Explore the complex economic challenges facing China as it grapples with stagnation and deflation, drawing parallels to Japan's 'lost decade.' This episode delves into the potential long-term impacts on global markets and the unique factors differentiating China's situation from Japan's historical experience. Understand the ripple effects of China's economic trajectory on global trade and investment strategies.

Sources:

https://www.forbes.com/sites/georgecalhoun/2025/02/06/chinas-economic-problem-isnt-just-japanification--it-may-be-worse/

https://www.fool.com/terms/k/keynesian-economics/

https://asia.nikkei.com/Economy/Singapore-expects-economic-nationalism-to-weigh-on-investment-flow

https://regtechtimes.com/the-changing-role-of-oil-in-global-politics-and/

Outline:

(00:00:00) Introduction

(00:00:40) China’s Economic Problem Isn’t Just ‘Japanification’ – It May Be Worse

(00:03:44) What Is Keynesian Economics? Theory and How It's Used

(00:06:54) Singapore expects 'economic nationalism' to weigh on investment flow

(00:09:44) The Changing Role of Oil in Global Politics and Economics