China Charts | Substack

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

Sep 30

The bumpy road of transition ahead

Sep 21

What's working, real estate and land sales, Chinese Yuan, coal mining and imports

Sep 16

Using satellite data to quantify China's over-expansion in fixed assets

Sep 7

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…

Sep 6

Money Supply, Real Estate prices, Govt bond yields, Inflation, App MAUs

Feb 17

Population growth slows, UN Demographic charts, Covid impact on births, Singles Economy, Retail sales, CPI PPI, CNY in Swift, Billionaire Cities

Jan 25

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Bill Bishop

China Charts

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