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 Kemmsies and Mark Hall discuss Winners and Losers of the COVID pandemic, Trend Line and Quadratic Equation. northpointdev.com kemmsiesgroup.com
In this episode, Mark Hall and Dr. Walter Kemmsies discuss their predictions for 2025. Excerpt: We as a market with 330 million people, but...
In this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock...
