In this episode, you'll learn:How the Chinese central bank operates, and which interests they have in manipulating their interest rateWhat the real drivers behind the trade war areHow to understand the Chinese economy and the impact of the US and the rest of the worldWhy China will soon grow only 1-2% annually Why the Chinese banking system prevents acute crises, but also limits growthHow to invest in China and to capture the premium from uncertaintiesResources mentionedTweet directly to China Beige BookConnect with China Beige Book on LinkedInChina Beige Book websiteCapital One. This is Banking Reimagined.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Earn unlimited 1% cash back with Radius Bank.Have everything you need to live your most comfortable life with Brooklinen. Use promo code INVESTORS.
In Episode 133 of Hidden Forces, Demetri Kofinas speaks with Leland Miller, CEO of China Beige Book, which runs the largest private Chinese data collection operation in the world, about the state of China’s economy in the wake of COVID-19. The two discuss the impact of the global shutdown on all the major sectors of China’s economy, as well as the implications for China’s already fragile banking system. During the overtime, Leland and Demetri consider a host of geopolitical consequences that could flow from the ongoing global disruptions. They also discuss the effects to Chinese real estate and how the CCP may try a catastrophic contraction. You can access the episode overtime, as well as the transcript and rundown to this week’s episode through the Hidden Forces Patreon Page. All subscribers gain access to our overtime feed, which can be easily added to your favorite podcast application. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at http://patreon.com/hiddenforces Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
Host June Grasso feature the best stories of the day from Bloomberg Radio, Bloomberg Television, and over 120 Bloomberg News bureaus around the world on Bloomberg Radio’s Bloomberg Best.
Guests include: Leland Miller, CEO of China's Beige Book. Peter Dixon, Commerzbank Global Equities Economist. E. O'Brien Murray, Red Barn Strategies Founder and Kristen Hawn, Rokk Solutions Senior Advisor. Michael Hirson, Eurasia Group, Practice Head China and Northeast Asia.
Hosts: June Grasso
Producer: Karoline O’Brien
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