The Business Brew cover image

Jim Hayes - Emerging Opportunities

The Business Brew

00:00

Distorted cost of capital and state-led overcapacity

Jim outlines how state subsidies in China create overinvestment, capacity glut and export-led pricing pressures.

Play episode from 50:00
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app