CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Really recommend this article (and the thread). The backstory on Erdogan's selection of Simsek ... 1/2
Excellent thread from @murtazahsyed. Pakistan, like Argentina, is always tempted to borrow externally to offset a shortage of domestic savings. And, like Argentina, a low level of exports limits how much external debt it can safely manage ...
Superb thread from @AtifRMian --
Excellent thread -- illustrates with great charts the basic point of Jacky Wong's WSJ story -- namely China and Chinese firms have critical mass in the EV industry, and lead globally in many ways
As @velvetart noted, this is a very good thread from Charles Kenney -- Very much agree that the World Bank needs to set out options to expand its balance sheet (stock, not flow) by $100b -- and by $400b. 1/