Exec Summary Contents: Night Time Lights (NTL) and Airports Index Night Time Lights (NTL) and Highways Index The Setup: 1. NTL Airports Index As with any alternative data set, the first question is always “How do I know that what I’m looking at is real?”
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Charting local and central government finances, consumer confidence, unemployment
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The bumpy road of transition ahead
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What's working, real estate and land sales, Chinese Yuan, coal mining and imports
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Using satellite data to quantify China's over-expansion in fixed assets
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About Us We are a pair of finance professionals with boots on the ground in China, each with over 10 years of experience in the country. This Substack…
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Money Supply, Real Estate prices, Govt bond yields, Inflation, App MAUs
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Population growth slows, UN Demographic charts, Covid impact on births, Singles Economy, Retail sales, CPI PPI, CNY in Swift, Billionaire Cities
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