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Pelosi’s Visit To Taiwan Has Angered China | Jacob Shapiro
Forward Guidance
The Excessiveness of China in the Great Financial Crisis
There definitely were a lot of excesses with Evergrande. I think China is still domestically contained enough to where they don't have to worry about that much about foreign creditors compared to some of these other countries. Eventually, it's going to have to be dealt with and it's actually from me bad from a long term perspective that China's had to resort to the stimulus lever again because they really were trying to make things more efficient. At one point we've seen Xi emerge as a dictator who knows there is economic troubles in China. So yes, but I'm less certain than I was even a couple months ago based on some warning signals that have been flashing around.
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