• Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

  • Jul 8 2024
  • Duración: 1 h y 24 m
  • Podcast

Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

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  • Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (01:18) Has The Bearish Narrative On China's Collapse Gone Too Far? (05:50) Collapse Of Evergrande Was NOT A "Lehman Moment," Argues Harburg (10:21) Current State of Chinese Real Estate Market (15:56) Is Economic Stimulus From The Chinese Government On Its Way? (19:28) Are Chinese Policymakers Worried About Deflation? (21:16) Western Goods Are Being "Slaughtered" By Chinese Consumption of Domestically-Produced Goods (24:35) VanEck Ad (25:29) Spending Is "Definitely Weak" As "People Are Losing Their Jobs" (26:42) Not In DNA of Chinese Government To Enact a "Major Stimulus Package" (28:59) India Is A "Mirage" Where Corruption Is Actually Higher Than In China, Argues Harburg (36:46) Delisting of DiDi Was "Justified" But The Chinese Government Often Does Not Provide Sufficient Detail On Rationale Behind Policies (41:01) The Chinese Labor Market (43:09) Permissionless Ad (44:15) The Chinese Stock Market (49:28) Chinese Electric Vehicles (54:19) Tariffs Against China: Why Chinese Leaders Would Prefer Trump Over Biden (01:00:49) Does Beijing Look Fondly Upon Bank Credit Being Directed Away From Real Estate And Into Consumer Lending? (01:06:21) Private Markets In China Are "Very Challenged" (01:12:17) China's Central Bank (The People's Bank of China) (01:14:11) Chinese Yuan __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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