China is opening up its capital market to invite foreign investors to save its economy

You are getting a bit too comfortable with your own doomerism and you end up commenting straight up anti-china clickbait YT video thumbnails.

Over the most meek QE of all time thats just designed to make financial actors and the upper quintile a bit more comfortable temporarily and numberinos to further up by like +0.5% YoY in 2024 Q3 and 2025 Q1 and Q2 . In order absorb some of the negative side effects of the economic restructuring and deleveraging.

If they didnt do nothing and GDP growth came at like 4.2% instead of 5% and consumption growth was meek for a couple of years (because consumption in China is still heavily affected by the sentiment and economic activity of the property owning and market investing upper ~15%, and that will a while to change) you would also doom. Idk you are Michael Pettis pilled and you want the CPC to just throw people money in direct stimulus which will have horrible multipliers that will largely go directly into savings in the current enviromernt

i replied to the wrong comment lol, reposted it above

The inflection point where the US will no longer be able to content and keep up with China militarily in the only theater that matters (South East Asia, First Island Chain, Taiwan) is somewhere between now and 2030. The inflection point where China is energy and tech independant enough and its global import/export network is balanced and diversified enough towards countries that would not follow the US in any attempt at economic war against them is again a pre 2040 thing. Thats their course but to keep it that way making correct and steady decisions on their domestic economic, industrial and political restructuring is way more dangerous and a focus than taking more active stances regarding the middle east or Ukraine with a lot less room for mistakes

The amount that a real estate company gets from their particular SOE probably depends on how much of a bribe the real estate owner is able to give to the relevant government official(s), and the most likely outcome is that the real estate owner transfers some of the purchase money back to the government official (kickbacks).

The whole controlled deflation of the real estate sector and the crackdown on speculation that has soured so many upper class chinese wouldnt have been happening if corruption was still endemic at the level you are describing. Thats a view of China from 15 years ago, not now. Still a lot of corruption but not nearly enough to play a systemic role in industry and sector wide policies and trends like what you are descibing. This shows a wrapped view of current goals and competence of the Chinese state machinery that makes your other speculation about the rates they are gonna pay, how valuable these are gonna be in state hands or the financial freedom and speculative space these private companies may have going forward (tregarding the use and obligations from the money from said sales) more guesswork on shakey grounds

Prices are falling for 2+ years now but they are very careful about it being gradual and controled. De-marketizing some housing stock (paying bellow market rates per unit mind you) by absorbing them into affordable state owned public housing initiatives will also relieve inventory while facilitating demand. Increasing the share of public housing is an obvious way to control prices and kneecap speculation potential in the sector going forward. The built housing is already there so making it public is an obvious step. The barriers and regulations against speculation ,overbuilding and corruption going forward for these private entities are a whole different thing and China has been pretty strict recently during this controled deflation of the sector

i feel like for a lot of ppl in the MIC and Pentagon the thought of even a couple of f-35s getting shot down by an S-400 is a way worse prospect than Ukraine losing the war

30%+ of Israel's oil imports in the last couple of years have been Kurdish oil from Iraq (which includes Syrian oil thats exported to Iraqi Kurdistan from the US-SDF controlled oil fields in Syria)

Idk if they have the single missile payload to sink a carrier so that may be only possible if they hit one damaging it enough so it stops moving and then managing a couple more hits on it

i see

in the meantime i found this quite interesting thread on the particular somewhat self contained conflict going on on Northen Myanmar. No clue how accurate but it paints a pretty enlighting picture https://twitter.com/zhao_dashuai/status/1720022978350735417

I mean very very slow on average deflation is happening rn and for the last year or smth. But mainly in tier 2 and bellow cities. Prices are falling overall compared to 2 years ago, in a lot of cities by 15-20%

How would Trotskyism be any less "authoritarian" Than marxism leninism ? Also almost every claims on some level to be "orthodox marxist", lenin most of all and MLs as well