Juergen E.L. Meyer, 眼界-Horizon - Shanghai
@jmey.bsky.social
Dr. Jürgen Meyer, Interim Management, Risk Management in China. I post on the economic development of China with view from a company, but taking international relations into. My key topics are finance, risk management, controlling, IT, SAP etc.
1/5 Der Artikel ist schon eine Woche alt und wird scheinbar immer wieder gelesen – zurecht! www.faz.net/-3btmmt?shar...
Soziale Marktwirtschaft: Warum AfD und Linke dagegen sind
Links und rechts verweigern Reformen. Und die gerupfte Mitte redet ihnen nach dem Munde. War es das mit dem Wohlstand?
www.faz.net
October 2, 2026 at 3:48 PM
1/5 Der Artikel ist schon eine Woche alt und wird scheinbar immer wieder gelesen – zurecht! www.faz.net/-3btmmt?shar...
1/6 The Economist describes in detail the new Chinese "injection" of “the six networks”: water, electricity, computing, communications, logistics, and urban pipelines.
www.economist.com/briefing/202...
www.economist.com/briefing/202...
China is giving its economy a big shot in the arm
A massive infrastructure scheme may give the country a sorely needed boost—and help rebalance the world economy
www.economist.com
October 2, 2026 at 3:11 PM
1/6 The Economist describes in detail the new Chinese "injection" of “the six networks”: water, electricity, computing, communications, logistics, and urban pipelines.
www.economist.com/briefing/202...
www.economist.com/briefing/202...
1/6 The Caixin news “The policy, announced Tuesday by the Ministry of Finance, the People’s Bank of China and the National Financial Regulatory Administration, will be tentatively implemented for one year.” sounds at first glance like a new subsidy.
www.caixinglobal.com/2026-09-29/b...
www.caixinglobal.com/2026-09-29/b...
Beijing Steps In With Mortgage Subsidies to Revive Housing Demand
A new one-year trial offers a 1-percentage-point rate discount on qualifying first homes, cutting borrowing costs by roughly one-third
www.caixinglobal.com
September 30, 2026 at 10:53 PM
1/6 The Caixin news “The policy, announced Tuesday by the Ministry of Finance, the People’s Bank of China and the National Financial Regulatory Administration, will be tentatively implemented for one year.” sounds at first glance like a new subsidy.
www.caixinglobal.com/2026-09-29/b...
www.caixinglobal.com/2026-09-29/b...
Listening to Logan Wright as guest of Demetri Kofinas in Hidden Forces, you get an impression of Logan Wright's book and a deep insight into China's economy of the last 15 years. Don't miss these 2 hours of talk, if you are concerned about China's way into the future.
hiddenforces.io/podcasts/why...
hiddenforces.io/podcasts/why...
Why the China Threat Is Overblown
Logan Wright, author of Broken China, explains why China's economic slowdown is rooted in its financial system, and an unprecedented credit expansion finally coming to an end.
hiddenforces.io
September 28, 2026 at 8:30 PM
Listening to Logan Wright as guest of Demetri Kofinas in Hidden Forces, you get an impression of Logan Wright's book and a deep insight into China's economy of the last 15 years. Don't miss these 2 hours of talk, if you are concerned about China's way into the future.
hiddenforces.io/podcasts/why...
hiddenforces.io/podcasts/why...
1/5 When China’s top economic advisers gather, you can expect important input and recommendations for the future of the biggest manufacturing economy of the world. The result is disappointing.
www.fredgao.com/p/chinas-top...?
www.fredgao.com/p/chinas-top...?
China’s Top Economic Advisers Debate the Next Growth Engine
Justin Yifu Lin, Yu Yongding, Yao Yang, Li Xunlei, Ju Jiandong weigh investment, consumption, government borrowing, and overseas expansion as answers to weak demand and mounting trade pressure
www.fredgao.com
September 21, 2026 at 6:40 AM
1/5 When China’s top economic advisers gather, you can expect important input and recommendations for the future of the biggest manufacturing economy of the world. The result is disappointing.
www.fredgao.com/p/chinas-top...?
www.fredgao.com/p/chinas-top...?
1/6 Warnungen vor den Gefahren der KI nehmen zu. Den Fachleuten wird die Entwicklung zu schnell, u.a. weil KI eingesetzt wird, um KI zu entwickeln, und dadurch die Ergebnisse (noch) weniger nachvollziehbar werden.
www.wsj.com/finance/stoc...
www.wsj.com/finance/stoc...
AI Leaders Are Calling for a Slowdown, but Wall Street Keeps on Buying
Talk of heading off AI’s potential role in destroying humanity hurt some stocks and helped others, with major U.S. indexes edging lower.
www.wsj.com
September 15, 2026 at 1:14 PM
1/6 Warnungen vor den Gefahren der KI nehmen zu. Den Fachleuten wird die Entwicklung zu schnell, u.a. weil KI eingesetzt wird, um KI zu entwickeln, und dadurch die Ergebnisse (noch) weniger nachvollziehbar werden.
www.wsj.com/finance/stoc...
www.wsj.com/finance/stoc...
1/16 The Caixin article by Li Wei, economics professor and associate dean at Cheung Kong Graduate School of Business summarizes best the origins of current international economic situation facing China’s industrial policy and what ideally needs to be done.
www.caixinglobal.com/2026-08-14/c...
www.caixinglobal.com/2026-08-14/c...
Commentary: The Phantom Menace of Chinese Overcapacity
Western accusations of dumping stem from a fundamental misunderstanding of China’s economic reality. The country’s export surge is driven by brutal domestic competition and a structural failure to sti...
www.caixinglobal.com
August 18, 2026 at 1:15 PM
1/16 The Caixin article by Li Wei, economics professor and associate dean at Cheung Kong Graduate School of Business summarizes best the origins of current international economic situation facing China’s industrial policy and what ideally needs to be done.
www.caixinglobal.com/2026-08-14/c...
www.caixinglobal.com/2026-08-14/c...
The upper arm of the K-shaped economy in China is so thin, that the "K" turns into the Chinese character "下", which doesn't need any translation as this character speaks for itself.
www.yuzhehe.com/p/chinas-eco...
www.yuzhehe.com/p/chinas-eco...
China's economy faces an overall cooling, not a K-shaped divergence, warns David Daokui LI
The professor of Tsinghua University said the real drag on Chinese economy is local debt caused by stalled growth drivers. He urges the central government to expand debt to unblock local finances.
www.yuzhehe.com
July 19, 2026 at 5:05 AM
The upper arm of the K-shaped economy in China is so thin, that the "K" turns into the Chinese character "下", which doesn't need any translation as this character speaks for itself.
www.yuzhehe.com/p/chinas-eco...
www.yuzhehe.com/p/chinas-eco...
1/4 Auf der Rückseite unseres Buches steht "China ist anders und will so bleiben." Martin Benninhoff schreibt im Handelsblatt "China ist mächtig und widersprüchlich – und verdient eine nüchterne Debatte." Deswegen: "So geht die China-Debatte nicht weiter! "
www.handelsblatt.com/politik/inte...
www.handelsblatt.com/politik/inte...
www.handelsblatt.com
June 11, 2026 at 7:36 AM
1/4 Auf der Rückseite unseres Buches steht "China ist anders und will so bleiben." Martin Benninhoff schreibt im Handelsblatt "China ist mächtig und widersprüchlich – und verdient eine nüchterne Debatte." Deswegen: "So geht die China-Debatte nicht weiter! "
www.handelsblatt.com/politik/inte...
www.handelsblatt.com/politik/inte...
1/2
If an analysis of the current relationship EU - China is frazzled by, „There is no doubt that the international environment has become more difficult. Protectionist tendencies are increasing and companies are often confronted with political uncertainty”, ...
www.globaltimes.cn/page/202606/...
If an analysis of the current relationship EU - China is frazzled by, „There is no doubt that the international environment has become more difficult. Protectionist tendencies are increasing and companies are often confronted with political uncertainty”, ...
www.globaltimes.cn/page/202606/...
www.globaltimes.cn
June 10, 2026 at 4:35 AM
1/2
If an analysis of the current relationship EU - China is frazzled by, „There is no doubt that the international environment has become more difficult. Protectionist tendencies are increasing and companies are often confronted with political uncertainty”, ...
www.globaltimes.cn/page/202606/...
If an analysis of the current relationship EU - China is frazzled by, „There is no doubt that the international environment has become more difficult. Protectionist tendencies are increasing and companies are often confronted with political uncertainty”, ...
www.globaltimes.cn/page/202606/...
1/11 Schuman’s article gives a nicely comprehensive picture of where we are in the (yeah, let’s call it, what it is) trade war.
www.theatlantic.com/internationa...
www.theatlantic.com/internationa...
China’s Economy Is Taking Everyone Down
American and Chinese workers are paying a high price for all the cheap goods.
www.theatlantic.com
June 4, 2026 at 10:32 AM
1/11 Schuman’s article gives a nicely comprehensive picture of where we are in the (yeah, let’s call it, what it is) trade war.
www.theatlantic.com/internationa...
www.theatlantic.com/internationa...
1/6 Peter Legner introduces Wang Huning as the key mind behind the CCP for the last 30 years. A great summary!
www.linkedin.com/pulse/though...
Wang Huning practices ideology, not propaganda. He developed the party’s concept over the last 30 years:
www.linkedin.com/pulse/though...
Wang Huning practices ideology, not propaganda. He developed the party’s concept over the last 30 years:
Thoughts about China: Wang Huning - the CCP's Architect
Let us imagine, for a moment, the following: the year is 2056. At some point in the 2020s, the United States drifted, slowly and almost imperceptibly, onto the path of one-party rule.
www.linkedin.com
June 1, 2026 at 5:28 AM
1/6 Peter Legner introduces Wang Huning as the key mind behind the CCP for the last 30 years. A great summary!
www.linkedin.com/pulse/though...
Wang Huning practices ideology, not propaganda. He developed the party’s concept over the last 30 years:
www.linkedin.com/pulse/though...
Wang Huning practices ideology, not propaganda. He developed the party’s concept over the last 30 years:
1/4 Taiwan Semiconductor Manufacturing Company (TSMC) is like a life insurance for the independent democracy Taiwan. The Western world depends on their production, which would break down on a Chinese takeover.
May 28, 2026 at 2:11 AM
1/4 Taiwan Semiconductor Manufacturing Company (TSMC) is like a life insurance for the independent democracy Taiwan. The Western world depends on their production, which would break down on a Chinese takeover.
1/5 The net effect the new State Council announcement is difficult to estimate: "China's State Council has issued guidelines on providing basic public services based on where people actually live, rather than the location of their household registration,...”
english.www.gov.cn/policies/lat...
english.www.gov.cn/policies/lat...
China moves to provide basic public services based on residence
China's State Council has issued guidelines on providing basic public services based on where people actually live, rather than the location of their household registration, as part of efforts to supp...
english.www.gov.cn
May 26, 2026 at 8:47 AM
1/5 The net effect the new State Council announcement is difficult to estimate: "China's State Council has issued guidelines on providing basic public services based on where people actually live, rather than the location of their household registration,...”
english.www.gov.cn/policies/lat...
english.www.gov.cn/policies/lat...
Relevant information by
SOAPBOX
a Weekly dose of China trade insights – with a focus on EU-China trade. Produced in collaboration with Mercator Institute for China Studies (MERICS).
soapboxtrade.substack.com?r=482gyn&utm...
SOAPBOX
a Weekly dose of China trade insights – with a focus on EU-China trade. Produced in collaboration with Mercator Institute for China Studies (MERICS).
soapboxtrade.substack.com?r=482gyn&utm...
SOAPBOX | Substack
SOAPBOX provides insights on EU-China trade. The weekly newsletter, compiled by Rafael Jimenez Buendía and Ilaria Perla, is published in collaboration with the Mercator Institute for China Studies (ME...
soapboxtrade.substack.com
May 20, 2026 at 3:05 AM
Relevant information by
SOAPBOX
a Weekly dose of China trade insights – with a focus on EU-China trade. Produced in collaboration with Mercator Institute for China Studies (MERICS).
soapboxtrade.substack.com?r=482gyn&utm...
SOAPBOX
a Weekly dose of China trade insights – with a focus on EU-China trade. Produced in collaboration with Mercator Institute for China Studies (MERICS).
soapboxtrade.substack.com?r=482gyn&utm...
It's sad enough for the planned consumption boost, what Caixin is reporting for April: retail sales barely grew in April, automobile sales plunged 15.3%, sales of building and decoration materials falling 13.8%.
www.caixinglobal.com/2026-05-18/c...
www.caixinglobal.com/2026-05-18/c...
China Retail Sales Barely Grow as Consumer Demand Weakens
Goods sales decline as weaker stimulus and property slump weigh on spending
www.caixinglobal.com
May 19, 2026 at 3:37 AM
It's sad enough for the planned consumption boost, what Caixin is reporting for April: retail sales barely grew in April, automobile sales plunged 15.3%, sales of building and decoration materials falling 13.8%.
www.caixinglobal.com/2026-05-18/c...
www.caixinglobal.com/2026-05-18/c...
1/3 #TaiwanArmsSales NHK World News from Japan cites Trump with "US President Donald Trump ... called a potential weapons sale to Taiwan a "very good negotiating chip."
I cannot find this cited in the big newspapers. Did he say that? Does he regret it? Is the White House going to "recall" it?
I cannot find this cited in the big newspapers. Did he say that? Does he regret it? Is the White House going to "recall" it?
May 17, 2026 at 7:49 AM
1/3 #TaiwanArmsSales NHK World News from Japan cites Trump with "US President Donald Trump ... called a potential weapons sale to Taiwan a "very good negotiating chip."
I cannot find this cited in the big newspapers. Did he say that? Does he regret it? Is the White House going to "recall" it?
I cannot find this cited in the big newspapers. Did he say that? Does he regret it? Is the White House going to "recall" it?
1/6 FT reports on an NBER paper about the analysis of what follows after acquisitions of Western knowledge based companies with R&D by Chinese invested companies.
www.ft.com/content/2b2f...
www.ft.com/content/2b2f...
Inside China’s massive $3tn overseas acquisition spree
Pwned by Beijing
www.ft.com
May 7, 2026 at 2:31 AM
1/6 FT reports on an NBER paper about the analysis of what follows after acquisitions of Western knowledge based companies with R&D by Chinese invested companies.
www.ft.com/content/2b2f...
www.ft.com/content/2b2f...
1/3 In 4 hours from now:
Economist Insider about
"What’s really going on with China’s economy?"
Episode summary:
The leaders of the world’s two biggest economies plan to meet soon in Beijing. The last American president to visit China was Mr Trump, in 2017.
www.economist.com/insider/insi...
Economist Insider about
"What’s really going on with China’s economy?"
Episode summary:
The leaders of the world’s two biggest economies plan to meet soon in Beijing. The last American president to visit China was Mr Trump, in 2017.
www.economist.com/insider/insi...
What’s really going on with China’s economy? | The Economist Insider
The leaders of the world’s two biggest economies plan to meet soon in Beijing. The last American president to visit China was Mr Trump, in 2017. He and President Xi Jinping have much to discuss. Ameri...
www.economist.com
May 5, 2026 at 1:02 PM
1/3 In 4 hours from now:
Economist Insider about
"What’s really going on with China’s economy?"
Episode summary:
The leaders of the world’s two biggest economies plan to meet soon in Beijing. The last American president to visit China was Mr Trump, in 2017.
www.economist.com/insider/insi...
Economist Insider about
"What’s really going on with China’s economy?"
Episode summary:
The leaders of the world’s two biggest economies plan to meet soon in Beijing. The last American president to visit China was Mr Trump, in 2017.
www.economist.com/insider/insi...
I just found time to listen to the interview of Demis Hassabis. This British artificial intelligence (AI) researcher and entrepreneur is a unique guy reaching out for AGI while having the society in his mind, who should benefit, as well as the risks to be managed.
www.economist.com/insider/insi...
www.economist.com/insider/insi...
Demis Hassabis knows AI’s risks. He’s building it anyway | The Economist Insider
Demis Hassabis worries that artificial intelligence could be catastrophic for humanity. He also runs one of the world’s leading AI labs, Google DeepMind, pushing to build smarter, faster and more powe...
www.economist.com
May 4, 2026 at 10:28 AM
I just found time to listen to the interview of Demis Hassabis. This British artificial intelligence (AI) researcher and entrepreneur is a unique guy reaching out for AGI while having the society in his mind, who should benefit, as well as the risks to be managed.
www.economist.com/insider/insi...
www.economist.com/insider/insi...
China ensures that Chinese AI is as reliable as Chinese newspapers!
1/4 "China Launches Campaign to Rectify Improper AI Content Production
www.yicaiglobal.com/news/china-l...
1/4 "China Launches Campaign to Rectify Improper AI Content Production
www.yicaiglobal.com/news/china-l...
China Launches Campaign to Rectify Improper AI Content Production
www.yicaiglobal.com
May 3, 2026 at 2:31 AM
China ensures that Chinese AI is as reliable as Chinese newspapers!
1/4 "China Launches Campaign to Rectify Improper AI Content Production
www.yicaiglobal.com/news/china-l...
1/4 "China Launches Campaign to Rectify Improper AI Content Production
www.yicaiglobal.com/news/china-l...
Reposted by Juergen E.L. Meyer, 眼界-Horizon - Shanghai
Analysts have wondered how to reconcile China’s stronger-than-expected GDP growth in Q1 of 2026 with the weakness seen in retail sales, fixed investment, and net exports. In my latest piece, I argue that a part of the reason may be rising inventory.
michaelpettis858496.substack.com/p/how-do-we-...
michaelpettis858496.substack.com/p/how-do-we-...
How Do We Explain China’s Higher-Than-Expected GDP Growth and Lower-Than-Expected Components of GDP Growth?
On Thursday, April 16, China’s National Bureau of Statistics (NBS) announced that China’s real GDP growth in the first quarter of 2026 was 5.0%.
michaelpettis858496.substack.com
April 27, 2026 at 11:50 AM
Analysts have wondered how to reconcile China’s stronger-than-expected GDP growth in Q1 of 2026 with the weakness seen in retail sales, fixed investment, and net exports. In my latest piece, I argue that a part of the reason may be rising inventory.
michaelpettis858496.substack.com/p/how-do-we-...
michaelpettis858496.substack.com/p/how-do-we-...
1/11 Das Buch von Andrea Fulda „Wenn China angreift“, erschienen im Beck-Verlag ist 1 Woche alt und erfüllt seine Aufgabe als Warnruf, was uns droht, wenn China angreift und Taiwan fällt. Ja, es geht um eine absehbare Entwicklung, ...
www.chbeck.de/fulda-china-...
www.chbeck.de/fulda-china-...
Fulda, Andreas | Wenn China angreift
Ein Szenario. 2026. 978-3-406-84618-2. Irgendwann 2027. Ein chinesischer Kampfjet stürzt nach einem riskanten Manöver in taiwanischem Luftr…
www.chbeck.de
March 28, 2026 at 3:53 AM
1/11 Das Buch von Andrea Fulda „Wenn China angreift“, erschienen im Beck-Verlag ist 1 Woche alt und erfüllt seine Aufgabe als Warnruf, was uns droht, wenn China angreift und Taiwan fällt. Ja, es geht um eine absehbare Entwicklung, ...
www.chbeck.de/fulda-china-...
www.chbeck.de/fulda-china-...
1/2 China began diversifying its supply chains long before Europe even started talking about de-risking. Iran is only(!) a supplier of 10% of China's oil demand. Its share of China's overall energy mix is even smaller, given that coal covers 60% of its ...
www.economist.com/china/2026/0...
www.economist.com/china/2026/0...
A Maoist survival guide to the Iranian energy crisis
China's approach to energy self-sufficiency helps it weather disruptions from the Iran war, illustrating its strategy of diversifying suppliers and reducing vulnerabilities.
www.economist.com
March 18, 2026 at 1:26 PM
1/2 China began diversifying its supply chains long before Europe even started talking about de-risking. Iran is only(!) a supplier of 10% of China's oil demand. Its share of China's overall energy mix is even smaller, given that coal covers 60% of its ...
www.economist.com/china/2026/0...
www.economist.com/china/2026/0...
1/5 Jürgen Habermas (* June 18th 1929; † March 14th 2026) was a worldwide respected professor of social philosophy. He has started as Marxist, who was dedicated to the rational based dispute between every individual, neglecting any kind of historical or religious authoritarianism.
March 15, 2026 at 6:54 AM
1/5 Jürgen Habermas (* June 18th 1929; † March 14th 2026) was a worldwide respected professor of social philosophy. He has started as Marxist, who was dedicated to the rational based dispute between every individual, neglecting any kind of historical or religious authoritarianism.