• Podcast From China: Beijing's Policy Shockwaves

  • Oct 8 2024
  • Length: 31 mins
  • Podcast

Podcast From China: Beijing's Policy Shockwaves

Listen for free

View show details

  • Summary

  • Over the past year, China has grappled with escalating challenges—from a real estate meltdown to tech crackdowns and slowing growth—leading many investors to deem the country "un-investable." However, recent policy moves from Beijing, including significant interest rate cuts and liquidity injections, may point to a major inflection point ahead.

    In this episode, Rob Duncan speaks with Forstrong’s Research Analyst, Shibo Gu, on the ground in Northern China. Together, they unpack the latest stimulus measures and their potential impact on investors eyeing opportunities in the world’s second-largest economy. Is this renewed optimism justified, or should caution still prevail?

    Chapters

    00:00 Introduction to China's Economic Landscape
    03:28 Stimulus Measures and Their Implications
    08:42 Investment Opportunities in the Wake of Stimulus
    12:04 Market Outlook and Investor Sentiment
    18:09 On-the-Ground Insights from China

    www.forstrong.com

    Forstrong Insights

    Previous posts on visiting China.

    Ask Forstrong: Postcard from China

    Global Thinking: Postcard from China, Part 2
    Show More Show Less
Show More Show Less

What listeners say about Podcast From China: Beijing's Policy Shockwaves

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.