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3: PREVIEW China's Economic Slowdown, Deflation, and the Spectre of Japanification. Guest: Andrew Collier. Andrew Collier discusses China's economic woes, characterized by persistent deflation, with the CPI down 0.3% (6 out of 9 months in the red) and the

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Manage episode 513844164 series 96788
Content provided by Audioboom and John Batchelor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and John Batchelor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
PREVIEW

China's Economic Slowdown, Deflation, and the Spectre of Japanification. Guest: Andrew Collier. Andrew Collier discusses China's economic woes, characterized by persistent deflation, with the CPI down 0.3% (6 out of 9 months in the red) and the PPI down for 36 straight months. This environment raises concerns about "Japanification"—a multi-decade slowdown after a property crash. Major structural changes to stimulate consumer consumption are unlikely at the upcoming Communist Party plenum, as the system favors state investment. The property market collapse means foreign investment is leaving, and Collier suggests the economy may not bottom until 2027 or 2028.
1950 PEKING
  continue reading

51687 episodes

Artwork
iconShare
 
Manage episode 513844164 series 96788
Content provided by Audioboom and John Batchelor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and John Batchelor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
PREVIEW

China's Economic Slowdown, Deflation, and the Spectre of Japanification. Guest: Andrew Collier. Andrew Collier discusses China's economic woes, characterized by persistent deflation, with the CPI down 0.3% (6 out of 9 months in the red) and the PPI down for 36 straight months. This environment raises concerns about "Japanification"—a multi-decade slowdown after a property crash. Major structural changes to stimulate consumer consumption are unlikely at the upcoming Communist Party plenum, as the system favors state investment. The property market collapse means foreign investment is leaving, and Collier suggests the economy may not bottom until 2027 or 2028.
1950 PEKING
  continue reading

51687 episodes

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