Juergen E.L. Meyer, 眼界-Horizon - Shanghai

jmey.bsky.social

31 octubre 2026 13:07

"... despite offering lower pay" - fits to the message from one of my Shanghai contacts: A bank employee was asked to accept a 50% salary cut (with still a 5 digit monthly salary remaining) or to leave the bank.

herman mark schwartz

thunen.bsky.social

28 octubre 2026 10:16

@michaelpettis.bsky.social looking more and more correct vs the conventional wisdom.

herman mark schwartz

thunen.bsky.social

20 octubre 2026 16:04

The gears of Raymond Vernon’s product cycle argument grind as surely as those of a 16 year old mastering a manual transmission. Substituting exports from China for those from Germany great for shareholders, not so much for workers in Germany

juntas provisorias

robbiezinho.bsky.social

20 octubre 2026 16:02

Essa é uma boa crítica ao governo Lula 3. Foi punido pela baixa produtividade (mas o gov Flávio não vai ser mto diferente, embora prometa ministério da prosperidade)

Emerging Opportunities

emergingopp.bsky.social

20 octubre 2026 02:31

The NBS table makes the same point: September exports up 29.6% y/y in yuan terms and industrial output up 5.5%, against retail sales up 1.1% and property investment down 20.6% YTD. Supply keeps outrunning the consumer. $FXI