Real Vision: Finance & Investing
#1033 - Are Investors Too Bearish on China? ft. Shehzad Qazi | China's Economic Data & Property Problems
May 9, 2024
Shehzad Qazi, Managing Director at China Beige Book International, discusses China's economic data and property challenges, the US election's impact on trade, China's export focus, high-end manufacturing, demographic challenges, and global competition dynamics.
35:34
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Quick takeaways
- Chinese economy outperforms expectations with improving data, while US focuses on managing inflation levels.
- Challenges in Chinese property market persist due to factors like uncertain demand and financial difficulties faced by developers.
Deep dives
Assessment of US and China Economies
The Chinese economy has started the year robustly, outperforming earlier bearish predictions. In contrast, the US economy, according to Fed economists, is primarily focused on managing inflation levels before considering cuts. Analysts suggest a more nuanced view for both economies rather than extreme bullish or bearish stances.
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