Evergrande...How fragile is the Chinese Economy?

Episode 23 November 22, 2021 00:08:08
Evergrande...How fragile is the Chinese Economy?
North Point of View
Evergrande...How fragile is the Chinese Economy?

Nov 22 2021 | 00:08:08

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Show Notes

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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