It'll be much tougher for China to get out of its deflationary cycle if it doesn't steady its increasingly wobbly property sector. But how do you get Chinese households to start buying homes again?

macropolo.org/china-inflatio…

That seems to have an effect on top AI talent agglomeration:

'...most of the top-tier AI talent in Europe end up working for American companies that have a significant presence in Europe (e.g. Google’s DeepMind in London and its R&D lab in Zurich).'

macropolo.org/digital-projec…

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Smart but not exhausting analysis on econ, tech, politics, and energy trends in China and beyond, delivered straight to your inbox.

Fun talking with Tracy Alloway Joe Weisenthal about global distribution of AI talent MacroPolo

bloomberg.com/news/articles/…

That seems to have an effect on top AI talent agglomeration:

'...most of the top-tier AI talent in Europe end up working for American companies that have a significant presence in Europe (e.g. Google’s DeepMind in London and its R&D lab in Zurich).'

macropolo.org/digital-projec…

Without stabilizing property demand, it will be much tougher to get out of the deflation that China has been in since early 2023, which will weigh on the growth outlook. Can inflation be the answer? Dive into our commentary. macropolo.org/china-inflatio…

NEW ODD LOTS!

Joe Weisenthal and I speak to Damien Ma about who’s winning the fight for top AI talent.

bloomberg.com/news/articles/…

Japan and Singapore appear to have had the worst AI talent retention rates in the Asia-Pacific region, which explains why they’ve fallen off the list in 2022. Dive into the global AI talent here: macropolo.org/digital-projec…

Japan and Singapore appear to have had the worst AI talent retention rates in the Asia-Pacific region, which explains why they’ve fallen off the list in 2022. Dive into the global AI talent here: macropolo.org/digital-projec…

While China is the obvious elephant in producing top-tier AI talent in the Asia-Pacific, the country, along with South Korea, are the top countries in the region in retaining AI talent. Discover the top-tier AI talent across the Asia-Pacific region here: macropolo.org/digital-projec…

While China is the obvious elephant in producing top-tier AI talent in the Asia-Pacific, the country, along with South Korea, are the top countries in the region in retaining AI talent. Discover the top-tier AI talent across the Asia-Pacific region here: macropolo.org/digital-projec…

In an update to MacroPolo's Global AI Talent Tracker, they take a regional deep dive and provide additional insights into the top 20% of global AI talent.

Check out the data and key takeaways: macropolo.org/digital-projec…

Of the four major AI hubs in Europe, the United Kingdom and Switzerland are heavily dependent on foreign talent, while Germany and France have notably improved their retention of top-tier AI talent.
For additional insights into the top 20% of global AI talent:…

Of the four major AI hubs in Europe, the United Kingdom and Switzerland are heavily dependent on foreign talent, while Germany and France have notably improved their retention of top-tier AI talent.
For additional insights into the top 20% of global AI talent:…

Take a closer look at the top-tier European AI talent. More than 50% of top-tier AI talent are produced in three European countries, while the vast majority of job opportunities for such talent are concentrated in four countries. For more insights: macropolo.org/digital-projec…

Take a closer look at the top-tier European AI talent. More than 50% of top-tier AI talent are produced in three European countries, while the vast majority of job opportunities for such talent are concentrated in four countries. For more insights: macropolo.org/digital-projec…

How are the top 20% of global AI talent distributed regionally? We sliced and diced our data into three regions: Europe, Asia, and Middle East.
macropolo.org/digital-projec…
Among other things, each region sheds more light on how individual countries have retained domestic talent…

Many of you have asked about regional breakdowns of top AI talent, so we added Europe, Asia, and Middle East.

Looks like Greece has been making some moves on AI talent over the last few years. See more deep dives here:
MacroPolo

macropolo.org/digital-projec…

How are the top 20% of global AI talent distributed regionally? We sliced and diced our data into three regions: Europe, Asia, and Middle East.
macropolo.org/digital-projec…
Among other things, each region sheds more light on how individual countries have retained domestic talent…

'Property prices would need to fall by ~30% from its recent peak in early 2021 to reach a new equilibrium before buyers enter the market again. However…property developers can’t afford 30% drop in prices.'
Houze Song MacroPolo
macropolo.substack.com/p/mp-econ-issu…