Glenn @GlennLuk
Co-founder @HealthCareInc | Previously @Catalyte_io | VC/PE @Investcorp Technology Partners — Tech | Economic Development | Investing | Greater China readwriteinvest.com New York, NY Joined February 2010-
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Of course not. We will likely have the Japanese, Australians, Brits, Canadians and Filipinos on our side. But what can the UK realistically send to the other side of the world to help us fight the PLA? Very little, unfortunately. Why? Well, the royal navy today has a total of…
Of course not. We will likely have the Japanese, Australians, Brits, Canadians and Filipinos on our side. But what can the UK realistically send to the other side of the world to help us fight the PLA? Very little, unfortunately. Why? Well, the royal navy today has a total of…
@CNguyenEc The first (confirmed) party member I ever met was in my analyst class working out of the Beijing office. Top grad from Tsinghua. Back then, there were two groups of China team analyst hires. The "relationship" hires (many of whom studied abroad, often at non-elite US colleges)…
I’ll be a believer if AI can solve our reliance on COBOL and mainframes. Otherwise it’s all fluff 😅
Between 2013-18,🇨🇳 lost 22.5 million manuf. jobs, while 🇮🇳 lost 6 million manuf. jobs from 2010-18. China's manufacturing employment peaked by 2013. If we consider the number of employees rather than other factors, one would make lousy conclusion that 🇨🇳 is deindustrializing.
While you're arguing about: "The Sun doesn't shine at night" "Nuclear's too expensive" "We can't make that many batteries" China is: - building more solar than the rest of the world combined - building more nuclear than the rest of the world combined - building more batteries…
If you’re not waiting for the restaurant to close, following the owner back to their house, robbing them, and then distributing Robin Hood style to the wait staff, then you know what? Just 👏 stay 👏 home. This is 2024, you ungrateful NPCs.
If you’re not waiting for the restaurant to close, following the owner back to their house, robbing them, and then distributing Robin Hood style to the wait staff, then you know what? Just 👏 stay 👏 home. This is 2024, you ungrateful NPCs.
@gdp1985 As someone who prepared estimates of PLA spending for 30 years, and also contributed to Soviet defense $ estimates as a contractor.... If the customer (USG, Congress) wants the biggest possible number, you can apply sketchy PPP magic, or do cost replacement, which is what was…
Rui Ma 马睿 @ruima
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LFC @goldencaskcap
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Noah Smith 🐇🇺�.. @Noahpinion
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LFC @goldencaskcap
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Liqian Ren @liqian_ren
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yoshimi battles the p.. @nise_yoshimi
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10K Followers 3K Following Anusar Farooqui, Founder and CEO, Systematic Portfolios LLC. Words: https://t.co/ATzak2R4A0Apr Updates to this GAC Aion down further to 28k ChangAn Deepal shrinking below 13k Both should be concerned Geely abt flat @ around 150k, but Galaxy & Zeekr brand are both up -> good news for Geely's NEV transition Leapmotor continuing to deliver more, hitting 15k in Apr
Mar registration # for EV by brands BYD top w/ 245.5k (not including Denza/FCB/YW) Tesla #2 followed by AITO/Li Auto BYD not only killed Wuling w/ its px cuts, but also GAC - Aion had 32.5K vs 40-50k last yr ChangAn - Deepal had 13k vs 17k in Jan Geely - Galaxy 10k vs 19k in Jan…
Yes. Higher manufacturing productivity leads to higher average income to substitute self labor with other people’s services such that all high income economy contains a large share of service.
The economic gains from advanced manufacturing do not come in the form of job growth, but production efficiencies / consumer surplus that support the creation of jobs in other sectors, mainly in services. (there is also a shift within the construction employment category from…
When it takes 50% more ¥ to buy $1, that is not the "yen is down 50% vs USD". That is the "yen is down one-third" vs USD. "Down 50%" means the ¥ would be worth HALF of what it used to be worth. That would mean 103→206, not 103 →157.
@GlennLuk I’ll be a believer if AI can solve our reliance on COBOL and mainframe programmers. Otherwise it’s all fluff 😅
@GlennLuk I will truly convert when an AI can help me rewrite the world in Rust
@GlennLuk @CNguyenEc Not discrediting. Adding a voice.
By 2030, China’s capacity for making legacy semiconductor chips will likely exceed the US, EU, and Japan combined, according to analysis by @pstAsiatech 1/ 🧵
@GlennLuk @CNguyenEc I know many party members in China. Many went to elite institutions. Many work at SOEs. And then of course the many government folks I know. The most Red people I’ve ever met were never in the party. Usually old military folk.
@GlennLuk Thanks for this detailed sharing. It is pretty similar in Vietnam: those who become party members at an early stage in life (high school, university) tend to be exceptionally talented by merit. Usually the most selective batch compared to later-career stage recruits.
3. Migrants don't migrate very far anymore. Only 38% worked outside their home province in '23, down from 53% in '08. A large portion don't even move at all. They just have an agriculture household registration but work in a non-agriculture sector in their home county... 4/
2. Migrants are getting much older. For every migrant under the age of 30, there are now 1.8 migrants over the age of 50. That ratio is up sharply from 0.3 in 2010. 3/
Of course, it was the service sector that absorbed those workers. The re-opening of consumer-facing services helped 7.2 million migrants find work in the sector. Something policymakers should think about as they put all their eggs in the manufacturing bucket. 2/
China's annual migrant worker survey is out, and, as ever, it's a banger. Just a few of the hits: 1. Migrant employment in the construction sector fell by 6.5 million in 2023, the largest annual decline since the survey started in 2008. 1/
Why HK peg will be fine and RMB sudden devaluation unlikely? For China, disinflation or devaluation, that's the question. Is it nobler in the mind to suffer the arrow of disinflation, or take arms against a sea of troubles w. devaluation 1/4
One of the coolest graphs I’ve seen showing what materials go into China’s high-speed rail: • 133 million tons of steel • 561 million tons of cement
@CNguyenEc What explains CPV's inability to attract the best and brightest?
@JonathonPSine People find politics generally an ugly affair to get involved in; systems of promotions and maintaining talent pools highly ambiguous. Not seen as prestigious compared to the private sector, regarded to have more healthy work environment and appreciation for talent.
Extremely rare instance where I agree with the Global Times
Opinion: The real problem is Western undercapacity, not Chinese ‘overcapacity’ - Global Times globaltimes.cn/page/202404/13…
nice Su$$tack milestone, now need to figure out how to get the followers to move further down the funnel to free subscriber and eventually paying subscriber
@GlennLuk @cooleditphoto It is. They've expanded into cloud too. Figured it's a low hanging fruit for ppl with legacy mainframes. Can capture all or part of cloud business. It's why reps pushed existing customers with mainframes to do cloud migrations during covid.
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