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May 2024

April 2024

China's Q1 GDP numbers
More importantly, how they fit in the context of key macroeconomic themes
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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
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Glenn Luk
2
"America the Beautiful"
Our immense natural resource endowments — and how it has impacted manufacturing competitiveness through comparative (dis)advantages
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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
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Glenn Luk
1

January 2024

August 2023

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
 • 
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…
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