Bert Hofman

Upcoming invasion of Greenland? 😀

Why would China wat to do that? It is entirely normal to rebate VAT on goods for export (despite the obvious ignorance that the Trump administration has displayed on this).

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“Thank you for your coordination”

Opinion | Give Trump a Nobel! And an Emmy. And an Oscar …

I am listening….

Give Trump a Nobel! And an Emmy. And an Oscar … www.nytimes.com/2025/08/18/o...

I think Parveen and Ron Vera are coordinating on this.

BIG NEWS: My book, The Land Trap, is coming out on Nov 4! I've been fascinated by this topic for years. The book tells the story of why land still occupies such a huge role in finance, economics and politics globally, and why that's a source of huge risk. You can preorder NOW!

YouTube video by East Asian Institute - NUS EAI Seminar by Prof Bert Hofman - Internationalisation of the Renminbi: Status and Prospects

I gave a talk last month on the internationalization of the Renminbi. The YouTube video is now up: www.youtube.com/watch?v=SFgL...

Happy Fourth of July to all my American Friends wherever you are. It has been a while since I lived in the “beautiful country” but still cherish your generosity, hospitality and friendship towards a foreigner like myself. I consider those traits to be the true American spirit to celebrate today.

Opinion | How Trump’s ‘Big, Beautiful Bill’ Will Make China Great Again

“The Chinese simply can’t believe their luck: that at the dawn of the electricity-guzzling era of artificial intelligence, the U.S. president and his party have decided to engage in one of the greatest acts of strategic self-harm imaginable”
www.nytimes.com/2025/07/03/o...

I do like next week’s NATO Summit dress code.

Overcapacity: the economic buzzword fuelling Europe’s clash with China Some EU officials believe Beijing is trying to distract from what they consider to be serious problems by poking holes in the terminology.

Excellent analysis from Finbarr Bermingham with some words from yours truly.

Overcapacity: the economic buzzword fuelling Europe’s clash with China
www.scmp.com/news/china/d...

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Why we (sort of) miss Bob Lighthizer | Article | Hinrich Foundation Measured against the US’ impetuous approach to trade policy today, the rather more predictable aggression of Robert Lighthizer now seems almost reassuring.

Never thought I would sort of miss him too!
www.hinrichfoundation.com/research/art...

This Is Not a Drill American democracy is on the line right now

open.substack.com/pub/paulkrug...

english.news.cn/20250605/d4d...

Trump’s Corruption Is in a League of Its Own | by Jan-Werner Mueller - Project Syndicate Jan-Werner Mueller considers what the Qatari jet scandal reveals about the new administration and its priorities.

Why is Trump not even trying to hide the corruption?

Attempt to explain why he has reached a new cruising altitude of kleptocracy -- perhaps way above Putin, Orbán, etc. -- here:

I recently gave a presentation in Shanghai to a group on private investors in China. You can find the slides here: tinyurl.com/596aywcu

For example: Many if not most students applying to US schools from China will be members of the Communist Youth League. Often they aren’t given a choice—it’s either join or have no chance of going to a good high school.

15 Scaramucci’s = 1 Elon.

Trade Court Strikes Down Trump’s ‘Liberation Day’ Tariffs Businesses and states had sued the government, saying the president didn’t have the authority to impose the levies.

Add to thread: www.wsj.com/politics/pol...

Inherently connected: donkeys, gender equality and the trade that threatens them both | Bond The global trade in donkey skins poses an undeniable threat to animal welfare, but its detrimental impact can also be seen in the lives of those who depend on their working animals.

"Inherently connected: donkeys, gender equality and the trade that threatens them both"
- next month in Cõte d'Ivoire the 2nd Pan African Donkey Conference convenes to evaluate how the African Union moratorium on the donkey skin trade is being implemented.
www.bond.org.uk/news/2025/05...

Trump: I believe Russia wants peace

Russia:

I want Trump to build towers in America, not India www.hindustantimes.com/real-estate/...

I was on @cgtn.bsky.social with Liu Xin’s The Point to discuss the U.S.-China Truce, and what to expect at 90 days and beyond. www.cgtn.com/tv/replay?id...

China’s diplomatic charm offensive Leaders are touring the world both to push back against US influence and also to shore up its export markets as its trade surplus rises

Best thing I've read joining the dots on Beijing's outreach to the world

China’s diplomatic charm offensive - on.ft.com/44mon2P via @FT

Wait, isn’t the problem the other way around? Too few countries want to go shopping in the U.S.?

To be fair he did not have his hand on the Bible so his oath to the constitution doesn’t really count.

The Red Letter of Credit
A Life in the Balance of Trade
The Third Country Intermediary Man