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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 3 of 3

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ChinaChina FocusedEmerging Markets
+77 more tags
Gavekal ResearchGeopoliticsJapanMacrosMarkets & InvestmentsMauldin EconomicsPodcast

Why the "Emerging Markets" Label Is Now Obsolete | Louis Gave | Mauldin Economics

"00:18:33 In 2018, the US punched China on the nose and China couldn't punch back. Instead, China went to the gym and it got fit and it got strong, and we forced them to do this." — Louis Gave (Context: Impact of US semiconductor sanctions)

*"00:11:09 If you have one client, you don't have a…

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UJ
Feb 15, 2026
ChinaChina FocusedGavekal Research
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GeopoliticsHistoryMacrosReport, Blogs & InsightsUS / WestUSA

The Wrong Question To Ask | 12 Nov 2025 | Louis-Vincent Gave | Gavekal Research

"Wars are not won by who is right but by who is left." - Bertrand Russell (Reflecting on the ultimate outcome of conflict and survival)

"In warfare, quantity has a quality all its own." - Joseph Stalin (On the strategic value of mass production over individual unit superiority)

"Access to high-end semiconductors is like driving a Ferrari to work: very nice if you can afford it, but hardly essential…

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UJ
Feb 14, 2026
Source
ChinaChina FocusedFinance
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Gavekal ResearchGeopoliticsInvestmentsMacrosManufacturingMarkets & InvestmentsPE/VCReport, Blogs & Insights

Unraveling China’s Productivity Paradox | 6 Nov 2025 | Weijian Shan | Gavekal Dragonomics

"In industries where output can be measured in physical terms, a Chinese worker produces 2–3 times as much physical output as an American one." — Weijian Shan (Context: Comparing physical labor productivity in manufacturing)

"Tesla exemplifies this: its Shanghai workers are twice as productive but paid 17–18% as much as their US counterparts in nominal US dollar terms." — Weijian Shan…

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UJ
Feb 14, 2026