logo
episode-header-image
Oct 2022
3m 3s

Chetan Ahya: When Will China’s Economy R...

MORGAN STANLEY
About this episode
While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover? 
Up next
Yesterday
AI and Jobs: What Data and History Say
Our Global Chief Economist and Head of Macro Research Seth Carpenter discusses whether the economy can adapt fast enough to turn AI into a productivity boom rather than a labor market shock.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Th ... Show More
5 m
Apr 30
The Metric Taking Over Earning Season
Capital spending usually signals how a company is positioning itself for the future. Our Global Head of Fixed Income Research Andrew Sheets explains why this metric is getting more attention from investors.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets ... Show More
4m 49s
Apr 29
Midterm Elections, Affordability and the Fed
Still six months out, the U.S. midterm elections are likely to influence government initiatives to deal with higher energy costs. Our Head of Public Policy Research Ariana Salvatore and Global Chief Economist Seth Carpenter discuss how the Congress and the Fed might react.Read mo ... Show More
11m 24s
Recommended Episodes
Mar 2023
L’économie chinoise va-t-elle renouer avec sa fabuleuse croissance?
En Chine, l’activité industrielle est repartie sur les chapeaux de roue en février. L'économie chinoise semble se relever plus rapidement que prévu. Elle sort de trois ans d’isolement imposé au nom de la politique « zéro covid ». Ces bons chiffres de l'industrie sont bienvenus à ... Show More
3m 49s
Mar 2023
The Great Reopening: What The End of China’s Zero-Covid Strategy Means For Global Energy And Natural Resources
As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ... Show More
31m 37s
Aug 2022
China's economic challenge
China, the so-called engine of global growth, seems to be stalling badly right now. The country is facing rising unemployment, falling factory output and a collapsing property market. Plus, a growing number of regular Chinese citizens are complaining that the country's tough anti ... Show More
18m 3s
Jun 2023
The Fed's Last and Final Rate Increase
<p>Oh today’s show we are talking about the current macro economic climate and provide a forecast for interest rates for the second half of this year. </p> <p>The fact is that we live in an interconnected world and the attempts by central bankers to look at the economic condition ... Show More
5m 51s
Oct 2021
Market weekly – Confidence in storm-hit China should return
Investors with China exposure, or an appetite for it, face a raft of issues ranging from slower growth, which may or may not be condoned by Beijing, to toughened and expanded clampdowns on sectors. Add in persistent Sino-US tensions over geopolitics and a revitalised focus on gre ... Show More
14m 45s
Nov 2022
Is China’s economy in trouble?
Xi Jinping has begun an unprecedented third term as Chinese president, after securing his position at the Communist Party Congress. But key economic data was delayed until after the congress ended. It was lower than government targets, causing Chinese markets to fall. The Chinese ... Show More
23m 49s