The Investor's Guide to Asia cover image

The Investor's Guide to China: Japanification (#24)

The Investor's Guide to Asia

00:00

Deflationary Pressures and Currency Fluctuations

The chapter delves into the region's approaching zero CPI, signaling potential risks of a prolonged balance sheet recession and deflation. It also explores the resumption of consumer confidence in China, scarring effects of COVID, currency fluctuations between the renminbi and yen, and their implications on importers and exporters.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app