Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 4min
The Chinese Economic Recovery Is Not a Brain Surgery
03:46 • 5min
China's Pent-Up Consumer and Investment Activity Could Support Global Demand
09:07 • 5min
The Impact of COVID on the Global Economy
14:11 • 2min
Hong Kong
16:39 • 4min
Hong Kong, Shanghai, Singapore - What's the Scarring?
20:38 • 2min
Is There a Big Recovery in India?
22:29 • 2min
The Impact of the Reopening on Trade, Inflation, and Energy
24:04 • 2min
Global Trade and the Price of Goods
26:04 • 4min
Impact Investment in China - What to Expect in 2022
30:24 • 6min
Is China in the Supply Chain?
36:23 • 4min