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Keeping it Simple | Ep. 44: Cosmic Latte

Keeping it Simple with Simplify Asset Management

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Navigating the Complexity of China's Economic Data

This chapter explores the challenges of interpreting China's economic statistics, highlighting inaccuracies and the manipulation of data by local governments. It discusses the shift from high growth rates to a focus on stability and resilience, and the implications this has for foreign investment and overall economic health. The conversation emphasizes the skepticism surrounding official metrics and the importance of understanding the credit environment over merely reported GDP figures.

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