Shehzad Qazi

Shehzad Qazi, COO of China Beige Book and an expert on US-China trade relations, delves into the economic repercussions of Trump's tariffs on both nations. He reveals how these tariffs are reshaping markets, particularly affecting manufacturing and foreign companies in China. Qazi discusses China's plans to boost domestic consumption amidst challenges and critiques the US's fiscal strategies for re-industrialization. The conversation also explores the complexities of currency performance and the potential for a future trade deal.

In this episode, Shehzad Qazi, Managing Director of China Beige Book International, discusses interesting topics such as the vulnerability of the US dollar, China's stimulus package, unrest and business confidence in China, the state of trans and bankruptcy filings in China, and the uncertainties surrounding Chinese stocks and the market.

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.

Shehzad Qazi, Managing Director at China Beige Book International, discusses China's economic data and property challenges, the US election's impact on trade, China's export focus, high-end manufacturing, demographic challenges, and global competition dynamics.

Shehzad Qazi, COO at China Beige Book International, shares insights on China's crucial 'Two Sessions,' discussing potential stimulus and growth targets amidst rising national debt. Patrick Kennedy, Founding Partner at AllSource Investment Management, analyzes the impact of Donald Trump's impending tariffs on market trends. Together, they explore China's cautious shift to consumer-driven growth, the challenges posed by trade tensions, and the resilience of the property market, painting a complex picture of economic recovery and uncertainty.

Shehzad Qazi, Managing Director at the China Beige Book, gives a compelling analysis of the looming second US-China trade war, asserting a 100% probability by 2025. He discusses the implications of China's staggering trillion-dollar trade surplus and what it means for global economies. As China faces significant economic challenges, Qazi explores India's rise as the next big player in the market. The conversation also delves into the escalating geopolitical tensions around Taiwan, drawing parallels with the evolving dynamics in the region.

Shehzad Qazi from China Beige Book discusses China's economic growth prospects. The podcast explores China's economic challenges, potential stimulus measures, and geopolitical factors. It also analyzes the resilience of China's economy, market projections, and the need for consolidation in the banking industry.

Shehzad Qazi, COO at China Beige Book International, discusses the 'boring' recovery of the Chinese economy. Dr. Allan Evans talks about drone use in wars. Topics include sovereign debt, investor confidence, carbon emissions solutions, trust in tech, open source AI, and drones in military conflicts.

Guests on the podcast discuss commercializing quantum technology, macro issues facing the crypto industry, China's economic woes, and the state of US equity markets. They also explore the potential of quantum computing, the importance of customer relationships in computing, and inflation expectations and cheap mortgages.

Shehzad Qazi and Dexter Roberts break down the latest headlines out of China including concerns over the financial sector. Katie Thomas discusses retail earnings and the challenges of transitioning to household consumption in China. Jeff Krumpelman gives a bullish outlook on the consumer and stock market recovery.