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#21 THE BRIEF: Spring Festival and Money Supply Madness
Money Supply, Real Estate prices, Govt bond yields, Inflation, App MAUs
China Charts
Feb 17
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#21 THE BRIEF: Spring Festival and Money Supply Madness
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#20. LONG VIEW: National Effort at the Olympics
Read Time: 3 min
China Charts
Feb 14
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#20. LONG VIEW: National Effort at the Olympics
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#19. LONG VIEW: Reading History Through 200 Years of Grain Prices
Read Time: 5 min
China Charts
Feb 7
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#19. LONG VIEW: Reading History Through 200 Years of Grain Prices
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#18. EQUITY QUANT: From Consumer Complaints to Investment Alpha
Read Time: 8 min
China Charts
Feb 1
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#18. EQUITY QUANT: From Consumer Complaints to Investment Alpha
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#17. EQUITY QUANT: What Can We Glean From Company Filings (Without Actually Reading Them)?
Read Time: 5 min
China Charts
Jan 26
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#17. EQUITY QUANT: What Can We Glean From Company Filings (Without Actually Reading Them)?
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#16. THE BRIEF: China's Demographics, is Covid an accelerant or temporary disruption?
Population growth slows, UN Demographic charts, Covid impact on births, Singles Economy, Retail sales, CPI PPI, CNY in Swift, Billionaire Cities
China Charts
Jan 25
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#16. THE BRIEF: China's Demographics, is Covid an accelerant or temporary disruption?
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#15. LONG VIEW: Does Culture Explain Covid Infections?
Read Time: 5 min
China Charts
Jan 18
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#15. LONG VIEW: Does Culture Explain Covid Infections?
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#14. LONG VIEW: What's Changed in China's Marriage Patterns?
Reading Time: 5 min
China Charts
Jan 12
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#14. LONG VIEW: What's Changed in China's Marriage Patterns?
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#13. THE BRIEF: Tech rivalry between China and the U.S.
Read Time: 5 min
China Charts
Dec 16, 2021
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#13. THE BRIEF: Tech rivalry between China and the U.S.
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#12. LONG VIEW: Squid Game, A.k.a. Labour & Its Discontents, the Zeitgeist of Our times
Read Time: 5 min
China Charts
Dec 14, 2021
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#12. LONG VIEW: Squid Game, A.k.a. Labour & Its Discontents, the Zeitgeist of Our times
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#11. THE BRIEF: Ex-Official China negative stats needed, US negative-sum game misguided
Work life, Property sales, Ex-Finance Minister comments, Postive sign on Trade, Supply chain disruptions, remembering Nanjing
China Charts
Dec 13, 2021
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#11. THE BRIEF: Ex-Official China negative stats needed, US negative-sum game misguided
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#10. LONG VIEW: Why Is China Pursuing "Common Prosperity"?
Read Time: 5 min
China Charts
Dec 6, 2021
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#10. LONG VIEW: Why Is China Pursuing "Common Prosperity"?
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