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MacroPolo Econ

MacroPolo Econ

Houze Song's Two Fen

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Substack
PricingOnly free issuesPublishesInfrequently
Issues22SubscribersRead macropolo.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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 months ago
4
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...

7 months ago
1
0

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.

9 months ago
3
0

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The writers behind this newsletter.

  • MacroPolo Econ

    Welcome to “MacroPolo Econ,” where you come for smart, but not exhausting analysis on econ, tech, politics, and energy trends in China and beyond.

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