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 and Walter discuss online retail sales. The US currently has 12% online retail and is projected to double that by the year 2030....
Walter and Mark continue the discussion of the economy and the discrepancy of goods. For more information on North Point and The Kemmsies Group,...
Mark and Walter discuss the economy and why items are so delayed in delivery. For more information on North Point and The Kemmsies Group,...