed in the 2021 STRATCOM SUMMIT – European Values Center for Security Policy
中国的“民愤”
China Faces Nationalist Anger Over U.S. Plane in Taiwan - Bloomberg
 
台湾
Countering China’s Adventurism over Taiwan: A Third Way | Lowy Institute
To prevent war in Taiwan Strait, Japan needs to unite with US - Nikkei Asia
How far will Biden dare to push China? - Nikkei Asia
 
《观察者》美国家情报总监:中国没有兴趣和美国开战,但
Strategic clarity on Taiwan policy carries 'significant downsides' - U.S. | Reuters
Washington shies away from open declaration to defend Taiwan | Financial Times
US is misleading in its assessment of China’s Taiwan threat | Financial Times
Rachel Esplin Odell
Biden Defense Budget: Secretary Austin Defends $715 Billion Request - Bloomberg
 
Blinken rejects claims of ‘cold war’ between US and China | Financial Times
It's a Cold, Cold, Cold War - Hegemon (substack.com)Seva on Twitter
Opinion | Dan Coats: The new ‘Cold War’ between the U.S. and China is a dangerous myth - The Washington Post(2020.07)
 
Washington Is Avoiding the Tough Questions on Taiwan and China | Foreign Affairs
U.S. Ditching Taiwan Commitments Is a Dead-End Idea (foreignpolicy.com)
 
The-Prize-Why-Taiwan-and-its-Place-in-the-Global-Semiconductor-Supply-Chian-Matter-to-the-United-States.pdf (jamestown.org)
 
Opinion | Biden’s Taiwan Policy Is Truly, Deeply Reckless - The New York Times
反驳:Eli Friedman on Twitter: "This narrative on TW is completely indifferent to opinions of TW people. It takes the "reunification" framework as given, completely unable to acknowledge that people of TW might not have a stake in KMT/CCP consensus that the island is part of China."
Shashank Joshi: "???? I recently spoke to a senior US defence official who set out some interesting figures on Chinese military modernisation. Nothing drastically new here, but sobering to hear it laid out in these terms:"
 
China’s growing military confidence puts Taiwan at risk | The Economist
China wants the world to know that resistance to its rise is futile | The Economist
 
'We will defend ourselves to the very end': Taiwan minister's vow as China 'prepares final assault' | World News | Sky News
 
Mike Mazarr: "The Taiwan debate is quickly reflecting a degree of emotionalism + moralism not likely to produce sound strategic decisions. To be clear, I am *not* in favor of "abandoning" Taiwan, "bargaining" away its security, or formally promising the US would not respond to an attack"
 
 
【澳大利亚】
Australia calls for G7 support of WTO reforms to counter China | Financial Times
Australia Stays Sidelined as West Unites to Sanction China - Bloomberg
Joint statement: Prime Ministers Jacinda Ardern and Scott Morrison | Beehive.govt.nz
China trying to drive a wedge between Australia and NZ, Scott Morrison says - ABC News
Australia should steer the US off a values-based Indo-Pacific strategy | The Interpreter (lowyinstitute.org)
 
 
【与欧盟关系】
Beijing's Controversial European Projects Get Pushed Into The Spotlight (rferl.org)
"Europe sees itself as a moderating force in the escalating competition between the United States and China. For economic and political reasons, it is pushing back against the notion of a zero-sum world and refusing to choose sides. Walking this geopolitical tightrope will be increasingly challenging. China may welcome a nonaligned Europe, but U.S. politicians will find it very difficult to swallow." -- Noah Barkin
Stuart Lau: "Hearing from #G7UK: European countries showed little interest in engaging the US on the subject of Taiwan. But there was "strategic alignment" on broader concerns about China."
G7 Foreign and Development Ministers’ Meeting: Communiqué - European External Action Service (europa.eu)
(七强峰会之前)China’s Shadow Hangs Over Private Preparations for Boris Johnson’s G-7 - Bloomberg
G7 takes aim at China over Taiwan Strait – POLITICO(七强公布好像没有《政客》描述的那么严重)
In Battle With U.S. for Global Sway, China Showers Money on Europe’s Neglected Areas - WSJ
 
EU says not seeking escalation with China, working on investment deal | Reuters
Why Europe is struggling to make a call on China’s rise (afr.com)
资本与价值,国家与帮派,老一代与新一代
Kerry says trusting China on climate would be 'stupid and malpractice' - POLITICO
 
七强
Why the landmark Bretton Woods deal is as relevant today as in 1944 | Larry Elliott | The Guardian
Can The West Devise An Alternative To China's Belt And Road? (rferl.org)
要杀中国,还是救世界?
Challenging China: Brexit Britain experiments with battleship diplomacy | Financial Times
 
European show of support for US in Indopacific will remain limited | Financial Times
 
前美国高官,观点不占主流
Interests, Not Values, Should Guide America’s China Strategy (nationalinterest.org)
America Needs a New Transatlantic Script to Deal with China (nationalinterest.org)
 
2021.06:又是一个模糊的信号
European Companies Plan to Invest More in China After Pandemic - Bloomberg
 
德国
EU und China: Zwischen Rivalität und Kooperation (handelsblatt.com)
语气很强硬,很多“欧洲价值”“欧洲利益”,但也不是说死
Noah Barkin: "It looks like Germany’s @FDP has voted to drop support for a “one China policy” in its election program. A big step for a business-friendly party to go after the reddest of red lines of Germany’s top trading partner. A sign of how much dial has moved on China"
 
Nord Stream 2 Pipeline Sanctions Won't Stop Construction | National Review
 
Up close with Biden and Trump's top diplomats - BBC News
"The phrases I heard throughout the day were about coherence, about collaboration, about co-operation," said one.
"C-words abound," agreed another, adding "consensus" and "convergence."
So yes, they thought it went well. And after all, why wouldn't it?
 
German manufacturers’ optimism hit by supply chain disruption | Financial Times
America Needs a New Transatlantic Script to Deal with China (nationalinterest.org)
 
A Common Front on China? A View from the United States | Internationale Politik Quarterly (ip-quarterly.com)
Spring 2021 Issue: The EU-US-China Triangle | Internationale Politik Quarterly
 
Trade and beyond: a new impetus to the EU-India Partnership – POLITICO
 
EU launches proposal to tackle foreign subsidies – POLITICO
Alan Beattie: "Today’s NEW REVAMPED PLEASE SUBSCRIBE Trade Secrets: EU (often aping US) is creating ever more elaborate legal tools against unfair Chinese trade. Problems: 1. hard to make them work 2. China’s state capitalist model keeps changing. Me"
The EU is trailing China’s trade distortions all round the world | Financial Times
 
中国输掉欧盟这场战
Team Biden renews transatlantic vows – POLITICO
How China Is Losing Europe – The Diplomat
China’s EU Sanctions Are the Latest Proof: Beijing Doesn’t Understand Democracies – The Diplomat
China is losing the battle for Europe's hearts and minds - Nikkei Asia
 
The Country Being Scolded: How Should We Change? – China Global Perception
外交部副部长乐玉成:大疫情、大变局呼唤大团结、大作为 — 中华人民共和国外交部 (fmprc.gov.cn)
 
华为手机市场被瓜分,5G订单接连丢失,国产科技巨头真的要谢幕了
POLITICO China Direct: Superpowers in town — Lithuanian lions — British dependencies – POLITICO
 
Brexit disruption forces German exporters to think again | Financial Times
Line chart of EU exports to the UK as a % of total exports outside the EU (3-month rolling average) showing The UK's dwindling share of EU exports
 
 
Biden’s Early Tenure Has Improved America’s Image Abroad (morningconsult.com)
 
‘A European model’: Macron lauds EU response to pandemic at Strasbourg conference (france24.com)
法国总统马克龙鼓吹“欧洲模式”,却被现实无情打脸 (guancha.cn)
 
Biden’s global corporate tax plans are brave and bold | Financial Times
Biden’s global tax plan could leave developing nations ‘next to nothing’ | Financial Times
七国联军和其挑战
The return of the West: can the G7 nations rebuild a global alliance? (newstatesman.com)
 
 
【脱钩】
The Surprising Strength of Chinese-Japanese Ties
Tokyo Will Not Break With Beijing—No Matter What Washington Wants
《亚洲时报》The myth of China-Japan decoupling
越南产业链也不可靠
New Vietnam variant imperils global supply chains - Asia Times
China ousts Taiwan as Apple's biggest source of suppliers - Nikkei Asia
 
U.S. agency not doing its job to halt tech to China's military -congressional report | Reuters
 
Japanese Public Values Ties to US, But Would Prefer to Cooperate with China, Too | Chicago Council on Global Affairs (thechicagocouncil.org)
US-China tech war: Apple puts China squarely at the apex of supplier list, bucking talk of decoupling and scrutiny of its vendors | South China Morning Post
 
迈向新时代的中日经济关系:机遇与挑战-中国社会科学网
自1972年中日邦交正常化以来,虽然两国关系风风雨雨,一波三折,但经过长期的合作,中日两国经济相互依存度不断提高,形成了 “ 你中有我,我中有你 ” 局面。在双方的共同努力下,两国经贸合作已经形成 “ 全方位、宽领域、多层次 ” 的合作格局,成为中日关系的“压舱石”和“推进器”。中国改革开放40多年来,日本通过对华贸易、直接投资、开发援助、科技合作等方式对中国现代化建设给予了宝贵支持,同时,日本也获得了巨大市场和丰厚利益,这是合作共赢的结果
 
大家知道所谓“压舱石”在特定场合下就不再是压舱石(如中美关系)
 
2010 年中国GDP超过日本成为世界第二大经济体,日本失落感增强,战略焦虑凸显。从中日关系的大背景来看,以2010年9月 “ 撞船事件 ” 为转折点,中日关系转冷,而在2012年日本政府悍然宣布钓鱼岛 “ 国有化 ” 后两国关系降至冰点。伴随着中日政治关系的恶化,双边经济关系也出现剧烈波动。构成中日经济关系的四大支柱:双边贸易、双边投资、财政金融合作和区域经济一体化几乎全线受阻。中日贸易额在2011年达到3429.9亿美元高点之后,2012—2016年出现连续5年负增长;日本对华直接投资在2012年达到73.8亿美元后, 2013—2016年出现连续4年负增长,投资额降至高峰期的一半以下。同期中日财政合作、金融合作也几乎停滞。中日韩FTA谈判、 RCEP谈判也受到一定程度的影响。
 
据说日本企业界说服安倍是和解的主要原因,但香港国安法和引发的台湾事态对日本右派有一定的影响,
 
2017年以来,随着中日关系的改善,中日经贸关系也随之得以恢复。2017—2018年,中日贸易和日本对华直接投资双双出现了两年的正增长。2018年可以说是中日关系和中日经济关系的丰收年,这一年中日双边贸易额恢复至 3276.6亿美元,日本对华直接投资恢复到38.1亿美元
 
菅义伟见拜登之际 中日关系发生变化 - BBC News
China: outward FDI flows to Japan | Statista
Huawei's fall hits growth of Sony's chip business - Nikkei Asia
 
Sizing up the effects of technology decoupling
Biden Isn't Tough on China. He’s Complacent. (foreignpolicy.com)
Avoiding Groupthink to Manage the US-China Relationship (worldpoliticsreview.com)
 
 
Chinese Manufacturers Sidestep Trade Barriers by Buying Factories Overseas - WSJ
中国国企逃避管制?
 
香港真的衰落了吗?
‘Do We Need to Be in Hong Kong?’ Global Companies Are Eying the Exits - WSJ
无疑中国过狠了,中国的国家主义集团面临的后果还不够大
 
 
【半导体】
US-China tech war: Beijing's secret chipmaking champions - Nikkei Asia
日媒揭秘?中国芯片制造顶着美国遏制坚毅地静静崛起 - 知乎
 
China is riding the wave to self-reliance in semiconductors - Developing Telecoms
中芯国际表示围绕美国制裁的磋商取得很大进展 日经中文网
China needs allies, not isolation, to solve its chip shortage | Financial Times
 
TSMC's Global-Not-Global Chipmaking Strategy Needs to End - Bloomberg
Chip Shortage 2021: Semiconductors Are Hard to Make and That’s Part of the Problem (bloomberg.com)
Chip Shortage 2021: Semiconductors Are Hard to Make and That’s Part of the Problem (bloomberg.com)
How TSMC has mastered the geopolitics of chipmaking | The Economist
美欧日韩台等64家企业组半导体联盟,敦促美政府拨款500亿美元 (guancha.cn)
韩国要建全球最大半导体产业供应链,10年投资510万亿韩元 (guancha.cn)
Chinese state media pushes back on chip nationalism after social media vilifies TSMC’s Nanjing expansion | South China Morning Post
世上没有速效救“芯”丸--经济·科技--人民网
 
【美国】
Will Joe Biden’s proposed taxes on capital make America an outlier? | The Economist
Renters vs. Homeowners: Income and Liquid Asset Trends during COVID-19 (jpmorganchase.com)
美国是怎么运作的?
Why America's Grand Strategy Has Not Changed: Power, Habit, and the U.S. Foreign Policy Establishment | International Security | MIT Press
‘Stuck: “America First” and the Middle East’ Professor Patrick Porter (eahp.info)
2021年以来的美中关系
Continuity Prevails in Biden’s First 100 Days - Comparative Connections (pacforum.org)
 
澳大利亚:
Why Australia-China War Talk is Rising Between the Two Nations (newsweek.com)
Darwin Port a test for China policy - The Australian
Why business blames Canberra for the China mess (afr.com)
 
Europe’s hedge bet: India – POLITICO
 
 
不意外,意外是有人去调查
US seen as bigger threat to democracy than Russia or China, global poll finds | World news | The Guardian
Why we need a new global concert of powers (newstatesman.com)
 
Democracy Perception Index Report 2021 | Latana
 
Opinion | Britain Holds On to a Colony in Africa, With America’s Help - The New York Times
Pompeo's Xinjiang Declaration Is Tainted by His Own Lack of Credibility (foreignpolicy.com)
时代变了
In Praise of Industrial Policy (americanpurpose.com)(Francis Fukuyama)
 
零和思维
China sub rescue ‘a worry for the West' - The Australian
General: China's Africa outreach poses threat from Atlantic (apnews.com)
辛识平:“崇美”“跪美”的软骨病得治!-新华网

 

美国克制派能站住脚吗?
Restrainers vs. Internationalists in DC Think Tanks (worldpoliticsreview.com)
Naturally, the spat played out publicly in D.C.’s equivalent of a high school paper, Politico
Judah Grunstein: ".@kgilsinan's reported feature on the "Rise of Restraint" in DC, as well as some replies to it, got me thinking about the role @WPReview has played"
 
Stability in the Taiwan Strait at risk under 'Strategic Competition Act' – Responsible Statecraft
by stipulating that “the United States Government shall not place any restrictions on the ability of officials of the Department of State and other United States Government departments and agencies to interact directly and routinely with counterparts in the Taiwan government.”
 
Rachel Esplin Odell on...
 
The 'Strategic Competition Act' is a dangerous declaration of cold war on China – Responsible Statecraft
Stability in the Taiwan Strait at risk under 'Strategic Competition Act' – Responsible Statecraft
 
Has America had enough of war? | Financial Times
 “If China sent special operations forces or used lethal drone strikes in a half-dozen African or Asian countries to combat potential anti-Chinese terrorism, Washington would lose its mind. That’s American exceptionalism.”
Financial Times ponders the end of American Exceptionalism – Responsible Statecraft
 
拜登称支持新冠疫苗知识产权豁免, 世卫称是抗疫的"不朽时刻" - BBC News 中文
真如此吗?
Biden takes a vital step on vaccine patents — but more action is needed – Responsible Statecraft
Agathe Demarais: "US is backing IP waiver for #coronavirus vaccines - a few thoughts on why this is (mostly) a symbolic move and not a game changer for developing countries"
德国替美国挡枪?
Covid-19 Pandemic: Live Updates and News for May 6, 2021 - Bloomberg
 
Biden Move to Share Vaccine Designed to Spread US Influence | Business News | US News
 
美国改口支持放弃新冠疫苗专利后,外媒:拜登让欧盟看起来像恶棍 (guancha.cn)
EU’s Michel says US vaccine patent waiver will not solve supply problem | Financial Times
Macron slams ‘Anglo-Saxons’ for hindering exports of jabs and vital ingredients
EU pushes back on Biden plan to waive coronavirus vaccine patents – POLITICO
Swiss not swayed by US vaccine waiver announcement - SWI swissinfo.ch
 
World Turns to China for Vaccines After India, U.S. Stumble - Bloomberg
China Sinovac Shot Seen Highly Effective in Real World Study - Bloomberg
 
How can more covid-19 vaccines be made available? | The Economist
 
见拜登前,他对中欧投资协定表态:朝正确方向迈出的一大步 (guancha.cn)
 
 
Ursula von der Leyen on Twitter: "By securing up to 1.8 billion doses under a new contract with @BioNTech_Group @Pfizer, we are reinforcing our preparedness for the years to come. And Europe will remain open. We will continue exporting vaccines, because vaccination is the lasting way out of this global pandemic. https://t.co/hHpLUaQZt4" / Twitter
 
dwai banerjee on Twitter: "The US support for a TRIPS vaccine waiver looks good on paper. But remember: 1) This is the same US department that monitors and punishes every attempt to expand access to drugs in the global south. 2.) By their own admission, a consensus at the WTO is both unlikely... (1/5)" / Twitter
 
U.S. wants COVID vaccine patent waiver to benefit world, not boost China biotech | Reuters
 
Rethinking German policy towards China | Chatham House – International Affairs Think Tank
马里奥一人就扭钻局面,中国政策的脆弱性
Mario Draghi sets tone in cooling EU-China relations | Financial Times (ft.com)
 
American export controls threaten to hinder global vaccine production | The Economist
How the U.S. locked up vaccine materials other nations urgently need | Reuters
As a result, the U.S. government laid claim not only to vast quantities of finished COVID-19 vaccines but also to vaccine components and equipment all along the supply chain, according to a Reuters review of more than a dozen contracts involving some major suppliers.
 
But the waiver would not address a less conspicuous but equally pressing problem: the growing worldwide shortage of vaccine ingredients and manufacturing equipment. The United States has a tight grip on a significant amount of those materials, such as filters, tubing and specialized disposable bags essential to making vaccines.
美国说美国不是禁运,就是产量不够,但美国优先
Katherine Tai, the U.S. trade representative, briefly mentioned in her statement about Biden’s patent decision that the administration would “work to increase the raw materials needed” to make vaccines. She did not elaborate
大家不这么觉得,这大家可不是中国,而是其他第三世界
 
 
New Suez crisis: a global economy creaking under the strain | Financial Times
A dose of the BioNTech/Pfizer vaccine, for example, requires 280 components from multiple countries, according to the company. The idea of moving from what Okonjo-Iweala calls “just in time to just in case to just at home” is harder than it looks.
 
No trade, no vaccine
 
 
 
【中国,中国经济】
China’s Epic Battle With Capital Flows Is More Intense Than Ever - Bloomberg
South Koreans See China as More Threat than Partner, But Not the Most Critical Threat Facing the Country | Chicago Council on Global Affairs (thechicagocouncil.org)
“中国”是什么?Thread by @SamoBurja
Peter C. Perdue · A Singular Entity: Classical China · LRB 20 May 2021
任泽平:中国城市人才吸引力排名|任泽平_新浪财经
王涵点评2021年3月及1季度经济数据:一季度经济是弱还是强_新浪财经
李奇霖:一文看懂内循环_新浪财经
各地社会融资分化加剧现象剖析 (yicai.com)
The Remarkable Fall in China’s Suicide Rate - Foundation for Economic Education (fee.org)
推荐文章:China Analysis Digest (March 31 - April 7, 2021) - China Neican 内参
中国思维演变:China’s Exit to Year Zero | Palladium Magazine
新任驻美大使秦刚
The back room calculations adding up to China’s next envoy to the US | South China Morning Post
 
China Steps Up Efforts to Join Trade Pact Created to Exclude It - Bloomberg
 
China ramps up tech commitment in 5-year plan, eyes 7% boost in R&D spend | Reuters
 
中欧全面投资协定陷入停滞意味着什么? - FT中文网
 
China’s Cautious Consumers Offer Clues for Post-Pandemic World - Bloomberg
 
The great haul of China, illustrated | Financial Times
老图:
Global map showing US or China with larger goods trade
China: an economy in coronavirus quarantine | Financial Times
 
华尔街什么时候被批斗?
Wall Street’s new love affair with China | Financial Times
中国提升香港地位
Global investors get power to chase Chinese debtors into mainland | Financial Times
 
Port in a storm: No end in sight to global shipping chaos - Nikkei Asia
 
We Should Not Underestimate China’s Military Ambitions - The Dispatch
 
国际货币基金组织贸易数据(滞后一年)
Direction of Trade Statistics - Tables - IMF Data
Exports and Imports by Areas and Countries - IMF Data
 
China’s population outlook worrying as young people baulk at high cost of having kids | South China Morning Post
China Bets on Productivity Over Population to Drive Its Economy - Bloomberg
China’s population grows at slowest rate in decades | Financial Times
 
U.S. Tariffs Drive Drop in Chinese Imports - WSJ
美国关税确实打击中国出口
 
2021.05进出口
China’s Trade Boom Continues in May on Strong Global Demand - Bloomberg
东方金诚:5月出口增长势头小幅走弱 进口额大幅增长主因大宗商品价格上扬|贸易|数据|进口_新浪财经
 
真的?
The Shifting Sino-American Trade Story | The National Interest
It has become apparent that American business and industry have shifted decisively away from Chinese sourcing, in part because of China’s nationalist positioning during the pandemic but also because of more lasting and fundamental cost considerations
贯彻落实“十四五”规划纲要 加快建设知识产权强国发布会图文实录 (scio.gov.cn)
 
 
【中国的治理思维】
The New Whole State System: State-led Financialization, State-Private Fusion, and China’s Innovation Policies after 2008 by Tu Lan, Lin Zhang :: SSRN
China’s state-owned enterprises and competitive neutrality
China’s next plan to dominate international tech standards – TechCrunch
Is Washington prepared for a geopolitical ‘tech race’? – TechCrunch
China: Cold war or hot peace? | Rana Mitter | The Critic Magazine
China: The rules of engagement | Patrick Porter | The Critic Magazine
 
 
THOUGHT GAMES ABOUT CHINA
《英国卫报》The secret deportations: how Britain betrayed the Chinese men who served the country in the war
 
Why African countries back China on human rights - BBC News
China as a ‘cyber great power’: Beijing’s two voices in telecommunications (brookings.edu)
China’s grand industrial strategy and what it means for Europe (epc.eu)
 
Chinese Villages, Security Forces Revealed Inside Bhutan's Borders (foreignpolicy.com)
When Covid Hit, China Was Ready to Tell Its Version of the Story - The New York Times (nytimes.com)
 
【人物】
He got Facebook hooked on AI. Now he can't fix its misinformation addiction | MIT Technology Review
How The US Taught Judge Moro To “Take Down” Lula | Brasil Wire
Angela Merkel's Model for Germany and its Limits | Foreign Affairs
(新疆)This Manitoba couple lived in Xinjiang for 10 years. They can no longer stay silent about what they saw | The Star
The contradictions of Edward Said (newstatesman.com)
The World of Edward Said | Boston Review
McMaster and the Myths of Empire | The American Conservative
Book Review Roundtable: Surveying H.R. McMaster's "Battlegrounds" - Texas National Security Review
Beyond Order by Jordan Peterson review – more rules for life | Jordan Peterson | The Guardian
Federal Reserve Forecasts: Meet the Economist Helping Behind the Scenes - Bloomberg
Presidential power wars: Von der Leyen vs. Michel – POLITICO
Chinese spy games in Orbán's Hungary | Direkt36
许知远这个人
Portrait of the United States as a Developing Country | Boston Review
‘As borders closed, I became trapped in my Americanness’: China, the US and me | China | The Guardian
Speaking power to truth | Patrick Porter | The Critic Magazine
Samantha Power wants to restore U.S. prestige by getting 'vaccines into arms' around the world - The Washington Post
 
History Never Ended by Nathan Pinkoski | Articles | First Things
American unreality (newstatesman.com)
Presidential Apprentice: Reality TV and Performance Legitimacy - American Affairs Journal
 
The Tragicomedy of Errors: China, British Imperialism, and the Opium Wars | Maitreya Bhakal |
 
云里学者访谈:柯娇燕谈美国清史研究的前世今生
 
European sovereignty has lost its biggest champion – POLITICO
 
 
 
中国试图认识美国新一代基层领导人
谢卉:美国新生代“中国通”对华认知及其影响_爱思想
六四学运工运和民运
The Forgotten Socialists of Tiananmen Square (jacobinmag.com)
 
虎妈
How Amy Chua and Jed Rubenfeld Became Yale Law Pariahs (nymag.com)
 
 
【冠疫】
How China beat the virus - World Game
How Covid Upended a Century of Patterns in U.S. Deaths - The New York Times
How the Europe and the United States Lost COVID-19 (nymag.com)
No, China Didn’t ‘Stall’ Critical Covid Information at Outbreak’s Start — FAIR
Corporate Media’s Leaked Chinese Documents Confirm China Didn’t Hide Covid-19 — FAIR
The transatlantic institutional anti-mask campaign, summarised - Lessons From The Crisis
 
合众社诸多揭露中国抗疫失误的报道之一,测试盒子产业的黑暗
China testing blunders stemmed from secret deals with firms (apnews.com)
 
【印度】
控诉:‘We are witnessing a crime against humanity’: Arundhati Roy on India’s Covid catastrophe | Coronavirus | The Guardian
Covid-19 Second Wave Is Similar To India's 26/11 Moment (outlookindia.com)
We, The Makers Of This Calvary | Outlook India Magazine
Grim Image of India Prompts Debate Over China’s Swaggering Propaganda - The New York Times
 
A prime minister unfit for a pandemic - Asia Times
Modi risks turning India into a nation of gangster capitalists - Nikkei Asia
 
称中国制造商“坐地起价”,将制氧机等等商品价格抬高了35%~40%,甚至连运费也多了20%
中国10000台制氧机援助,反被污蔑“坐地起价”?印度别不识好歹_腾讯新闻
 
 
‘We are witnessing a crime against humanity’: Arundhati Roy on India’s Covid catastrophe | Coronavirus | The Guardian
“This next bill can be almost completely characterized as investment in the future.”
“A highway bill cannot grow into a multi-trillion dollar catch-all bill, or it will lose Republican support,”
Ex Diplomat Whose Passing Jaishankar Condoled Died Outside Hospital After Five-Hour Wait (thewire.in)
 
How the world’s top vaccine maker struggled to meet the moment | Financial Times
India's Serum Institute Struggled to Meet Its Covid-19 Vows - The New York Times
 
 
India's COVID Shambles: It Took Us Seventy Years, Not Seven, To Get Here (thewire.in)
At India’s Funeral Pyres, Covid Sunders the Rites of Grief - The New York Times
 
A Small Brazilian Town Is Beating Covid-19 Through a Unique Experiment - WSJ
 
可能吗?India and China Are on the Verge of Lasting Peace, if Modi Wants It (thewire.in)
How India Played into China's Hands on the Border Dispute (thewire.in)
EU and India set to revive talks on trade deal | Financial Times
“同命运”能否“共呼吸”:印度疫情危机下重访中印泛亚主义
Excluding Huawei from India is part of a policy continuum | ORF (orfonline.org)
COVID in India: a tragedy with its roots in Narendra Modi's leadership style (theconversation.com)
 
Flawed science propped up India's second COVID-19 wave (caravanmagazine.in)
Murad Banaji: "The question I explore in this piece for @thecaravanindia: what guided the disastrous decisions which led to untold deaths during this terrible COVID-19 wave? Politicians are responsible, yes, but can the cheerleader-scientists be let off the hook?"
 
A prime minister unfit for a pandemic - Asia Times
 
莫迪自己砸了
Covid batters India’s aspiring middle classes | Financial Times
Bar chart of Estimated change in number of people in each income tier due to the global recession (m) showing India’s poor grew while middle class shrank in 2020
Bar chart of Estimated number of people in each income tier in 2020 before and after the global recession (m) showing The pandemic sets back growth of India’s middle class
 
Fact-checking Modi’s post-truth India - Rest of World
Analysis: India’s prized investment grade status hanging by a thread | Reuters
 
印度与地缘政治
India's Anti-Colonialism Has Been Killed by China's Rise (foreignpolicy.com)
Does China want to be the next United States? No, says Shivsankar Menon in his new book (scroll.in)
India's Brittle Confidence in America | RAND
 
 
【人口】
The Covid Baby Bust Could Reverberate for Decades - WSJ
 
【航母】
China's Next Aircraft Carrier Could Be Very Special (As in Nuclear Powered) (nationalinterest.org)
Chinese military: fourth aircraft carrier likely to be nuclear powered, sources say | South China Morning Post
中国计划 建 多少艘 航母 - Google Search
 
【杂】
Iranian Ship Hit by Mines in Red Sea as Nuclear Talks Begin - Bloomberg
The Blob is Back - Foreign Exchanges
The Blob abides - POLITICO
Germany's 'Silicon Saxony' soars on chip demand - Asia Times
Biden, India, Turkey: some notes on a new foreign policy - World Game
India Seeks U.S. Help as China-Backed Hacks Threaten Military - Bloomberg
European colonial powers still loth to admit historical evils | World news | The Guardian
西媒的“白人至上主义”:Thread by @SiyandaWrites
joe francis: "on how capitalism led to imperialism in the long nineteenth century, but not in the way that you think"
joe francis: "There are several reasons to believe that the periphery’s terms of trade (ToTs) improved greatly during the long nineteenth century"
 
The British Industrial Revolution lifted Britain's growth rate to 1.1% per capita per year over the fifty-year period starting around 1820.
The Revolution involved a population of approximately 30 million in Britain, and some 50-60 million in the rest of Europe.
Pairagraph on Twitter: "China's meteoric economic growth is unprecedented and deserving of great applause, argues @BrankoMilan"
Is China’s Economic Success To Be Applauded, or Feared? – Pairagraph
 
 
【习近平的“东升西降”和拜登的“西升东降”】
 
中煤:演讲中,拜登四次提到中国,称美国欢迎与中国竞争,不会寻求冲突,还称美国将保持在印太地区保持强大的军事存在,“这不是寻求冲突,而是为了预防冲突的发生。”在谈到当前的科技发展时,拜登表示,美国已经在科学技术研发的全球竞争中落后,“中国和其他国家正在迅速逼近”。
【#拜登 上任百日演说四次提中国:欢迎与中国竞争,不会寻求冲突】28日,拜登在国会参众两院联席会议上发表演讲,这是拜登作为总统首次在国会发表演讲。
在4月29日的例行记者会上,汪文斌在回应美国官员口中所谓的中国“胁迫外交”的指控时表示,胁迫外交这顶帽子,没有国家比美国更适合戴。也没有国家能从美国手中夺走这个专利。美国用实际行动向世界诠释了什么是胁迫外交。中国是“胁迫外交”的受害者,而非加害者,不管谁搞“胁迫外交”,我们都坚决反对
 
王毅国务委员同美国对外关系委员会视频交流致辞全文_中国 (sohu.com)
 
 
【川普2024真会把美国重新变得伟大?】
 
2016年曾经仔细追踪(美国)大选,后来发现“预测”纯属瞎扯,2020年也就不再把“大选预测”当作一回事,虽然说了几次说起自己的看法【1,2,3】,但并没有将之视为什么预测,不过有一样是真的,没有冠疫,川普连任定了【4】,拜登胜出,也就几万票的差别【5】,很多人说如果共和党是其他候选人,拜登就没有任何实力当选,当时我说过川普拜登像“两个苍白衰老的白老头在吵架”【6】:
 
 
“一种江河日落的感觉”,“唯一会长久下去的,是川普精神”【7】,但是仅仅几个月,大家好像都把这忘了,拜登一下子又成了自由世界的领袖。拜登当局时时处处在谈美国人的初心,美国人的价值,美国的成就,美国的能力,美国在世界的位置,美国在历史的地位,推行了很多拨乱反正的措施,任用的也是有能力的人,在动用美国财政实力实行冠疫纾困的时候,两届政府都没有手软,动用了过五万亿,拜登上台以后,更是以中国这世纪挑战为理由鞭策全国,推出过四万亿的经济刺激新政,更是推行工业政策以大搞国家资本主义【9】,不过这几万亿的经济刺激并不完全是单纯的经济投资,而是试图改变美国的财富分配机制,以福利的形式把财富分发到社会底层使得他们在市场中有一个发挥的机会。
都会告诉他要“坚守本心”
 
美国重新成为维护国际秩序的霸主拜登则在国外到处兴建“民主阵营”,在国内大撒币,,用以振兴美国昔日的光辉【9,10,11】,可美国的现实大家把过去四年的噩梦给忘了。
 
东盟将会让美中失望
Asean must engage with US, China (bangkokpost.com)
China hosts Southeast Asian ministers as it competes with US (apnews.com)
A Confused Biden Team Risks Losing Southeast Asia to China (foreignpolicy.com)
 
 
【12】福利好,美国人真的不愿意找工作了吗?
 
UN members call for ‘immediate, meaningful and unfettered access’ to Xinjiang for rights inquiry | South China Morning Post
 
Biden under pressure to produce US trade strategy for Asia | Financial Times
But partners from Japan to Australia are nervous about one thing: the lack of a strong trade and economic component to his Asia strategy.
“The presence of an aircraft carrier or destroyer is not going to demonstrate the type of value that many American allies and partners most seek.”
 
美国几年之内不会有任何行动,原因是什么?
    “We need to revisit why agreements like the TPP became so fragile here, reformulate our policies . . . continue to engage our partners, but along the lines of reformed policies so that these very important commitments that we take with our partners don’t fall apart and are more durable and sustainable going forward,” Tai added
 
即使美国汽油公司被网侵而中断服务,也成了拜登当局的阴影
Tech audit of Colonial Pipeline found 'glaring' problems (apnews.com)
The Colonial Pipeline Gas Panic Is Incredibly Stupid and Entirely Avoidable | The New Republic
Atlanta’s Fuel Crisis Sparks Hunt for Increasingly Rare Supply - Bloomberg
 
 
蔡妮(Liz Cheney)被撤职
表面上川普下台时声名狼藉,共和党似乎有机会与之断绝关系,但对2020年大选结果了解的人都知道他有广泛的群众基础,大家不是不知道他的德性,在对他有足够认识之后还依然投他的票,说明川普代表着广泛的利益,大多数热投票只集中在一两项与自己有关的政策上,其他的必须避免考虑,否则你没法找到一个自己满意的代表,川普的人气正是因为他的很多政策其实符合大家的愿望。
American Democracy Isn’t Dead Yet, but It’s Getting There | The New Yorker
Opinion | A frantic warning from 100 leading experts: Our democracy is in grave danger - The Washington Post
 
The Larger Lesson of Liz Cheney’s Ouster | The New Yorker
说军事霸权主义在美国越来越站不住脚了,这是
 
川普尚未公开表示他是不是会在2024年再次竞选,但
 
拜登说他不会采用赤字支出,这句话有两重意思,一是必须加税,二是如果加不了税,那就不花了
 
Green New Deal Network on Twitter: "1/ Our country faces urgent, serious & connected crises: the pandemic, racial injustice, mass unemployment & the climate crisis. Bold government action in line with the THRIVE ACT is needed now: $1 trillion per year for a decade to create & sustain 15 million good, union jobs." / Twitter
 
 
THRIVE Agenda
Biden tax plans make some Democrats nervous - The Washington Post
Reporters fume at White House 'quote approval' rules - POLITICO
The Left Tries to Talk Itself Out of Reality - Noah Rothman, Commentary Magazine
Women are struggling to return to work in the pandemic economy. Here’s why. - The Washington Post
Opinion | How Republicans Could Steal the 2024 Election - The New York Times
左派专栏
 if the current Republican Party controls both Houses of Congress on Jan. 6, 2025, there’s no way if a Democrat is legitimately elected they will get certified as the president-elect.”
蔡妮
 
别忘了,美国对立的两面连基本事实是什么都没有定论
American Demons: Ben Rhodes's 'After the Fall' Excerpt - The Atlantic
 
Leaked Video: Dark Money Group Brags About Writing GOP Voter Suppression Bills Across the Country – Mother Jones
 
Trump’s engaged party defining the battle for 2022 | Democracy Corps
Main findings
 
How much have childcare challenges slowed the US jobs market recovery? | PIIE
Households including most U.S. children to get monthly stimulus payment | Reuters
 
Bonnie Glaser / 葛來儀 on Twitter: "New public opinion poll. Insights into what Americans want US foreign policy objectives to be. Promoting democracy and freedoms comes in dead last. https://t.co/RnD7GdLOYm" / Twitter
 
Biden's Plans Face Youngstown Test That Defeated Trump and Obama - Bloomberg
 
西方左右政党的群众基础在过去几十年的转变,今天的极化是延续。左右对立一直是极化,为什么今天更加激烈?
Educated voters’ leftward shift is surprisingly old and international | The Economist
 
 
西方舔拜登,说他如何民主,有理想
Biden’s US foreign policy commitment to democracy called into question | Financial Times
 
 
【资料】
【1】川普连任必胜的原因
【2】再论川普必胜
【3】我为川普王朝到来给自己做好心理准备
【4】没有冠疫,川普连任定了
【5】James Carville thinks the Democratic Party has a “wokeness” problem - Vox
【6】美国“厉害论”
【7】川普万岁
【】‘It really f--ks the other ‘24 wannabes’: How Facebook could give Trump a huge boost - POLITICO
【】Trump and inner circle hang on Facebook decision - Axios
【】Trump Lost the 2020 Election. He Has Raised $207.5 Million Since. - The New York Times2020.12
【】Trump campaign issued $122 million in refunds to donors in 2020 | TheHill
【】Trump re-elect brings in $27 million in four-day fundraising spree (nbcnews.com)
【】Why Rising Diversity Might Not Help Democrats as Much as They Hope - The New York Times
(1) Kaiser Kuo on Twitter: "1/n: So @willcarless at USA Today runs this piece about how ahead of the Capitol insurrection, the Proud Boys received a lot of donations from people with Chinese surnames. I'm quoted in the piece. I explicitly call this group racist & crypto-fascist and lament the fact that..." / Twitter
 
【通胀、就业】
What Was Behind Friday's "Literally Shocking" Payrolls Miss | ZeroHedge
Nobody Wants To Work: Job Openings Soar To Record High 8.1 Million, Smashing Wall Street Expectations | ZeroHedge
 
Inflation Rate 2021 and Shortages: Companies Panic Buying as Supplies Run Short - Bloomberg
 
 
 
 
 
"It's Not Great": Biden Stimulus Hits Turbulence As Pushback Grows Over Disincentivized Workers | ZeroHedge
 
 
Higher Prices Leave Consumers Feeling the Pinch - WSJ
*Expected Inflation in TIPS (yardeni.com)
China’s Surging Factory Prices Add to Global Inflation Risks - Bloomberg
China's PPI surged in April while CPI remained relatively subdued
Wages are lagging
同比数据不合适
 
 
Should We Fear, Inflation Is Here | ZeroHedge
高涨的煤价引毛驴车进厂拉煤,买到一吨就赚一吨!供电缺口范围增大 煤源开拓受阻 安全政策提前!
 
Nearly 70 percent of the value of a typical solar panel assembled in the United States accrues to firms in China or Chinese firms operating across Southeast Asia
For Clean Energy, Buy American or Buy It Quick and Cheap? - The New York Times (nytimes.com)
offshore wind supply chain is largely in Europe
 
China Is Set to Rule Electric Car Production - The New York Times
Opinion | The Side of Wall Street That Matters Most Is Begging for Infrastructure - The New York Times
Luring Labor as a Beach Economy Booms - The New York Times
Many managers are unwilling to raise wages and prices enough to keep up, as they worry that demand will ebb in a few months and leave them with permanently higher payroll costs
US employers struggle to find willing workers after pandemic year | Financial Times
Old electric cars are a raw material of the future | The Economist
The Battery Boom Has Created a New Lithium Superpower in China
澳大利亚:
New Lithium Giant Emerges to Feed Surging Battery Demand
 
Iron Ore Rebounds as China Mills Churn Out Steel at Record Pace - Bloomberg
 
央行:汇率既不能用来贬值刺激出口 也不能用来升值抵消大宗商品价格上涨影响_新浪财经
 
Don’t Be Fooled by April's Inflation Jump. It's Being Driven by Reopening Quirks | Barron's (barrons.com)
Desperate for workers, US restaurants and stores raise pay (apnews.com)
No, unemployment benefits don’t stop people from returning to work - The Washington Post
 
This Is Not The Inflation You Are Looking For, Move Along | ZeroHedge
Don't Trust the Naked Eye to Judge This Extreme Economic Recovery - Bloomberg
 
China’s Soaring Factory Export Costs Send Inflation Warning to the World - Bloomberg
Stephanomics: What’s Really Behind the Great 2021 Inflation Debate (Podcast) - Bloomberg
 
New Zealand’s Ardern Will Pursue Closer Trade Ties With U.S. - Bloomberg
新西兰总理阿德恩:考虑率贸易代表团访问中国 (guancha.cn)
 
Companies prepare share buyback bonanza as profits surge | Financial Times
疲弱的需求
either by spending on needed infrastructure or by boosting household income.
Companies Are Flush With Cash—and Ready to Pad Shareholder Pockets - WSJ
 
Stephen Stapczynski on Twitter: "Asian LNG prices surge above $10, the highest since January ???????? That's primarily due to: > Rally in Europe gas rates, forcing traders to boost prices to attract cargoes to Asia > Short-covering by suppliers > Supply issues from Australia to Indonesia > Some Asian stockpiling https://t.co/9v71EOZl8R" / Twitter
 
How the virus disrupted inflation statistics | Financial Times
Global food prices post biggest jump in decade | Financial Times
China Starts a War on Commodity Prices Goldman Says It Can’t Win - Bloomberg
‘Kind of crazy’: how the booming US used car market is driving inflation | Financial Times
A $4,749 Bike Hints at Inflation Peril Looming for U.S. Economy - Bloomberg
 
Inflation Outlook: Economist Roger Bootle Sees Consumer Prices Surge After Covid - Bloomberg
China’s Surging Manufacturing Prices Put Pressure on Beijing to Do Something About Them - WSJ
5月PPI同比涨9%创逾12年新高 专家:原材料涨价是最关键原因 | 每经网
China’s producer prices rise at fastest pace in 13 years | Financial Times
 
JBS Cyberattack Shows Vulnerability of World Food Supplies - Bloomberg
 
 
【“债务陷阱”是如何出笼的?】
 
一个多月前,为了对抗中国的一带一路,拜登建议(英国总理)庄生也来一个:
这就是拜登唯一的一句话,可笑。英国的财政开支自己还缓不过来,庄生又要第二艘航母,拜登自己还要新的3万亿大政府,“民主阵营”,美国英国自己不带头?
 
 
当时媒体没给任何细节,这几天新的出来了,拜登要把民主阵营一带一路加到七强(G7)与欧盟扩大会议上,不仅仅是一句话,而是个议题,
“So far we are trying to counter Belt and Road mostly with buzzwords and lofty policy papers,” said one senior EU diplomat. “But unfortunately there is no real geopolitical strategy or plan which is consistent and coherent. There’s a real need to work together on infrastructure projects and avoid countries becoming over-reliant on China.”
 
前利比里亚工作部长
 
BY BRAHMA CHELLANEY
 
 
 
中国的一带一路,按英国智库漆咸楼(Chatham House,正式名称为皇家国际事务研究所,The Royal Institute of International Affairs)综合西方的解释, 是中国的一个地缘政治战略,其目的是在欧亚大陆甚至整个世界建立以中国为中心的新秩序,包含了 “深思熟虑的中国大战略”,旨在“重新夺回亚洲的地缘政治主导权,挑战]美国的主导权,建立以中国为中心的秩序”,是一个“地缘政治和外交攻势”,其目的“无异于改写当前的地缘政治格局,建立世界主导权”,这些观点也成为美国政府的看法,将之视为。漆咸楼很权威
 
As the BRI has developed over the years, projects have been largely scaled back, and the ones we’ve seen in the last few years tend to be more in touch with local conditions.
The PRC has learned these lessons, and is getting better at this kind of work. The BRI isn’t going anywhere (it’s Xi’s signature FP and is in the CCP constitution) and the liberal world would do well not to write it off due to a few early failures
 
注:《2018年度中国对外直接投资统计公报》显示,2018年末,中国对外直接投资存量达1.98万亿美元。)中国金融机构以及中国发起成立的多边开发机构亚投行在“一带一路”沿线国家的贷款余额约为3500亿美元,其中绝大部分是贷给外国的主权机构
 
Bruno Maçães
China pulled its most brilliant coup when it convinced everyone in the West that the Belt and Road was about infrastructure
 
Joke
 
Loans are not obviously predatory; secrecy is sometimes a condition
These include confidentiality clauses that prevent borrowers from revealing the terms of the loans, informal collateral arrangements that benefit Chinese lenders over other creditors and promises to keep the debt out of collective restructurings - dubbed by the authors as “no Paris Club” clauses, the report said. The contracts also give substantial leeway for China to cancel loans or accelerate repayment, it added.
 
Maria Adele Carrai is an assistant professor in global China studies at New York University Shanghai
肯尼亚铁路,To critics, Kenya’s railway project represents another example of Chinese-owed debt and China’s growing influence in Africa. Indeed, many commentators point out that Kenya has an estimated $9 billion in China-financed debt — and note their concerns that a growing number of projects under China’s Belt and Road Initiative,
My research on two Chinese railway megaprojects in East Africa — the Nairobi-Mombasa line and Ethiopia’s Addis Ababa-Djibouti project — suggests the fears that China is upending development guidelines might be misplaced
I analyzed primary sources like Chinese government corporate social responsibility
Chinese government and state-owned enterprises have made CSR a priority, yet these two railway megaprojects show that implementation largely depends on local conditions,  suggests insufficient Chinese government enforcement of CSR policies encourages Chinese organizations and enterprises to follow host-government guidelines. At times, this means Chinese companies resort to what I call “adaptive governance” 主要的问题是中企【如果发现东道主国的法律要求低过中国政府的,就】采用东道主国的,这是
Beijing has actively worked to increase CSR within Chinese state-owned enterprises and banks since the early 2000s. The central government, ever cognizant of its international reputation, has vigorously promoted higher standards for state-owned and private Chinese enterprises operating abroad. Hundreds of Chinese regulations and codes require Chinese companies to respect local customs and cultures, honor social responsibilities and protect labor and the environment. In both Kenya and Ethiopia, however, the impact of China’s national directives appears to be limited. Here’s what I found
肯尼亚由中交承包,埃塞俄比亚由中铁承包
中交在肯尼亚做的不错,群众反应好,中铁施工周期是两倍,经营、财政都有问题
埃塞俄比的规矩就比较差,中铁按照当地政府的要求,结果欠缺考虑,商业上也不成功。
 
Figure
Figure
 
Brussels responds to Podgorica’s request — and whether it will bail the country out of a project long deemed unviable — will help to shape the bloc’s relationship with the region.
“This is the first time that Montenegro or any other country from the western Balkans has made this type of outreach towards Brussels to combat rising Chinese influence."
Montenegro raised eyebrows in 2014 when it signed a deal with China’s ExIm Bank to finance 85 per cent of the cost of a road with a dollar-denominated loan worth almost $1bn. The first 41km section, a quarter of the total length, cost €20m per km, making it one of the most expensive highways per km in the world, said Spajic.
黑山共和国受惑,中国国企推销,结果背上巨债,现在成了国际事件
Its decision has been scrutinised given that two separate feasibility studies, in 2006 and 2012, concluded that the highway was economically unviable. The government also signed a €54m contract with a Montenegrin-Chinese consortium for a thermal power plant just before it was ejected from office.
signed by the previous Montenegro government led by the Democratic Party of Socialists, which was ousted in August after 30 years in power.
胡说:
Observers said Montenegro’s plea was an opportunity for Brussels. “The EU should step in,” said Tena Prelec, a scholar at the University of Oxford who studies the region. “Montenegro is in the EU’s backyard: it would be, finally, a concrete way to show that the EU is indeed a player, a true geostrategic actor.”
 
非洲
 
Bruno Maçães, Dec 27, 2020
And this for me was the piece that least contributed to the debate, sending us back a few years in our understanding of what the Belt and Road is
Annual loans ($bn) showing China's overseas lending collapses
Boston University interactive
 
推动各国加强政治互信、经济互融、人文互通
坚持对话协商、共建共享、合作共赢、交流互鉴,同沿线国家谋求合作的最大公约数
 
 
中国国内也很混乱
Based on the observation of its implementation, Beijing’s official statements, and my own research, I would argue it is a constantly changing group of policy settings, which encompasses almost all the various clarifications
 
In practice, the piecemeal realization of BRI projects is determined by local governments and their related political and economic interests via diverse and time-consuming bilateral interaction with Beijing
 
 
Yufan Huang is a PhD candidate in the government department of Cornell University
Chinese banks offered African countries significant debt restructuring before the pandemic and have continued to do so
中国主动与债务国协商远超出西方报道
The G-20 effort marks the first time China is participating in multilateral debt relief. As Africa’s largest bilateral creditor, China holds at least 21 percent of African debt — and payments to China account for nearly 30 percent of 2021’s debt service, as shown in the figure below.
西方: they are not relaxing repayment requirements. Likewise, bondholders, who are responsible for 19 percent of 2021’s debt service, have held back from providing any debt relief.
Our research at the Johns Hopkins SAIS China-Africa Research Initiative (CARI) suggests that China has played a significant role in helping African countries to manage their debt. We documented 16 cases of debt restructuring worth $7.5 billion in 10 African countries between 2000 and 2019
Our research found that Chinese lenders have not pursued lawsuits in cases of debt default. We also found no asset seizures.
中国不总是让步,“国家机构”和“商业机构”的手段也不一样,但会针对特殊情况,松动、灵活
 
 
2021.02.01
 
克制智库对美国国会新议案的评估:
“嫉妒”“诋毁”“破坏”
 
标准:
Chinese President Xi Jinping’s signature foreign policy undertaking and the world’s largest infrastructure program, poses a significant challenge to U.S. economic, political, climate change, security, and global health interests
 
    China has not been the primary driver behind rising debt risks in the Pacific, although a continuation of business as usual would risk future debt problems in several countries.
    There is scope for a new Australian infrastructure financing facility to provide loans to the Pacific without causing debt problems, particularly as it has adopted key sustainable lending rules.
    Pacific nations have an opportunity to obtain more favourable financing from official development partners but care must be taken to avoid overly geopolitical aid.
 
 
台湾凶:
 
“一带一路”项目受到一些关于债务偿还方面的质疑,您如何看待“一带一路”项目中的风险与质疑?”
海南大学“一带一路”研究院院长梁海明
 史志钦清华大学“一带一路”战略研究院执行院长
 
How to frame something for what it is not
Trash #China is the thing. It works. It pays. It's a sport
https://theprint.in/economy/has-india-become-chinas-colony-seems-like-going-by-what-we-import-and-what-we-export/631656/
If this is to insult China, it will work. But it also insults @narendramodi
Great power competition doesn't have to be mean. But if one recalles
@PMOIndia
 
 
 
 
为什么中国精英权贵都挺支持政府和习近平?因为精英权贵按定义就是既得利益者,既得利益就是在现有体制下得利,只有极其理想主义者,近乎殉道那般执着的人才会对权利说不,结果正能量充斥一切舆论渠道,这跟美国的运作机制是一样的,总统大肆吹捧减税“给经济带来的好处”,而他自己阵营的只盯着眼前的义愤,有意无意对减税实质上损害自己的利益熟视无睹,
 
How Recipient Countries Shape China’s Belt and Road Initiative
Chatham House expose
This whole narrative misunderstands China and ignores the interests and agency of recipient countries
Sinologists have documented the reality of what they term fragmented authoritarianism, recounting fierce inter-agency rivalries and factionalism, which top leaders struggle to manage, even under Xi,
In reality, the idea of aggregating China’s long-standing infrastructure connectivity projects beneath a broad banner originated with the National Development and Reform Commission (NDRC),
as party-state agencies jostled for resources.
Disbursements start with requests from abroad, not Chinese planners. The whole edifice—especially today, with growth slowing, profitability collapsing, and surplus capacity endemic—is skewed towards helping Chinese businesses expand overseas
 
 
* Asia Society report warns that Chinese officials’ ‘laissez-faire’ attitudes mean projects are not being properly vetted in Southeast Asia
 
 
 
 
 
 
Letter to the Editor: Why China Will NOT Seize the Port of Mombasa if Kenya Defaults on SGR Debt - The China Africa Project
 
首先关于“战狼外交”,各方议论较多。给我们贴这个标签,至少是对中国外交的误解。要知道,中国从来就是礼仪之邦,以和为贵,从没有主动挑衅别人,也没有跑到别人家门口更没有到别人家里去挑事。现在恰恰是别人到我们家门口耀武扬威,对我们的家务事横加干涉,还喋喋不休地对我们进行辱骂抹黑,我们无路可退,不得不奋起自卫,坚定捍卫国家利益和尊严。显而易见,“战狼外交”实际上是“中国威胁论”的又一翻版,是又一个“话语陷阱”,目的就是要让我们打不还手,骂不还口,放弃抗争
中国在世界显得很孤立,尤其是在发达国家圈子内显得很孤立,日韩在地理上离中国这么近,经济极其密切,但在国际关系和文化上和中国的抵触是很大的,民意对中国也不佳,可是中国并不这么觉得:
有人说中国在国际上四面树敌。这不是事实。我们从来都是广交朋友、广结善缘,恰恰是个别大国为了打压遏制中国,胁迫他国选边站队,制造非友即敌的“寒蝉效应”。但即使在这样的情况下,中国的“朋友圈”并没有变小,而是越来越大。许多发展中国家和友好人士顶住压力同中国开展合作,在国际场合为我仗义执言。截至目前,有近170个国家和国际组织参与共建“一带一路”,中方倡议的“亚投行”成员国已增加到103个。在今年的联大三委会上,70多个国家以单独或共同发言等方式支持我们,有力挫败了个别国家借涉港、涉疆问题搞反华行动的图谋。中国候选人高票当选国际法院法官和国际海洋法法庭法官。中国支持的联合国新冠疫情决议以169比2高票通过。这些数字和事实都表明,中国站在历史正确的一边,合民心,顺潮流,朋友遍天下
 
一带一路债务陷阱和Iraq Production Sharing Agreement (PSA)
 
 
 
老的一带一路
一带一路
 
 
一带一路评估
还有这么极端的
 
Brazilian vice-president: Embraer should now look to China
Nigerians living near a major Belt and Road project grew more positive toward China after it was completed
 
 
 
 
中国人为什么缺少自我?
 
好几年前北京大学哲学系教授张世英被采访【1】,简单谈到了他的研究和兴趣,对人生的态度。“张世英,1921年生,武汉市人。1946年毕业于西南联合大学哲学系。1946-1952年在南开大学、武汉大学任教。1952年至今,历任北京大学哲学系、外国哲学研究所讲师、副教授、教授、所学术委员会主任、校学术委员会委员。现任北京大学哲学系教授、博士生导师、北京大学美学与美育研究中心学术委员会主任”,已经百岁了,刚刚去世【2】,这篇采访了就张教授的研究,从西方哲学到中国思想到两者的对比、结合,说到了的一个西方的,中国没有的概念,主体性(subjectivity),有些小编觉得很关键,把采访标题改成了“中国人几千年来为什么缺少自我?”按张教授的介绍,西方“主客二分”是其核心概念之一,二分就暗示了主体独立于客体,“主体要认识客体、改造客体,强调人的主体性”,后来他发现(上世纪80年代以后)国内搞马列主义、辩证唯物论的人在批判主体性就是个人主观独断,觉得不对劲,可一看发现现代西方哲学也在批判主体性,于是他开始强调把中国的天人合一和西方的主客二分融合在一起研究。
 
中华传统文化缺乏独立自我观念,把每个个人在社会群体中的地位看得很重。仅以中国旧社会中代替“我”字的称谓为例,就足以说明这一点。平民百姓在官员面前只能自称民女或小民、贱民,下官对上官只能自称卑职、下臣、小人、奴才、奴婢,晚辈对长辈只能自称不肖、不材。总之,在等级森严的社会里,尊卑上下,各有所属,人人按身份自称,在下者不敢言我,在上者不屑言我。
 
“由此我得出结论,原始的天人合一,既缺乏民主,又缺乏科学。中国几千年民主不发达,科学不发达,从哲学思想根源、文化形态根源来讲,是因为天人合一”
 
【】关于我和自我个性的哲学看法
中国人没有“我”,无我是一种境界,是一种美德,基督教的原罪,主客二分是启蒙时代的产物(笛卡尔)
自觉性、自决性
 
(美国哲学家)佘尔(Searle)所代表西方哲学对自我的看法,西方人的自我观是一个“独立型的自我”,强调自我的独立性和创造性;张世英代表中国哲学对自我的看法,一种“互倚型的自我”,强调自我与他人、与社会的相互依赖,“中国人更依赖于别人的观点,英美人依赖自己的观点”。
 
 
 
我相信张世英说的,心理学家、北京大学原心理学系系主任朱滢教授引用的西方“自我”的观念,是一个现代观念,不是古希腊柏拉图亚里士多德开始发展起来的观念。现代西方的自我,在宗教改革之前只能是个不完善的观念,启蒙以后才逐渐明确
 
 
希腊罗马
 
中学为争第一打架
 
 
 
 
【】刘忠魏:时间、行动与他性
西方哲学5:邓晓芒| 西方哲学的文化背景 - 知乎(邓晓芒能说出这般脑残的话)
 
中西方文化传统的差异、根源及其影响(北京师范大学 教授 李守福)
 
 
共青团中央
【#当代年轻人从未选择躺平#】疫情爆发,年轻的白衣战士,逆行出征;边境边关,年轻的人民子弟兵以少敌多,用生命捍卫祖国领土;航天中心,平均年龄只有31岁的科研人员,已经是中坚力量……在大风大浪中,青年一代不负使命,不负家国。他们有信念、有梦想、有奋斗、有奉献,他们从未选择“躺平”! ?
 
 
 
 
【饭圈】
“圣母”、“公知”、“理中客”、“跪族”这些曾经用来批评“恨国党”的话像雨点一样打到任意身上
 
 
 
政府说教
这都是盲目跟风的现象!我还是侧重家庭教育方面做如下解释:
家长要教育孩子做好自己,不攀不比,靠努力学习改变命运!由于种种原因,家长没有让孩子过上富裕的生活,但是孩子不该因此自卑、自己瞧不起自己!人常说:儿不嫌母丑,狗不嫌家贫嘛!告诉孩子:不比父母比明天!
 
 
 
 课外补习班迎来“寒冬”,家长们却忧心忡忡:
内卷最突出的代表
至于孩子补习的花费更是让许多父母“心肺停止”,课外英语一对三补习,小课100,大课200,每月补习费支出上万,每年光是教育花费就有十几万,辛辛苦苦赚的钱最后全送给了各种五花八门的培训机构
 
 
 
https://www.foreignaffairs.com/articles/china/2021-05-04/surprising-strength-chinese-japanese-ties
https://www.foreignaffairs.com/articles/china/2021-04-20/how-not-win-allies-and-influence-geopolitics
https://www.lrb.co.uk/the-paper/v43/n11/adam-shatz/ghosts-in-the-land
http://www.xinhuanet.com/2020-09/01/c_1126437982.htm
https://www.google.com/search?client=firefox-b-d&q=%E4%B8%AD%E5%A4%AE+%E5%90%91%E5%9C%B0%E6%96%B9+%E8%B4%A2%E6%94%BF%E8%BD%AC%E7%A7%BB+2.8%E4%B8%87%E4%BA%BF
https://www.guancha.cn/internation/2021_04_15_587666.shtml
 
 
 
 
【“这个时候中国制造业增加值超过美国已经八年了”,“2018年的中国也已经是世界第一货物贸易大国了”】
【,建国初期的美国总统小亚当斯(约翰·昆西·亚当斯)有句名言,我们美国不会跑到国外去抓怪物,但随着美国的强大,抓怪物已经】
【美国的自信,也从他们对自己的】2007-2008世界经济大危机是美国自己的带来的灾难,让中国首次对美国质疑,对美国制度、美国所代表的方向质疑
【奥巴马早期就开始派军舰到南海巡航,不允许国际货币基金组织改革,狙击中国的亚投行,建立公开以围堵中国为目标的泛亚协定
川普上台更让中国见到美国的真正嘴脸,不是
但受中国向国家管制方面发展影响最大的,是美国,因为美国对“理想国家”有个认识,离开了那个理想,就是反动,与历史潮流相违背,胡温政府期间中国是有过一段较为思想开放的时期,可那时腐败成风,而且美国已经打入到中国政府高层(中国如何摧毁中情局在中国的网络),美国却并不觉得有什么异常,反而当习近平登基后几年中国政府有了一种铁腕强势把中国带回更加专制,但也更加稳定的政局之后,美国觉得不对劲了】
中国和平发展的指导思想是在经济上发展,不与美国在军事上冲突,咋看来中国在军事上没什么机会,经济上也不应当有胜算,可正是一带一路、亚投行、金砖银行之类的让美国觉得中国的威胁,攻击中国侵犯了“建立在规则上的伙计体制”,这是一种美国不同意就犯规的规则
冠疫以来,中国开始不停地给美国挖短
 
中国政府很多时候确实为了与美国对着干,总是为一些流氓国家辩护,
 have run headlong into China’s paramount priority of defending its authoritarian system from foreign interference.
好像不加上“authoritarian”一字中国就无条件接受了似的
 
It has launched the Asian Infrastructure Investment Bank, the New Development Bank (along with Brazil, Russia, India, and South Africa), and, most notably, the Belt and Road Initiative, Xi’s grandiose vision for building land and maritime routes to connect China to much of the world. These institutions and programs have given China agenda-setting and convening power of its own, while often departing from the standards and values upheld by existing international institutions.
 
he had no direct communications links with his Chinese counterpart. Somewhat reassuringly, China and the U.S. have some agreed-on protocols for unplanned encounters at sea and in the air.
China has also developed gray zone tactics in the South China Sea -- blurring civilian and military capabilities -- with a mandate to use force if necessary to support China's territorial claims.
只是强调两国关系恶化,没有接触,没有有效的
 
“Xi Jinping was chosen to deal with the centripetal forces of Hu Jintao’s decade: indecision, stalled reforms, ministers ignoring the prime minister, local governments ignoring the center, the private economy overrunning the state economy, civil society threatening the role of the Party, and military leaders focused on real estate deals.”
Indeed, it says more about us than about them, and, sadly, what it says is how much our self-confidence has taken a beating.
Now, every Chinese militarized rock in the South China Sea is a strategic defeat, and every Chinese bad loan to Africa is a debt trap
 
中国的战略部署基本上是美军的概念,
 
当然也有不信这所谓“反介入和区域拒止”的,觉得是胡诌,
 
 
虽然这些人肯定不完全代表美国政府内部对中国的认识和看法,但他们却反映了美国广泛的反华鹰派的一个侧面,那就是这些人对中国基本没有任何认识,对中国的判断,对
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