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Barry Naughton
Professor and So Kwan Lok Chair of Chinese International Affairs at UC San Diego, noted scholar of the Chinese economy and author on China's industrial policy and economic transitions.
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Jan 18, 2026
• 1h 18min
The Triumphs & Crises of China’s Economy | Professor Barry Naughton on China’s Debt, Deflation, and “Industrial Policy 3.0”
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Barry Naughton, a leading expert on the Chinese economy from UC San Diego, explores the dynamics of China’s current economic struggles, including a severe housing bust and persistent deflation. He discusses the transition from market liberalization to state-driven industrial policy and its implications for global AI competition. Naughton also highlights the effects of demographic changes on growth and suggests policy reforms needed to stimulate household consumption. A must-listen for insights on China's economic future and geopolitical tensions with the U.S.
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