China Economic Developments

[moritz]

I also already wanted to write something about China.

Here are some interesting videos about China i saw

1. Interesting comparison between the debt problem in Japan and China which has deflationary effects.

Will China become the Next Japan?

2. Short summary of the reasons for the slowdown. Confidence after Covid is lower due to lower property prices as people’s wealth is tied to it.

China's Great Slowdown

3. A fund manager says Xi wanted to slow down price growth in real estate in order to make living more affordable and increase the birth rate. He also says the PBOC governor has been fired and reassigned multiple times. He thinks it is likely that Xi is preparing for war in Taiwan. More here:

China Geopolitics

A fund manager claims that Xi Jinping is not economically focused and is instead making preparation for war in Taiwan. I have no idea how likely this is. From my understanding, it would be very difficult for China to attack Taiwan as of now. [China's President Xi is 'not economically focused,' investment management firm says]