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Overcapacity

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Manage episode 403777078 series 2782887
Content provided by Center for Strategic and International Studies, Center for Strategic, and International Studies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Center for Strategic and International Studies, Center for Strategic, and International Studies 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.

In this episode of Pekingology, Freeman Chair in China Studies Jude Blanchette,is joined by Yanmei Xie, Geopolitics Analyst with Gavekal Research, who has recently been publishing articles at Gavekal and the Financial Times. Today, Jude and Yanmei discuss her recent client notes on Chinese overcapacity and its EV sector.

  continue reading

93 episodes

Artwork

Overcapacity

Pekingology

341 subscribers

published

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Manage episode 403777078 series 2782887
Content provided by Center for Strategic and International Studies, Center for Strategic, and International Studies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Center for Strategic and International Studies, Center for Strategic, and International Studies 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.

In this episode of Pekingology, Freeman Chair in China Studies Jude Blanchette,is joined by Yanmei Xie, Geopolitics Analyst with Gavekal Research, who has recently been publishing articles at Gavekal and the Financial Times. Today, Jude and Yanmei discuss her recent client notes on Chinese overcapacity and its EV sector.

  continue reading

93 episodes

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