Macro Hive Conversations With Bilal Hafeez Ep. 228: Liang Ding on China's Economy and Markets
Aug 9, 2024
Liang Ding, a seasoned markets professional with two decades in portfolio management and economics, discusses the current state of China’s economy. He analyzes the impact of potential Fed rate cuts on global equity markets and explores the imbalance between supply and consumer demand in China. Liang highlights the government's efforts to boost consumer spending and the challenges posed by trade tensions and the EV market. He also shares personal anecdotes about Shanghai’s historical neighborhoods, blending economic insights with cultural reflections.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 5min
Navigating China's Economic Landscape
05:13 • 23min
Navigating China's Policy Reforms and Economic Challenges
27:52 • 2min
Trade Tensions and China's EV Strategy
29:38 • 2min
Navigating the Chinese Stock Market
31:25 • 10min
A Personal Journey Through Shanghai's Historical Residences
41:04 • 3min