On today's episode of "On the Margin", Leland Miller CEO of China Beige Book joins the show for a discussion on China after their 20th party congress.
Markets plunged on Monday after Xi Jinping clearly signalled to the world a new era within China. Leland walks through the paradigm shift in China's growth model going forward and how this spills-over into politics, economics, business and everything in between. Expecting a "slower, healthier" level of growth going forward, Leland helps investors walk through the new landscape he has been identifying for many years to come, but to hear that, you'll have to tune in!
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Timestamps:
(00:00) Introduction
(03:06) China's Economic Growth Model Has Changed
(10:45) The Evergrande Fallout
(15:02) Targeting "Common Prosperity" The New Social Contract In China
(22:30) Circle Ad
(23:50) China's Zero Covid Policy
(29:38) Xi Jinping Signals A New Era For China
(33:10) Chinese Markets Slide On Monday's Open
(38:20) China vs U.S
(43:52) The Strategic Importance of Taiwan
(51:08) Final Thoughts
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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