Comments by "Kenz300 x" (@KJSvitko) on "China Update" channel.

  1. Supply chains are broken. Offshoring of manufacturing has huge risks. Time to manufacture products closer to end use. Bring manufacturing back home.
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  2. Energy security can only be achieved with wind, solar, geothermal and hydro electricity production and electric vehicles. China needs to go all in on Wind and Solar energy. These energy sources do not need to be imported and can be produced locally. The Climate Crisis will impact food supplies and anything China can do to reduce fossil fuels use will help. Climate change is making weather events more extreme. Floods, drought and extreme temperatures all will impact food supplies.
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  3. China is too aggressive with its people, its neighbors and the world. This aggressive behavior has consequences. This is bad for China and the world. It is much better to get along with others and solve differences by trying to develop a win - win solution. Win - lose solutions are bad for people and the planet. We all need to get along and quit trying to lie, cheat or steal to get ahead in life. China has poisoned its air, land and water resources abusing its people, nature and the environment. Xi has killed the "Golden Goose" He has moved the country away from a market economy and back to a planned economy with government owned businesses. Foreign companies and foreign investors have left for friendlier countries. The risks in China are too high.
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  4. Stop building more new large building projects. Finish all the partly finished buildings before starting any new projects. Developers that can not finish projects need to sell those projects at a loss to developers that can finish them.
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  5. China is too aggressive with its people, its neighbors and the world. This aggressive behavior has consequences. This is bad for China and the world. It is much better to get along with others and solve differences by trying to develop a win - win solution. Win - lose solutions are bad for people and the planet. We all need to get along and quit trying to lie, cheat or steal to get ahead in life. China has poisoned its air, land and water resources abusing its people, nature and the environment. Xi has killed the "Golden Goose" He has moved the country away from a market economy and back to a planned economy with government owned businesses. Foreign companies and foreign investors have left for friendlier countries. The risks in China are too high. Supporting China's excess manufacturing capacity is bad for the world. China's huge subsidies to their manufacturers are meant to hurt any competitions and give them out of business. Free and fair competition is not understood or practiced in China. The rest of the world needs to stand up to their unfair subsidies or loose their own manufacturing base.
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  6. China's economy is in slow decline. The virus lock downs sped it up. Throwing more money at building empty buildings will not fix it. Lower GDP, higher unemployment, property developer bankruptcies, small and medium businesses going broke, local governments running out of cash, local banks running out of cash and individual personal despair of the population will lead to lower consumer spending. This will end up impacting the world economy and the US. China will try to spend its way out of its decline with government stimulus and that will reduce prices of goods produced in China and shipped around the world. Inflation will decline. China is the worlds second largest economy. A slow down in China will slow demand for energy. Steel production has declined and companies are going bankrupt because of the property developers stopped projects all over the country. The property developers collapse will ripple thru out the economy. Lock downs made it worse. Individuals, corporations, bond holders and investors are leaving China. The ruffled feathers about Taiwan are meant to stir up people and have them rally around the CPP and China. They need to distract people from all the economic problems in China. China will export deflation around the world. Their factories will keep running and exporting until they go bankrupt.
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  7. China's economy is in slow decline. The virus lock downs will speed it up. Lower GDP, higher unemployment, property developer bankruptcies, small and medium businesses going broke, local governments running out of cash, local banks running out of cash and individual personal despair of the population will lead to lower consumer spending.
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  8. GDP is ZERO when people are locked in their homes.
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  9. China is hurting their economy and the worlds economy with these total lock downs. Supply chains are broken. This shows how important it is to produce goods locally.
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  10.  @occamraiser  TSMC is already building production facilities in other countries.
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  11. Xi has made enemies of his own people, his neighboring countries and the world.  China will continue its decline as long as he is in power. His ambitions and world views are hostile to others.
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  12. There is no economic activity when the city is locked down. Many small and medium businesses will go broke and employees will have no income. Freedom of movement and freedom of speech are under appreciated until they are taken away.
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  13. Hard to believe that housing sales increased in June.
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  14. Housing prices need to decline. The artificial floor the governments is putting on housing prices will only prolong the crisis.
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  15. All investors around the world need to access the risks of any investments in China. Foreign corporations, foreign stock investors or foreign bond holders need to reduce their risks. There are much safer places to invest that respect the rule of law and don't cook the books.
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  16. Foreign investors will get burned. No rule of law. No free speech. No freedom of movement. Too many state owned enterprises. The PONZI scheme has collapsed.
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  17. Foreign investors beware.
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  18. Unfinished buildings are not assets. They are liabilities.
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  19. China is just now figuring out what a PONZI scheme is. NEW buyers paying off old projects. Pre Sold selling is a scam. People are locked in and forced to pay a mortgage on an unbuilt property that may never be built. The whole property development industry is a scam with shoddy construction and unfinished properties. Buyers are left with no way to get their money back or a finished property. What a scam. The government does not care about the average working people that got scammed and does nothing to make them whole.
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  20. China is too aggressive with its people, its neighbors and the world. This aggressive behavior has consequences. This is bad for China and the world. It is much better to get along with others and solve differences by trying to develop a win - win solution.
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  21. People need to be educated about the relationship between extreme weather events and burning fossil fuels. Burning more coal will only make things worse.
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  22. Aggressive wolf warrior policies have consequences for the economy.
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  23. Every country needs to try to be more self sufficient in energy production and manufacture of critical goods. Wind and solar energy can be produced locally and do not need to be imported. Long supply chains are a big risk for many economies. Countries need to produce more goods locally. Many countries import food supplies that can be grown locally in gardens, green houses and on local farms.
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  24. Developers going broke, taking bond holders, suppliers, customers, employees and local governments with them. Many foreign companies are moving their manufacturing out of China raising unemployment levels. The zero virus policy is closing areas and is adding to supply chain problems and exports declining. These are a lot of problems.
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  25. China's GDP is an illusion. It is a PONZI scheme built on increasing debt. An economy that was closed and on lock down could not possibly have 3 % growth. You can not believe any numbers coming from the government or businesses in China.
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  26. Foreign companies and investors will leave.  Freedom of movement and freedom of speech are key to any society to function well.
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  27. China is moving away from free markets and closer to a planned / controlled economy. Foreign investors that have not figured this out will be wiped out financially.
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  28. China's economy will further decline. There will be stock loses. Bond loses, more property developer bankruptcies, more retail store closings, more bank bankruptcies, more local governments going broke and more unemployment. China has not hit the bottom yet. More pain to come. Only a huge national government bailout can slow the decline and the damage. Xi has been in power for more than 10 years. His policies have caused the decline in the economy. His next 5 years will finish the job of destroying the economy. He is truly a dictator thrusting his people into poverty. He has made enemies of his own people, his neighboring countries and the world. China will continue its decline as long as he is in power. His ambitions and world views are hostile to others.
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  29. GDP is ZERO when the city is shut down. Manufacturing, investment and supply lines are shut down. Freedom of movement and freedom of speech are under appreciated until they are gone. Companies are moving manufacturing and investment out of China and closer to their customers.
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  30. China is too aggressive with its people, its neighbors and the world. This aggressive behavior has consequences. This is bad for China and the world. It is much better to get along with others and solve differences by trying to develop a win - win solution. Win - lose solutions are bad for people and the planet. We all need to get along and quit trying to lie, cheat or steal to get ahead in life. China has poisoned its air, land and water resources abusing its people, nature and the environment. Xi has killed the "Golden Goose" He has moved the country away from a market economy and back to a planned economy with government owned businesses. Foreign companies and foreign investors have left for friendlier countries. The risks in China are too high. Supporting China's excess manufacturing capacity is bad for the world. China's huge subsidies to their manufacturers are meant to hurt any competitions and give them out of business. Free and fair competition is not understood or practiced in China. The rest of the world needs to stand up to their unfair subsidies or loose their own manufacturing base.
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  31. Wind and solar energy can be produced locally and do not need to be imported.  No need to pay for month fuel costs once they are installed.  Unlike oil, natural gas or coal, wind and solar energy are safer, cleaner and cheaper than fossil fuels.
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  32. Trying to mask massive debt of developers by increasing massive debt of local governments and local banks. This will not end well.
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  33. Population needs to be in balance with jobs, resources, nature and the environment. Having a bigger population in any country than the country can support makes no sense. Access to food, water, shelter, energy and jobs should guide population levels. The worlds population is still expected to add another billion people to feed, clothe and produce pollution. Humans are crowding out all other species of plants and animals. Education and birth control are key to reducing poverty and hunger. Having a child that you can not provide for yourself is cruel and irresponsible. We need solutions not just sympathy. Endless population growth is not sustainable on a finite planet. Every country needs to "TRY" to be more self sufficient. When there are not enough resources to sustain a population something has to give. Countries need to focus on quality of life for their citizens and not just quantity of life for cheap labor. Why import fossil fuels when wind and solar energy can be produced locally and solar energy can power electric vehicles. We need solutions not just sympathy. China has a larger population than the countries resources can support. This excess consumption leads to over fishing oceans, clear cutting forests for grazing of animals and the extraction of minerals polluting the land and the environment.
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  34. Xi has made enemies of his own people, his neighboring countries and the world.  China will continue its decline as long as he is in power. His ambitions and world views are hostile to others.
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  35. China is uninvestable. There is no rule of law. There is no freedom of speech. There is no freedom of movement. Internet activity is monitored. Cameras monitor public spaces. No privacy. Numbers produced by companies or the government can not be trusted. New laws put everyone at risk for arrest for spying. The government manipulates all business and government statistics. State owned corporations are puppets of the government and its policies. Companies and the stock markets are not free and fair. Manipulation and misinformation are everywhere. There is no 5% growth this past year. That is a made up number. The is no growth. 0% The economy is contracting. China's media is all state propaganda and can not be believed or trusted to tell the truth. Businesses need to diversify their supply chains and reduce dependence on China.
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  36. China is uninvestable. There is no rule of law. There is no freedom of speech. There is no freedom of movement. Internet activity is monitored. Cameras monitor public spaces. No privacy. Numbers produced by companies or the government can not be trusted. New laws put everyone at risk for arrest for spying. The government manipulates all business and government statistics. State owned corporations are puppets of the government and its policies. Companies and the stock markets are not free and fair. Manipulation and misinformation are everywhere. There is no 5% growth this past year. That is a made up number. The is no growth. 0% The economy is contracting. China's media is all state propaganda and can not be believed or trusted to tell the truth. Businesses need to diversify their supply chains and reduce dependence on China.
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  37. Dictators like Xi and Putin are making enemies of their own people, their neighbors and the rest of the world.
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  38. Population needs to be in balance with jobs, resources, nature and the environment. Having a bigger population in any country than the country can support makes no sense. Access to food, water, shelter, energy and jobs should guide population levels. The worlds population is still expected to add another billion people to feed, clothe and produce pollution. Humans are crowding out all other species of plants and animals. Education and birth control are key to reducing poverty and hunger. Having a child that you can not provide for yourself is cruel and irresponsible. We need solutions not just sympathy. Endless population growth is not sustainable on a finite planet. Every country needs to "TRY" to be more self sufficient. When there are not enough resources to sustain a population something has to give. Countries need to focus on quality of life for their citizens and not just quantity of life for cheap labor. Why import fossil fuels when wind and solar energy can be produced locally and solar energy can power electric vehicles. We need solutions not just sympathy.
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  39. Xi has been in power for more than 10 years. His policies have caused the decline in the economy. His next 5 years will finish the job of destroying the economy. He is truly a dictator thrusting his people into poverty. He has made enemies of his own people, his neighboring countries and the world. China will continue its decline as long as he is in power. His ambitions and world views are hostile to others.
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  40. The supply chain is broken. China will no longer be the worlds manufacturing site. The risks are too high.
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  41. Xi has made enemies of his own people, his neighboring countries and the world. China will continue its decline as long as he is in power. His ambitions and world views are hostile to others.
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  42. China is too aggressive with its people, its neighbors and the world. This aggressive behavior has consequences. This is bad for China and the world. It is much better to get along with others and solve differences by trying to develop a win - win solution. Win - lose solutions are bad for people and the planet. We all need to get along and quit trying to lie, cheat or steal to get ahead in life. China has poisoned its air, land and water resources abusing its people, nature and the environment. Xi has killed the "Golden Goose" He has moved the country away from a market economy and back to a planned economy with government owned businesses. Foreign companies and foreign investors have left for friendlier countries. The risks in China are too high. Supporting China's excess manufacturing capacity is bad for the world. China's huge subsidies to their manufacturers are meant to hurt any competitions and give them out of business. Free and fair competition is not understood or practiced in China. The rest of the world needs to stand up to their unfair subsidies or loose their own manufacturing base.
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  43. China's economy is not investable. The risks are too high. There are safer places to invest. China has no rule of law. Their own citizens can not get homes they paid up front for and banks are refusing to let people withdraw their own money.
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  44. Bicycles, ebikes, electric cargo bicycles, robo taxis and escooters are great options for last mile, short distance travel. Cities need to do more to encourage people to ride bicycles by providing SAFE, PROTECTED BIKE LANES and trails. Every adult and child should own a bicycle and ride it regularly. Bicycles are healthy exercise and fossil fuels free transportation. Electric bicycles are bringing many older adults back to cycling. Ride to work, ride to school, ride for health or ride for fun. Children should be able to ride a bicycle to school without having to dodge cars and trucks. Separated and protected bike lanes are required. It will also make the roads safer for automobile drivers. Transportation planners and elected officials need to encourage people to walk, bike and take public transportation. Healthy exercise and fossil fuels free transportation. In the future cities will be redesigned for people not cars. Crazy big parking lots will be transformed.
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  45. China needs to develop a huge battery recycling industry.
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  46. China is just now figuring out what a PONZI scheme is. NEW buyers paying off old projects. Pre Sold selling is a scam. People are locked in and forced to pay a mortgage on an unbuilt property that may never be built. The whole property development industry is a scam with shoddy construction and unfinished properties. Buyers are left with no way to get their money back or a finished property. What a scam. The government does not care about the average working people that got scammed and does nothing to make them whole. The government is protecting developers and banks but not the people.
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  47. The economy is in self destruct mode..
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  48. Does anyone in China mention the Climate Crisis ?
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  49. Housing and developers were running a Ponzi scheme. The game is over.
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  50. Too many people and too few jobs. A declining population will help balance jobs, resources and the environment with people.
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