@IMFNews And while the statistics division of the IMF has defended China's revised BoP methodology as consistent with the standards of balance of payments manual 6, there is no defense for an approach that in practice has an arbitrary adjustment from quarter to quarter .... 10/
Original source ↗  |  February 13, 2026 at 21:09 UTC  |  Twitter - @brad_setser

IDEA 1 TICKER: GDS, KC DIRECTION: Long THESIS: BofA Securities prefers these stocks due to strong AI demand and price hikes, indicating a positive outlook. SPEAKER: @briantycangco TIMEFRAME: Medium-term

IDEA 8 TICKER: BABA DIRECTION: Avoid THESIS: US tech aiding military could escalate US-China tensions, negatively impacting Chinese tech stocks like Alibaba due to geopolitical risk. SPEAKER: @briantycangco TIMEFRAME: Medium-term

IDEA 10 TICKER: BABA, BIDU, NIO, BYDDF DIRECTION: Avoid THESIS: Pentagon's actions (likely related to the list of firms aiding the

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