reading, writing & investing

Threads Archive: 2025

Ongoing compilation of various threads from 2025

Jan 1 • 

Glenn Luk

7

May 2024

Controlled capital investment

Understanding how to read FDI into China and what it is telling us

May 3, 2024 • 

Glenn Luk

22

4

April 2024

China's Q1 GDP numbers

More importantly, how they fit in the context of key macroeconomic themes

Apr 18, 2024 • 

Glenn Luk

19

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

Apr 15, 2024 • 

Glenn Luk

28

2

"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

Privilège exorbitant

Rising costs to our manufacturing sector of running the world's reserve currency

Apr 1, 2024 • 

Glenn Luk

3

1

January 2024

Threads Archive: 2024

Ongoing compilation of threads from 2024

Jan 1, 2024 • 

Glenn Luk

8

August 2023

LGFVs: The Path Forward

Restructuring and reform considerations

Aug 4, 2023 • 

Glenn Luk

10

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

Jul 27, 2023 • 

Glenn Luk

6

5

Maslow’s Hammer: Tyranny of the Accounting Identity, Part I

Origins of a fundamental Chinese economic axiom

Jul 24, 2023 • 

Glenn Luk

8

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…

Jul 20, 2023

2