【堅離地政經】前掩後撇：美企高層北京面聖，外資大行稱回歸中國；CEO空口說好話，總經理準備撤資? 人民幣突大跌曾破7.26，23條港媒財經不敢妄動 (馮智政 x Calvin Choy 笑談中國經濟)
Added 2024-03-28 15:01:01 +0000 UTC#習近平 #蘋果 #人民幣 #中國發展高層論壇
今集主持 #馮智政 與 #CalvinChoy 與大家笑談中國經濟，
本集與 @ccnewshk 聯播
Comments
Mainland China risks falling off the cliff of a high unemployment rate, the potential detonation of debt-saddled property and its related sectors, the coming end of its high-growth era, the shrinking and aging of its working population, rapid capital outflows, and a confidence crisis in its economic prospects. The dictator-president is reluctant to directly address the structural issues of his own making by relinquishing his monopoly on power and his watertight control of private enterprises. Business leaders in the West understand that his bag of old tricks will not bring his regime to go further and to stay higher. Suppression of negative news and opposing voices, grappling with economic problems through political means, and trumpeting only positive rhetoric are no substitute for concrete actions in solving its underlying problems. Economic blunders and political scandals only spawn a plethora of conspiracy theories far from Beijing, further angering and frustrating the pride of a dictator who has the knack only for power struggles. Ironically, while he may perceive himself as a savior and a shrewd leader of his country, his people and outsiders see him as the most power-concentrated and fear-stricken dictator ever since Mao. As he plunges into a crisis of ruling confidence, the country's political system becomes increasingly closed. Any staged business event does nothing but create an atmosphere of skepticism, where nothing seems believable and everything remains unknowable in a silenced, totalitarian society infused with fear of one man. He often couches his repressive form of governance as a unique Chinese ruling style that purportedly offers numerous opportunities, while demanding foreign investors to do business as usual. Isn't it sarcastic that, despite his internal fear of being overthrown, he eagerly projects confidence onto US delegation, naively urging them to forget about the sharp change in HK, which was once the gateway for FDI into the Mainland, and to overlook the broken promises of the CCP? But HKers will never forget, nor will others who have long been suffered due to misguided illusions about a panda with hidden claws.
George
2024-03-29 01:34:18 +0000 UTC同意是前掩後撇才是真的~👍👍
Elaine Yip
2024-03-28 18:32:10 +0000 UTC馮同學嘅第4選項，應該好貼市道喎！✌️ 剛剛睇到CNBC有位記者Michelle Caruso-Cabrera嘅推特，於電話聯絡其中一位有份面聖嘅CEO，以匿名身份，透露佢嘅見解（段落 1-4），與及聖上同班CEO發出乜嘢御旨（段落 5-9，注意bullet points係"-"，原文無做formatting）。 ---- Just got off the phone with one of the American CEOs who went to the China Development Forum (CDF) this week and met with Xi Jinping on Wednesday in China. Speaking on condition of anonymity, he said "Business is still terrible," and confidence in the economy is very low. 1/9 After spending nearly a week there speaking with the leadership and members of the business community, this CEO said there was no indication the country is is backing away from centralizing the economy. 2/9 He said wealthy Chinese are fearful and selling items that are seen as ostentatious, such as private jets, "because its dangerous to be rich in China." He added that they are trying to get their money out of the country. 3/9 As for the CDF, there was very little reference to climate change, renewables, or decarbonization. This CEO said there were passing references to the private sector, but the focus always returned to support of the large, state-owned enterprises which dominate the economy. 4/9 The CEO told me the meeting with Xi lasted 1.5 hours; that Xi was asked tough questions by the CEOs and that Xi gave tough answers. He says in that meeting, Xi stressed the following: -that China's economy hasn't peaked 5/9 -every economy has difficulties and they have the capacity to address theirs -said repeatedly they know how to fix their economy, that everyone has an idea about how to fix their problems but that they know how to fix their problems 6/9 -they know they have to provide at least 10 million new jobs every year to new graduates -on semiconductors, that its not right for the US to try and constrain China's economy -that China is not a threat to the United States 7/9 -that the US should not try to hinder China's growth -Taiwan is a red line and that China doesn't interfere with other countries' borders, so other countries shouldn't try to interfere with theirs -that nuclear war would destroy humanity and we should never go there 8/9 -Thucydides trap is not inevitable and has to be avoided at all costs -the governing system of China is not going to change -They respect other forms of government, they ask respect for theirs. 9/9 ---- 11:53 AM · Mar 28, 2024 ====== hyperlinks: https://twitter.com/MCaruso_Cabrera/status/1773158913627529397 https://twitter.com/MCaruso_Cabrera/status/1773158915888263575 https://twitter.com/MCaruso_Cabrera/status/1773158918086070339 https://twitter.com/MCaruso_Cabrera/status/1773158920409731123 https://twitter.com/MCaruso_Cabrera/status/1773158922653733008 https://twitter.com/MCaruso_Cabrera/status/1773158924868288774 https://twitter.com/MCaruso_Cabrera/status/1773158927057719493 https://twitter.com/MCaruso_Cabrera/status/1773158929226138111 https://twitter.com/MCaruso_Cabrera/status/1773158931671437341 Twitter Bios: Michelle Caruso-Cabrera @MCaruso_Cabrera CNBC Contributor. First Latina anchor at CNBC & long-time Chief International Correspondent. Ballet Hispánico, Board President. I ❤️ NYC!
悉尼 袋鼠
2024-03-28 17:46:52 +0000 UTC
