Forward Guidance artwork

Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

Forward Guidance

English - August 11, 2023 16:00 - 10 minutes - ★★★★★ - 199 ratings
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Previous Episode: The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
Next Episode: Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets

Leland Miller, founder of China Beige Book, sits down with Jack Farley at Camp Kotok to give a brief update on the state of the Chinese economy. Miller argues that, cyclically, Chinese growth is actually better than many economists believe. However, he reiterates his view that from a secular point of view, he expects Chinese growth to continue to encounter major headwinds. Recorded on August 5, 2023.
Follow Leland Miller on Twitter https://twitter.com/ChinaBeigeBook
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Dave Nadig on Twitter https://twitter.com/DaveNadig
Follow David Kotok on Twitter https://twitter.com/DavidKotokGIC
Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV
Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
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Big thank you to David Nadig of VettaFi for supplying the drone footage: https://www.youtube.com/watch?v=wT1H7or-sHo
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Timecodes:
(04:32) Chinese Real Estate Is An Absolute Mess
(06:09) China's Economic Growth Model Has Changed
(09:11) China's Economic Is Cyclically Better, But Securlarly Worse, Than Many Expect

Leland Miller, founder of China Beige Book, sits down with Jack Farley at Camp Kotok to give a brief update on the state of the Chinese economy. Miller argues that, cyclically, Chinese growth is actually better than many economists believe. However, he reiterates his view that from a secular point of view, he expects Chinese growth to continue to encounter major headwinds. Recorded on August 5, 2023.

Follow Leland Miller on Twitter https://twitter.com/ChinaBeigeBook

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Dave Nadig on Twitter https://twitter.com/DaveNadig

Follow David Kotok on Twitter https://twitter.com/DavidKotokGIC

Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV

Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

Big thank you to David Nadig of VettaFi for supplying the drone footage: https://www.youtube.com/watch?v=wT1H7or-sHo

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Timecodes:

(04:32) Chinese Real Estate Is An Absolute Mess

(06:09) China's Economic Growth Model Has Changed

(09:11) China's Economic Is Cyclically Better, But Securlarly Worse, Than Many Expect

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