Pekingology Overcapacity
10 snips
Feb 29, 2024 The podcast discusses Chinese overcapacity in the EV sector, exploring government shaping industrial policy, competition in semiconductor chips and airliners, and market perceptions on Chinese aviation products.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Transition to Geopolitical Analysis and Topic Selection Process
02:44 • 2min
Navigating China's Overcapacity: Insights from the EV Sector
04:27 • 23min
Impending Overcapacity Challenges in Semiconductor Chips and Airliners in China
27:46 • 3min
Market Perceptions and Strategies for Chinese Commercial Airliners
30:18 • 3min