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

December 10, 2025 00:17:22
Episode Cover

Tariff Fallout: Protecting Your Supply Chain

In this episode, Mark Hall and Dr. Walter Kemmsies discuss Tariff Risk Management by identifying and reducing the financial and operational impacts that arise...

Listen

Episode

December 21, 2022 00:10:19
Episode Cover

North Point of View: FIFA World Cup

Soccer is the great equalizer, regardless of your skin tone, religion or country of origin. At the end of the day it's about fellowship...

Listen

Episode

December 03, 2025 00:18:02
Episode Cover

The Truth About A.I. Nobody Wants to Admit

In this episode, Mark Hall and Dr. Walter Kemmsies discuss how artificial intelligence is still in its infancy—impressive but early in its development. While...

Listen