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Leah Fahy
China Economist at Capital Economics who researches Chinese AI progress and its economic impact, author of an in-depth report on China's AI developments since DeepSeek's launch.
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Jan 16, 2026
• 35min
Neil Shearing on China’s trillion dollar surplus; Leah Fahy on China's AI race
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Neil Shearing, Group Chief Economist at Capital Economics, discusses China's staggering $1.2 trillion trade surplus and its implications for global economies. He highlights how China's policies squeeze European exporters and impact emerging markets differently. Leah Fahy, a China Economist, explores the AI race, contrasting China's strategies and challenges against those of the US. Her insights reveal how China's push for self-sufficiency in AI is influenced by chip shortages and energy expansion, changing global tech dynamics and geopolitical stakes.
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