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Keeping it Simple | Ep. 48: The Forbidden Question — What’s Going on With China’s Trade Surplus?

Keeping it Simple with Simplify Asset Management

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China's Post-COVID Economic Transformation

This chapter examines the drastic changes in China's economic strategy following the COVID-19 pandemic, focusing on its shift from a property-driven economy to a manufacturing and export powerhouse, notably in electric vehicle production. It discusses the implications of this transition on global trade patterns and the complexities surrounding China's trade surpluses and data transparency. The chapter raises critical questions about the validity of reported economic statistics and the broader impacts on perceptions of China's economic stability.

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