Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
Forward Guidance
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China's Economic Strategy and Global Impact
The chapter delves into China's strategic decisions on currency devaluation, economic structure shifts, and global investment impacts. It discusses the potential consequences of not devaluing the Yuan, focusing on domestic consumption growth over exports, and the risks of maintaining the current economic approach. The conversation also explores China's redirection of credit towards emerging industries, like electric vehicles and solar panels, and the possible effects on global inflation and emerging markets.
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