Archive - The Macro Geek

PayTM and the battle for India’s Ecosystem

PayTM’s upcoming IPO will set the stage for one of the world's most definitive ecosystem battles, with Big Tech, China Tech and local champions duking…

Aug 30, 2021 •

July 2021

Meituan: China Tech Series #2

A look into the origins of the "SuperApp of Services"

Jul 20, 2021 •

Pinduoduo: China Tech Series #1

Hey Folks 👋,

Jul 12, 2021 •

June 2021

A look at China's e-CNY 🕵🏻‍♂️

A deep-dive in the structure, policy choices and economic ramifications of CBDCs

Jun 28, 2021 •

The Chip Industry: Origins, Key Players and Geopolitics 📱

Or why semiconductors are the new "oil"

Jun 22, 2021 •

April 2021

The Rise of the Renminbi 🧧

And Hong Kong’s Role as an Offshore RMB Hub

Apr 30, 2021 •

The "Plumbing" behind Payments 🔩

And the Future of Money

Apr 18, 2021 •

March 2021

February 2021

China Tech vs. the World

With the US and China locked in a “Tech Cold War”, I try to stack up Chinese Tech titans against their Silicon Valley counterparts.

Feb 18, 2021 •

January 2021

Global Banks: The Long View

With Q4 Earnings popping in I take a look at 20-Yr data to see where Global banks landed after their massive pre-crisis ambitions.

Jan 19, 2021 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts