Michael Wan @michaelwan_cc
I write about investing through a macro lens. Economist | Investing | Macro Singapore Joined May 2010-
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Look at broader measures of unemployment—including people who want a job but aren't in the labor force or who are working part-time but want a full-time job—and the labor market is in the worst place since the pandemic
It's not a college grads unemployment crisis, it's a young people unemployment crisis. 1/ The headlines have been dominated by how hard it is for recent college grads to find a job. But it's even harder for recent high school grads, and getting rapidly worse. Blame weak hiring
Q: Why is China’s electricity grid outpacing USA? Quite simply it comes down to two different core technologies with different economics. The US grid infrastructure is based on the older high voltage alternating current (HVAC) technology, whereas Chinese grid infrastructure is…
ASPI experts share insights on China’s September 3 #militaryparade in #Beijing. 🪖⬇️
The collapse of G7 bond markets: Despite aggressive global central bank rate cuts, yields are surging in France, Japan, Germany, Canada, the US, and the UK. The market is quite literally rejecting central bank interest rate cuts. How did we end up here?
The collapse of G7 bond markets: Despite aggressive global central bank rate cuts, yields are surging in France, Japan, Germany, Canada, the US, and the UK. The market is quite literally rejecting central bank interest rate cuts. How did we end up here? https://t.co/0CndO3fQ5l
The 30-year yield is rising everywhere, even though the world's central banks are in an easing cycle. That's the best indication that rising long yields are due to a global debt glut, the answer to which is to get lax fiscal policy under control. Not lean on your central bank...
Question for today's GST Council Meeting: How simple is India's GST? Answer in our @bsindia piece is sobering Nearly 45 distinct rates (Table 1) Complexity from duty inversion & arbitrary, value- & end-use based classifications (Table 2) Costs to govt. & taxpayer are huge 1/
In an article for TIME Magazine, I argue that when Trump lashed out against India, Delhi had three options to choose from: submit to his pressure, do nothing, or implement a mix of symbolic and substantive measures and wait for the storm to pass. PM Modi and his advisors chose…
Unitree’s upcoming IPO highlights how China turns capital markets into industrial policy. For early investors, it’s an urgent exit. For Beijing, it’s an endorsement of robotics as the next strategic platform. Unitree’s revenue mix—65% quadrupeds, 30% humanoids—shows how domestic…
🚨1/9 In a new WP, @LichtingerGuy and I use detailed LinkedIn résumé + job-posting data on ~285k U.S. firms (2015–2025) to study a debated question: how does generative AI adoption affect entry-level employment?
Interactions in Tianjin continue! Exchanging perspectives with President Putin and President Xi during the SCO Summit.
FT just called Cambricon “China’s next AI champion” after its stock doubled. But valuation is the surface story. The deeper shift is structural: Beijing is reallocating scarce SMIC 7nm capacity, ByteDance is ensuring Nvidia-compatibility, and China’s internet giants want an…
"The current 🇮🇳🇺🇸 tensions have also likely weakened the case of those within 🇮🇳 govt advocating for closer ties with the United States...It might even have strengthened the hands of those arguing for more engagement with Beijing and Moscow instead." brookings.edu/articles/a-cha…
You must look at US and India business flow, more holistically. Trump and his supporters talk only of Goods as India has a surplus there. But what about Corporate revenues? Student spending? Digital? IP? Defence & Aerospace? US benefits very well too. Quite balanced.
After the proceedings at the SCO Summit venue, President Putin and I travelled together to the venue of our bilateral meeting. Conversations with him are always insightful.
Very productive conversation with PM Phạm Minh Chính of Vietnam. India is very keen to further deepen ties with Vietnam in defence, trade, green energy and more.
After Vietnam’s recent plenum, most focused on ex-leader punishments (which I see differently than most). But few noticed To Lam’s 1st major speech as Party chief. It wasn’t flashy- but quietly signaled a sharp shift: away from ideology; toward control, legal reform, & results.🧵
🆕 The role of Special Economic Zones in Vietnam's economic success Today on VoxDev, Tevin Tafese (@GIGA_Institute), Jann Lay (@GIGA_Institute) & Van Tran (Ho Chi Minh University) discuss how SEZs are driving inclusive structure transformation in Vietnam: voxdev.org/topic/labour-m…
This visit to Japan will be remembered for the productive outcomes which will benefit the people of our nations. I thank PM Ishiba, the Japanese people and the Government for their warmth. @shigeruishiba
From now on when someone says they want to learn more about China, I will first tell them to read @danwwang’s book Breakneck. No single book better captures what people need to know right now about how China works.
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936 Followers 3K Following Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.
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3 Followers 153 Following I am a stock analyst who provides a free stock recommendation every day. For more stock updates, please follow me. Thanks.
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3 Followers 92 Following Long-term investing isn't about making good decisions; it's about consistently not making bad ones. - Benjamin Graham https://t.co/5PRddv7qa5
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254K Followers 567 Following new book *Talent: How to Identify Energizers, Winners, and Creatives Around the World*, https://t.co/7bU5cUdOBc, Conversations with Tyler, Bloomberg Opinion.
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11K Followers 766 Following Doer of the difficult. Champion for talent. Inventor of things. Builder of Machines. North Sea O&G, Nuclear Power, Subsea, Heavy Manufacturing.
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876 Followers 63 Following Tech journalist with 12+ years covering AI & global innovation (lots on China) Based in Beijing. Currently running Dailyio & HelloChinaTech.
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14K Followers 4K Following Formerly many things. 1st to rhyme Duce & Juche. Neoliberal Peacenik. Macro Expat. Lunch Special seeker. 1/3 each phlegm, spleen, and dad humors.
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