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LONG VIEW: Putting Numbers On The Elephant
We build on the LGFV Fragility Index from the last post to construct an aggregated national index. We make some interesting inferences & adjust it using…
China Charts
9 hr ago
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LONG VIEW: Putting Numbers On The Elephant
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January 2023
LONG VIEW: LGFV Fragility
Using macro data we build a Fragility Index for 33 cities in China to be used as a backdrop proxy for Local Government Financing Vehicle (LGFV…
China Charts
Jan 17
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LONG VIEW: LGFV Fragility
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THE BRIEF: What's behind high household net deposits, Consumer confidence, Business conditions, PBOC urban depositor survey
Trying to make sense of things
China Charts
Jan 10
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THE BRIEF: What's behind high household net deposits, Consumer confidence, Business conditions, PBOC urban depositor survey
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December 2022
Holiday Brief: Activity declines with virus spread, GDP's Consumption share remains low, China's oil demand, Global economy in transition…
Merry Christmas!
China Charts
Dec 23, 2022
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Holiday Brief: Activity declines with virus spread, GDP's Consumption share remains low, China's oil demand, Global economy in transition, 2023 China consumer report
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LONG VIEW: Pyrrhic Victory
And no V-shaped recovery
China Charts
Dec 13, 2022
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LONG VIEW: Pyrrhic Victory
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THE BRIEF: Useless positive case stats, Consumer confidence, Unemployment, Wages, Business conditions, Restaurant sales, Industrials, Global…
Trying to make sense of things
China Charts
Dec 8, 2022
3
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THE BRIEF: Useless positive case stats, Consumer confidence, Unemployment, Wages, Business conditions, Restaurant sales, Industrials, Global trade reconfiguring
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November 2022
LONG VIEW: Energy, Chips, War-Making Capacity, and Taiwan
Mapping today's issues onto Ian Morris' development index of East vs West
China Charts
Nov 30, 2022
4
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LONG VIEW: Energy, Chips, War-Making Capacity, and Taiwan
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THE BRIEF: Consumption, Covid surge, Subway traffic, Protests, Demographics, Questions, Power & Love
Trying to make sense of things
China Charts
Nov 26, 2022
7
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THE BRIEF: Consumption, Covid surge, Subway traffic, Protests, Demographics, Questions, Power & Love
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LONG VIEW: Why The West Rules — For Now
Tracking social development of East vs West from 15,000 BC
China Charts
Nov 16, 2022
6
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LONG VIEW: Why The West Rules — For Now
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THE BRIEF: Equity indices like reopening rumors
Trying to make sense of things
China Charts
Nov 11, 2022
4
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THE BRIEF: Equity indices like reopening rumors
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LONG VIEW: Qinhuangdao Coal Seaport
Using Synthetic Aperture Radar (SAR) to measure coal port activity
China Charts
Nov 2, 2022
3
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LONG VIEW: Qinhuangdao Coal Seaport
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October 2022
THE BRIEF: Covid Zero is better for industry than retail
Trying to make sense of things
China Charts
Oct 28, 2022
4
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THE BRIEF: Covid Zero is better for industry than retail
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