As China's parliamentary meetings come to an end, what's the outlook for the economy in 2024 and beyond?
In this episode, we speak to Senior Economist Francoise Huang about whether the ‘New Three’ industries of electric vehicles, batteries and solar energy products could become China's new drivers of growth.
SHOWNOTES:
• Read the full report "China: kee ... Show More
Nov 21
Old trade routes for new trade wars?
Can old trade routes adapt to new trade wars? In a world divided by geopolitics, protectionism and the effects of climate change, global trade is forging new paths. In this episode, our AI Assistant Aria explains how commerce is increasingly taking place between geopolitically al ... Show More
4m 36s
Nov 6
Global Insolvency Outlook 2026-27: Don't look down!
Since early 2025, the Trump administration’s sweeping import duties have reshaped global trade flows. But they haven’t triggered a surge in US insolvencies - for now. In this episode, we look at the outlook for business insolvencies in the US and around the world, and the looming ... Show More
4m 23s
Jul 2024
China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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1h 31m
Sep 2024
The Tudor Dixon Podcast: Can We Stop the Chinese Takeover?
<p>In this episode, Tudor, Sara, and Kyle, discuss the national security implications of the Gotion battery factory, which has ties to the Chinese Communist Party. They explore recent legislative actions by the U.S. House of Representatives to ban the use of Chinese batteries in ... Show More
30m 15s