🎙️First assessment of China's 15th Five-Year Plan 📕

Can Beijing's new economic blueprint deliver in an era of deflation, demographic decline, and technology warfare? @aligarciaherrero.bsky.social in conversation with @berthofmanecon.bsky.social and @yuyunzhan.bsky.social

👂️Listen: buff.ly/Y5P3WPD

Is India's rise inevitable? YouTube video by Asia Decoded

Great to talk with Asia Decooded’s Priyanka Kishore and Artha Global’s Niranjan Rajadhyaksha on India’s rise. According to the OECD, India will be the largest economy in the world by the 2060s. We discuss how likely this will be. www.youtube.com/watch?v=pFLh...

Now let’s ask this guy who drew a birthday card for Epstein.

Why China’s Rebalancing is so Hard: Tensions, Tradeoffs, and Policy Choices YouTube video by Asia Society

I had an excellent exchange with Lizzi Lee and Gerard DiPippo on how (if at all) to raise China’s consumption. Thanks to @AsiaSociety Center for China Analysis for organizing.

Why China’s Rebalancing is so Hard: Tensions, Tradeoffs, and Policy Choices youtu.be/WsrItzYK_FQ

open.substack.com/pub/berthofm...

China–ASEAN at a Crossroads: Navigating Regional Futures in an Era of Great Power Competition Join CCA for a webinar with former Indonesian Trade Minister Gita Wirjawan and CCA fellows Bert Hofman and Brian Wong to discuss the future of China–ASEAN relations.

China’s investments in Southeast Asia are rising as U.S. tariffs reshape regional trade. As the ASEAN Summit approaches, what do these dynamics mean for the future of China-ASEAN ties? On Oct 27, join Gita Wirjawan, @berthofmanecon.bsky.social , Brian Wong & Kevin Zongzhe Li for an expert discussion

Upcoming invasion of Greenland? 😀

Why would China wat to do that? It is entirely normal to rebate VAT on goods for export (despite the obvious ignorance that the Trump administration has displayed on this).

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“Thank you for your coordination”

Opinion | Give Trump a Nobel! And an Emmy. And an Oscar …

I am listening….

Give Trump a Nobel! And an Emmy. And an Oscar … www.nytimes.com/2025/08/18/o...

I think Parveen and Ron Vera are coordinating on this.

BIG NEWS: My book, The Land Trap, is coming out on Nov 4! I've been fascinated by this topic for years. The book tells the story of why land still occupies such a huge role in finance, economics and politics globally, and why that's a source of huge risk. You can preorder NOW!

EAI Seminar by Prof Bert Hofman - Internationalisation of the Renminbi: Status and Prospects YouTube video by East Asian Institute - NUS

I gave a talk last month on the internationalization of the Renminbi. The YouTube video is now up: www.youtube.com/watch?v=SFgL...

Happy Fourth of July to all my American Friends wherever you are. It has been a while since I lived in the “beautiful country” but still cherish your generosity, hospitality and friendship towards a foreigner like myself. I consider those traits to be the true American spirit to celebrate today.

Opinion | How Trump’s ‘Big, Beautiful Bill’ Will Make China Great Again

“The Chinese simply can’t believe their luck: that at the dawn of the electricity-guzzling era of artificial intelligence, the U.S. president and his party have decided to engage in one of the greatest acts of strategic self-harm imaginable”
www.nytimes.com/2025/07/03/o...

I do like next week’s NATO Summit dress code.

Overcapacity: the economic buzzword fuelling Europe’s clash with China Some EU officials believe Beijing is trying to distract from what they consider to be serious problems by poking holes in the terminology.

Excellent analysis from Finbarr Bermingham with some words from yours truly.

Overcapacity: the economic buzzword fuelling Europe’s clash with China
www.scmp.com/news/china/d...

Explore our updated app & enjoy a 7-day free trial. New users only. Download now:
scmp.onelink.me/3586748601/d...

Why we (sort of) miss Bob Lighthizer | Article | Hinrich Foundation Measured against the US’ impetuous approach to trade policy today, the rather more predictable aggression of Robert Lighthizer now seems almost reassuring.

Never thought I would sort of miss him too!
www.hinrichfoundation.com/research/art...

This Is Not a Drill American democracy is on the line right now

open.substack.com/pub/paulkrug...

english.news.cn/20250605/d4d...

Trump’s Corruption Is in a League of Its Own | by Jan-Werner Mueller - Project Syndicate Jan-Werner Mueller considers what the Qatari jet scandal reveals about the new administration and its priorities.

Why is Trump not even trying to hide the corruption?

Attempt to explain why he has reached a new cruising altitude of kleptocracy -- perhaps way above Putin, Orbán, etc. -- here:

I recently gave a presentation in Shanghai to a group on private investors in China. You can find the slides here: tinyurl.com/596aywcu

15 Scaramucci’s = 1 Elon.

Trade Court Strikes Down Trump’s ‘Liberation Day’ Tariffs Businesses and states had sued the government, saying the president didn’t have the authority to impose the levies.

Add to thread: www.wsj.com/politics/pol...

Inherently connected: donkeys, gender equality and the trade that threatens them both | Bond The global trade in donkey skins poses an undeniable threat to animal welfare, but its detrimental impact can also be seen in the lives of those who depend on their working animals.

"Inherently connected: donkeys, gender equality and the trade that threatens them both"
- next month in Cõte d'Ivoire the 2nd Pan African Donkey Conference convenes to evaluate how the African Union moratorium on the donkey skin trade is being implemented.
www.bond.org.uk/news/2025/05...