Macro Mondays

#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise

4 snips
Aug 20, 2023
The podcast discusses the current state of the Chinese economy, the acceleration of passenger car exports from China, the importance of the 730 handle holding, China's response to the real estate market, uncertainty surrounding the Chinese strategic petroleum reserve, and activist protests against fossil fuel production.
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1
Introduction
00:00 • 3min
2
Analysis of the Chinese Economy and Challenges
03:03 • 4min
3
China's Acceleration of Passenger Car Export and Comparison of Western and Chinese EVs
06:44 • 25min
4
Discussion on the Possibility of the 730 Handle Holding and the Importance of Internal Reforms
31:53 • 1min
5
China's Response to the Real Estate Market and its Impact on Commodities and Oil
33:22 • 2min
6
Uncertainty Surrounding Chinese Strategic Petroleum Reserve and Activist Protests
35:38 • 6min