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Gene Ma on US-China Decoupling, China’s Green Boom, and Growth Outlook
Macro Hive Conversations With Bilal Hafeez
English - May 05, 2023 09:40 - 45 minutes - 104 MBInvesting Business News Business News finance investing economics Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
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Gene Ma is the Head of China Research at the IIF. Prior to joining the IIF, Gene served as China Strategist at top macro hedge fund Tudor Investment. He has also held the positions of Managing Director at ISI Group, Chief Analyst at CEBM Group (now part of Caixin), Chief Macro Analyst at Citic Securities, and served at China's Ministry of Finance in Beijing. In this podcast we discuss the current state of China's economy, China’s excess capacity build-up during COVID, the state of household balance sheets and post-lockdown behaviour, and much more.
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