Prof G Markets

Why China is Rearing For a Bull Run & The Largest Jobs Revision Ever

335 snips
Sep 10, 2025
Alice Han, a China economist and director at Greenmantle, joins to discuss China's positive market trends and their global implications. The conversation covers China's surprising shift towards stock market investments and the government's increasing support for the private sector. They delve into the country’s military displays and their role in rising nationalism amidst U.S. tensions. Han also emphasizes critical revisions in U.S. job statistics, critiquing the Bureau of Labor Statistics and highlighting the potential decline in public trust.
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INSIGHT

China Shifts Trade And Influence

  • China is pivoting trade away from the U.S. toward regions like Africa and Europe, signaling a new global economic alignment.
  • This shift pairs with diplomacy and military displays to project influence beyond Western-led systems.
ANECDOTE

On-the-Ground View Of The Parade

  • Alice Han was in Beijing during the parade and left just as it was happening.
  • She noticed the optics: hypersonic missiles, drones, and a clear message of deterrence to the U.S.
INSIGHT

Parade As Diplomatic Messaging

  • The parade also served diplomatic aims by showcasing ties with Russia, North Korea, and Southeast Asian leaders.
  • China used attendance and domestic encouragement to amplify nationalistic unity and international signaling.
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