Tingting Ge

In this enlightening discussion, Tingting Ge, a Greater China Economist at J.P. Morgan, delves into China's shifting role in global inflation dynamics. She explores the effects of renewed U.S. tariffs, highlighting how they haven't led to expected price drops among Chinese exporters. The conversation also tackles China's excess capacity, government strategies to boost consumption, and the nuanced impacts of currency fluctuations on global markets. Join them as they unpack these complexities and their implications for the future.

In this engaging discussion, Vinicius Moreira, an economist at J.P. Morgan focusing on Brazil, and Tingting Ge, a specialist in the Chinese economy, dive into the complexities of emerging market ties to China. They explore how China's post-pandemic GDP growth slowdown impacts EM commodity exporters. The guests highlight China's strategy of stockpiling commodities while relocating supply chains and caution about the effects of rising U.S. tariffs. The conversation emphasizes the interconnected nature of global trade and the strategic shifts emerging markets may need to adopt in response.