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笨狼 (2021-04-02 19:00:00) 評論 (1)
【1】
黨媒宣傳的拜登大政府新政宏圖:
Biden prepared to chuck filibuster in bid to reshape America, quickly - Axios
為了支付大政府的征稅計劃:
White House eyes major tax plans to fund infrastructure and jobs package - The Washington Post
大政府:參見 沒招?美國趕緊向中國學招
Biden’s Stimulus Is the Dawn of a New Economic Era (foreignpolicy.com)
 
【2】為了對抗中國的一帶一路,拜登建議(英國總理)莊生也來一個:
Biden says he suggested to UK's Johnson a plan to rival China's Belt and Road | Reuters
這就是拜登唯一的一句話,可笑。英國的財政開支自己還緩不過來,莊生又要第二艘航母,拜登自己還要新的3萬億大政府,“民主陣營”,美國英國自己不帶頭?
Opinion | Biden’s Trumanesque foreign policy - The Washington Post
BCI良好棉花上海辦公室終於發話,就看總部敢不敢與中國斷交
Simon Rabinovitch on Twitter: "It's well known that US financial sanctions affect business globally thanks to the dollar's centrality"跟我說的一樣
‘We are a laughing stock’: Covid-19 and Germany’s political malaise | Financial Times (ft.com)
Chart showing the surge of support for the CDU’s initial handling of the pandemic has faded
曹小靈看世界:新疆棉花事件背後的真相 (guancha.cn)
商業秩序優於主權國家秩序?別裝糊塗了-沙燁 (guancha.cn)
BCI駁回其上海代表處“新疆棉花產業無強迫勞動”調查結論_認證
Blow Up the Global Trading System | Washington Monthly
 
【3】美中在巴西的較量:華為
《紐時》一周前在報道巴西疫情的時候,把巴西從中國拿到疫苗和巴西重新允許華為競投5G項目放到同一個句子裏,暗示中國用疫苗威逼巴西讓步(參見:美國一手疫苗好牌,給拜登活生生打臭),巴西媒體揭露這整個是《紐時》的慣用伎倆,用以詆毀中國:
Is China really trading vaccines in exchange for 5G in Brazil? - Rest of World
實際情況是華為一直沒有出局,中國與巴西在疫苗上一直有合作,但這都不在中央政府層次發生,因為總統反華,為了討好美國,為了選票不惜犧牲本國的利益,華為是政府批準的符合安全標準的商戶,總統在國內很孤立,地方政府和商界都反對,到了巴西死人成山的時候,總統終於老實,對中國開始友善起來。
 
【4】華爾街和西方的資本抵擋不住中國的吸引力:
Goldman Sachs plans big China move - The Washington Post
Over the great wall - China’s markets are shaking off their casino reputation | Finance & economics | The Economist
 
【5】戰略考慮
Trump's Confrontational Approach to China Was All Wrong. Biden Is Making the Same Mistake. (foreignpolicy.com)
There Will Not Be a New Cold War | Foreign Affairs
Biden Leans Into Quad Nations Alliance to Confront China - Bloomberg
The U.S. Can Win Without China's Collapse (foreignpolicy.com)
Beyond Colossus or Collapse: Five Myths Driving American Debates about China  - War on the Rocks
America's Alliances After Trump: Lessons from the Summer of '69 - Texas National Security Review (tnsr.org)【這個分析很能見到美國的出發點:“美國”是一個代表正義的勢力,“中國”是一個危害和平、訛詐鄰國的反動勢力】
Hell hath no fury like a superpower in decline – Responsible Statecraft
If there is going to be a grand strategy focused on China ... - The Washington Post是對The U.S. and China Finally Get Real With Each Other - The Atlantic一文的延伸想法,原文是說撕下麵子反而是好,沒有幻想,本作者則沒那麽樂觀,“The United States excels at shooting itself in the foot — and also at recovering from shooting itself in the foot far more quickly than foreigners expect” 
(美國國內政治)It's time for Democrats to get out of their 'defensive crouch' – Responsible Statecraft
內鬥?
'Time is not on our side' — Biden navigates cyber attacks without a cyber czar - POLITICO
 
The Choice Between a U.S.-Led Rules-Based Order and a Chinese 'Might-Makes-Right' One Is False (foreignpolicy.com)
China in a World of Orders: Rethinking Compliance and Challenge in Beijing's International Relations | International Security | MIT Press
Biden's American exceptionalism has limits - The Washington Post
U.S.-China Great-Power Competition Is a Recipe for Disaster (foreignpolicy.com)
The US dollar’s hegemony is looking fragile | Business | The Guardian
Can Biden return the US to TPP? Does it matter? 2 experts explain - Nikkei Asia
Hell hath no fury like a superpower in decline – Responsible Statecraft
Americans don't like China these days — which is not a good sign for restraint – Responsible Statecraft
東歐人(羅馬尼亞):
The U.S.-China Rivalry Is Ideological, Not Just Geopolitical (foreignpolicy.com)
(新加坡)馬凱碩 (Kishore Mahbubani)
Was Trump Right or Wrong on China? Biden’s Answer Will Shape the Future > Articles | (globalasia.org)
Biden should summon the courage to reverse course on China | Financial Times (ft.com)
most Chinese thought that their policymakers won the public argument in Alaska. So too, did many other Asians
@mahbubani_k
Avoiding Groupthink to Manage the US-China Relationship (worldpoliticsreview.com)
戰狼:
Sanctions spat has forced EU to reassess its China strategy | Financial Times
China’s wolf warriors refuse to back down | Financial Times
But when Merkel and Xi spoke on Wednesday, China’s official account of the call did not mention the trade deal or Xinjiang
“We had seven years of negotiations for the deal,” said Joerg Wuttke, head of the European Chamber of Commerce in China. “Now it looks like it will take another seven years.”
Ryan Fedasiuk on Twitter: "In my latest for @ChinaBriefJT, I document how China's Communist Party raised an army of 22 million internet trolls—and how Beijing is wielding them as a weapon of foreign influence
 
Could the US and China stumble into war? – Responsible Statecraft
Hawks up the ante: China is now a nuclear threat, too – Responsible Statecraft
 
Why It’s So Hard for America to End Its Wars | The New Yorker
 
 
【6】台灣
 
台灣的“民主”是民主專製,任何不同聲音被打擊成有位民意而被拒絕,而且台灣的民主鬥士(boba liberals),西方的反應:
台灣《聯合報》在官網發起的一項民意調查顯示,在投票的3.3萬餘名網友中,有超過78%的網友表示“不讚同,感覺有政治力介入”,僅有20%選擇“讚同,累計多項違規記錄,早該下架”。
 
Intel's US expansion highlights fragility of Asian supply chains - Nikkei Asia
Japan and US aim for chip supply chain deal in April summit - Nikkei Asia
TSMC to Spend $100 Billion Over Three Years to Grow Capacity - Bloomberg
TSMC to Invest $100 Billion to Increase Semiconductor Output - WSJ
歐盟計劃建設芯片生產工廠,降低對美國、亞洲的依賴 (guancha.cn)
South Korea’s Chip Industry Is Trapped Between the U.S. and China - Bloomberg
Understanding Beijing’s motives regarding Taiwan, and America’s role (brookings.edu)
中情局老分析員:中國壓根兒沒準備武統台灣
Why China Could Decide to Invade Taiwan, and Soon - 19FortyFive
人口老化,剩男,經濟增長低於社會需求
 
A One-China policy primer (brookings.edu)
An open letter to Donald Trump on the One-China policy (brookings.edu)
The PRC definition of the One-China principle for international consumption is that, “there is only one China in the world, Taiwan is a part of China and the government of the PRC is the sole legal government representing the whole of China.
The U.S. government does not have such a concise rendering of its One-China policy as Beijing does. When American officials say that “we have a One-China policy,” they usually elaborate by listing several defining elements: adherence to the three U.S.-PRC communiqués of 1972, 1978, and 1982; implementation of the Taiwan Relations Act enacted in April 1979; an abiding interest in the peaceful resolution of the differences between the two sides; opposition to either side unilaterally changing the status quo and non-support for de jure independence of Taiwan; the “six assurances”conveyed to Taiwan in August 1982; and a preference for continuing dialogue and cooperation between Beijing and Taipei, among others
對中國最關鍵的,大概是美國不支持台灣獨立。不支持獨立,還要武力支持台灣,是因為美國許諾“雙方都不應改變現狀”
The PRC definition of the One-China principle for international consumption is that, “there is only one China in the world, Taiwan is a part of China and the government of the PRC is the sole legal government representing the whole of China.”
 
The United States takes no position on how the two sides of the Taiwan Strait should resolve their differences on substantive issues. It does, however, consistently state an “abiding interest”in peace and security in the Taiwan Strait. The Taiwan Relations Act conveys a political commitment to come to Taiwan’s defense if the PRC were to attack the island militarily. Taiwan’s democratization complicated how the United States should act on its interest in preserving peace and security, and it has, at times, employed an approach of “dual deterrence.”
美國所說的:美國不當兩岸將來的仲裁者,但卻不得不當仲裁者,因為你們不能以訴諸武力
台海一戰將無法避免,因為中國對“時間在我們一邊”的判斷因時而變,未必會
 
No, Taiwan’s President Isn’t ‘Pro-Independence’ – The Diplomat
 
China sends more jets; Taiwan says it will fight to the end if there's war | Reuters
Taiwan Tripwire: A New Role For The U.S. Army In Deterring Chinese Aggression (forbes.com)
The very real risks of a dangerous confrontation with China - Nikkei Asia
China’s military tracks US warship traversing Taiwan Strait | South China Morning Post (scmp.com)
Opinion: Don't Help China By Hyping Risk Of War Over Taiwan : NPR
卜睿哲(Richard Bush),何瑞恩(Ryan Hass),葛來儀(Bonnie Glaser)
China has drawn blood along the contested Indian border, threatened Vietnam, expanded its military presence in the South China Sea, increased the tempo of its operations near the Senkaku Islands and trampled Hong Kong's autonomy — to say nothing of the atrocities it is perpetrating against its own citizens in Xinjiang and elsewhere
解放軍在台灣全方位演習
to deter Taiwan independence rather than compel unification
While it is true that some in China have concluded that time is no longer on China's side and Beijing should use force to compel unification, Xi has resisted such pressure. In the latest five-year plan, launched this year, Beijing reaffirmed the policy guideline of pursuing "peaceful development of cross-strait relations,"
五年計劃說“和平發展”並不排除和統或武統,主要看是不是時勢所迫,如果美國承認台灣,或台灣宣布獨立,這都將是不可扭鑽的事件
Beijing has its own incentives to avoid war. Foremost among them is that any attempt to take Taiwan by force would very likely invite a military conflict with the United States. Such a conflict would be difficult to limit from escalating or spreading beyond the Taiwan Strait三人覺得美國占上風,並不一定是指美國在局部一定會勝,隻是當兩國交戰後,雙方就進入一種戰爭對峙狀態,那麽任何手段都可以在使用的範圍之內
“中國的目的是要把台灣嚇死,主動投降,宣揚中國軍事實力就是幫了中國”
注:如果台灣民意已經不可逆轉地走向獨立,那麽中國還有什麽可能和平統一?香港2019暴動的影響:蔡英文當時未必有連任的絕對勝算,蔡抓住了香港暴動,積極扇風,使得局勢發展是一國兩製
還是有兩個可能:一是十幾年後中國發展,自己製度有所有所改善,二是經濟地位穩定到不懼美國搗亂,實力強大到足以逼敵接受城下之盟
中國沒招,因為中國自身問題多,另外還有更多更大的目標,完成建設之前,中國也沒用十分把握,
本文根本沒提執意性含糊,因為不需要,並沒有討論風險、價值、後果
Biden Backs Taiwan, but Some Call for a Clearer Warning to China - The New York Times
 
Taiwan conflict: Australian military prepares for worst-case scenario (afr.com)
‘Fuel on the fire’: war of words between Australia and China stokes tension | Australian foreign policy | The Guardian
“No other country in the world – not Taiwan, Japan or South Korea – are talking about the likelihood of war on a day-to-day basis. In Australia we seem to be focused on the distant threat of war rather than the very real support that the Taiwanese people need today.”
We can’t discount conflict with China over Taiwan, says Australian defence minister | South China Morning Post
Australia’s China debate gets more rancorous with harassment, threats and lawsuits | South China Morning Post
 
U.S. Concerns About China Put Focus on Taiwan’s Defensive Weakness - WSJ
 
同意:
China's Arrogance Is Uniting Its Rivals Around the U.S. - Bloomberg
China defiantly responds to US alliances. Will it backfire? - Los Angeles Times
 
 
但是可能要讓日本和菲律賓失望了,南海南沙群島本身就是中國的領土,與菲律賓沒有什麽關係,所以並不存在侵犯主權這一說,所以我們也沒有必要撤離。
不過,也有可能是我國漁民的一次的集合活動,中美高層戰略對話已經落幕,中國在阿拉斯加的表現讓中國人熱血沸騰,對於中國的實力更加有自信,對於捍衛中國主權的決心也更加堅定。捍衛我們的權益,本身就是所有中國人的事情,所以,在我們看來,即便是漁民自發組織的宣示主權行動,也沒有什麽意外的。
什麽話?
為何反應如此激烈?220艘中國漁船集結南沙群島,菲律賓接連發聲|海域_網易
 
Biden to request $715B for the Pentagon, slight increase from last year - POLITICO
Money to deter China, Russia: The plan falls short of the 3 to 5 percent boost GOP lawmakers are pressuring the White House to endorse. They argue the range, laid out by Pentagon leaders during the Trump administration, is what’s needed to adequately fund a military transformation to counter threats from China and Russia
Delaying Withdrawal from Afghanistan Is a Mistake - Eunomia
"The May 1 deadline gives Biden a way out, and it is bizarre that he doesn’t want to take it."
"There is no excuse for Biden’s apparent backtracking on yet another promise, and he should move quickly to correct this serious and unforced error."
"His conceit that Russia, China, and Iran all belong to the same enemy camp is similarly wrongheaded and harmful."
拜登當局“怕軟症”
還尤其怕在國內被人指責自己軟,一軟就不是男子漢
拜登把普京說成為殺手的原因
Taiwan Needs Unambiguous American Support (foreignaffairs.com)
Washington can make this change in a manner that is consistent with its one-China policy and that minimizes the risk to U.S.-Chinese relations
為什麽呢?因為美國說美國??
 
的台灣關係法(Taiwan Relations Act)裏美國
Maintaining this policy of ambiguity, however, will not keep the peace in the Taiwan Strait for the next four decades.  China now has the capability to threaten U.S. interests and Taiwan’s future 美國第一
he trend lines continue to move in China’s favor時間不在我們這一邊
習近平四處出擊,到處冒險,就是武力侵犯
不用擔心台灣獨立,因為台灣意識到獨立就是武統,所以不會貿然,
One thing, however, has not changed over these four decades: an imposed Chinese takeover of Taiwan remains antithetical to U.S. interests. If the United States fails to respond to such a Chinese use of force, regional U.S. allies, such as Japan and South Korea, will conclude that the United States cannot be relied upon and that it is pulling back from the region
美國信譽論
leading to the dissolution of U.S. alliances and the crumbling of the balance of power, or they would seek nuclear weapons
Why ambiguity: Kissinger understood that settling this issue on terms acceptable to all sides was out of reach.
But ambiguity is now unlikely to preserve the status quo.
哈斯的出發點是,如果美國明確表示一旦中國用武,美國亦將以武力介入,那麽中國就會謹慎得多,不至於誤算,但哈斯還是不能理解中國人的決心,中國不誤算,但並不意味著放棄,不會因為美國軍事威懾就會放棄統一台灣,其實我覺得這整個瞎扯,如果中國用武的軍事計劃是建立在“估計美國害怕,不會出兵”這一假設之上,那麽如果中國慘敗就是活該。
The White House could articulate this new policy through a presidential statement and accompanying executive order that reiterates U.S. support for its one-China policy but also unequivocally states that the United States would respond should Taiwan come under Chinese armed attack. The statement would make clear that the United States does not support Taiwan independence, thus deterring Taiwan from attempting to capitalize on the new U.S. policy
對中國來說,維護現狀就是事實獨立,但然這也可以另一種理解,維護現狀中國就有機會,等中國發展、壯大
 
How can you stated "Whether the United States could prevail in a Taiwan conflict is no longer certain, and the trend lines continue to move in China’s favor." w/o asking the question if the US will defend Taiwan regardless cost, as it does in NATO for Europe, is our commitment unwavered in the face of certain defeat
 
The CCP derives much of its legitimacy from its ability to provide sustained economic growth. Therefore, the United States should make clear that using force against Taiwan would put China’s continued growth at risk. Congress should pass a law that would impose severe sanctions on China should it attack Taiwan. The United States should coordinate with its Asian and European allies so they send similar signals.
Blatant interference of "sovereignty"
Similar points, diff conclusion
 
Those who argue that this new policy extends an additional U.S. commitment at a time when the country is already overextended should not delude themselves: U.S. allies in Asia already assume that the United States will come to Taiwan’s defense完全避開回答,好像美國聯盟係統必然代表美國利益
 
中國不行:
What the Pentagon’s new report on China means for US strategy — including on Taiwan (brookings.edu)
The PLA’s ground, air, and naval forces were sizable but mostly obsolete. Its conventional missiles were generally of short range and modest accuracy. The PLA’s emergent cyber capabilities were rudimentary; its use of information technology was well behind the curve; and its nominal space capabilities were based on outdated technologies for the day. Further, China’s defense industry struggled to produce high-quality systems. Even if the PRC could produce or acquire modern weapons, the PLA lacked the joint organizations and training needed to field them effectively. The report assessed that the PLA’s organizational obstacles were severe enough that if left unaddressed they would “inhibit the PLA’s maturation into a world-class military force.
Land-based conventional ballistic and cruise missiles: The PRC has more than 1,250 ground-launched ballistic missiles (GLBMs) and ground-launched cruise missiles (GLCMs) with ranges between 500 and 5,500 kilometers. The United States currently fields one type of conventional GLBM with a range of 70 to 300 kilometers and no GLCMs.此處中國強
Here’s what could happen if China invaded Taiwan | The Japan Times
More missiles, dispersed forces are key to stopping Chinese invasion of Taiwan, says former US Navy official (defensenews.com)
If China Invades, Taiwan Could Target Shanghai And Beijing With Cruise Missiles (forbes.com)
Taiwan-China War: Taiwan's 'Yun Feng' Missile Threatens To Devastate Beijing & Shanghai (eurasiantimes.com)
台灣或量產雲峰飛彈 強化不對稱作戰 (sina.cn)
Taiwan says it has begun mass producing long-range missiles | Weapons News | Al Jazeera
Taiwan says seeking long-range cruise missiles from U.S. | Reuters
 
“台軍揭秘係列”之樂山雷達站:花巨資建遠程預警雷達 卻替美國 “站崗 ”_新浪新聞
 
觀察者網一周外軍軍評:為了爭奪軍費,美軍不惜魔怔“開掛”-施洋 (guancha.cn)
A US Air Force war game shows what the service needs to hold off — or win against — China in 2030 (defensenews.com)
 
半導體
Why Beijing Is Reluctant to Use Economic Leverage on Taiwan (foreignpolicy.com)
China’s Chip Industry: Running Faster But Still Falling Behind | Rhodium Group (rhg.com)
Why a Chinese invasion of Taiwan would be a catastrophe for China and the world - doxa (substack.com)【台積電完全依賴美國技術,美國一封,台積電就死】
Taiwan and China Are Locked in Economic Co-Dependence
 
TSMC Founder Says China's Semiconductor Industry Still Five Years Behind - Slashdot
https://hullcitytigers.com/p/worldnews/comments/mqovx8/taiwan_says_its_chip_firms_will_adhere_to_new_us/
 
Strategic Ambiguity(執意性含糊)
Ambiguity Doesn't Work. Taiwan Needs Strategic Clarity | RealClearDefense
How Strategic Ambiguity on Taiwan Benefits the United States | The National Interest
Why Strategic Ambiguity Is No Longer Viable For U.S.-Taiwan Relations | The National Interest(香港、台灣人)
Strategic Ambiguity and New Equilibrium in the Triangular Relations of Taiwan, the US, and China. – Taiwan Insight
The End of Strategic Ambiguity in the Taiwan Strait – The Diplomat
Eric Chan is a China/Korea strategist for the U.S. Air Force’s Checkmate office,2020.09
China also had a policy of strategic ambiguity: a refusal to renounce the use of force against Taiwan, but emphasizing the economic gains of cooperation. The viability of strategic ambiguity rests on an assumption: that time is on our side
Chinese leader Xi Jinping has taken concrete steps all but formally renouncing strategic ambiguity
2000 to 2008, China-Taiwan trade tripled
The U.S. strategy of promoting stability and long-term democratic influence has instead flipped to an embrace of greater risk to deter China.
For Beijing, the illusion of long-term advantage disappeared following the Umbrella Movement in Hong Kong and the Sunflower student movement in Taiwan
It has led to the collapse of the pro-engagement Kuomintang (KMT) at the national level. The KMT is now attempting a “redesign,” to include a realignment with the United States.
the KMT collapse has given Tsai political breathing room to continue diversifying Taiwan’s economy away from China, openly align Taiwan’s foreign policy with the U.S.
譴責中國、習近平冒險激進,武統,台灣、美國得給中國足夠的警告,讓中國知難而退,台灣美國愛和平(簡單:事實獨立,你咋辦)
used to discuss slow “strangulation” methods such as a blockade or the seizure of outlying islands to intimidate Taiwan. However, PLA literature is now fixated on achieving a fait accompli
To achieve this, the PLA has developed aggressive operational concepts that are prone to miscalculation
 
Taiwan Is Overconfident About China After Beating COVID-19 (foreignpolicy.com)
Biden Will Speak Softer but Act Stronger Than Trump on Taiwan (foreignpolicy.com)
Taiwan Needs Unambiguous American Support (foreignaffairs.com)
Max Hastings: China Might Defeat America In War Over Taiwan - Bloomberg
 
美國明明就是挑戰
 
A Tripwire to hasten to decline of the American Empire
 
It's not common to see such a poorly argued strategy to defend #Taiwan
 
https://www.forbes.com/sites/lorenthompson/2021/03/26/taiwan-tripwire-a-new-role-for-the-us-army-in-deterring-chinese-aggression/?sh=68166968738c
 
According to the Domino Theory of American Credibitlity, Taiwan will set to end America's presence in the Pacific, perhaps the world. Why? B/c if you back off in face of war, you lose. But you can't win a war with China on *Taiwan* unless this escalates into a total war, whose outcome is unpredictable. You lose again.
 
So "strategists" try to outcompete one another with strongest "deternrance". But despite rehtorics from Taiwan, everyone knows its fate is sealed less direct US intervention.
https://www.reuters.com/article/us-taiwan-defence/taiwan-says-will-fight-to-the-end-if-china-attacks-idUSKBN2BU0HJ
 
The Biden regime is doing everything to show the world Taiwan is de facto independent. The only diff w the Trump regime is it maintains the facade of the status quote w/o provocation of declaring formal independence.
 
Of course this comes with a wave of recent claims that China "can invade at any moment". Can't see this is just coincidence.
 
To be indenpendent w/o the formality of independence obvously runs into the irks Of China. What else can you expect? But that's the point. Taiwan is not a card Vis-à-vis Trump, but "Taiwan is the anchor of the so-called First Island Chain, which U.S. planners have identified as the most promising location from which to oppose Chinese naval moves"
 
In other words, fotress of Democracy
 
So how to start a war w China we are so eager to fight but don't want? Well ending the strategic ambigouity or formally recognnize Taiwan will seal the fate on all 3 sides, bluffing (threatening) China into submission is not, after all that's what military deterance is all about. Yes despite "The Economist warned on February 20 that “America is losing its ability to deter a Chinese attack on Taiwan", we can achieve all, no formal indenpendence, no invasion, by simply
 
To avoid a blockade of Taiwan, we must "credibly threaten to sink all of China’s military vessels, submarines, and merchant ships in the South China Sea within 72 hours"
 
https://www.economist.com/china/2021/02/20/china-faces-fateful-choices-especially-involving-taiwan
 
Weaponize SMTC on the agenda
https://www.washingtonpost.com/national-security/china-hypersonic-missiles-american-technology/2021/04/07/37a6b9be-96fd-11eb-b28d-bfa7bb5cb2a5_story.html
 
中國有可能近期內武統嗎?我和大部分美國人想法一樣,不太可能,原因是如果美國不正式承認台灣(如建交),台灣不正式宣布獨立,中國就沒有動武的借口,沒有借口而動武則與世界為敵,那是如果美國號召全世界封鎖中國,響應的可能不少,這對中國發展將會是個致命性的打擊。台灣不形式上獨立而事實獨立,你怎麽辦?沒辦法,這是曆史遺留下來的難題,當時你打不過去,現在長大了,短時間內誤解。那麽如果中國強大到足以能與美國海軍一戰,不是說戰勝,而是有把握試試那時候,美國還會這麽堅持嗎?
 
不過台海一戰也不是那麽簡單,美國不僅不會穩操勝券,而且不論中國有沒有借口,失敗的可能性極大,根據“美國信譽:的多米諾理論,失去台灣美國在亞洲太平洋的霸權,也許在世界的霸權都將會失去。尼爾• 弗格森(Niall Ferguson)
 
為什麼?因為如果你在戰爭麵前退縮,你就輸了。但你不可能在*台灣問題上贏得與中國的戰爭,除非這場戰爭升級為一場全麵戰爭,其結果是不可預測的。你又輸了。
 
其實如果美國公投問美國人民是不是要保衛台灣,這是很難通過的,但美國政府通常不需要征求民意,,正如地緣國際關係大師米爾斯海默(John Mearsheimer)所言:“美國政府誇大敵人威脅和煽動民眾打仗的本事天下莫及,政府要打,老百姓絕對傻乎乎跟著上。”
 
中國打台灣,美國會出兵嗎?
賺大陸1400億,台灣還要當海上以色列
如果美國在中國門口跟中國開戰,必敗
中美差點在台灣開打了
China cyberwar a 'severe' threat to US, intelligence officials warn (usatoday.com)

前幾天美國將軍,前國安委主任麥克馬斯特(H.R. MCMASTER)在回顧川普當局早期製定對華政策轉型的過程時透露【1】,當2017年習近平一行到達海湖莊園時,美方直接指責中方不對等貿易,中國使團有點猝不及防,但一直相信美中這“21世紀最主要的雙邊關係”的中國還是相信自己有能力說服維穩是美國的利益。美方的真實用意,中國花了兩年多時間才弄清楚,由於一直以為糊弄就能過關,欠缺準備,中國倉卒采用了全麵反擊的策略,這一策略隨著美國逐漸升級,最後到封殺華為,全麵技術戰才最終讓中國轉過彎來【2】,這不是誰退誰進多少的問題,而是你死我活的全麵冷戰,此刻中國對時局誤判再也沒有可以辯護的了。

 
去年中國開始重新製定美中對抗下的國策,為十四五定調,這包括雙循環,把科技放在八項重點任務的第一項(參見【3】)和碳中和,隨著拜登當選,中國更是把希望寄托在美國新政府為了扭轉美國惡劣的國際形象將會有一個回調的過程,而這一過程恰恰是中國需要的和平穩定使得十四五能平穩展開,習近平那套“時與勢在我們一邊”,“‘東升西降’是趨勢,國際格局發展態勢對我有利”【4】也得有一個好的開頭,所以中國一直放出風聲,希望、“要求”美國重整美中關係(reset),包括撤銷關稅,還給美國一個台階,一方麵說“責任全在美國”,另一方麵說“責任全在川普當局”,暗示對拜登既往不咎。大家老以為楊潔篪那一番宣言多厲害,但那是在中國向美國拋媚眼幾個月後才似乎轉過彎來,終於發現美國不但不會重新調整美中關係,而且會采用全方位、全社會戰爭來孤立、打擊中國,美國官方媒體現在已經很少隱瞞美國的目的:摧毀中國挑戰美國霸權地位的機會。
 
米爾斯海默(John Mearsheimer)
 
可以說盡管中國意識到美國的戰略目的是全方位扼殺中國,中國還是對美國的策略、手段的威脅依舊缺乏認識,這體現在中國還是依靠戰狼、五毛大軍這種快人心卻得罪人,適得其反的策略【5,6】,而美國則到處打造民主人權陣營,這個陣營難以掩蓋美國的意圖,美國是利用其他國家來達到圍剿中國的目的,然而中國的內政外交政策都強調維護自己的利益,那就很難贏得人心,雖然美國的這個陣營主要局限於發達國家和印度,但這個陣營是很威風的,還控製著世界經濟和技術的絕大部分,還控製著輿論的製高點,對罵是解決不了問題的。
 
 
為什麽美國有說服力?因為美國抓住了中國當前的兩個策略失誤:香港和新疆。說香港和新疆都有美國的黑手,我是信的,不是說中情局真的派了特務,而是整個西方官方媒體都主動站隊詆毀中國,中國成了人類公敵,使得中國沒有後退之路,可這就讓美國有一個把中國描述成不合法政府(illegitimate)的借口,美國時時處處民主人權來威脅利誘盟友,讓大家站隊,在中國四處樹敵
 
日本近來一直怕中國,因為在崛起,取代了日本在亞洲的地位,而且釣魚島
日本在美國新政府剛上任不久就能下決心與中國升級,中國政府也應當自省一下,
 “the importance of peace and stability of the Taiwan Strait”
“oppose” coercion or force in the South and East China Seas
 
美國和西方已經邁向表明“一中”,實質上否認台灣是
 
We underscore the importance of peace and stability across the Taiwan Strait and encourage the peaceful resolution of cross-Strait issues. We share serious concerns regarding the human rights situations in Hong Kong and the Xinjiang Uyghur Autonomous Region. The United States and Japan recognized the importance of candid conversations with China, reiterated their intention to share concerns directly, and acknowledged the need to work with China on areas of common interest.
 
 
美國明明就是挑戰
王毅同日本外相茂木敏充通電話 — 中華人民共和國外交部
茂木敏充表示,日中互為近鄰,日中關係保持穩定發展對兩國和地區乃至世界都非常重要。日美同盟不針對特定第三方,日方高度重視對華關係,確保日中關係穩定發展的態度沒有變化。日方願同中方保持溝通,加強對話,增進互信,妥善管控分歧,為共同慶祝日中邦交正常化50周年營造良好氛圍。日方願同中方加強各領域交流合作,就互相支持辦好東京奧運會和北京冬奧會保持溝通
王毅:日本應以更積極心態看待中國發展 — 中華人民共和國外交部
菅義偉啟程訪美,美媒:日本會走上對抗中國之路嗎? (guancha.cn)
Suga-Biden summit to rekindle ‘can-do’ spirit of the US-Japan alliance (brookings.edu)
Biden administration is cementing the position of Japan as an indispensable ally in tackling vexing regional and global challenges and reaffirming the high priority he attaches to the Indo-Pacific.
There was greater convergence on the strategic framing of the China challenge. Tokyo surprised many with its joint statement from the 2+2 meeting to directly call out Chinese assertive behavior that destabilizes the international order
 joint emphasis on the importance of stability in the Taiwan Strait did not go unnoticed
to deliver public goods to the region and beyond is an important repositioning. An alliance that embodies a “can-do” attitude can help the United States recover the lost ground from the past four years of defensive and narrow bilateralism
trusted supplier network
There is unease in some Japanese policy circles about being too forward-leaning in countering China and sacrificing the carefully orchestrated rapprochement initiated a few years ago紐時、華爾街日報
 
To counter China’s economic influence, rebuild the American Heartland (brookings.edu)
“中國”這個“敵人”存在的目的
 
【7】這個對那個
The Quad is more hype than reality | TheHill
China’s Shifting Attitude on the Indo-Pacific Quad - War on the Rocks
The China-Iran partnership is all bark and no bite | American Enterprise Institute - AEI
如果中國打的是經濟牌,雖然中國不再泛太協定內,中國卻在區域協定,美國、印度那個都不在,那這印太戰略怎麽打?
Carnegie Endowment: "A New Order for the U.S. and Asia: What Kind of U.S.-India Partnership?" (pscp.tv)
美國“民主陣營”的真正意義
美國已經有聯盟了,而且和歐洲有曆史、價值、利益攸關天然合作,但全球化後的經濟合作關係讓大家意識到無法把中國推到一邊,可見聯盟的局限性。但美國到處跟大家談心是有後果的:一旦發生武裝衝突(如台海),“盟友”們就可以借機製裁後凍結、沒收中國資產,封鎖(或拒絕)給中國提供資源,甚至給美國提供軍事基地,徹底孤立中國。
 
【8】
Online Learning: Cultural Evolution Society
Why liberal democracies do not depend on truth (newstatesman.com)
Western Marxism, the Fetish for Defeat, and Christian Culture (redsails.org)
 
【9】疫情與疫苗
 
 
Helix SARS-CoV-2 B.1.1.7 - Helix SARS-CoV-2 Viral Sequencing | Tableau Public
As coronavirus infections and vaccinations surge, hope collides with dread in U.S. - The Washington Post
We Have All Hit a Wall - The New York Times
德國聯邦製和美國相像,結果也可以比較
Germany contained Covid-19. Politics brought it back. - Vox
 
【10】
The end of a world of nation-states may be upon us | Aeon Essays
 
【11】伊核協議,中伊協定
Joe Biden Is Killing the Iran Nuclear Deal (jacobinmag.com)
U.S. struggling to engage with Iran over nuclear deal - Axios
@IranChinaGuy
What is the China-Iran Comprehensive Strategic Partnership? - The Washington Post
Iranian Ship Hit by Mines in Red Sea as Nuclear Talks Begin - Bloomberg
Iran and U.S. Agree on Path Back to Nuclear Deal - The New York Times (nytimes.com)
To understand the China-Iran deal, forget the hype and look at the context – Responsible Statecraft
 
【12】全球經濟
Charting Global Economy: U.S. Demand Spurs Export-Led Nations - Bloomberg
Asian Manufacturing Is Surging on Strong Global Goods Demand - Bloomberg
Korea’s Exports Rise Most Since 2018 Amid Global Recovery - Bloomberg
Ocean-Shipping Demand Staying ‘Very Strong,’ Hapag CEO Says - Bloomberg
Trade Boom Helps Emerging Markets Hampered by Debt, Hikes: Chart - Bloomberg
Exporters Gain
Kenya-UK deal exposes African trade faultlines | Financial Times (ft.com)
Line chart of goods, annual % change showing Global trade rose sharply in January
World Economy Risks ‘Dangerously Diverging’ Even as Growth Booms - Bloomberg
 
India, Turkey, Russia, and Other Emerging Markets Will Be Devastated by the Coronavirus (foreignpolicy.com)
China emerges as big winner in vaccine outreach - Nikkei Asia
Countries set to pay economic price for failing to control Covid - Financial Times
Line chart of Composite index of the relative strength of a range of indicators, by type of economy showing Countries face extreme divergence in economic prospects
U.S.’s Long Drought in Worker Productivity Could Be Ending - WSJ
Hotter U.S. Economy Risks Faster Cooldown as Biden Pushes Plan - Bloomberg
Opinion | Biden Can Go Bigger and Not ‘Pay for It’ the Old Way - The New York Times
Italy Central Bank Head Sees Vaccines as Main Recovery Tool: FT - Bloomberg
How Weak is the Labor Market? | Econofact
Forget the Other Letters—The V Shaped Recovery Is Back (Podcast) - Bloomberg
Simon Rabinovitch on Twitter: "Looking at IMF projections for China and the US until 2026, the remarkable thing is the extent to which the pandemic is seen as a blip. A bigger disruption for the US, but both seen as quickly back to their pre-covid GDP trends.
IMF financial stability report: China fared well again in major crisis (cnbc.com)
Groups Including IMF, G-20 See Long Road for Pandemic Recovery - Bloomberg
The I.M.F. sees a faster economic recovery as vaccines are deployed. - The New York Times
IMF Lifts Global Growth Forecast, Warns of Diverging Rebound - Bloomberg
IMF Lifts Global Growth Forecast for 2021 to 6% - WSJ
The 2 Rules for Eating to Fight Climate Change - The Atlantic
Howard Dean Pushes Biden to Oppose Generic Covid-19 Vaccines for Developing Countries (theintercept.com)
IMF《世界經濟展望》預計2021年全球經濟增長6% _中國經濟網
Michael Brenes on Twitter: "Biden’s proposed budget represents a problem & legacy of the Cold War: the reluctance to consider foreign policy retrenchment alongside an expansion of the welfare state
印錢
Opinion | Biden Can Go Bigger and Not ‘Pay for It’ the Old Way - The New York Times
IMF’s Berger Warns China Tech Decoupling Would Slash Global GDP - Bloomberg
 
Oakland Tops L.A. Area as Waves of Ships Inundate World’s Ports - Bloomberg
 
The 12 Global Economic Indicators to Watch (bloomberg.com)
 
The Global Recovery Is Made in the U.S.A. We’re Better Off for It. | Barron's
Coming U.S. Economic Boom Seen Boosting Vietnam Most in Asia - Bloomberg
 
王涵點評2021年3月及1季度經濟數據:一季度經濟是弱還是強_新浪財經
李奇霖:一文看懂內循環_新浪財經
任澤平:中國城市人才吸引力排名|任澤平_新浪財經
周瓊:中國居民杠杆率在世界上處於什麽水平?_新浪財經
 
 
【13】印度
India Reports Its Highest Daily Number Of COVID-19 Deaths So Far This Year : NPR
新增案例:
死亡人數:
 
 
COVID situation in India going from bad to worse: Health official | Coronavirus pandemic News | Al Jazeera
Many districts in the country are seeing clusters of cases emerging because of specific events and/or places where crowding happens, or where a large number of people are in close contact coupled with a lack of a COVID-appropriate behaviour.
rime Minister Narendra Modi himself have been addressing rallies and meetings of tens of thousands of people, sitting or standing shoulder-to-shoulder, with only a handful wearing masks
這就是民主,選舉了
‘Catastrophic’: Africa CDC issues warning over India shot delays | Coronavirus pandemic News | Al Jazeera
India's Modi Is Making the Same Huge Economic Mistake as Nehru: Self-Sufficiency - Bloomberg
'Double mutant': What are the risks of India's new Covid-19 variant
India Covid-19 Crisis Deepened by Missteps and Complacency - The New York Times
Amit Shah at an election rally on Saturday.
long india
https://twitter.com/70sBachchan/status/1378901038447652868
Image
@AmyKazmin
https://twitter.com/AmyKazmin/status/1380886406264852489?s=20
 
 
 
 
 
 
變種,疫苗失效未被證實
 
印度自己居然相信已經群體免疫了
 
 
 
The truth is that India’s COVID-19 fight has been derailed by an irresponsible, arrogant, and opportunist leadership, supported by a pliant and spineless media.
Modi’s government has also been accused of failures of political leadership from the top, with lax attitudes emulated by state and local leaders from all parties and even health officials across the country, which led many to falsely believe in recent months that India had defeated Covid
與中國截然不同的態度,沒法讓中國人覺得自己有責任
“Victory was declared prematurely and that ebullient mood was communicated across the country, especially by politicians who wanted to get the economy going and wanted to get back to campaigning. And that gave the virus the chance to rise again.”
 
Thadhani said this time round the virus was “much more aggressive and much more infectious” and was now predominately affecting young people. “Now it is people in their 20s and 30s who are coming in with very severe symptoms and there is a lot of mortality among young people,” he said.
年輕人免疫?不怕?
Still, many fear that it is too little, too late.
 
 
Chart showing that infections are climbing faster in India than any other major country, accelerating past third waves in Europe and North America
The devastation has sparked outrage at the lack of preparation among officials who believed that the worst of the pandemic was over. Only two months ago, India was revelling in its success of reining in the spread of the virus.
India’s fatality rate remains relatively low,
the roots of the crisis ran much deeper, exposing years of neglect of public health infrastructure. India’s spending on healthcare has long lagged behind global peers
自然比中國還差
 
 
 
全麵,但沒細節
多些
 
 
這裏:
無關:
Lending Apps in India Shame Borrowers Who Can't Pay Money Back - The New York Times
India Demands Rich Nations Like The U.S. Clean Up Their Climate Mess, Signaling A Shift | HuffPost
 
【14】拜登加稅要把你加死
抗疫經濟紓困已經5萬億,基建2.3萬億,拜登還要2萬億
Biden To Split New $3 Trillion Recovery Plan Into Two Proposals, With Infrastructure First On Deck (forbes.com)
Why Biden infrastructure plan is make-or-break moment for women (cnbc.com)
time for President Biden to follow through on his campaign promise to offer permanent federal help on issues of critical importance to working women, from paid parental leave, to more expansive federal child-care support, and permanent child tax credits
But the stalled drive for the $15 federal minimum wage
社論丨拜登基建計劃麵臨經濟與社會結構挑戰 - 21經濟網
拜登表示在未來幾周內還會提出另一項經濟提案,稱為“美國家庭計劃”,重點放在醫療、育兒和教育方麵的投資,可能會使刺激計劃的總規模再增加2萬億美元,部分資金將來自於對美國最高收入者加稅
為什麽美國沒人提?
Biden to push infrastructure before health and family care (cnbc.com)
President Joe Biden will separate his sprawling plan to upgrade the nation’s infrastructure into two separate pieces
Biden Team Prepares $3 Trillion in New Spending for the Economy - The New York Times
A riot of US spending spells trouble for future generations | Financial Times (ft.com)
芝大教授
Spending has been spurred by a belief that, as long as the federal government can borrow without a rise in low interest rates, no one really needs to pay. In case markets disagree, the rich can be taxed.
Past experience suggests it will be hard to make the rich pay — they will oppose new taxes vigorously and avoid them if implemented.
But in later spending packages, politicians arguably did not want the populist goodies they were targeting at their constituencies to be assessed in the sobering light of the need to pay for them.
the cost to future generations of our eating up their fiscal room could be substantial.
Biden’s $1.5T 2022 budget includes 16 percent domestic spending boost - POLITICO
The request is separate from Biden’s $2 trillion-plus infrastructure and jobs plan, and it only covers discretionary spending, which amounts to about a third of the federal budget. A fuller White House budget release, which will include proposals for mandatory spending and tax reform, will be released later this spring and will tie everything together
可支配政府預算:國防7530,民用7690(億)
Biden unveils $1.5 trillion budget plan for 2022 - The Washington Post
 
One Big Chinese Lesson for America’s Infrastructure Plan (bloombergquint.com)
One Big Chinese Lesson for America’s Infrastructure Plan
How Much Does a Mile of Road Actually Cost?
 
亞馬遜對工會的態度比曹德旺還狠,恐嚇威脅,刁難打擊直至解雇,亞馬遜有自己的自幹五團隊,還監視監聽,最大的醜聞是亞馬遜底層員工不敢上廁所,隻能用瓶子,想想那是怎麽樣的羞辱。
Biden singles out Amazon for not paying federal taxes (yahoo.com)
這是個人稅,與這次基建無關
How Troubled Trader Bill Hwang Quietly Amassed $10 Billion (forbes.com)
Biden budget breakdown 2022: How much funding each department could get - Washington Post
 
Biden Confronts $1 Trillion Cost for Trump’s 500-Ship Navy Plan | Bloomberg Government
US Navy's mass retirement of vessels to dent Taiwan deterrence - Nikkei Asia
 
Biden Capital Gains Hike Would Hit Couples Earning $1 Million - Bloomberg
Biden Eyeing Tax Rate as High as 43.4% in Next Economic Package - Bloomberg
Richest Americans Fear Biden Will Close Their Favorite Tax Loopholes - Bloomberg
 
TPC Updates Its Analysis: Biden Would Raise Taxes by $2.4 Trillion, Nearly All On Business and High Income Households (forbes.com)(2020.10)
An Updated Analysis of Former Vice President Biden's Tax Proposals | Tax Policy Center
High-income households would bear most of the burden of Joe Biden's proposed tax increases
$2.4 trillion over the next decade,人均稅增是1500(美元),但全部由最上20%承擔
$330,000 and $790,000 would pay about $9,000 more on average in 2022
Those in the top 1 percent (who will make about $790,000 or more) would pay roughly $265,000 more in taxes on average, or 16 percent of after-tax income. Those in the top 0.1 percent (who will make $3.5 million or more) would pay $1.6 million more than under current law, a steep 22 percent reduction in their after-tax incomes.
 
Biden Calls for Massive Investment in First Speech to Joint Session of Congress - Bloomberg
Opinion | America Is Not ‘Back.’ And Americans Should Not Want It to Be. - The New York Times
American Families Plan: Can Biden remake the economy without any negative side effects? - The Washington Post
Here's President Biden's Infrastructure and Families Plan, in One Chart - The New York Times
 
 
拜登怎麽打土豪?
 
拜登最新的美國家庭投資計劃主要是靠向有錢人征稅來支付,拜登已經許諾,年入40萬(美元)的家庭不會多交一分錢稅,據統計,這些家庭隻占美國的1.8%【1】,這麽做,據說是因為擔心被別人戴帽,傷了“中產”,這真是發動全國打土豪,分錢銀【2】,前幾天提到過民主黨的這一意圖【3】,中期選舉執政黨肯定背鍋,不如這次做大,賭一把。
 
這次征稅一是把最高稅率從從37&上調到39.6%,這是很小的增加,大頭是資產增值稅(long term capital gain tax),從現在的2% 大漲到39.6%,加上醫保附加稅3.8%,最後達43.4%。
 
【1】Why Biden Would Start Tax Increases at $400,000 a Year - WSJ
【3】拜登的MAGA
【2】Biden's $1.8 Trillion Plan: Child Care, Student Aid and More - The New York Times
【】美國的“王者歸來”
 
最新
Richest Americans Face Biden's Tax Hike With Anger, Denial, Grief - Bloomberg
Biden Aims at Top 0.3% With Bid to Tax Capital Like Wages - Bloomberg
Biden tax plan would raise $1.5 trillion from the wealthy (cnbc.com)
American Families Plan: Can Biden remake the economy without any negative side effects? - The Washington Post
Biden Seeks $80 Billion to Beef Up I.R.S. Audits of High-Earners - The New York Times
Biden’s Capital-Gains Tax Plan Would Upend Estate Planning by the Wealthy - WSJ
遺產稅:從一千二百萬下降到一百萬,
Income Tax Increases in the President’s American Families Plan – ITEP
As illustrated in Figure 2, only 0.7 percent of taxpayers would be affected by these two provisions and virtually all of the tax increase would fall on the richest 1 percent.
 
【15】“債務陷阱”是如何出籠的?
 
中國的一帶一路,按英國智庫漆鹹樓(Chatham House,正式名稱為皇家國際事務研究所,The Royal Institute of International Affairs)綜合西方的解釋, 是中國的一個地緣政治戰略,其目的是在歐亞大陸甚至整個世界建立以中國為中心的新秩序,包含了 “深思熟慮的中國大戰略”,旨在“重新奪回亞洲的地緣政治主導權,挑戰]美國的主導權,建立以中國為中心的秩序”,是一個“地緣政治和外交攻勢”,其目的“無異於改寫當前的地緣政治格局,建立世界主導權”,這些觀點也成為美國政府的看法,將之視為。漆鹹樓很權威
 
Jacob Gunter on Twitter: "An observation on certain BRI projects: A lot of the early-BRI-projects/pre-BRI-projects-reclassified-as-BRI-projects that went on to fail (Montenegro highway, Sri Lanka port, East Africa rail) have been labeled “Debt Traps”
As the BRI has developed over the years, projects have been largely scaled back, and the ones we’ve seen in the last few years tend to be more in touch with local conditions.
The PRC has learned these lessons, and is getting better at this kind of work. The BRI isn’t going anywhere (it’s Xi’s signature FP and is in the CCP constitution) and the liberal world would do well not to write it off due to a few early failures
In Battle With U.S. for Global Sway, China Showers Money on Europe’s Neglected Areas - WSJ
 
“一帶一路”建設的成就與挑戰_專家觀點_一帶一路數據庫 (ydylcn.com)
《中國“一帶一路”貿易投資發展報告2020》發布 “一帶一路”倡議七周年 高質量共建持續推進_新浪網
中科院專家:“‘一帶一路’投入萬億美元恐覆水難收”是危言聳聽_新浪財經
注:《2018年度中國對外直接投資統計公報》顯示,2018年末,中國對外直接投資存量達1.98萬億美元。)中國金融機構以及中國發起成立的多邊開發機構亞投行在“一帶一路”沿線國家的貸款餘額約為3500億美元,其中絕大部分是貸給外國的主權機構
我國已經簽訂了共建“一帶一路”合作文件205份_中國焦點網
 
Bruno Maçães
China pulled its most brilliant coup when it convinced everyone in the West that the Belt and Road was about infrastructure
 
Andrew Batson on Twitter: "Given the volume of takes Noah produces, gotta expect some misses along with the (fairly plentiful) hits. This I'm afraid qualifies as a straight up Bad China Take." / Twitter
The Belt and Road is about domestic interest groups, not development | Andrew Batson's Blog
Joke
China's government is starting to screw up - Noahpinion
 
What 100 contracts reveal about China’s development lending | The Economist
Loans are not obviously predatory; secrecy is sometimes a condition
AidData | How China Lends: A Rare Look into 100 Debt Contracts with Foreign Governments
Database reveals secrets of China's loans to developing nations, says study | Reuters
These include confidentiality clauses that prevent borrowers from revealing the terms of the loans, informal collateral arrangements that benefit Chinese lenders over other creditors and promises to keep the debt out of collective restructurings - dubbed by the authors as “no Paris Club” clauses, the report said. The contracts also give substantial leeway for China to cancel loans or accelerate repayment, it added.
 
Maria Adele Carrai is an assistant professor in global China studies at New York University Shanghai
肯尼亞鐵路,To critics, Kenya’s railway project represents another example of Chinese-owed debt and China’s growing influence in Africa. Indeed, many commentators point out that Kenya has an estimated $9 billion in China-financed debt — and note their concerns that a growing number of projects under China’s Belt and Road Initiative,
My research on two Chinese railway megaprojects in East Africa — the Nairobi-Mombasa line and Ethiopia’s Addis Ababa-Djibouti project — suggests the fears that China is upending development guidelines might be misplaced
I analyzed primary sources like Chinese government corporate social responsibility
Chinese government and state-owned enterprises have made CSR a priority, yet these two railway megaprojects show that implementation largely depends on local conditions,  suggests insufficient Chinese government enforcement of CSR policies encourages Chinese organizations and enterprises to follow host-government guidelines. At times, this means Chinese companies resort to what I call “adaptive governance” 主要的問題是中企【如果發現東道主國的法律要求低過中國政府的,就】采用東道主國的,這是
Beijing has actively worked to increase CSR within Chinese state-owned enterprises and banks since the early 2000s. The central government, ever cognizant of its international reputation, has vigorously promoted higher standards for state-owned and private Chinese enterprises operating abroad. Hundreds of Chinese regulations and codes require Chinese companies to respect local customs and cultures, honor social responsibilities and protect labor and the environment. In both Kenya and Ethiopia, however, the impact of China’s national directives appears to be limited. Here’s what I found
肯尼亞由中交承包,埃塞俄比亞由中鐵承包
中交在肯尼亞做的不錯,群眾反應好,中鐵施工周期是兩倍,經營、財政都有問題
埃塞俄比的規矩就比較差,中鐵按照當地政府的要求,結果欠缺考慮,商業上也不成功。
 
Figure
Figure
 
Brussels responds to Podgorica’s request — and whether it will bail the country out of a project long deemed unviable — will help to shape the bloc’s relationship with the region.
“This is the first time that Montenegro or any other country from the western Balkans has made this type of outreach towards Brussels to combat rising Chinese influence."
Montenegro raised eyebrows in 2014 when it signed a deal with China’s ExIm Bank to finance 85 per cent of the cost of a road with a dollar-denominated loan worth almost $1bn. The first 41km section, a quarter of the total length, cost €20m per km, making it one of the most expensive highways per km in the world, said Spajic.
黑山共和國受惑,中國國企推銷,結果背上巨債,現在成了國際事件
Its decision has been scrutinised given that two separate feasibility studies, in 2006 and 2012, concluded that the highway was economically unviable. The government also signed a €54m contract with a Montenegrin-Chinese consortium for a thermal power plant just before it was ejected from office.
signed by the previous Montenegro government led by the Democratic Party of Socialists, which was ousted in August after 30 years in power.
胡說:
Observers said Montenegro’s plea was an opportunity for Brussels. “The EU should step in,” said Tena Prelec, a scholar at the University of Oxford who studies the region. “Montenegro is in the EU’s backyard: it would be, finally, a concrete way to show that the EU is indeed a player, a true geostrategic actor.”
 
Bruno Maçães, Dec 27, 2020
And this for me was the piece that least contributed to the debate, sending us back a few years in our understanding of what the Belt and Road is
Annual loans ($bn) showing China's overseas lending collapses
Boston University interactive
 
推動各國加強政治互信、經濟互融、人文互通
堅持對話協商、共建共享、合作共贏、交流互鑒,同沿線國家謀求合作的最大公約數
 
中國國內也很混亂
Based on the observation of its implementation, Beijing’s official statements, and my own research, I would argue it is a constantly changing group of policy settings, which encompasses almost all the various clarifications
 
In practice, the piecemeal realization of BRI projects is determined by local governments and their related political and economic interests via diverse and time-consuming bilateral interaction with Beijing
 
 
Yufan Huang is a PhD candidate in the government department of Cornell University
Chinese banks offered African countries significant debt restructuring before the pandemic and have continued to do so
中國主動與債務國協商遠超出西方報道
The G-20 effort marks the first time China is participating in multilateral debt relief. As Africa’s largest bilateral creditor, China holds at least 21 percent of African debt — and payments to China account for nearly 30 percent of 2021’s debt service, as shown in the figure below.
西方: they are not relaxing repayment requirements. Likewise, bondholders, who are responsible for 19 percent of 2021’s debt service, have held back from providing any debt relief.
Our research at the Johns Hopkins SAIS China-Africa Research Initiative (CARI) suggests that China has played a significant role in helping African countries to manage their debt. We documented 16 cases of debt restructuring worth $7.5 billion in 10 African countries between 2000 and 2019
Our research found that Chinese lenders have not pursued lawsuits in cases of debt default. We also found no asset seizures.
中國不總是讓步,“國家機構”和“商業機構”的手段也不一樣,但會針對特殊情況,鬆動、靈活
 
Has India become China’s colony? Seems like, going by what we import and what we export (theprint.in)
標準:
How the U.S. Should Respond to China's Belt and Road (cfr.org)
Chinese President Xi Jinping’s signature foreign policy undertaking and the world’s largest infrastructure program, poses a significant challenge to U.S. economic, political, climate change, security, and global health interests
美國外交學會:美應以四大戰略應對“一帶一路” (cankaoxiaoxi.com)
 
Belt and Road and debt diplomacy in the Pacific | Lowy Institute
    China has not been the primary driver behind rising debt risks in the Pacific, although a continuation of business as usual would risk future debt problems in several countries.
    There is scope for a new Australian infrastructure financing facility to provide loans to the Pacific without causing debt problems, particularly as it has adopted key sustainable lending rules.
    Pacific nations have an opportunity to obtain more favourable financing from official development partners but care must be taken to avoid overly geopolitical aid.
 
美國抗中重磅法案提每年砸3億美元搞宣傳,抹黑中國“一帶一路” (guancha.cn)
 
台灣凶:
The Taiwanese Debt Trap - China in the Caribbean (substack.com)
 
“一帶一路”項目受到一些關於債務償還方麵的質疑,您如何看待“一帶一路”項目中的風險與質疑?”
深度剖析後疫情時代“一帶一路”戰略方向及投資商機 (china-cer.com.cn)
海南大學“一帶一路”研究院院長梁海明
 史誌欽清華大學“一帶一路”戰略研究院執行院長
 
How to frame something for what it is not
Trash #China is the thing. It works. It pays. It's a sport
https://theprint.in/economy/has-india-become-chinas-colony-seems-like-going-by-what-we-import-and-what-we-export/631656/
If this is to insult China, it will work. But it also insults @narendramodi
Great power competition doesn't have to be mean. But if one recalles
@PMOIndia
 
India has proved to be a popular—and clever—investor in poor countries - The Economist

 

為什麽中國精英權貴都挺支持政府和習近平?因為精英權貴按定義就是既得利益者,既得利益就是在現有體製下得利,隻有極其理想主義者,近乎殉道那般執著的人才會對權利說不,結果正能量充斥一切輿論渠道,這跟美國的運作機製是一樣的,總統大肆吹捧減稅“給經濟帶來的好處”,而他自己陣營的隻盯著眼前的義憤,有意無意對減稅實質上損害自己的利益熟視無睹,
 
How Recipient Countries Shape China’s Belt and Road Initiative
Chatham House expose
This whole narrative misunderstands China and ignores the interests and agency of recipient countries
Sinologists have documented the reality of what they term fragmented authoritarianism, recounting fierce inter-agency rivalries and factionalism, which top leaders struggle to manage, even under Xi,
In reality, the idea of aggregating China’s long-standing infrastructure connectivity projects beneath a broad banner originated with the National Development and Reform Commission (NDRC),
as party-state agencies jostled for resources.
Disbursements start with requests from abroad, not Chinese planners. The whole edifice—especially today, with growth slowing, profitability collapsing, and surplus capacity endemic—is skewed towards helping Chinese businesses expand overseas
 
 
* Asia Society report warns that Chinese officials’ ‘laissez-faire’ attitudes mean projects are not being properly vetted in Southeast Asia
 
 
 
 
 
 
Letter to the Editor: Why China Will NOT Seize the Port of Mombasa if Kenya Defaults on SGR Debt - The China Africa Project
 
 
 
首先關於“戰狼外交”,各方議論較多。給我們貼這個標簽,至少是對中國外交的誤解。要知道,中國從來就是禮儀之邦,以和為貴,從沒有主動挑釁別人,也沒有跑到別人家門口更沒有到別人家裏去挑事。現在恰恰是別人到我們家門口耀武揚威,對我們的家務事橫加幹涉,還喋喋不休地對我們進行辱罵抹黑,我們無路可退,不得不奮起自衛,堅定捍衛國家利益和尊嚴。顯而易見,“戰狼外交”實際上是“中國威脅論”的又一翻版,是又一個“話語陷阱”,目的就是要讓我們打不還手,罵不還口,放棄抗爭
中國在世界顯得很孤立,尤其是在發達國家圈子內顯得很孤立,日韓在地理上離中國這麽近,經濟極其密切,但在國際關係和文化上和中國的抵觸是很大的,民意對中國也不佳,可是中國並不這麽覺得:
有人說中國在國際上四麵樹敵。這不是事實。我們從來都是廣交朋友、廣結善緣,恰恰是個別大國為了打壓遏製中國,脅迫他國選邊站隊,製造非友即敵的“寒蟬效應”。但即使在這樣的情況下,中國的“朋友圈”並沒有變小,而是越來越大。許多發展中國家和友好人士頂住壓力同中國開展合作,在國際場合為我仗義執言。截至目前,有近170個國家和國際組織參與共建“一帶一路”,中方倡議的“亞投行”成員國已增加到103個。在今年的聯大三委會上,70多個國家以單獨或共同發言等方式支持我們,有力挫敗了個別國家借涉港、涉疆問題搞反華行動的圖謀。中國候選人高票當選國際法院法官和國際海洋法法庭法官。中國支持的聯合國新冠疫情決議以169比2高票通過。這些數字和事實都表明,中國站在曆史正確的一邊,合民心,順潮流,朋友遍天下
 
一帶一路債務陷阱和Iraq Production Sharing Agreement (PSA)
 
老的一帶一路
一帶一路
 
 
一帶一路評估
還有這麽極端的
 
 
【16】
北大方正倒閉,負債三千億,破產真相令人唏噓! - 昆侖策
2020年2月,北大方正被北京法院裁定進行破產重組,集團總資產超3600億,一共負債3029.51億元
如何看待北大方正破產? - 知乎
一、瘋狂舉債,不斷跨界收購,企業資產負債率甚至高於地產行業
二、內鬥不斷,“IT企業中內鬥最激烈的地方”
好端端的北大方正集團被弄得破產重組 真是氣死人|李友|餘麗|股權_網易訂閱
方正集團破產重組案內情_新浪財經
 
紫光集團2000多億債務壓頂:債券接連重挫 3天後又有一筆錢要還|紫光集團有限公司_新浪財經
神話破滅?中國半導體“龍頭”紫光無力償債瀕臨破產 – 看傳媒新聞網
Xi Jinping's Microchip Dreams for China Are Built on Distressed Bonds - Bloomberg
Tsinghua Unigroup Defaults Push Up China’s 2021 Offshore Sum - Bloomberg
 
【17】
隻有中國阿Q才不在乎
The-State-of-SEA-2021-v2.pdf (iseas.edu.sg)
Stephen Wertheim: "Anti-China sentiment clearly is increasing, but Gallup's question forces respondents to pick a single country as America's "greatest enemy."
民主:
https://www.bloomberg.com/news/articles/2021-03-16/yields-have-a-long-way-to-go-before-they-sting-yellen-s-treasury
中國陰謀論
US-China ties: Washington funded terrorists in Xinjiang, Beijing says | South China Morning Post
“要讓新疆成為下一個台灣”,FBI前翻譯6年前抖出美國亂疆陰謀 (guancha.cn)
 
戰狼是為了國內愛國情緒
Do China’s ‘wolf warrior’ diplomats really have any bite? | Financial Times
Quantity has not meant quality. The narratives Beijing is pushing are a web of contradictions. One line seeks to justify government actions by citing terrorism in the region. Another spouts a clumsy moral equivalence with the west’s human rights record. At the same time, diplomats and state media push the “nothing to see here” narrative, churning out images of the sweeping landscapes of “#AmazingXinjiang” as if to say: “How could something so beautiful be bad?”
 
【18】
英國在想什麽?
UK’s policy towards China is riddled with contradictions | Financial Times
Brexit Britain, the high seas and low farce - Prospect Magazine
英國難以解釋的怪象:
Boris Johnson declares he is 'fervently Sinophile' as UK woos China | Boris Johnson | The Guardian
They love capitalism, but not elections | The Spectator
英國首相約翰遜:我是狂熱親華派,希望重啟中英年度經濟財金對話 (guancha.cn)
What Is Boris Johnson's Brother Up To In China? (businessbecause.com)
Why Britain is tilting to the Indo-Pacific region | Foreign policy | The Guardian
Robert Saunders: "If the UK really is going to tilt from Europe to the Indo-Pacific, that reverses a policy shift made in the 1960s: well before Britain joined the EU. It's not clear Johnson understands why that decision was made, or the implications of reversing it."
Lockdown, trade woes stunt UK economy ahead of 2021 recovery | Reuters
Boris Johnson faces both ways on China – POLITICO
Boris Johnson warns against 'new Cold War on China' as he comes under pressure from Conservative MPs (yahoo.com)
In Defense of Boris Johnson’s Post-Brexit ‘Tilt’ to Asia (foreignpolicy.com)
Collapse in German imports from UK bodes ill for post-Brexit trade | Financial Times
英脫歐後雙邊貿易受到巨大打擊
Line chart of ?bn, current value  showing Germany's UK imports are now at their lowest level this century
 
德國尤其嚴重
Bar chart of $bn, Jan 2021, compared with Jan 2020 showing German imports from major European trading partners
 
【19】
新加坡、南韓:不會在美中之間站隊
Not possible for S'pore, many countries, to choose between US and China, PM Lee tells BBC - The Straits Times
ROK: It's impossible to choose between China and U.S. - CGTN
東盟
A Review of Books on Southeast Asia's Relationship With China by Murray Hiebert, Sebastian Strangio, and David Shambaugh (foreignaffairs.com)
 
【20】伊朗作為例子。阿富汗
Opinion | How Sanctions Hurt Iranian Women - The New York Times
China, With $400 Billion Iran Deal, Could Deepen Influence in Mideast - The New York Times
China shows it too can play rough in the Middle East - Asia Times
除了伊朗,中國還要主持以巴談判,土耳其-伊朗-巴基斯坦戰線,防美、印
Opinion | Why Is It So Tough to Leave Afghanistan? - The New York Times
Pentagon could open itself to costly litigation from contractors if US pulls out of Afghanistan this year - CNNPolitics
White House On Joe Biden's Delay In Ending Afghan War: Just Trust Him | HuffPost
Bill Figueroa on Twitter: "My analysis of the #IranChina 25-year agreement is being featured at The Diplomat! @Diplomat_APAC. "For all its propaganda, China, like Iran, is more interested in its immediate geopolitical goals than a revolution."
https://twitter.com/yarbatman/status/1380135419464015872
 
【21】
對於強調價值的人來說,自由是人類最關鍵的價值,高於愛情生命。研究政治哲學的人很清楚,自由與資本主義結合起來就意味著對資本家來說自由就必須是個普世價值,普世價值的潛台詞是不僅我覺得這是最高價值,你也覺得這是最高價值,如果你不同意,那你也必須接受這是最高價值,這樣西方才能強迫其他國家開口通商,不幸的是對於被殖民的國家地區,所謂“講規則的國際秩序”真如楊潔篪所說的是“由少數人製定規則的國際秩序”,雙重標準是這規則的一部分,自由並不是倫理學的原則,而是一個政治概念,什麽是自由,怎麽自由,誰自由誰不自由,自然是指定規則的人說了算。
 
拍上海政府飯堂被控洩密?官方避談 媒體沉默 (視頻/圖)|上海 | 政府食堂 | 洩露國家機密 | 大陸時政 | 看中國網
 
人愛自由這個出發點其實沒有錯,誰不愛?在中國除了官媒的觀點別人不能說話,這就難受,毀了十幾億大腦。問題是,一個自由的人有沒有責任去保證世界上所有的人都有自由,這是理解西方自由這一普世價值的關鍵,對西方來說,一個沒有自由的國家最終要威脅另一個自由的國家,所以隻要世界上隻有有不自由的國家,全人類就沒有解放,這種邏輯就是普世價值的威力,用自由武裝起來的資本界就有駕馭者帶有利炮的尖船把自由帶到五湖四海的動力,至於他們成了殖民者,倒是個意外,這種心態和基督徒布道引渡芸芸眾生皈依基督一模一樣。世界上還真難找到比白人更為你的靈魂操心的人。
 
當殖民殖到無地可殖之後,炮艦政策就不知道怎麽使了,但此時世界已經買入現代化,觀念成為主宰世界的機製,雖然民主與自由不總是兼容,推崇民主以保護自由成了新的使命,不過雖然威爾遜說這已經過百年了(Make the world safe for democracies)【1】,推行民主真正是在二戰後才開始的,那是美國確實是有實力了,而且二戰過程中美國精英屆達成一個共識,那就是美國必須以其強大的軍力控製全球,限製一切邪惡勢力的更生,如納粹主義,軍國主義,後來加上共產主義,來推行自己的體製,因為自己的體製代表自由和和平,從此,美帝國世界秩序(Pax Americana)就成了自由,平等,和平,繁榮的同義詞,加上聯合國在美國指導下通過的人權宣言,美國精神傳遍世界,隻是後來蘇聯太邪惡,玷汙的純潔的美國人,使得美國不得不使用政變、暗殺、酷刑、鎮壓、幹預內政,戰爭這種人類最野蠻、殘酷的手段,慢慢也墮落了。
 
【1】其實威爾遜的動機遠沒那麽高尚,隻是覺得民主國之間不打仗,所以民主好,隻是
 
【22】
US military budget: What can global bases do vs. COVID, cyber attacks? (usatoday.com)
US military counterterrorism operations extend far beyond Middle East (usatoday.com)
Why Special Ops Is the New National-Security Catchall - The Atlantic
 
【23】美國的朝貢體係(論文)
American Tributary System | The Chinese Journal of International Politics | Oxford Academic (oup.com)
State Capitalism and the New Global D/development Regime
 
【24】記錄
https://blog.wenxuecity.com/myblog/66653/202101/4758.html
https://blog.wenxuecity.com/myblog/66653/202103/16552.html
 
【25】美國能從中國基建學到什麽? 美媒:多關注社會效益,而非收入 (guancha.cn)
What the U.S. Can Learn From China’s Infatuation With Infrastructure - WSJ
China Loses Faith in West After Anti-Asian Attacks and Poor Pandemic Response (foreignpolicy.com)
(此圖是複合圖)
艾克·傅萊曼:中國年輕人已不再信任西方 (guancha.cn)
中國政府對新一代是用了洗腦教育,也管製信息流通,尤其是來自國外、西方的,但如果他們想“裏通國外”,還是能爬牆的,可爬出來發現西方“正值、進步”的媒體都是詆毀中國的言論,他們還有什麽選擇?
【26】股市泡沫
Stocks Nirvana Rests on Investor Faith in Fed's Inflation Doves - Bloomberg
Investors Big And Small Are Driving Stock Gains With Borrowed Money - WSJ
 
【27】中國債務
Chinese microlending is out of control - Protocol — The people, power and politics of tech
Simon Rabinovitch: "A short thread with updated charts tracking China's debt dynamics"
 
【28】香港,顏色革命
The Fate of Hong Kong Democracy Was Settled in Tiananmen Square on June 4, 1989 - Bloomberg
Intersectional Imperialism: A Wholesome Menace - Alex Rubinstein (substack.com)
Support the Tropes — FAIR How media language encourages the left to support wars, coups and intervention
Mango Press | The Colour Revolution Show: From Maidan to Myanmar (mango-press.com)
 
【中國人】
I Want to be Chinese – Organization for Positive Peace
To come to America to become a "Chinese American" is meant to break with the past (China), embrace the present (America) & hope for (a better) future. To have come from a civilization is antithesis to being a free & cosmopolitan individual, or being American, where history means little, choice everything. The fantasy of entertainment and consumption is the new realism you settle on.
"This loss of history and crisis of civilization is not small", to cling to history is the rejection of the present, and as recognition the choice has been wrong
【Multiculturalism is just a word, "America" a dream. Such is the contradiction】
U.S. Immigration Policy Has Always Been About Exclusion - The Atlantic
 
【新疆】光伏產業
China’s Xinjiang Solar Factories Haunted by Labor Abuse Claims (bloomberg.com)
MI: Human rights allegations in Xinjiang could jeopardize solar supply chain (spglobal.com)
 
【28】美國的永久戰
Why America Can't End Its 'Forever Wars' (newsweek.com)
The United States Is Not Entitled to Lead the World | Foreign Affairs
Jake Sullivan Wants to Make U.S. Foreign Policy Work for Americans
Last Exit from Afghanistan | The New Yorker
Is the Forever War in Afghanistan Coming to an End? | The New Yorker
For Biden, an Anguishing Choice on Withdrawal from Afghanistan | The New Yorker
Why It’s So Hard for America to End Its Wars | The New Yorker

 

【29】霸權
Was the Postwar U.S. International Order Truly Liberal? ~ The Imaginative Conservative
The idea the state has been shrinking for 40 years is a myth | Financial Times
Intel honchos join Senators on the China threat bandwagon – Responsible Statecraft
@ChengxinPan: "Oh, that lovely zero-sum mentality of 'winning' - does everything have to have a winner, a top dog?"
 
【30】
美國被盜,間諜
How Russia Used SolarWinds To Hack Microsoft, Intel, Pentagon, Other Networks : NPR
Lessons of the SolarWinds hack (iiss.org)
 
【31】
World military budgets vs. US expenditures on police - Speaking Security
看來美國維穩費用遠高於中國(incarceration $81.3 billion, FBI $9.9 billion, DHS $52 billion)
習近平內循環的餿主意:維穩1.5萬億
你怎麽知道中國窮,中國人窮?
 
【32】疫苗
David Fickling: "There's a simple way to show that broken trade rules on medicine are causing tens, maybe hundreds of thousands of preventable deaths from Covid"
The Real Vaccine Crisis Isn’t About J&J or AstraZeneca, But Unequal Distribution - Bloomberg
Don't Write Off China's Vaccines. The World Needs the Sinovac Shot, Too - Bloomberg
 
【33】月光族
超2億人單身!單身經濟火了!42%為“悅己”而消費-新華網 (xinhuanet.com)
China’s ‘Moonlight clan’ generation lives pay cheque to pay cheque, but not because they are poor | South China Morning Post (scmp.com)
 
【34】新疆種族滅絕
@GFPhilosophy: "There's a new report out on the Uyghur genocide issue, purporting to show credible evidence of genocide."
The Xinjiang Genocide Allegations Are Unjustified by Jeffrey D. Sachs & William Schabas - Project Syndicate (project-syndicate.org)
Opinion | In the West, China the villain is a narrative few dare to challenge | South China Morning Post
 
The Disarticulation of Pandemic War Propaganda (mintpressnews.com)
人口
強製節育三十年坑害多少中國人?_水煮百年 (shz100.com)
China set to report first population decline since 1949 | Financial Times
A Graying China May Have to Put Off Retirement. Workers Aren’t Happy. - The New York Times
China population: what’s driving central bank concern about the nation’s ageing workforce? | South China Morning Post
人才爭奪戰:很多極其有才的人願意留在西方
Anti-Asian Atmosphere Chills Chinese Scientists Working in U.S. - Bloomberg
 “The solution to have more American students pursue STEM studies is magical thinking,” says Peter Cowhey
Cotton, Hawly, Carlson
Maggie Lewis 陸梅吉: "Let me be clear, increasing security consciousness including of efforts by the PRC party-state to obtain IP held by US-based entities is a valid concern. But let's not shoot ourselves in the feet when trying to promote scientific & tech innovation
 
人口不會對中國增長帶來巨大的打擊
Lousy demographics will not stop China’s rise | Financial Times
Robots will make doubling China's GDP by 2035 look easy - Nikkei Asia
What Should China Do about Its Aging Population? | ChinaFile
美國
America's Population Advantage Has Evaporated - Bloomberg
 
 
【35】2020軍費
World military spending rises to almost $2 trillion in 2020 | SIPRI
Trends in world military expenditure, 2020 (sipri.org)
Would you pay $1.7 trillion for a plane that couldn’t fly? – Responsible Statecraft
 
【美國經濟】
Adam Posen on Twitter: "Appreciate the discussion @dandrezner @wapo of The Price of Nostalgia including the critique of my politically naive (or tone deaf?) take on localism A few queries for Dan and other political scientists pls (1/4) https://t.co/bKnNjkVfBV" / Twitter
Is free-trading ‘Global Britain’ just EU Mark II? | Financial Times (ft.com)
America’s Self-Defeating Economic Retreat | Foreign Affairs
The United States has been disengaging from the global economy | PIIE
Free trade with benefits - The Washington Post
 
【】未分
Ananth Krishnan on Twitter: "What to make of this? Sanjay Shintre, SP, Maharashtra Cyber, tells @ThePrintIndia: 'There is no concrete evidence Chinese hackers disrupted power...There were suspicions of Chinese involvement...Technical experts did not conclude Chinese hackers caused it' https://t.co/aBZFN6W2ms" / Twitter
Mara Hvistendahl on Twitter: "While the China experts in my timeline are worked up about the NYT story on malware in India's power grid, the infosec people are saying 'meh' https://t.co/rrIK7i51Fi" / Twitter
 
 
艾媒谘詢|2020年中國網絡文學作家影響力榜單解讀報告
Image
 
中國的電動汽車行業和戰略,電池
The Key to Electric Cars Is Batteries. One Chinese Firm Dominates the Industry. - WSJ
the government told auto makers they would only qualify for subsidies if they used batteries from a list of approved suppliers, which included dozens of Chinese firms but excluded foreign ones
“The price is high, and the service is slow”
In June, Beijing announced plans to scrap its controversial restrictions on foreign EV batteries and reopen its market to the big Korean and Japanese players
A Million-Mile Battery From China Could Power Your Electric Car - Bloomberg
The Battery Is Ready to Power the World - WSJ
EV Surge Sends Cobalt Prices Soaring - WSJ
 
為什麽香港暴動不是串通國外的顛覆罪?(Nury Vittachi)
 
Why is it insurrection in US and just protest in HK? | Newsletter | China Daily (chinadailyhk.com)
 
 
美國三大媒體評論武漢封城周年
武漢封城周年,美國三大媒體這麽說
‘More painful than death’: a year on from coronavirus lockdown chaos in Wuhan | South China Morning Post (scmp.com)
How Beijing Turned China’s Covid-19 Tragedy to Its Advantage - The New York Times (nytimes.com)
A Year Later, Wuhan, the First Post Coronavirus Pandemic City - The New York Times (nytimes.com)
Voices From China's Covid Crisis, One Year After Wuhan Lockdown - The New York Times (nytimes.com)
六人采訪
送貨小哥
沒想到這突如其來的疫情,竟然造成了大家都說謝謝的局麵。我當時就震驚了。對專家、學者、名人等人不是很尊重嗎?怎麽會去找一個送餐員呢?這讓我很高興。現在,一切又回到了去年的樣子。這就是人性。
 
Racing for the Last Train Out of Wuhan: ‘If I Don’t Leave Now, I Won’t Be Able To’ - WSJ
Anger at China’s Covid-19 Response Smolders in Wuhan - WSJ
Wuhan coronavirus lockdown leaves trauma and search for answers one year later in China - The Washington Post
 
Year after lockdown, Wuhan dissident more isolated than ever (apnews.com)
 
Wuhan Lockdown Started A Year Ago: Residents Look Back With Pride, Anger, Pain : Goats and Soda : NPR
對很多人來說,武漢基本恢複了正常,大部分居民都想繼續前進。20多歲的宋飛飛在武漢著名的江漢長廊邊的一家小吃店工作,她認為封鎖是值得的。
"禁閉也沒那麽糟,除了沒有自由。隻要給我們上網,我們這些年輕人就可以永遠呆在家裏了。"她暗暗開玩笑說。
 

不過,這一切都取決於問誰。對於數以千計的居民來說,封鎖帶來的身體和情感上的痕跡依然存在。

"我最大的遺憾就是把他送進了醫院。至少在家裏,他可以有東西吃,有人照顧他。"鍾先生對NPR說。"現在一想到他,我的心就疼得受不了。"

鍾要求隻用她的姓氏,因為當局已經逮捕了記錄地方政府如何在疫情發生時努力提供護理的人。

其他說出什麽的人也被關進了監獄。律師轉為博客的張展,上個月因 "編造謊言 "被判處4年監禁。

"一開始我覺得,這個病毒有什麽嚴重的?為什麽要鎖城?看了這個方斌的視頻,才知道事情有多嚴重!"一位在封鎖期間送醫療用品和食品的武漢誌願者回憶說。他還要求匿名。

很多健康專家表示,武漢封鎖應該更早開始,會減緩病毒的傳播。這位誌願者說,盡管如此,他還是不能原諒它給城市居民帶來的代價--他認為其他中國公民沒有把握住這種代價:"封鎖造成了醫療資源的枯竭和恐慌感。許多患有冠狀病毒以外疾病的人因此無法得到治療,在封鎖期間死亡。"

 
當然不能說它們一點正麵的都沒有,也不能說這隻是西方片麵,“責任全在對方”。
Wuhan returns to normal as world still battling pandemic - The Washington Post
China pushes conspiracy theories to discredit Western vaccines, muddy coronavirus origins - The Washington Post
 
【後記】
台灣對大陸的出口順差占台灣總產值的近三分之一
 
中非自貿先例?
 
揭黑
 
《經濟學人》
Year in review: China - How the pandemic strengthened the Chinese Communist party | China | The Economist【絕對是所有描述中國,尤其是中國政府(共產黨)的,必須用貶義,否定的詞匯和語氣】
 
矛盾的
 
一讀
 
 

US President Joe Biden's administration has doubled down on the claim that China is mounting a genocide against the Uighur people in the Xinjiang region. But it has offered no proof, and unless it can, the State Department should withdraw the charge and support a UN-based investigation of the situation in Xinjiang.

NEW YORK/LONDON – The US government needlessly escalated its rhetoric against China by claiming that a genocide is being mounted against the Uighur people in the Xinjiang region. Such a grave charge matters, as genocide is rightly considered “the crime of crimes.” Many pundits are now calling for a boycott of the 2022 Winter Olympics in Beijing, dubbing them the “Genocide Olympics.”

The genocide charge was made on the final day of Donald Trump’s administration by then-Secretary of State Michael Pompeo, who made no secret of his belief in lying as a tool of US foreign policy. Now President Joe Biden’s administration has doubled down on Pompeo’s flimsy claim, even though the State Department’s own top lawyers reportedly share our skepticism regarding the charge.

This year’s State Department Country Reports on Human Rights Practices (HRP) follows Pompeo in accusing China of genocide in Xinjiang. Because the HRP never uses the term other than once in the report’s preface and again in the executive summary of the China chapter, readers are left to guess about the evidence. Much of the report deals with issues like freedom of expression, refugee protection, and free elections, which have scant bearing on the genocide charge.

There are credible charges of human rights abuses against Uighurs, but those do not per se constitute genocide. And we must understand the context of the Chinese crackdown in Xinjiang, which had essentially the same motivation as America’s foray into the Middle East and Central Asia after the September 2001 attacks: to stop the terrorism of militant Islamic groups.

As the Hong Kong-based businessman and writer Weijian Shan has recounted, China experienced repeated terrorist attacks in Xinjiang during the same years that America’s flawed response to 9/11 led to repeated US violations of international law and massive bloodshed. Indeed, until late 2020, the US classified the Uighur East Turkestan Islamic Movement as a terrorist group, battled Uighur fighters in Afghanistan, and held many as prisoners. In July 2020, the United Nations noted the presence of thousands of Uighur fighters in Afghanistan and Syria.  

The charge of genocide should never be made lightly. Inappropriate use of the term may escalate geopolitical and military tensions and devalue the historical memory of genocides such as the Holocaust, thereby hindering the ability to prevent future genocides. It behooves the US government to make any charge of genocide responsibly, which it has failed to do here.   

Genocide is defined under international law by the UN Genocide Convention (1948). Subsequent judicial decisions have clarified its meaning. Most countries, including the United States, have incorporated the Convention’s definition into their domestic legislation without any significant alteration. In the past few decades, the leading UN courts have confirmed that the definition requires proof to a very high standard of the intentional physical destruction of a national, ethnic, racial, or religious group.

The definition specifies that one of five acts must be perpetrated. Obviously, killing tops the list. The State Department’s report on China says there were “numerous reports” of killings, but that “few or no details were available,” and cites only one case – that of a Uighur man detained since 2017 who died of natural causes, according to the authorities. The report doesn’t even explain why the official explanation should be questioned.

Technically, genocide can be proven even without evidence that people were killed. But because courts require proof of intent to destroy the group physically, it is hard to make the case in the absence of proof of large-scale killings. This is especially true when there is no direct evidence of genocidal intent, for example in the form of policy statements, but merely circumstantial evidence, what international courts refer to as a “pattern of conduct.”

International courts have repeatedly said that where genocide charges are based only upon inferences drawn from a pattern of conduct, alternative explanations must be ruled out definitively. That’s why the International Court of Justice rejected in 2015 the genocide charge against Serbia and the counter-charge against Croatia, despite evidence of brutal ethnic cleansing in Croatia.

So, what else might constitute evidence of genocide in China? The State Department report refers to mass internment of perhaps one million Uighurs. If proven, that would constitute a gross violation of human rights; but, again, it is not evidence, per se, of intent to exterminate.

Another of the five recognized acts of genocide is “imposing measures intended to prevent births within the group.” The State Department report refers to China’s notoriously aggressive birth-control policies. Until recently, China strictly enforced its one-child policy on the majority of its population but was more liberal toward ethnic minorities, including the Uighur.

Today, the one-child policy is no longer applied to the majority Han Chinese, but stricter measures have been imposed on Xinjiang’s Muslim minority, whose families are traditionally larger than China’s average. Still, Xinjiang records a positive overall population growth rate, with the Uighur population growing faster than the non-Uighur population in Xinjiang during 2010-18.

The genocide charge is being fueled by “studies” like the Newlines Institute report that recently made global headlines. Newlines is described as a “non-partisan” Washington, DC-based think tank. On closer inspection, it appears to be a project of a tiny Virginia-based university with 153 students, eight full-time faculty, and an apparently conservative policy agenda. Other leading human rights organizations have refrained from using the term.

UN experts are rightly calling for the UN to investigate the situation in Xinjiang. China’s government, for its part, has recently stated that it would welcome a UN mission to Xinjiang based on “exchanges and cooperation,” not on “guilty before proven.”

Unless the State Department can substantiate the genocide accusation, it should withdraw the charge. It should also support a UN-led investigation of the situation in Xinjiang. The work of the UN, and notably of UN Human Rights Special Rapporteurs, is essential to promote the letter and spirit of the Universal Declaration of Human Rights.

 
今昨天美國四月就業報告公布之前,美國的預測是這次一定火爆,過百萬個新崗位,但結果卻大失所望,隻有26萬:
 
過去一年新崗位數目
 
過去一年因為房產和裝修讓木材價格衝天而去,大家一直以為建築業很火:
 
 
結果房產業毫無起色,而製造業還收縮了:
 
 
餐飲旅遊業盡管有不少新的崗位,但遠遠未能恢複到疫情前的水平:
 
 
到此離疫情前還有一千萬(官方數字略低,八百萬左右)崗位尚未恢複:
 
Figure 1 Employment shortfall
 
官方失業率是6.1%,實際大約7.6%:
 
Figure 2 Alternative measures of unemployment
 
雖然男女總的失業率大體一致:
 
 
但投入到勞工大軍的婦女則遠低於男子,這個月崗位又少了64000人:
 
Figure 3 Labor force participation rate
注:勞工參與率與適齡(priem age)勞工參與率不同
 
什麽原因讓大家大跌眼鏡?
 
首先這不是因為沒崗位,招工已經恢複到疫情前水平,大家的信心也恢複了:
 
Figure 4 Job openings and quits rate
 
領取失業救濟的人數也大幅降低:
 
Figure 5 Unemployed workers per job opening
 
工資也日趨穩定:
 
Figure 6 Atlanta Fed wage growth tracker by wage level
 
代表資方和市場經濟把矛頭直指政府,不就是你們福利太好了,大家呆在家裏跟找工作待遇一樣,幹嘛上班,美國商會還專門發表聲明,讓政府把每周300元補助給撤了【6】,這是在每人到手的1400元疫情救濟和正常失業金之外額外的,這麽多錢,最低工資又沒變,難怪大家不願意幹髒活累活險活。這麽多錢也是美國貿易赤字又創新高的原因【8】。不過政府黨媒的說法就不同,政府說目前有三個難題,一是照顧孩子,主要落在婦女頭上(所以那麽多婦女幹脆不找了),二是擔心冠疫,三是冠疫打擊下不知道下輩子是不是還接著幹同樣的活。《紐時》【9】《華郵》【10】提到雇主等著招人,就是招不到,但這些雇主都不願意漲工資,這裏說的是社會底層,美國平均工資是每小時30(美元),不低,但售貨員服務員參觀招待那些則低得多,但總的說一場“百年不遇大變局”對資方並沒有什麽影響,資方對拜登上台後帶動的社會主義(國家資本主義)變革也不以為然,可是大家真的願意拿著最低工資去幹那些挨罵受氣的髒活累活險活嗎?
 
在美國,教育、育兒和醫療成了大家最大的負擔【11】,刨去通脹,過去25年居住飛鷹增加了14%,育兒增加了49%:
 
ResearchChart1
 
大家記得基本工資基本上沒漲,所以育兒成了家庭一個大負擔,尤其是低收入家庭:
 
ResearchChart4
 
美國的這種負擔,源於政府一直不願意提供這類福利,在發達國家中,美國政府對家庭提供的援助幾乎是最低的【12】:
 
Bar chart of % of GDP showing US lags G7 nations in public spending on family benefits
 
總育兒費用:
Line chart of CPI for urban wage earners and clerical workers (1990=100) showing US childcare costs have climbed
 
這種負擔絕大部分是落在媽媽身上。育兒教育的負擔,給美國人口帶來的壓力與中國無異,美國的出生率達到二戰後的新低【13】:
 
 
《華郵》引用皮尤的一項民調,三分之二的人覺得人生不易,不再想幹同樣的工作了,更不想拿最低工資,而美國的大企業,尤其是製造業,則在加速自動化,可見冠疫讓大家都有新的,各自的打算,而拜登當局“重新偉大”的宏圖顯然打動了低收入的群體,如果政府能提供基本福利,那真的,為什麽去幹髒活累活險活?拜登希望改變勞工的地位,卻無法通過最低工資法,隻能給大家提供福利,這又促使大家加大對政府的期望,最終對美國經濟的影響和政治的影響,還很難預料。
 
【資料】
【1】Lumber prices 2021 chart: Price of lumber up 280% as home builders scramble amid wood shortage | Fortune
【2】Here's where the jobs are for April 2021 — in one chart (cnbc.com)
【3】U.S. Employers Added 266,000 Jobs in April as Hiring Slowed - WSJ
【4】The US labor market is running hot…or not? | PIIE
【5】The April jobs report shows women are still struggling | Markets Insider
【9】The Jobs Report: The Boom That Wasn’t - The New York Times
【10】April jobs report surprise: Is this a labor shortage or a great reassessment of work in America? - The Washington Post
【11】Family Budget Burdens Squeezing Housing: Child Care Costs - Freddie Mac
【12】Biden hopes to revive long march of women back into US workforce | Financial Times
【13】America's Population Advantage Has Evaporated - Bloomberg