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Dinny McMahon
Longtime China analyst and former Wall Street Journal reporter focused on China's economy and financial system, author of China's Great Wall of Debt and co-author of a report on China's economic transition and scenarios to 2035.
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Dec 1, 2025
• 53min
China Shock 2.0: State Capitalism at the Frontier | Dinny McMahon
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Dinny McMahon, a seasoned China analyst and author of China's Great Wall of Debt, explores the challenges and changes in China's economy. He identifies a pivotal moment for China as it debates a shift from investment-driven growth to increased household consumption by 2035. McMahon discusses a transformative 'China Shock 2.0', focusing on advanced manufacturing and innovation in tech sectors like electric vehicles and semiconductors. He delves into how trade barriers affect China's export strategy and the implications for Western economies.
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