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Threads Archive: 2025
Ongoing compilation of various threads from 2025
Jan 1, 2025
•
Glenn Luk
8
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Controlled capital investment
Understanding how to read FDI into China and what it is telling us
May 3, 2024
•
Glenn Luk
23
4
3
China's Q1 GDP numbers
More importantly, how they fit in the context of key macroeconomic themes
Apr 18, 2024
•
Glenn Luk
19
11
3
Paradox of China's stock market and economic growth
Beijing's seeming indifference to stock market valuations vs. its overwhelming focus on economic growth
Apr 15, 2024
•
Glenn Luk
29
2
3
"America the Beautiful"
Our immense natural resource endowments — and how it has impacted manufacturing competitiveness through comparative (dis)advantages
Apr 12, 2024
•
Glenn Luk
12
6
Producing in the fast lane
"Overcapacity" in the Chinese auto manufacturing sector
Apr 3, 2024
•
Glenn Luk
18
2
4
Privilège exorbitant
Rising costs to our manufacturing sector of running the world's reserve currency
Apr 1, 2024
•
Glenn Luk
3
1
1
Threads Archive: 2024
Ongoing compilation of threads from 2024
Jan 1, 2024
•
Glenn Luk
8
1
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