一段时间以来，制造业的发展让很多的经济所引以为傲的知识成了废纸，曾经凝结了无数人心血做出的估算模型成为了摆设，也让迷信经济学家，迷信模型的无数企业家崩溃，人类的制造业究竟发生了什么样的改变？我是KC，三十年公共政策研究学者，在这里来谈谈我的个人看法。 订阅Youtube频道：@KC观点，一起预见未来可见的思想： “概念”决定了世界制造业的未来，在创造“概念”方面，经济学家表现的无能为力，迷信经济学家的分析只会让企业家倾家荡产。

The Myanmar government has announced that discussions are underway regarding the resumption of the Myanmar railway project. …

READ MORE ANALYSIS ABOUT THE REAL CHINA HERE: https://t.me/PublicPolicyThirdChannel China’s foreign policy is capsulized in what it calls the “Five Principles of Peaceful Coexistence,” i.e., mutual respect for sovereignty and territorial integrity, non-aggression, non-interference in internal affairs, equality and mutual benefit, and peaceful coexistence. These principles were established in the…

READ MORE ANALYSIS HERE: https://t.me/PublicPolicyThirdChannel On March 19, China Huarong Asset Management announced on the Hong Kong Stock Exchange that its estimated net loss attributable to ordinary shareholders for the year 2022 is approximately RMB 27.6 billion after preliminary calculations. Huarong also stated that it expects to record a net…

READ MORE ANALYSIS HERE: https://t.me/PublicPolicyThirdChannel The U.S. banking crisis triggered by the collapse of Silicon Valley Bank (SVB) is intensifying. Despite the Federal Reserve’s new liquidity support program, some banks are experiencing runs and investor sell-offs. Shares of small and medium-sized banks such as First Republic, PacWest, and KeyBank are…

In response to geopolitical uncertainty, the “de- sinicization” process of the supply chains of some of the top international consumer electronics makers is in full swing. In January, news broke that U.S. computer maker Dell aims to stop using Chinese-made chips by 2024 and has told suppliers to significantly reduce…

READ MORE ANALYSIS ABOUT THE REAL CHINA HERE: https://t.me/PublicPolicyThirdChannel On March 17, the People’s Bank of China (PBoC) announced that from March 27, it will reduce the reserve requirement ratio (RRR) for financial institutions by 0.25 percentage points (excluding financial institutions with a 5% reserve ratio already in effect). After…

Since the outbreak of the Russia-Ukraine conflict, trade ties between India and Russia have grown stronger, making India one of the largest buyers of Russian oil and discounted coal. At the same time, in order to avoid the impact of Western sanctions, India and Russia have been exploring trade settlement…

READ MORE ANALYSIS HERE: https://t.me/PublicPolicyThirdChannel The COVID-19 pandemic and geopolitical risks have raised questions about the future of the Chinese market for Japanese companies operating in China. Many are concerned about how these companies will adjust their business and investment plans in response. …