VineshSRR

@silkroadres Research analyst. Born/raised in Japan, 20+ years in Asia, 15+ years in U.S. Current Singapore. Primary research Asia. Retweets not endorsement.

[VineshSRR @vineshSRR]

@realsakeguy 😂

[VineshSRR @vineshSRR]

A more nuanced take that suggests the consensus take on BoJ may be wrong …. again

[real sake guy @realsakeguy]

Some seem to characterize yesterday's BoJ as "surprise". I was surprised that July was a live meeting and that BoJ did something, but the "tweak" was more dovish than meets the eye. The most important detail was that BoJ revised down its inflation forecast for 2024 and 2025 to

[VineshSRR @vineshSRR]

congratulations on an amazing career at bbc !!

[Karishma Vaswani @KarishmaJourno]

Last day at @BBCNews - thank you for the memories and thank you @BBCMarikoOi and Josh Lim for this amazing goodbye video! And the various cutdowns in true BBC multi version style :) here’s the tweetable edition:

[VineshSRR @vineshSRR]

so good and on point

[Glenn @GlennLuk]

Of course that’s your contention. You’re a first-year associate on Morgan Stanley’s international desk. You just finished reading Business Insider and are convinced that the CCP has taken out a trillion dollars of debt …

[VineshSRR @vineshSRR]

@khemaridh its real buddy. congratulations!

[Paul Graham @paulg]

Observation suggests that people are switching to using ChatGPT to write things for them with almost indecent haste. Most people hate to write as much as they hate math. Way more than admit it. Within a year the median piece of writing could be by AI.

[VineshSRR @vineshSRR]

A nuanced and important take. We need more of this.

[james crabtree @jamescrabtree]

An odd thing just happened: the US worked hard behind the scenes over recent weeks to avert a repeat of the Pelosi visit furore, & then didn't really tell anyone — and so got no credit.

My @straits_times latest on the Taiwan Straits crisis that wasn't — and a short 🧵

[Adam Tooze @adam_tooze]

Timeline of the escalating trade war btw US and China. @IMFNews https://t.co/Gu5sL2byLR

[Zain Kahn @heykahn]

Yale's most popular class in it's 320 year history:

Psychology and the Good Life.

Here are 7 lessons from the course to help you live a happier life:

[Michael Pettis @michaelxpettis]

1/2
Chengdu is booming: "Boosted by four rounds of policy adjustments last year that greatly relaxed housing purchase curbs, the prices of new and pre-owned properties in Chengdu are rising at the fastest rate in the country, according to NBS data."

https://t.co/kgxJPCUGOd

[Michael Pettis @michaelxpettis]

1/10
I think the NYT is absolutely right in associating the increasing centralization of power in the Chinese financial system with the slowing of the economy and the surge in financial risks.

https://t.co/NqVEUVNgu5

[VineshSRR @vineshSRR]

finally someone applies some common sense

[VineshSRR @vineshSRR]

woohooo! well deserved!!!

[Karishma Vaswani @KarishmaJourno]

Thrilled + honoured to accept the best news programme award for @BBCNews Newsday at the Asian Academy Creative Awards. Our teams around the world work tirelessly to earn your trust every single day - it’s not something we take for granted. Thank you for letting us earn it.

[VineshSRR @vineshSRR]

another important signal

[Finbarr Bermingham @fbermingham]

NEW: Xi Jinping told Charles Michel that people in China were protesting because they were frustrated after three years of Covid, per senior EU officials

Xi told them that Omicron is less deadly than Delta, which they sensed "opens the way for more openness of the restrictions"

[@judgeluttig @judgeluttig]

I don’t think of the mid-term elections in the partisan political terms of whether the Democrats or the Republicans “won” or “lost.” I think of these midterm elections only in the “constitutional” terms of whether American Democracy won or lost.

[Bob Elliott @BobEUnlimited]

BoE move today is being pointed at to imply both a put and a pivot.

That's not a good interpretation. The BoE provided short-term liquidity to a distressed market to ensure solvent entities didn't go broke unnecessarily.

That's a central bank serving as lender of last resort.

[VineshSRR @vineshSRR]

an important perspective missing from the coverage by mainstream press

[Ryan Hass @ryanl_hass]

@EvanFeigenbaum provides a useful lens for evaluating events during Xi's trip to SCO Summit. In short, Beijing has range of interests that extend beyond bucking up Russia and Putin. Xi will continue the straddle between these interests. https://t.co/MFsHNBfhU0 via @CarnegieEndow

[Tariq Fancy @sosofancy]

Chapeau 🎩. I hope that the example of @patagonia's founder is one that others in his category follow. There is absolutely no reason in 2022 that capitalism should be represented by the ethos of @BlackRock and Larry Fink.
https://t.co/G7X6vf3yhb

[Tariq Fancy @sosofancy]

Gave an interview on @YahooNews on the state of ESG today, and where it needs to go...

https://t.co/KWLk43QLoT

[VineshSRR @vineshSRR]

great interview

[Tariq Fancy @sosofancy]

Just appeared on @CNBC @PowerLunch to discuss recent trends in ESG. Great questions from the hosts. (And maybe too strong an answer from me on one point, which I called "so stupid that I can’t believe we’re discussing it" 😂)