logo
episode-header-image
Dec 2024
27 m

Lin Yifu on China's economy

CHINA PLUS
About this episode

China says it will stick with a more proactive fiscal policy and a moderately loose monetary policy in the year 2025. How will this policy mix impact the Chinese economy in the new year? And will this lead to an eventual stabilization of the property market, the stock market, and a rise in household consumption?

Up next
Mar 2025
Trump's tariffs onslaught
U.S. President Donald Trump has rolled out a series of decisions and executive orders, with a big focus on tariffs. One change flying under the radar is the tweak to the de minimis exemption, a rule that dates back to the 1930s. While it might not grab headlines, it's sparking co ... Show More
27 m
Feb 2025
Russia-Ukraine conflict: Russian, U.S. delegations meet in Istanbul
As the Russia-Ukraine conflict enters its fourth year, U.S. and Russian officials are having their second round of talks following the first round in Riyadh on February 18. Meanwhile, Washington and Kyiv are getting closer to a deal over rare earth resources. President Zelenskyy ... Show More
27 m
Feb 2025
China's agriculture and new farmers
China has unveiled its No.1 Central Document for 2025. As the first policy statement from the central authorities this year, it outlines priorities in the country's agriculture and rural development. It's about further strengthening the supply of key agricultural produce to safeg ... Show More
27 m
Recommended Episodes
Sep 2024
Why China’s economy is struggling
After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, and geopolitical tensions. Goldman Sachs Research’s Hui Shan, chief China econom ... Show More
19m 2s
Oct 2023
What China’s Slowdown Means for the World
The world’s second-largest economy is slowing down. But are concerns overblown? What’s at risk for the global economy? How should policymakers react?The Wall Street Journal’s chief China correspondent, Lingling Wei; economist Adam Posen; and FP’s James Palmer join Ravi Agrawal to ... Show More
47m 7s
Aug 2024
Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession
This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more.–Follow Jack Farley ... Show More
1h 17m
Aug 2024
Why China Is Risking a Trade War
Faced with stagnating economic growth, Chinese leader Xi Jinping decided to go all in on manufacturing and exporting. But, as Lingling Wei reports, the increase in low-cost Chinese goods is squeezing businesses around the world and raising the specter of a new trade war. Further ... Show More
19m 29s
Feb 2024
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/__Follow Brian McCarthy on Twitter https://twitter.com/briangobo ... Show More
1h 24m
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. Follow Michael Pettis on Twitter https://x.com/michaelxpettisFollow VanEck on Twitter https://x.com/vaneck_usFollow Jack Farley on Twitter https://t ... Show More
1h 31m
Mar 2025
Impact Of Currency & Energy Declines.. And Market Reality Check On China 3/5/25
Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? Why ... Show More
42m 57s
Oct 2024
Affected by China Unwillingly and Unknowingly
Today's Post - https://bahnsen.co/4gJcvvo China's Market Shift and Economic Challenges In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnsen highlights China's underperformance in comparison to the ... Show More
16m 56s
Jul 2024
Here's Why China’s Economic Outlook Keeps Getting Worse
China's economy has been having a tough time. The latest growth figures show the slowest pace of expansion in more than a year. Consumer spending is weak and the property slump is ongoing. The official target of growing the economy by 5% a year is still within reach - thanks to a ... Show More
7m 1s