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Controlled capital investment
Understanding how to read FDI into China and what it is telling us
 • 
Glenn Luk

April 2024

China's Q1 GDP numbers
More importantly, how they fit in the context of key macroeconomic themes
 • 
Glenn Luk
11
Paradox of China's stock market and economic growth
Beijing's seeming indifference to stock market valuations vs. its overwhelming focus on economic growth
 • 
Glenn Luk
2
"America the Beautiful"
Our immense natural resource endowments — and how it has impacted manufacturing competitiveness through comparative (dis)advantages
 • 
Glenn Luk
5
Producing in the fast lane
"Overcapacity" in the Chinese auto manufacturing sector
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Glenn Luk
2
Privilège exorbitant
Rising costs to our manufacturing sector of running the world's reserve currency
 • 
Glenn Luk
1

January 2024

Twitter Threads Archive: 2024
Ongoing compilation of Twitter Threads from 2024
 • 
Glenn Luk

August 2023

LGFVs: The Path Forward
Restructuring and reform considerations
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Glenn Luk
5

July 2023

Maslow’s Hammer: Tyranny of the Accounting Identity, Part II
The headline figures understate the real level of consumption by Chinese households
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Glenn Luk
5
Maslow’s Hammer: Tyranny of the Accounting Identity, Part I
Origins of a fundamental Chinese economic axiom
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Glenn Luk
2
newsletter | 2023.7.20
LGFVs with Korean characteristics, different levels of HSR performance, lack of confidence in the Chinese household and private sector, quantifying…
LGFVs with Korean Characteristics
Exploring the conglomerate aspect of LGFVs with lessons from chaebol reform after the AFC
 • 
Glenn Luk
© 2024 Glenn Luk
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