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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Mark Hall and Dr. Walter Kemmsies discuss President Xi Jinping's Communist Party and the country's failed COVID policies, its near total control over its...
Mark and Walter discuss the history of recession cycles and why does an oversupply of goods cause recessions. For more information on North Point...
In today's episode, Dr. Walter and Mark Hall discuss the reliability and limitations of electrical vehicles. northpointdev.com kemmsiesgroup.com