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6min chapter
#1248 Darius Dale on Why China's Economy Is Collapsing
The Pomp Podcast
China's Shifting Economy and Implications for Investors
This chapter explores how China's economy is transitioning from a period of rapid growth built on debt accumulation and construction to a new phase with different investment opportunities. It discusses the importance of China's demand for energy products, analyzes its commodity imports, and suggests strategies for attracting American and Western investors. The chapter also examines the potential impact of de-globalization, decoupling, resource scarcity, and the negative perception of authoritarianism on Chinese investments.
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