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Controlled capital investment
Understanding how to read FDI into China and what it is telling us
 • 
Glenn Luk
4
China's Q1 GDP numbers
More importantly, how they fit in the context of key macroeconomic themes
 • 
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
 • 
Glenn Luk
2
"America the Beautiful"
Our immense natural resource endowments — and how it has impacted manufacturing competitiveness through comparative (dis)advantages
 • 
Glenn Luk
5
Producing in the fast lane
"Overcapacity" in the Chinese auto manufacturing sector
 • 
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
Threads Archive: 2024
Ongoing compilation of threads from 2024
 • 
Glenn Luk
reading, writing & investing
reading, writing & investing
Mental models for business, investing and economic development
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