Real Vision: Finance & Investing The End of China as We Know It?
5 snips
Nov 26, 2023 George Magnus, a distinguished economist and China Centre research associate at Oxford University, discusses critical junctures in China's economy, including real estate turbulence, demographic woes, and new global trade strategies. They explore China's transition into a new business model and its impact on the Chinese economy. They also examine China's rise as a global car exporter, the impact of the trade war on China-West trade patterns, the early days of crypto, the impact of demographics on inflation in China, and potential solutions for China's debt burden.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
China's Transition: Challenges and Uncertainties
01:45 • 19min
China's Rise as Global Car Exporter and the Impact on Automobile Companies
21:14 • 4min
The Impact of the Trade War on China-West Trade Patterns
24:49 • 13min
Early Days of Crypto and Chinese Deflation
38:03 • 3min
The Impact of Demographics on Inflation in China
40:50 • 3min
China's Debt Burden and Possible Solutions
44:05 • 14min