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MacroPolo Econ

Original insights and ideas on the key trends and challenges shaping our world: deglobalization, decarbonization, debt, and demographics.

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Issues23Founded6 years agoLast Issue2 years ago
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Latest Issues

MP Econ Issue 23: Confronting the “Energy Transition Trilemma”

The US presidential election may be occupying your mind right now, but perhaps a little room can be spared for something even more important. Whichever administration enters office, it will have to grapple with one of this generation’s most...

2 years ago
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MP Econ Issue 22: Hefei: A 21st Century Detroit You’ve Never Heard Of

In the 2010 remake of The Karate Kid, Sherry Parker (Taraj P. Henson) moves with her son Dre (Jaden Smith) from Detroit to Beijing for a new career and a new life. While the exact job was never spelled out, the subtext was that it may have...

2 years ago
5
2

MP Econ Issue 21: China Needs More Inflation To Steady a Wobbly Property Sector

In our 1H Macro Outlook, we highlighted property as a key downside risk for growth in 2024. While property sales were already slowing down at the end of 2023, the decline has been more significant than what we anticipated. Through the first...

2 years ago
1

MP Econ Issue 20: China’s First Half Economic Outlook

In this special feature, we are including our 1H2024 Outlook. The PDF report can be downloaded here and will also go live on our website tomorrow.

Slower Growth to Drag On in Dragon Year

1H2024 Key Takeaways:

  • In March, Beijing i...
2 years ago
3

MP Econ Issue 19: China Economy: Tempest in a Teapot or Crisis a-Brewing

By Damien Ma and Houze Song

Like many, we have been grappling with what to make of the Chinese economy’s prospects. It is evident that serious risks have built up, the manifestation of which is already apparent in the property sector. The...

3 years ago
15
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