A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
Content provided by NAB - The Morning Call and Phil Dobbie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB - The Morning Call and Phil Dobbie 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://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
Weekend Edition: China’s Missed Opportunity
MP3•Episode home
Manage episode 438444239 series 1400104
Content provided by NAB - The Morning Call and Phil Dobbie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB - The Morning Call and Phil Dobbie 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://player.fm/legal.
Friday 6th September 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
China won’t achieve its 5% growth target this year. Yan Wang, Chief Emerging Markets & China Strategist at Alpine Macro, says the forward indicators show it won’t happen. So, what next for China? Yan says a shift in government policy is needed. Their focus has been on developing new, higher income sectors, such as EV manufacture. That makes perfect sense. But there’s no support on the demand side of the economy, which is languishing under low confidence levels, less spending and a shrinking money supply. All that can be turned around, but that takes a change in thinking from Beijing.
Hosted on Acast. See acast.com/privacy for more information.
1213 episodes
MP3•Episode home
Manage episode 438444239 series 1400104
Content provided by NAB - The Morning Call and Phil Dobbie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB - The Morning Call and Phil Dobbie 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://player.fm/legal.
Friday 6th September 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
China won’t achieve its 5% growth target this year. Yan Wang, Chief Emerging Markets & China Strategist at Alpine Macro, says the forward indicators show it won’t happen. So, what next for China? Yan says a shift in government policy is needed. Their focus has been on developing new, higher income sectors, such as EV manufacture. That makes perfect sense. But there’s no support on the demand side of the economy, which is languishing under low confidence levels, less spending and a shrinking money supply. All that can be turned around, but that takes a change in thinking from Beijing.
Hosted on Acast. See acast.com/privacy for more information.
1213 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.