Interesting analysis of how US capital has funded the expansion of communist china. fThis is not your traditional analysis of the trade war.

Kyle Bass: Hong Kong Protests are Chinese Regime’s “Worst Nightmare” in US China Trade War
American Thought Leaders - The Epoch Times

What are the major vulnerabilities of the Chinese communist economic system? Can we believe the financial numbers coming out of China?

Why is the Chinese economy so dependent on US dollars? And what are the broader implications of this?

And how do Hong Kong, and the Hong Kong protests, fit into China’s economic and political future?

This is American Thought Leaders 🇺🇸, and I’m Jan Jekielek.

Today we sit down with Kyle Bass, the Founder and Chief Investment Officer of the Hayman Capital Management hedge fund, and a founding member of the Committee on the Present Danger: China.

We discuss the implications of China’s massive credit-to-GDP ratio, communist China’s non-performing loans and culture of bribery, the role of Wall Street in the US-China trade relationship, and Kyle Bass’s thoughts on the future.

Related:

Delisting China
By Clay Chandler and Eamon Barrett
September 28, 2019
https://fortune.com/2019/09/28/delisting-china/


Business News
September 27, 2019 / 12:01 PM / 2 days ago
Trump considers delisting Chinese firms from U.S. markets: sources
Alexandra Alper, David Lawder
https://www.reuters.com/article/us-usa-t...e-idUSKBN1WC1VP


White House weighs limits on US portfolio flows into China
Trump officials are examining how the US could put limits on Chinese companies.
Updated: Sep 28, 2019, 09.30 AM IST
By Jenny Leonard and Shawn Donnan

Trump administration officials are discussing ways to limit US investors’ portfolio flows into China in a move that would have repercussions for billions of dollars in investment pegged to major indexes, according to people familiar with the internal deliberations.

The discussions are occurring as Washington and Beijing negotiate a potential truce in their trade war that’s rattled the world’s two biggest economies and investors ..

Read more at:

https://economictimes.indiatimes.com/mar...ow/71341083.cms

https://twitter.com/SquawkCNBC/status/11...2974080/video/1

Zitat

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@SquawkCNBC

White House trade advisor Peter Navarro calls reports that the U.S. would restrict Chinese companies were "fake news" but there "are transparency issues with Chinese stocks”

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