Strategy Risks (@StrategyRisks) / X

Strategy Risks

254 posts

Strategy Risks

@StrategyRisks

Navigating uncertainty and risk management through data products and business intelligence. Founded by @isaacstonefish.

New York

Joined January 2021

Strategy Risks
@StrategyRisks
Jul 28, 2023
If you're interested in de-risking or simply just staying informed about what's going on in China, how businesses are adapting in an ever-changing regulatory landscape, and on US-Sino relations etc., here's a weekly digest of news stories from this past week to take note of. 🧵
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Strategy Risks
@StrategyRisks
Apr 7, 2025
China's response to President Trump's tariffs isn't just economic—it is political warfare. Beijing is playing a 3-part game: Direct. High road. Low road. Let’s break it down. 🧵
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Strategy Risks
@StrategyRisks
Jul 8, 2024
Story that's not getting enough attention: China's People's Liberation Army is conducting military exercises in Belarus, near the Polish border. It's very rare for the PLA to operate officially in Europe this way. independent.co.uk/news/world/eur…
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Strategy Risks
@StrategyRisks
Jul 28, 2023
Replying to @StrategyRisks
Senate targets China, voting to restrict farmland purchases & US investment. The proposed rule would require the president to review farmland transactions and block any deals that would give China, Iran, Russia & North Korea “control” of U.S. farmland.
Senate votes to keep China from buying US farmland
From washingtonexaminer.com
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Strategy Risks
@StrategyRisks
Apr 7, 2025
Replying to @StrategyRisks
That same day, China blocked imports from 4 U.S. firms—2 poultry, 1 sorghum. One of them? Mountaire Farms, a top GOP donor and Trump ally. Not a coincidence.
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Strategy Risks
@StrategyRisks
Apr 7, 2025
Replying to @StrategyRisks
This is Beijing targeting Trump’s base. Not just punishing U.S. industry—punishing the parts of it that matter politically.
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Strategy Risks
@StrategyRisks
Jul 28, 2023
Replying to @StrategyRisks
Italy to exit BRI? PM Meloni is reportedly considering an exit from China's Belt and Road Initiative by the end of this year. Biden and Meloni are meeting in D.C. and will likely discuss China and Italy's plans to break with China.
China warns Italy against Belt and Road withdrawal
From washingtonexaminer.com
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Strategy Risks
@StrategyRisks
Sep 2, 2024
China's chip capabilities are just 3 years behind industry leader TSMC, showing the limitations of US efforts to stem Beijing's development of cutting-edge chips.
China's chip capabilities just 3 years behind TSMC, teardown shows
From asia.nikkei.com
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Strategy Risks
@StrategyRisks
Jul 28, 2023
Replying to @StrategyRisks
Not enough jobs. China's high youth unemployment rate leads many to work as "full-time children." Youth unemployment has become a serious challenge for China, with the jobless rate among people ages 16-24 hitting 21.3% in June.
Facing job scarcity in China, some find work as ‘full-time children’
From nbcnews.com
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Strategy Risks
@StrategyRisks
Jul 28, 2023
Replying to @StrategyRisks
Shakeup at the foreign ministry. Xi Jinping’s foreign minister, Qin Gang, is ousted after a month-long unexplained absence from public view. There's been no explanation aside from a brief reference to health issues which observers say is unlikely. wsj.com/articles/china…
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Strategy Risks
@StrategyRisks
Jul 28, 2023
Replying to @StrategyRisks
Ford and Chinese battery manufacturing partner (CATL) probed by US lawmakers who say it could make an American automaker reliant on a company with links to forced labor in China's Xinjiang region. CATL also supplies GM, Volkswagen, BMW, Tesla.
nytimes.com
Lawmakers Challenge Ford and Chinese Battery Partner Over Forced Labor (Published 2023)
Republicans are raising fresh concerns about CATL, the battery maker Ford is working with to bring new technology to the U.S., and its connections to Xinjiang.
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Strategy Risks
@StrategyRisks
Apr 7, 2025
Replying to @StrategyRisks
What’s next? Beijing may go after major U.S. companies—accusations unrelated to trade: Tax violations Product safety Regulatory infractions Goal: Get U.S. companies to pressure their own government.
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Strategy Risks
@StrategyRisks
Aug 4, 2023
This week in China: what you should know if you're interested in de-risking or monitoring what's going on in politics and business in China, and their ripple effects around the world A thread🧵
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Strategy Risks
@StrategyRisks
Apr 7, 2025
Replying to @StrategyRisks
Every move is designed to sway U.S. decision-makers indirectly—through donors, districts, and corporate lobbyists. It’s calculated. And it often works.
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