Macro Hive Conversations With Bilal Hafeez cover image

Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances

Macro Hive Conversations With Bilal Hafeez

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Why Korea may face Japan-like structural risks

Bilal asks about Korea and the three Ds; Paul explains Korea's rising private debt, demographics, and development-model pressures making it Japan-like risk.

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