Elon Musk says Chinese EV makers will 'pretty much demolish' most competitors without trade barriers
Elon Musk says Chinese EV makers will 'pretty much demolish' most competitors without trade barriers Published Thu, Jan 25 20247:12 AM ESTUpdated Thu, Jan 25 20241:50 PM EST Elon Musk said Chinese electric car makers will find "significant" success outside of China, even as his auto firm, Tesla, faces intense competition from these same companies."Frankly, I think, if there are not trade barriers
Opinion | China’s Economy Is in Serious Trouble
In 2023, the U.S. economy vastly outperformed expectations. A widely predicted recession never happened. Many economists (though not me) argued that getting inflation down would require years of high unemployment; instead, we’ve experienced immaculate disinflation, rapidly falling inflation at no visible cost. But the story has been very different in the world’s biggest economy (or second biggest
LGFV債務が開く中国QEへの道と末期まで来た冷戦 : 炭鉱のカナリア、炭鉱の龍
中国景気の悪化は続いており、それに対して政府は連日刺激策を打ち出しているが、本ブログの読者であれば全ての刺激策に共通点があると思いながら眺めていることだろう。規制緩和はまだよい方で、それ以外は号令ばかりで中央政府は全くお金を出さないのである。景気悪化に気付いたとしても脊椎反射で「従って景気刺激策が出て成長を下支えするだろう」と書いてきたエコノミスト達のシナリオから着々と遠ざかっている。中国景気の急速な悪化の起点を不動産バブル崩壊に結びつけ、また不動産バブル崩壊という共通点をもとに「日本化」を論ずる声が多いが、本ブログが中国民間企業の日本的な「バランスシート不況」を否定したように、中国と1990年の日本との共通点は限られている。中国経済の問題はあくまでもこれまで「バランスシート不況よりも猛なり」と表現してきた習近平政権の苛政である。 2023年8月までのいかなる時点でも中国には不動産バブルが
Evergrande’s bankruptcy may be just the beginning of China’s real estate crisis | CNN Business
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