As Huawei has come under increasing scrutiny over the last several months, the question of who really owns and controls it has come to the fore. Huawei calls it
Kim Jong BaldingI am very happy to announce the release of a paper co-written with @donaldcclarke who deserves the lion share of credit for producing such a sharp well written paper answering a major question: who owns Huawei. Short thread 1/n
The study tracked the intensity of night lights in more than 3,300 cities and towns between 2013 and 2016, but urban planners are still being told to keep building.
Kim Jong BaldingThoughts:
1: No idea how you can argue Chinese data is not manipulated at all levels
2. Contributes at all levels to what we see. Housing constrained BJ, SH, SZ and housing gluts in other areas
3. Demographics and finances imply minimal new urbanization
Regular Sinocism readers are no doubt familiar with John Garnaut, one of the top journalists covering China before he joined the Australian government, first as a speech writer for Prime Minister Malcolm Turnbull and then as a China policy advisor....
Kim Jong BaldingThis is truly a masterful piece of analysis by @jgarnaut on modern China. Though it is a little bit of a longer read, I would urge everyone to read it. Just a couple of notes. 1. His evolution mirrors my own moving from a focus on economics to 1/n
The United States lacks a vision of foreign policy. Complacent from the fall of the Soviet Union and weary from the War on Terror, America lacks a willingness t
Kim Jong BaldingIn personal news, happy to announce I start next week at the newly opening Fulbright University Vietnam in Saigon. To mark that, I am releasing a short paper entitled "A New Vision for American Foreign Policy" that I believe is brief and readable 1/n