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China - The winds of change in the economy and markets
Here's a podcast episode i recorded with the CFA Society India.
China's economy is not only slowing (to the extent of warranting a surprise admission by Xi Jinping himself), but also going through long-term structural changes.
In this episode Herald Van Der Linde, the author of ‘Asia’s Stock Markets From Ground Up’ shares his thoughts on China with Jolly Balva, CFA.
We talk about the economic landscape over the short term as well as the long term drivers of structural change. These include the sectoral aspects, the policy response as well as the geopolitical implications for its economy. The conversation then goes on to cover what these updates might mean for its markets
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By Jolly BalvaHere's a podcast episode i recorded with the CFA Society India.
China's economy is not only slowing (to the extent of warranting a surprise admission by Xi Jinping himself), but also going through long-term structural changes.
In this episode Herald Van Der Linde, the author of ‘Asia’s Stock Markets From Ground Up’ shares his thoughts on China with Jolly Balva, CFA.
We talk about the economic landscape over the short term as well as the long term drivers of structural change. These include the sectoral aspects, the policy response as well as the geopolitical implications for its economy. The conversation then goes on to cover what these updates might mean for its markets