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 and Mark Hall discuss the reliability and limitations of electrical vehicles. northpointdev.com kemmsiesgroup.com
China’s debt to GDP ration is 297%. Some of the increase in debt is because of the belt and road initiative. They lent money...
Mark and Walter discuss carbon credits For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com
