3min chapter

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Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs

Hedgeye Podcasts

CHAPTER

The Impact of Stimulus on China's Economy

Robert McGordy: China should learn from all of us about what happens on the wrong side if in a reopening scenario when the economy is already facing easy comparisons and growing really fast. If you throw stimulus on top of that you end up with excess inflation and overheating, he says. "I think if they're smart they won't stem like they'll have a great I don't see why manufacturing low and manufacturing would have a bad quarter in China"

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