Shanghai Macro Strategist
Shanghai Macro Strategist’s recent output focused on China’s technological rise, especially semiconductor capability and Chinese AI laboratories. It also covered Korean equities, comparing the KOSPI selloff with China’s 2015 crash, and China’s oil demand, arguing that structural demand weakness reduces the incentive to restock crude. 12456
Where the voices land
Nobody took a position in july 2026.
On the record
last 31 daysNo positions on the record in the last 31 days — retweets, links and asides don't count, only a view of their own.
Their output
6 in July 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- China 4 items
- AI 2 items
- US 2 items
- Xiaoyin Qu 2 items
- stock market crash 1 item
- gasoline demand 1 item
- Gasoline 1 item
- oil 1 item
See what your own voices say about Shanghai Macro Strategist, every morning.
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