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Timestamps:
(00:00) Introduction
(01:18) Has The Bearish Narrative On China's Collapse Gone Too Far?
(05:50) Collapse Of Evergrande Was NOT A "Lehman Moment," Argues Harburg
(10:21) Current State of Chinese Real Estate Market
(15:56) Is Economic Stimulus From The Chinese Government On Its Way?
(19:28) Are Chinese Policymakers Worried About Deflation?
(21:16) Western Goods Are Being "Slaughtered" By Chinese Consumption of Domestically-Produced Goods
(24:35) VanEck Ad
(25:29) Spending Is "Definitely Weak" As "People Are Losing Their Jobs"
(26:42) Not In DNA of Chinese Government To Enact a "Major Stimulus Package"
(28:59) India Is A "Mirage" Where Corruption Is Actually Higher Than In China, Argues Harburg
(36:46) Delisting of DiDi Was "Justified" But The Chinese Government Often Does Not Provide Sufficient Detail On Rationale Behind Policies
(41:01) The Chinese Labor Market
(43:09) Permissionless Ad
(44:15) The Chinese Stock Market
(49:28) Chinese Electric Vehicles
(54:19) Tariffs Against China: Why Chinese Leaders Would Prefer Trump Over Biden
(01:00:49) Does Beijing Look Fondly Upon Bank Credit Being Directed Away From Real Estate And Into Consumer Lending?
(01:06:21) Private Markets In China Are "Very Challenged"
(01:12:17) China's Central Bank (The People's Bank of China)
(01:14:11) Chinese Yuan
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
