logo
episode-header-image
Aug 2023
18m 58s

China slows down

Financial Times & Pushkin Industries
About this episode

China’s economy has been growing faster than almost any other for a generation, so a slowdown is unfamiliar territory. Today on the show we look at three indicators — the CPI, exports and property sales — and try to understand why growth in China is finally slowing, and what it means for the rest of the world. Also, we go short cable news and long Argentina as a perpetual lesson in economics. 


For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter. You can email Ethan at ethan.wu@ft.com.


Read a transcript of this episode on FT.com


Hosted on Acast. See acast.com/privacy for more information.

Up next
Nov 20
Nvidia's crazy day
<p>In the morning, Nvidia’s earnings report seemed to have cured the market of its jitters about an artificial intelligence bubble. And then it didn’t. Today on the show, Katie Martin and Rob Armstrong try to figure out if the chipmaker’s numbers are soothing or scary. Also they ... Show More
23m 40s
Nov 18
Big deals in Big Pharma
<p>The battle between Novo Nordisk and Pfizer to acquire Metsera is over. But is this merger a sign of strength or weakness for the industry? Today on the show, Rob Armstrong talks with US finance editor James Fontanella-Khan about the pressures on drug companies from Washington ... Show More
20m 44s
Nov 13
Is the K-shaped economy real?
Companies such as Procter & Gamble and Chipotle say lower-income customers are spending less, while upper-income customers keep splurging. But data from the Federal Reserve and others suggests incomes – and the differences between them – have remained steady. Today on the show, K ... Show More
23m 16s
Recommended Episodes
Aug 2023
Money Clinic introduces Unhedged: China slows down
China’s economy has been growing faster than almost any other for a generation, so a slowdown is unfamiliar territory. Today on the show we look at three indicators — the CPI, exports and property sales — and try to understand why growth in China is finally slowing, and what it m ... Show More
19m 39s
Aug 2023
Xi Jinping’s Economic Plan: Let China Struggle
China’s economic slowdown is catching the attention of countries around the world as they brace for a possible hit to their own economies. Bloomberg’s Rebecca Choong Wilkins and Tom Hancock discuss why President Xi Jinping is avoiding a big stimulus package and instead allowing C ... Show More
28m 27s
Oct 2022
Did China miss its chance to fix its economy?
<p>The spotlight is on China as the Communist party’s 20th National Congress takes place this week. At a critical moment when President Xi Jinping prepares to stay on for an unprecedented third term as leader, there’s an important problem: China’s economy is slowing down. The FT’ ... Show More
16m 41s
Oct 2021
A Threat to China’s Economy
<p>Every once in a while a company grows so big and messy that governments fear what would happen to the broader economy if it were to fail. In China, Evergrande, a sprawling real estate developer, is that company.</p><p>Evergrande has the distinction of being the world’s most de ... Show More
30m 25s
Jan 2023
China's reset
<p>Last year, we talked about China needing to find a mechanism to fix its economy. It looks like it may have found it - by abruptly ending its zero-Covid policies. The FT’s Shanghai correspondent Tom Hale and Global China Editor James Kynge break down what President Xi Jinping’s ... Show More
20m 8s
Sep 2023
China's boom changed the world. Now, it faces a slump
As Canada deals with high inflation and a housing shortage, the world’s second-largest economy is grappling with a nearly opposite reality. China has been booming for over 40 years as Beijing invested heavily to build up the country. But now, demand for housing is sinking amid ov ... Show More
22m 15s
Sep 2023
Money Talks: China’s property crisis
Thousands of building projects across China have been halted or dramatically slowed as a rolling crisis engulfs the country’s property sector. The government’s “three red lines” policy sought to limit the leverage of property developers, but has now forced scores of them into def ... Show More
43m 16s
Jul 2023
China’s Economic Rebound Hits a Wall
<p>When China suddenly dismantled its lockdowns and other Covid precautions last December, officials in Beijing and many investors expected the economy to spring back to life. It hasn’t worked out that way.</p><p>Daisuke Wakabayashi, an Asia business correspondent for The Times, ... Show More
22m 59s
Aug 2023
In China - Don't Say Deflation
Send us a textClick my CoPilot https://go.mycopilot.com/PatrickBoyle link to get a 14-day FREE trial with your own personal trainer!China’s economy has been struggling to reawaken from an economic shutdown that was officially ended last year. Chinese authorities are now reported ... Show More
27m 49s
Feb 2024
Is China’s power on the wane?
<p>China’s property crisis and slowing growth rate have raised questions about its future as an economic and military power.&nbsp;Gideon discusses whether it’s time to call ‘peak China’ with Richard McGregor, senior fellow at the Lowy Institute in Sydney.&nbsp;<em>Clip: Bloomberg ... Show More
28m 29s