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

/

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.

For more information on North Point and The Kemmsies Group, visit:

northpointdev.com

kemmsiesgroup.com

Other Episodes

Episode

October 25, 2023 • 00:12:49
Episode Cover

North Point of View: Some Inflation is Good

A zero percent inflation rate may look elegant mathematically, but the mathematical model built represents no universe that any human being has ever lived...

Listen

Episode

February 07, 2024 • 00:10:20
Episode Cover

North Point of View: China in Crisis

It's not just Evergrande who just blew up, but the number two and number three, they've also all crashed and burned. Then when you...

Listen

Episode 3

May 17, 2021 • 00:11:21
Episode Cover

Robots, 5G & AI Coding

Mark Hall and Dr. Kemmsies dive deeper into 5G. What industries will benefit the most from the roll-out of 5G? Will robots create a...

Listen