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Why Chinese Economy Is Heading For Stagnation, Not Collapse

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Manage episode 382409865 series 3326509
Content provided by Silverado Policy Accelerator. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Silverado Policy Accelerator 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://ppacc.player.fm/legal.

Dmitri Alperovitch and guest co-host Patrick Gray interview Alicia García-Herrero, a Spanish-born economist based in the indo-Pacific and who specializes on China.

They discussed why China has exhausted its growth potential and is now facing structured deceleration, which will be a major global deflationary trend.

Other topics covered: why the real-estate bubble will likely not cause a dire crisis, why stimulus spending will not solve China's fundamental problems, why China has not yet experienced the full impact of its demographics collapse, why their economic productivity is not improving and the impact of their economy on the future of Belt and Road Initiative (BRI)

Preorder link for Dmitri's upcoming book "World on the Brink: How America Can Beat China in the Race for the Twenty-First Century": https://www.amazon.com/dp/B0CF1TKHY2

  continue reading

74 episodes

Artwork
iconShare
 
Manage episode 382409865 series 3326509
Content provided by Silverado Policy Accelerator. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Silverado Policy Accelerator 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://ppacc.player.fm/legal.

Dmitri Alperovitch and guest co-host Patrick Gray interview Alicia García-Herrero, a Spanish-born economist based in the indo-Pacific and who specializes on China.

They discussed why China has exhausted its growth potential and is now facing structured deceleration, which will be a major global deflationary trend.

Other topics covered: why the real-estate bubble will likely not cause a dire crisis, why stimulus spending will not solve China's fundamental problems, why China has not yet experienced the full impact of its demographics collapse, why their economic productivity is not improving and the impact of their economy on the future of Belt and Road Initiative (BRI)

Preorder link for Dmitri's upcoming book "World on the Brink: How America Can Beat China in the Race for the Twenty-First Century": https://www.amazon.com/dp/B0CF1TKHY2

  continue reading

74 episodes

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