Youtube activity of "D W" (@DW-op7ly) on "Inside China Business" channel.
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Commenter youtube id
UC98kjkJI7wzWkZEORNYCPhg
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519
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Commenter name
D W
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Commenter name id
@DW-op7ly
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Comments by video
""De-Risking" goes both ways as China dumps US Treasury positions, now at lowest level since 2010"
""Derisking" from China means supply chains are lengthening, not strengthening: BIS and WSJ"
""Mystery buyers" in developing-world central banks anonymously dumping dollars, buying gold"
"10x bigger than Bitcoin, Tether, and Gold: China's Central Bank Digital Currency will dwarf them all"
"A BRICS+ grain AND energy exchange could be bigger than the Euro"
"Airbus, Boeing, and the Pentagon have a Russia-China problem: we need their titanium to build planes"
"America is giving up in Vietnam, again as Chinese investment in VN grows to 16x"
"America prefers to build high-cost weapons, so now we can't make shells. Plus the Russia problem."
"America's STEM graduates shortage is much worse than we thought."
"America's factory boom now a bust as China cuts off graphite sales, likely to push tariff repeals"
"America's war machine needs Chinese magnets, so we're going to make our own. But nobody knows how."
"As US universities scramble to replace Chinese students, student visa fraud skyrockets."
"Australia: only Chinese and European students care about quality of education, the rest want jobs"
"Canada will seem "weak" unless they raise tariffs in lockstep with US. So higher prices, forever."
"China Ghost Cities: A Myth?"
"China builds new water battery to power entire electrical grids"
"China claims breakthrough in analog semiconductor chips: 3,000 times faster than Nvidia"
"China exports to US smash records, along with hopes for reshoring, nearshoring, and friendshoring"
"China is about to transform South American trade"
"China is first to create nuclear fusion plasma, and is way ahead in the most important race of all"
"China is relaxing restrictions on buying new houses. What does this mean for investors? Nothing."
"China is winning the trade war. China passes Germany and Japan to lead the world in car exports."
"China ships over 5 billion RISC-V chips as sanctions fail. But did the sanctions save Qualcomm?"
"China's Navy can build ships 200 times faster than United States: Fox News and US Navy Intel Report"
"China's RMB surges as trading currency, more than doubling in just two years as Yen, Euro fall"
"China's brain drain is getting worse. For us."
"China's enormous subsidies come from trading profits. US and European subsidies come from taxpayers."
"China's export curbs on Antimony aren't a new front in the trade war. The problem is much worse."
"China's factories are closing down and moving, to other regions in China. Not to Vietnam or Mexico."
"China's powerful new sonar can fit in a shoebox, penetrate foreign submarine hulls, injure crew"
"China's rush into light-based semiconductors threatens NVidia, CHIPS Act fab plants with total loss"
"China's space agency needs robots that can shovel moon dirt, make bricks, and build a moon base"
"China's supply chain dominance means the Inflation Reduction Act is already dead."
"China's trade surpluses soar to new records as Vietnam hits production ceilings"
"China's young, hyper-adaptive population is its secret weapon for fast innovation."
"China, Huawei already far ahead in the race to 5G and the iOT, with the US a trillion dollars behind"
"China, and not the US, just built the world's first Artificial Intelligence hospital. Why, and why?"
"Chinese Fixed Asset Investment to ASEAN booms, more than twice US, Japan, and Korea combined"
"Chinese central bank gold buying is hitting records. Are they building a gold-backed BRICS system?"
"Chinese robots will not replace Chinese workers. They will replace ours."
"Chinese shortages that never happen, and why our investors always lose money"
"Chinese travel again booms to Thailand after visa requirements are dropped"
"Chinese universities are racing higher in the global rankings. Our soft power problem."
"Chinese-built Tesla's dominate in Australian EV market; no tariffs mean more choice, lower costs"
"Companies, governments begin pushing back on US semiconductor sanctions in China; ASML doubles down"
"Cost of reshoring EV battery industry from China to US: $584 billion and an Opportunity Cost problem"
"De-dollarization accelerates as China's RMB soars past Euro, Yen; China builds new financial system"
"Detroit auto engineers tear down BYD's Seagull: "An extinction-level event""
"Fierce local resistance to lithium battery factory shows why supply chains cannot go back to the US"
"Foreign Direct Investment into China is hitting 30-year lows. But Chinese exports are soaring. How?"
"GDP, PPP, and China's consumer spending problem: Chinese households already have a lot of stuff"
"Geely and Volvo avoid tariffs, start selling cheap Chinese EV's in the US, and snag the $7500 credit"
"Giant US deficits and debt rollovers wreak havoc among China's Belt and Road Initiative borrowers"
"Global investors dumped Chinese stocks through 2023. Now they're buying them back at record pace"
"Global shipping rates soar as US, NATO navies fail to protect Suez-bound vessels from Houthi attacks"
"How China leaped 15 years ahead of the world in nuclear power: the same way as in everything else"
"How China produces new EV's faster than anyone else: XPeng, Nio, and BYD vs the legacy carmakers"
"How dominant is China's manufacturing export sector? The answer in 4 ugly charts"
"Huawei is killing Apple in China: the Kirin chip, the Mate-60, government iPhone bans, and now Pura"
"Huawei is not a remarkable Chinese company. It's a typical Chinese company. That's the problem."
"Hypersonic missiles and glide-capable munitions are the future of warfare. China's already there."
"Intel, TSMC agree: CHIPS Act needs more subsidies to cover losses. The engineering supply problem."
"Investor alert: Nvidia already in trouble, swamped by China's "all the above" strategy for chips"
"Is China selling off its US Treasury and dollar bonds? It's complicated."
"Lesson from Ukraine: Our fighting doctrine is fatally flawed because our "precision" weapons fail"
"McKinsey: Chinese discretionary spending, domestic and outbound travel, savings levels soar Y/Y"
"Musk snubs India PM, doubles down on China and Baidu. Tesla stock zooms."
"NVidia forced to slash prices on AI chips as Huawei's first offering is faster, performs better"
"Naval experts: China's hypersonic missiles make US aircraft carriers obsolete"
"New university rankings have upended the world: Chinese universities hold 6 of top 10 spots"
"Now it's 3: Huawei, SMIC shock the semiconductor industry again by introducing 3-nanometer chip"
"Now it's official: our own semiconductor industry is in a "death spiral" after Chinese export bans"
"Older Americans don't want to buy Chinese cars. Young Americans do. So it's just a matter of time."
"Red and blue states agree: Biden's tariffs on Chinese cranes are a bad idea, and perhaps illegal"
"Researchers develop new technology that can fit entire data center on a single disk"
"Researchers engineer implantable batteries, sustained by body oxygen"
"Researchers' simple plan to work around SWIFT sanctions: use different banks"
"Revolutionary new diesel engine breaks records in thermal efficiency"
"Russia, China, India, Turkiye, and the UAE are driving gold markets higher, while draining supply"
"Russian oil exports double y/y as demand from India booms, and market makers work around sanctions"
"Sanctions against Huawei fail, then birth "Delete America" campaign across China's supply chains"
"Sanctions were supposed to stop China's semiconductor industry. The opposite happened."
"Semiconductor bans were intended to kill the Chinese chipmakers. They’re killing ours instead."
"Since 2000, the US and China have taken over the G7's share of global GDP"
"Solar panel factories in the United States are going broke, except the ones China is building."
"Supply chain and delivery problems at Boeing and Airbus are opening giant markets for China's COMAC"
"The Biden Administration promised TSMC $6.6 billion in subsidies. It probably won't be enough."
"The PIIGS, China, and Vietnam: Private investors chase higher yields and risk, send USD back to US"
"The Pentagon and FCC have a big Huawei problem: there are no substitutes, and there's no more money"
"The US Congress wants China out of our drug supply chains. Companies and patients insist they stay."
"The US again proves hostile to new manufacturing: lessons from CATL, world's biggest battery maker"
"The US is trying to kill China's tech industry. We are making them stronger."
"The US military needs Chinese semiconductors to build advanced weapons. Not the other way around."
"The US no longer has a shipbuilding industry. But now there is big money in attacking China's."
"The US wants to buy Chinese graphite again to make cars. But now China doesn't want to sell."
"The University of Chicago has the best business school in the world. So why are they broke?"
"The biggest winner in the EU's tariffs against Chinese carmakers: BYD, a Chinese carmaker"
"The new tariffs levied by Biden are designed to sound tough, without upsetting China"
"There's a problem with Chinese factory overcapacity: We can't find it."
"This is a Chinese-made SUV. And the US government will give you $7,500 to buy it."
"Top Microsoft executives left to start a new AI company in China. Why?"
"Trump and Biden, Republicans and Democrats all agree: affordable Chinese cars should be banned"
"Turkiye rejects EU, NATO to join BRICS. And nobody in the US seems to care as our media go silent."
"UBS hired engineers to tear apart and analyze BYD's electric car. Here is what they learned."
"US "affirms Ukraine's future is NATO", now pushing weapons makers to build munitions in the war zone"
"US Navy is desperate to close the gap with China. Can Japan or Korea save US shipyards?"
"US allies warn of "diplomatic crisis" as American officials demand new curbs in China chip battle"
"US and NATO have a weapons manufacturing problem: we need China's rare earth metals to build them"
"US sanctions against China are putting global firms to a decision: abandon China, or leave the US"
"Ukraine, Israel buying Chinese civilian drones for combat use; shun US military-grade drones."
"Under pressure from Washington, Mexico shuts out BYD and other Chinese carmakers"
"Wall Street investment funds lose billions on Evergrande bonds gamble"
"We have a Chinese de-risking problem: where else can we find a billion consumers?"
"Welcome to Inside China Business"
"Western chip sanctions guaranteed to fail as thousands of top Chinese scientists return home"
"With China and the Federal Reserve dumping Treasury bonds, yields will soar as US investors step in"
"World's first all-electric container ship sets sail"
"Zeekr/Geely shares rocket higher in biggest IPO since Didi. Despite risks, investors see big upside"