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marianatom commented on China solar module prices keep diving   pv-magazine.com/2023/06/2... · Posted by u/flipbrad
goodbyesf · 2 years ago
> China IS in a Great Depression.

You can't have either the US or China in a great depression without it taking everyone down with them. If china is in a great depression, then so is the rest of the world. If china is in a great depression, apple stock would have cratered as would most indices around the world. Go read about the 1929 stock crash. Money front runs economic depressions. Meaning wall street will let us know.

The anti-china nonsense hasn't changed since the early 2000s with gordon chang. China was supposed to collapse decades ago according to the anti-china "experts". Today it's the like of peter zeihan and youtube grifters like serpentza, et al. Same old nonsense - economic collapse, falun gong genocide, organ harvesting, environmental devastation, end of "da ccp". All of that turned out to be outright lies in the 2000s.

My advice is stop watching silly youtube videos by silly grifters and silly news from silly media organizations. Watch the money. If one day, the dow or s&p drops 10% ( even with circuit breakers ), then we may have something. If it continues to drop and stay down, then we may have something. Can't believe the amount of nonsense people believe when it comes to china. Especially when it's the same old debunked nonsense.

At this point I don't know whether people like gordon chang or peter zeihan work for "da USA" or "da CCP". Cause their outlandish bullshit always end up being wrong and making china look good in the end.

marianatom · 2 years ago
> If china is in a great depression, then so is the rest of the world

And how did you arrive at this conclusion? US seems fine right now with record low unemployment, strong dollar, and increased factory activities. While detachment from China is already in progress, with China's export slumped 7.5% in May, which is atrocious since that number is compared from a year ago when China was in lockdown. https://www.cnbc.com/2023/06/07/chinas-exports-plunge-by-7po.... Fact is, the world is moving away from China, and it seems to be doing ok, but China is suffering from double digit decline in real estate/export/retail.

> The anti-china nonsense hasn't changed since the early 2000s with gordon chang

Yes, discount everything logical because of one pundit who is too early. Nevermind most of the business leaders this year have mentioned moving business/factories out of China as a long term plan.

> Watch the money

No, watch all the multinationals pull factories out of China. watch the increasing panic from normal Chinese citizen online video with respect to foreclosure/job loss/unemployment. then watch the money.

marianatom commented on China solar module prices keep diving   pv-magazine.com/2023/06/2... · Posted by u/flipbrad
alephnerd · 2 years ago
Chinese youth unemployment in 2023 is roughly comparable to the PIGS (Portugal, Italy, Greece, Spain) in the 2010s. Those countries still held around a 2-3% GDP growth rate.

Also, the bearish 2-3% growth rate estimation was derived independently of the PRC government - it was reached by both Blackstone and the IMF.

None of this is to say there isn't an economic malaise/recession in the PRC circa 2023, but honestly it's playing out the same way a similar growth slowdown happened in Mexico, Türkiye, South Korea, Thailand, and Brazil in the 2000s when those countries hit similar economic metrics to China in the early 2020s.

marianatom · 2 years ago
1.) China's unemployment rate is no where near comparable to europe's. China considers one employed if one has worked at least ONE hour a week. or if their family have land to farm.

2.) There's nothing comparable to what's happening to China right now, except for the Russia sanctions, where an entire economic engine (export, 25% of GDP) is being ripped out or shut down, by companies pulling factories out of China

3.) Blackstone and IMF have been plenty wrong before. also, there's no chance they don't at least use some part of the data from the Chinese's National office of statistics.

marianatom commented on China solar module prices keep diving   pv-magazine.com/2023/06/2... · Posted by u/flipbrad
alephnerd · 2 years ago
Huh? Even the most bearish projections about Chinese economic growth are at about 3% per year. For PPP to actually halve you'd have to actually see a recession comparable to the Great Depression, the Peso Crisis in the 90s, or the 2015 EU+US sanctions in Russia.
marianatom · 2 years ago
China IS in a Great Depression. The government is making the numbers seem a little bit better, but with 21% official youth unemployment rate - definitely higher since netizens have found that only 20% of this year's graduate has secured jobs, and 50% - 70% reduction in real estate listing prices, when real estate is 30% of China's economy and how local governments mostly gets funded, we will see retroactively that China entered its Great Depression in 2022.
marianatom commented on China solar module prices keep diving   pv-magazine.com/2023/06/2... · Posted by u/flipbrad
marianatom · 2 years ago
China's PPP should reduce in half this year. It has seen massive layoffs from every industry (average 22% decline in revenue across all industries). It has seen 50% reduction in wages, even in stable positions like government offices. It has seen unpaid wages for anywhere from a few months up to a year!!

This is reinforced by 50% in price cuts in real estate listings in tier 1 cities, 10X increase in real estate inventory this year, and 90% physical retail decline

China’s Latest Source of Unrest: Unpaid ‘Zero Covid’ Workers https://www.nytimes.com/2023/01/16/world/asia/china-covid-pr...

China's Industrial profits in the January-March period declined 21.4% from a year earlier https://www.bloomberg.com/news/articles/2023-04-27/china-s-i...

marianatom commented on China solar module prices keep diving   pv-magazine.com/2023/06/2... · Posted by u/flipbrad
mensetmanusman · 2 years ago
China subsidized the worlds PV. That's great.

Practically this was possible by pegging the currency which lowers the purchasing power of all their citizens.

marianatom · 2 years ago
Meanwhile, China's solar industry is in rapid decline, dropping 40% in market cap y/y, due to overcapacity, falling price margins, bans on goods from China's Xinjiang region, and increased non-Chinese solar growth - US's solar industry seem to be on the rise. China's solar industry should follow similar trends as its electronics industry, with massive pullout of factories to other countries, and eventually only mostly servicing China's internal markets.

Plunging Solar Stocks Fly in Face of Booming Panel Demand https://www.bloomberg.com/news/articles/2023-06-20/solar-sto...

U.S. solar installations to fall 23% this year due to China goods ban -report https://www.reuters.com/business/energy/us-solar-installatio...

marianatom commented on The impact of the ‘long peace’ on modern military capabilities   acoup.blog/2023/06/09/fir... · Posted by u/gabythenerd
cyberax · 3 years ago
The thing is, debts are just numbers on paper at the end of the day. You can erase them, but the infrastructure will remain.

Erasing debts wipes out (most) savings and hurts rich people. So it's not something that can be done lightly, but it is an option.

Also, Chinese HSR ridership is back up after COVID restrictions were lifted.

marianatom · 3 years ago
> You can erase them

that's not how economics works. if that's the case, you would not see the Chinese governments (federal and local) doing desperate things to collect more revenues like:

- China considers measures to encourage re-employment of retirees https://hrmasia.com/china-considers-measures-to-encourage-re...

- issuing massive traffic/parking tickets a year after, to the tune of tens of thousands of dollars, to commercial and normal drivers

- banks preventing normal withdrawals of money. often, deceased's children can't withdraw their parents savings, even with all the official documentations

- government entities delaying several months of owed salaries to its employees https://www.aljazeera.com/economy/2023/5/11/chinas-cash-stra...

marianatom commented on The impact of the ‘long peace’ on modern military capabilities   acoup.blog/2023/06/09/fir... · Posted by u/gabythenerd
newuser94303 · 3 years ago
I don't think that China has any interest in conquering the rest of World. They just want to be rich. They are stealing IP and spying. The fact that the US needs to use military force is a failure of policy.

Violence is the last resort of the incompetent.

I think that China is pulling on the US what the US did to the Soviet Union. The US bankrupted the Soviet Union with an arms race. China is doing it much more economically by spending 1/3 of the US. This is money that the US could be using to build a high speed rail network or educating its citizens.

marianatom · 3 years ago
There are so many wrongs with your statements that I don't know where to start. I'll just tackle one of them.

"build a high speed rail network", implying that US is failing there. China is suffering from a $1 TRILLION debt for its rails https://asia.nikkei.com/Business/Markets/China-debt-crunch/C..., while ridership collapses https://japan-forward.com/weak-demand-for-chinas-high-speed-.... Cities in China are suffering from $23 TRILLION insolvent debt and inability to raise more https://www.bloomberg.com/news/features/2023-05-21/china-s-2.... I certainly hope US doesn't suffer the same fate.

marianatom commented on ‘The Force has left Lucasfilm’: how Disney can salvage its $4B investment   fortune.com/2023/06/03/in... · Posted by u/DirectorKrennic
marianatom · 3 years ago
Harvard Business Review will do a case study on Disney on how to best avoid tackling a new customer segment and piss off/insult your core users at the same time
marianatom commented on The impact of the ‘long peace’ on modern military capabilities   acoup.blog/2023/06/09/fir... · Posted by u/gabythenerd
wazer5 · 3 years ago
Wow you should visit China though, it's great. I feel for those who don't get to experience the benefits of globalization.
marianatom · 3 years ago
lol, how presumptuous. I have visited China in 2007, before it turned authoritarian/dictatorship. I would not visit China again to support the dictatorship. I can visit any number of democratic countries like Taiwan.

I feel for those who don't get that they are supporting evil.

Btw, speaking of evil, China isn't giving up yet (Xi still have 10-20 years to live. free organ transplants from young Chinese, you know. high ranking politicians get them for free). It is producing destroyers at a massive rate, and will exceed # of destroyers that US has by 2040. Combined with the millions of disposable unemployed single young men, and there's still a chance that Taiwan would overwhelmed. and if Taiwan falls, the same strategy can be used to conquer Japan, South Korea, Philippines, Australia.

marianatom commented on The impact of the ‘long peace’ on modern military capabilities   acoup.blog/2023/06/09/fir... · Posted by u/gabythenerd
newuser94303 · 3 years ago
I think that Globalization has increased the costs of war. You don't want to attack your suppliers. I also think that China is probably a paper tiger on offense but they are trying not to look like an easy target on defense. Most of their recent battles have been fist fights in the Himalayas.

Deglobalization is an attempt to make war feasible because some strong countries feel like they are losing economic war and want to fall back on real war.

marianatom · 3 years ago
here's the thing, humanity got lucky. there was a nonzero chance that china and the dictatorships could have triumphed. if China didn't botch the chance to overtake US in 2008 with a capable dictator. if China got its hands on many advanced US military technologies. if Russia didn't botch the Ukraine invasion. if covid didn't have a vaccine, except one that China developed.

I'm sure most of us are aware of the gulags that China ran in 2022, in the most prosperous city like Shanghai, with welded doors, lack of food, arbitrary killing of pets, moving their own citizens against their wills to camps or cells with no running water and unsanitary conditions. with cries in tall buildings from families in the middle of night for food. If. you haven't seen these things, go watch it online. Imagine if somehow China succeeded, and that's most of humanity's fate.

u/marianatom

KarmaCake day270July 16, 2022View Original