Yawen Chen Profile Image
Yawen Chen

@ywchen1

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Columnist @Reuters Breakingviews. Previously covered China's economy in Beijing. Views personal 世事洞明皆学问 Tips to: yawen.chen at thomsonreuters dot com

Hong Kong
Joined April 2010
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@ywchen1
Yawen Chen
a month ago
Seazen was China's eighth-largest developer when its chairman was detained in 2019 for sexually assaulting a nine-year-old girl. Nine months since his imprisonment, Wall Street firms leading the global charge on environmental, social and governance matters still remain investors: https://t.co/U4uJkzxKgq
@Breakingviews
ReutersBreakingviews
a month ago
Even after Seazen founder Wang Zhenhua’s imprisonment for child molestation, BlackRock, Pimco and others own the company’s bonds. Such examples make socially conscious investor messages sound like lip service: @ywchen1 https://t.co/A539KnqJ1k https://t.co/KLUe6aW6JI
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@Reuters
Reuters
3 days ago
On @Breakingviews: China’s antitrust push forces digital reinvention, says @ywchen1 https://t.co/saB6Q6lT6V https://t.co/h3BHrxX1aT
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@Convertbond
Lawrence McDonald
6 days ago
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@FirstSquawk
First Squawk
6 days ago
CHINA WILL STRENGTHEN CONTROLS ON THE RAW MATERIALS MARKET TO HELP LIMIT COSTS FOR COMPANIES THAT HAVE BEEN PRESSURED BY A SURGE IN COMMODITY PRICES, CHINA NATIONAL RADIO REPORTED, CITING PREMIER LI
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@Breakingviews
ReutersBreakingviews
6 days ago
European Central Bank President @Lagarde joins @Breakingviews Global Economics Editor @swahapattanaik and Global Editor @rob1cox for an exclusive Newsmaker on steering the post-pandemic economy at 1500 BST on April 14. RSVP here: https://t.co/n8oFIWQqk4 https://t.co/BsU1WS03Wq
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@Breakingviews
ReutersBreakingviews
19 days ago
Chinese property conglomerate Evergrande plans to list its online market for flats and cars. Unlike rival Ke, the unit has grown by taking stakes in its customers, mostly small real estate agencies, and giving them equity. It’s a troubled model: https://t.co/T6SELwfljx @ywchen1 https://t.co/EkSbuOg5kc
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@Breakingviews
ReutersBreakingviews
20 days ago
Archegos mess revisits Wall Street weak spots, says @AntonyMCurrie @JennHughes13: https://t.co/nThgTA6lG8 https://t.co/IQGb4YDIbR
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@Breakingviews
ReutersBreakingviews
25 days ago
China short-video app Kuaishou made more money from advertising than live-streaming for the first time last quarter, and e-commerce revenue popped. Expense growth slowed. That helps cushion a worrying fall in streaming revenue per user: https://t.co/Sm13kfxHIJ @ywchen1 https://t.co/AUX7KloamG
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@EenaRuffini
Ruffini
a month ago
Here is the moment when the previously icy talks between China And the US almost melted down— after a series of pointed statements from each side & both trying to have the last word. The press were ushered out but the Chinese wanted to respond. @jakejsullivan @SecBlinken https://t.co/842naeVIDx
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@ywchen1
Yawen Chen
a month ago
Great read. I first heard about Yeadon on Chinese social media, which shows how far his claims have travelled. Who is he? Here's the backstory: https://t.co/6PqzlLQrRJ
@Reuters
Reuters
a month ago
Michael Yeadon, an ex-Pfizer executive who co-founded a biotech firm, became a skeptic of COVID-19 vaccines. The anti-vaxxer movement has used his views to spread doubt about the shots that could help end the pandemic. @stecklow @AndyMacaskill report https://t.co/onMpxNBy6G
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Yawen Chen
a month ago
Air quality was excellent in Beijing last year. Wondering what this says about factories in nearby Hebei and broader economic growth momentum.
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@ywchen1
Yawen Chen
a month ago
Beijing this morning (pic from a friend). Looks like air quality has dropped recently despite the annual national parliament meeting this week. Seems to be a break with tradition? What happened to the "lianghui blue" (typical blue sky during the NPC)? https://t.co/opqNVZ5VLr
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@ywchen1
Yawen Chen
a month ago
For investors, that could mean more volatility in the offing. https://t.co/nGO0jpE7od
@Breakingviews
ReutersBreakingviews
a month ago
China won’t sweat meeting its 6% GDP growth target this year given 2020’s low base plus ample fiscal support. The low bar gives President Xi Jinping room to keep up pressure on bad debt and crack down on misbehaving industries. @ywchen1 https://t.co/q6vzVSSUPi https://t.co/J9JCMZitdd
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@Breakingviews
ReutersBreakingviews
a month ago
Home offices risk a diversity disaster: Women are likely to embrace flexible work policies offered in the post-Covid-19 new normal. If mismanaged though, the intended benefit could threaten their prospects for promotion. @KatrinaHamlin https://t.co/5SrTAg3q8b https://t.co/CEmHNCdCLe
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@ywchen1
Yawen Chen
a month ago
One risky signal is that Asia is held to lower standards. BlackRock funds not only hold equity in Seazen, but one of the largest stakes in its eurobonds, according to the latest disclosures available for 13 issuances. Pimco and Fidelity also were among the biggest debt investors.
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@Reuters
Reuters
a month ago
From @Breakingviews: A viral economist note has struck a nerve in Beijing. The China stagflation meme bodes ill for policymakers, warns @ywchen1 https://t.co/hU0gfMTgdk https://t.co/1HnqccUoKC
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@Juarawee
Juarawee K. (Lina)
a month ago
If anyone has videos/images in #Myanmar shot by themselves or videos you want me to see, you are more than welcome to DM me. It’s always open and your safety will be a priority. We are trying to cover the #Myanmarcoup as best as we can. #WhatsHappeningInMyanmar
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@ywchen1
Yawen Chen
a month ago
There is cause for optimism that the People’s Republic will deliver. Giant SOEs are getting an opportunity to rebrand. But investors should also remember how sweeping capacity cuts to polluting industries implemented in 2016 caused many small producers to collapse. My latest: https://t.co/Idw0jygHHT
@Breakingviews
ReutersBreakingviews
a month ago
Xi’s green campaign will restructure state sector, says @ywchen1: https://t.co/tFjagrv6JP https://t.co/8VX0dVK5la
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@ywchen1
Yawen Chen
a month ago
Just took a test (gave a speech abt myself) in Cantonese! Studying a new language is like learning to appreciate a new genre of music, piecing together a giant jigsaw with thousands of pieces, or going for a tough hike. It's quite an aesthetic experience.
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