Bansi Madhavani

Macroeconomist | Interested in: Geopolitics, Semiconductors, Cricket, Yoga and Books

[Bansi Madhavani @MBansi]

Taiwan's export rebound corroborates our view of a stabilisation of global semiconductor cycle.
#Economics #Asia #trade #semiconductors

[Bansi Madhavani @MBansi]

Taiwan: exports break the 12-month contraction streak, up 3.4% y/y in Sept. The data corroborates our long-held view that export growth will turn positive in Q4 2023, though the timing has outperformed our expectation.
#Economics #Asia #trade

[Bansi Madhavani @MBansi]

The export recovery comes on the back of sequential improvement in global semiconductor sales (sales are up for six straight months), highlighting that global semiconductor cycle has bottomed out.
#Economics #Asia #trade #semiconductors

[Bansi Madhavani @MBansi]

There's creativity and joy in every job. Even that of announcing a team squad.
Love it! ❣️

[BLACKCAPS @BLACKCAPS]

Our 2023 @cricketworldcup squad introduced by their number 1 fans! #BACKTHEBLACKCAPS #CWC23

[Bansi Madhavani @MBansi]

No relief for renters. #Housing
Extreme renting: London’s bidding war escalates as rising rates hit buy-to-let https://t.co/U2AsywCKxP

[Bansi Madhavani @MBansi]

@DNMukherjee Reading The Silk Roads by Peter Frankopan.

[Bansi Madhavani @MBansi]

Fascinating insights into history and evolution of language from the current book I’m reading! #Books

[Bansi Madhavani @MBansi]

The extraordinary housing market tightness is not a phenomena restricted just to developed markets. There is an unprecedented rise in rents in Bengaluru (& other metro cities in India).
#Housing

[Bansi Madhavani @MBansi]

India becomes the fourth country to perform a successful soft landing on the moon. First to land near the South Pole! #Chandrayaan3 @isro

[Bansi Madhavani @MBansi]

Awaiting one soft landing. Countdown begins. @isro #Chandrayaan3

[Bansi Madhavani @MBansi]

…and touchdown! Successful landing of #Chandrayaan3. Incredible scenes from @isro!!!

[Bansi Madhavani @MBansi]

If you know @mostlyeconomics you know this book will be the authoritative source on India's financial sector history. #MustRead

[Amol Agrawal @mostlyeconomics]

Finally!
https://t.co/TEcs6cuvIs
https://t.co/Ov94SqvOWj
Should be available for purchase in a fortnight.

[Bansi Madhavani @MBansi]

If you want to know just how mind-boggling 🤯🤯 the world of #semiconductors can be, this is a short bit on EUV lithography for fabricating chips. Borderline unbelievable if I didn’t know any better.
This is from current read: Chip War.

[Bansi Madhavani @MBansi]

Good read on MNC's caution in exploring India as a 'China plus one' strategy alternate, especially in electronics, taking Foxconn's experience. https://t.co/z03VOQyE7o

[Bansi Madhavani @MBansi]

The #Barbenheimmer frenzy lifted entertainment spending in Aus, making it the only segment to see annual growth. However, overall spending is down as consumers appear to hold back on discretionary spending - my colleagues @madelinedunk & @AdelaideTimbrel's @ANZ_Research report.

[Bansi Madhavani @MBansi]

There are signs that we are past the bottom of global semiconductor cycle (global semi sales rose m/m for fourth straight month in June). Taiwan's trade data confirms that a sequential uptick in electronics demand is underway.

[Bansi Madhavani @MBansi]

Setting aside the disappointing trade data from #MainlandChina, we see bright spots in #Taiwan's July trade data. Bottomline: electronics demand is likely past its cyclical bottom.

[Bansi Madhavani @MBansi]

Infocomm & audio-visual product exports surged on the back of increase in shipments of graphic cards and servers. ‘Tech’ exports (combined electronic, optical/precision and ICT goods) rose +5.7% y/y, back in positive territory after a year.

[Bansi Madhavani @MBansi]

Have to say, I agree. Never been a fan of infinity scrolling model.

[Matt Levine @matt_levine]

honestly limiting everyone to reading 600 tweets a day is the single best product innovation twitter has ever done