Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled and the speed at which it happens.
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In today's episode, Dr. Walter Kemmsies and Mark Hall discuss winners and losers of the COVID pandemic, Trend Line and Quadratic Equation, Strong Dollar,...
Mark Hall and Dr. Walter Kemmsies discuss 5G. What does it mean for businesses? How will it filter throughout the economy? For more information...
Mark and Walter discuss carbon credits For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com