【Taiwanology Ep.24】How worried should we be about China's exporting deflation?

Pundits and policymakers in the US and Europe are increasingly worried that, as China's economy slows down, China’s excess manufacturing capacity might overflow the world with cheap imports, ranging from steel, solar panels, to electric cars. Moreover, what's looming on the horizon are legacy semiconductors. How worried should we be? What can be done to mitigate the impact of Chinese overcapacity?

5:00 - In global trade, we have seen "China shock" before. What's different this time?
7:27 - The three major impacts brought by the Chinese overcapacity
8:55 - Will there be Chinese overcapacity in semiconductors?
15:25 - Why is it unlikely for cheap EVs to flood Taiwan streets?
21:36 - What would be the impacts if China increases domestic chip production and utilization?

Host: Kwangyin Liu
Guest: Silva Shih, China editor, CommonWealth Magazine
Producers: Weiru Wang, Ian Huang

＊Read more about how China's overcapacity impacts world economy:
https://english.cw.com.tw/article/article.action?id=3670
＊Share your thoughts: bill@cw.com.tw

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