Can China escape its confidence doom loop? (Shehzad Qazi)

We’ve got a mega China special today with Shehzad Qazi, from the go-to experts, China Beige Book.

Shehzad filled us in on the misconceptions the market has regarding China’s stimulus, whether the recent run in commodity prices was purely speculative hype, where the property sector goes from here plus where China will find itself by 2050, and lots more.

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(0:00:00)Intro

(0:00:00)Misconceptions in China stimulus

(0:05:45)Stockmarket rally

(0:07:42)Good or bad long term?

(0:15:21)Property endgame

(0:20:19)Commodity price lift on stimulus news

(0:23:06)Why didn't stimulus focus on real economy?

(0:27:51)One belt one road

(0:36:36) EV dominance

(0:40:46)Net zero 2060

(0:45:20)Steel exports

(0:46:30)China in 2050?

(0:50:49)Becoming less reliant on the West