Youtube activity of "Ace1000ks1975" (@Ace1000ks19751982) on "Inside China Business" channel.
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Commenter youtube id
UCABtAtL49BCIr6LLkANY5rg
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321
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Commenter name
Ace1000ks1975
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Commenter name id
@Ace1000ks19751982
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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"
""Drill, Baby, Drill" is crashing into global peak oil demand: new US oil fields cannot make money"
""Ugly": What US Treasury bond auctions look like when China doesn't show up"
"10x bigger than Bitcoin, Tether, and Gold: China's Central Bank Digital Currency will dwarf them all"
"A key driver of BRICS expansion: lower prices for everything"
"AI in tech and finance surges as graduates in Computer Science and Finance struggle to find jobs"
"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."
"As Boeing and Airbus struggle with fake parts and order backlogs, China's COMAC scoops up new orders"
"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"
"Billions in subsidies and credits for US solar panel industry. Is it enough to displace China?"
"Boeing crashes, while Airbus soars in China."
"CHIPS Act update: Intel runs out of time and money, announces layoffs in US to double down on China"
"Canada will seem "weak" unless they raise tariffs in lockstep with US. So higher prices, forever."
"Car Wars: the US, EU, Japan, Korea can’t keep up as China adds 6 million tech grads a year"
"China and the Gulf States are setting up their own non-USD trading bloc. They have no choice."
"China building Robot Training Center for LLM AI, advanced robotics to replace US, European jobs"
"China builds new water battery to power entire electrical grids"
"China exports to US smash records, along with hopes for reshoring, nearshoring, and friendshoring"
"China is completing a global ports network for the BRICS economic bloc, and nobody noticed"
"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 splitting the global car market in two"
"China isn't dumping dollars. They're dumping banks, and setting up a new financial system."
"China now has superiority in satellite navigation. This means decades of commercial dominance."
"China owns most of the global supply chains for copper. The US wants to get them back."
"China races ahead of Europe and the US in wind, as our developers lack suppliers and capital"
"China ships over 5 billion RISC-V chips as sanctions fail. But did the sanctions save Qualcomm?"
"China wants to dominate global commercial aerospace markets by 2035. They are ahead of schedule."
"China wants to take over the world's pharmaceutical industry. The FDA just showed them how."
"China will NOT replace the USD as the world's reserve currency. What's ahead will be much worse."
"China wrecks wheat markets in US, Europe, and Australia. Should American farmers sell off land?"
"China's 5G solves latency problem for first robotic telesurgery; will revolutionize global medicine"
"China's COMAC will be bigger than Boeing and Airbus, combined, by 2040."
"China's Navy can build ships 200 times faster than United States: Fox News and US Navy Intel Report"
"China's brain drain is getting worse. For us."
"China's economy is very strong, and very, very weird. This from their latest GDP reports."
"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 new export ban on tungsten shocks defense contractors as Pentagon races to find new supply"
"China's powerful new sonar can fit in a shoebox, penetrate foreign submarine hulls, injure crew"
"China's prices are too low for buyers to care about tariffs. And how buyers can lower them."
"China's rush into light-based semiconductors threatens NVidia, CHIPS Act fab plants with total loss"
"China's supply chain dominance means the Inflation Reduction Act is already dead."
"China's universities now dominate top science, engineering fields, deepening its grip on industries"
"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, Russia using USD-backed cryptocurrencies for commodities trade using Hong Kong, Dubai banks"
"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 airlines grab market share from US and European carriers who have to fly around Russia"
"Chinese car brands soar in European surveys of car buyers and dealers; legacy carmakers scramble"
"Chinese central bank gold buying is hitting records. Are they building a gold-backed BRICS system?"
"Chinese companies are going around US semiconductor export bans. So are American companies."
"Chinese manufacturers will probably scale back their plans for foreign factory expansion"
"Chinese researchers claim breakthrough in detecting, tracking F-22 Stealth fighters"
"Chinese robots will not replace Chinese workers. They will replace ours."
"Chinese shortages that never happen, and why our investors always lose money"
"Coming soon to the US: deep REAL cuts in military spending, Social Security, Medicare, welfare"
"Cost of reshoring EV battery industry from China to US: $584 billion and an Opportunity Cost problem"
"DJI drones are used by 90% of America's search and rescue teams. Washington wants to ban them."
"De-dollarization accelerates as China's RMB soars past Euro, Yen; China builds new financial system"
"DeepSeek will be banned: it's good, it's fast, and it's free. So it cannot be allowed."
"Delete America, GPS, and BeiDou: the Great Power Competition in satellite navigation systems"
"Detroit auto engineers tear down BYD's Seagull: "An extinction-level event""
"European governments in a bind over Chinese solar panel imports"
"Flying cars and heavy drones fueling China's new low-altitude economy"
"GDP, PPP, and China's consumer spending problem: Chinese households already have a lot of stuff"
"German FDI to China breaks record as large companies move in. Small companies should do the same."
"Giant US deficits and debt rollovers wreak havoc among China's Belt and Road Initiative borrowers"
"Global shipping rates soar as US, NATO navies fail to protect Suez-bound vessels from Houthi attacks"
"High prices for Ozempic and Wegovy, two European-made weight-loss drugs, expose our corrupted system"
"How Amazon customers and Chinese companies avoid tariffs, by routing orders through Mexico"
"How China leaped 15 years ahead of the world in nuclear power: the same way as in everything else"
"How did Wall Street lose money in China? By buying high and selling low, we are the dumb money."
"How to win in China"
"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."
"India and China push gold to record highs, then pull from Western vaults after Russia sanctions"
"Intel, TSMC agree: CHIPS Act needs more subsidies to cover losses. The engineering supply problem."
"Investor Alert: Caterpillar, Volvo sales under pressure by China's push for self-sufficiency"
"Investor Alert: Revolutionary ironmaking method will nullify tariffs and scramble iron ore markets"
"Investor alert: China is drinking a lot more coffee, and taking the supply chains off our exchanges"
"Investor warning: de-dollarization, Chinese swaps, and plunging demand are destroying US oil and gas"
"Investor warning: tough times ahead for John Deere"
"Investors Beware: China's factories are moving. But not to Mexico or Vietnam."
"Investors Beware: US farmland to see historic price crash, amid soaring global ag productivity"
"Is China building a global Bitcoin and crypto trading hub? They're up to something in Hong Kong."
"Is China selling off its US Treasury and dollar bonds? It's complicated."
"Is medical tourism the answer to high drug prices, and long drug approval times?"
"Layoffs at John Deere blow up investment thesis on food shortages; US farmland to see liquidation"
"Lesson from Ukraine: Our fighting doctrine is fatally flawed because our "precision" weapons fail"
"Manmade climate change is turning the world green. Literally. Bad news for fertilizer stocks."
"McKinsey: Chinese discretionary spending, domestic and outbound travel, savings levels soar Y/Y"
"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"
"Nio and BYD want to sell EV's without a battery, to take on Tesla and gas-powered cars."
"Now it's 3: Huawei, SMIC shock the semiconductor industry again by introducing 3-nanometer chip"
"Now it's chocolate: prices hit records as Ghana, Ivory Coast and China cut out Western firms"
"Now it's official: our own semiconductor industry is in a "death spiral" after Chinese export bans"
"Now it's oil: China, BRICS and OPEC+ build new trading system, locking out US suppliers and banks"
"Older Americans don't want to buy Chinese cars. Young Americans do. So it's just a matter of time."
"Over a trillion dollars in equity wiped out as China, Canada dump commercial property. Who's next?"
"Panic in global metals markets as China rare earth export bans close brokerage hubs"
"Potential tariff impacts on China shrink as trade routes shift to Global South and BRICS"
"Proposed blacklist of CATL may cause fatal harm to Tesla, VW, Ford, BMW, and Mercedes"
"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"
"Russia, China, India, Turkiye, and the UAE are driving gold markets higher, while draining supply"
"Russian jamming of NATO's precision munitions in Ukraine render them just 10% effective"
"Russian oil exports double y/y as demand from India booms, and market makers work around sanctions"
"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"
"Social security, or community cafeterias? Medicare, or family care? US and China systems compared"
"Solar panel factories in the United States are going broke, except the ones China is building."
"Terrible US jobs report: all net new job creation since 2018 has been for immigrants; PT jobs soar"
"Tether and the BRICS' central bank digital currencies are creating parallel, de-dollarized economies"
"The BRICS trading system is already wiping out US farmers, as global price discovery is destroyed"
"The Biden Administration promised TSMC $6.6 billion in subsidies. It probably won't be enough."
"The Chinese want the RMB to be a top trading currency. The US government is helping them."
"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 Pentagon is running out of missiles. After December 1, that will be a big problem."
"The Pentagon's new plan to protect Pacific air assets from Chinese missiles may be the dumbest ever"
"The Russia-China grains corridor will completely displace the US, Canada, Australia, and France"
"The US Navy wants to build thousands of drones to counter China. Nobody wants to build them."
"The US Senate wants to ban a Chinese company that makes drugs for cancer, HIV, and cystic fibrosis"
"The US again proves hostile to new manufacturing: lessons from CATL, world's biggest battery maker"
"The US military needs Chinese semiconductors to build advanced weapons. Not the other way around."
"The US needs $85 billion to build copper mines to replace China's. Where are the investors?"
"The US no longer has a shipbuilding industry. But now there is big money in attacking China's."
"The US wants to build a supply chain for lithium batteries. But the math doesn't work."
"The US wants to buy Chinese graphite again to make cars. But now China doesn't want to sell."
"The legacy car market is collapsing, and high tariffs cannot save it."
"There's a problem with Chinese factory overcapacity: We can't find it."
"These high-paying American careers will be destroyed by Chinese competition within 10 years"
"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."
"Two problems in the Chip War: we need China to build semiconductors, and we need China to buy them"
"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 agriculture in steep decline as incomes collapse for farmers, equipment manufacturers"
"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 companies are "friendshoring" from China to India. We are strengthening the BRICS bloc instead."
"US farmers see soaring input costs and plunging crop values as China, Russia smash inflation lower"
"US state and local officials are shutting off investment by China. What should global companies do?"
"US universities losing hundreds of billions as top Chinese scientists and researchers go home"
"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?"
"Western chip sanctions guaranteed to fail as thousands of top Chinese scientists return home"
"Western countries subsidize our biggest companies. China subsidizes their small ones."
"Western drugmakers seek profits in China, after abandoning US market"
"Why China is winning the chips race: materials, markets, money, and Moore's Law"
"Why China is winning."
"Why South America now does all its business with China: US companies, investors are dumb and lazy"
"Why doesn't Apple make iPhones in the US? Because China will not allow it."
"Why isn't China exporting robots?"
"Why we cannot convert office buildings into affordable housing"
"Why will China's central bank push down the RMB, with high USD surpluses? JPY, CAD, AUD is why"
"Will BRICS member India help the US in the tech standoff with China? The White House hopes so."
"With China and the Federal Reserve dumping Treasury bonds, yields will soar as US investors step in"
"World's biggest consumer markets in 2030: China, India, Asia to boom. US, EUR up slightly, JPN down"
"Xiaomi and Huawei have both introduced high-selling electric vehicles. Why did Apple fail?"