GGeopolis

Wypowiedzi

● API live
20 wypowiedzi88 źródeł
wszystkieWar on the Rocks (100)The Overshoot (20)Capital Flows (20)The Macro Compass (20)Apricitas Economics (20)Noahpinion (20)Klement on Investing (20)Grasping Reality (20)Economic Forces (20)Net Interest (20)Concoda (20)Money: Inside and Out (20)Chartbook (Adam Tooze) (20)Trying to Understand the World (20)Foreign Exchanges (20)Big Serge Thought (20)ChinaTalk (20)Sinification (20)Pekingnology (20)Baiguan (20)Tracking People's Daily (20)The Wire China (20)High Capacity (20)EM FX Macro (20)Japan Economy Watch (20)SemiAnalysis (20)Bert's Newsletter (20)Get Down and Shruti (20)Sinocism (20)Commodity Context (20)Energy Outlook Advisors (20)The Oil Report (20)OilPrice.com (16)Energy Flux (15)gCaptain (12)Fed Guy (10)Trivium China (10)The Tangled Woof (10)Rhodium Group (10)JKempEnergy (10)Lyn Alden (10)Geopolitical Futures (5)Goehring & Rozencwajg (1)Doomberg (0)BCA Quick Takes (podcast) (0)China Financial Markets (0)Follow the Money (0)Nick Timiraos (X) (0)Jim Bianco (X) (0)Robin Brooks (X) (0)Brad Setser (X) (0)Michael Pettis (X) (0)Dylan Patel (X) (0)Javier Blas (X) (0)Andreas Steno (X) (0)Michael Kofman (X) (0)Velina Tchakarova (X) (0)Bill Bishop (X) (0)Alfonso Peccatiello (X) (0)Anas Alhajji (X) (0)Helima Croft (X) (0)Amrita Sen (X) (0)Tracy Shuchart (X) (0)Warren Pies (X) (0)Jens Nordvig (X) (0)George Magnus (X) (0)Trinh Nguyen (X) (0)Skanda Amarnath (X) (0)Concoda (X) (0)Chris Miller (X) (0)Rob Lee (X) (0)Phillips O'Brien (X) (0)Helen Thompson (X) (0)Lyn Alden (X) (0)Mohamed El-Erian (X) (0)Liz Ann Sonders (X) (0)Adam Tooze (X) (0)Noah Smith (X) (0)Joseph Politano (X) (0)Rory Johnston (X) (0)Jordan Schneider (X) (0)Joachim Klement (X) (0)John Kemp (X) (0)Gavekal Research (X) (0)MacroVoices (0)Zeihan on Geopolitics (0)Global Macro Update (0)Talking Geopolitics (0)
Tracking People's DailyManoj Kewalramani2026-06-02
Breakdown & Analysis of China's New Outbound Investment Regulations

In today’s edition of the newsletter, I am offering a breakdown and my takeaways of the new regulation on outbound investment, which will take effect from July 1, 2026. The full text of the regulations is available on Xinhua. I am going to

Tracking People's DailyManoj Kewalramani2026-05-27
The PLA's Theory of Total War

When we talk about US-China competition, we often tend to focus on the obvious: trade, technology and Taiwan. But there’s a deeper question that doesn’t get enough attention. How does China actually think about fighting a war against a far

Tracking People's DailyManoj Kewalramani2026-05-26
Breakdown of China-Serbia & China-Pakistan Joint Statements

Here are the key reports and articles from the People’s Daily’s edition on Tuesday, May 26, 2026.Page 1: The entire page today is dedicated to Xi Jinping’s meeting with the visiting leaders of Serbia and Pakistan. Let’s begin with the reado

Tracking People's DailyManoj Kewalramani2026-05-20
Xi & Putin Outline Shared Vision for Multipolarity

Xi Jinping and Vladimir Putin held talks in Beijing on Wednesday. In this special edition, I am pre-empting what will be the focus of tomorrow’s People’s Daily, by doing a deep-dive into the readouts and the outcomes from the summit.The Chi

Tracking People's DailyManoj Kewalramani2026-05-18
What Happened When Xi Met Trump in Zhongnanhai?

Here are the key reports and articles from the People’s Daily’s edition on Monday, May 18, 2026.Page 1: At the top of the page is a report on Xi Jinping and Vladimir Putin sending congratulatory letters to the tenth China-Russia Expo, which

Tracking People's DailyManoj Kewalramani2026-05-17
The Deal Beijing Offered Trump: Constructive Strategic Stability

Hi folks, I am doing a special weekend edition today, covering some of the official statements, commentaries and analytical views that have emerged following the Donald Trump-Xi Jinping summit meeting in Beijing. What you’ll find in this ed

Tracking People's DailyManoj Kewalramani2026-05-15
New Framework for Old Frictions as Xi Meets Trump in Beijing

Here are the key reports and articles from the People’s Daily’s edition on Friday, May 15, 2026.Page 1: As expected, the entire front page today is dedicated to Xi Jinping’s engagements with Donald Trump. The main report is the readout of t

Tracking People's DailyManoj Kewalramani2026-05-12
Japan's Shift From Pacifism to Power

There’s a quiet but unmistakable change taking place in Japan. For decades, Japanese politics was defined by caution. The country has a pacifist constitution. There has been managed ambiguity in its international engagements. Economic power

Tracking People's DailyManoj Kewalramani2026-05-05
New Dashboard: China-US Rhetoric Tracker

Hi folks,I’ve been writing this newsletter for well over six years now. In that time, I’ve built a fairly substantial archive of official Chinese government and Communist Party policy statements, documents and remarks. For a while, colleagu