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Real Vision: Finance & Investing

Are the China Bears Wrong? With Shehzad Qazi

Sep 12, 2023
Shehzad Qazi, Managing director and COO at China Beige Book International, discusses the misinterpretation of Chinese economic data, challenges faced by investors in the Chinese property sector, and the potential risks and uncertainties in China's transition to a consumption-led economy. The podcast also explores the consequences of China's economic slowdown on the global economy, the importance of supporting the private economy, addressing the property bubble, and prioritizing investment in future industries.
34:10

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • China's economic indicators are often misinterpreted due to a lack of reliable data, leading to unreliable conclusions about the state of the Chinese economy.
  • Chinese policymakers are shifting their focus to a more sustainable economy, using targeted fiscal stimulus and monetary policy easing to support specific areas.

Deep dives

Misinterpretation of China's economic indicators

The podcast explores the misinterpretation of China's economic indicators, highlighting how market watchers often swing from excessive optimism to extreme pessimism in a short duration. This is largely attributed to a lack of reliable and accurate data, leading to unreliable conclusions about the state of the Chinese economy.

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