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CW.338.VIKING BOER – CHINA WATCH – China’s Economy Is In Crisis [P.1]
The Real Reason China’s Economy Is In Crisis
Jan 29, 2024
China is facing a spiralling debt crisis and a period of deflation which could very well end their 45 years of economic growth and reform.
And there isn’t a simple reason why this is happening, but rather a compounding of policy decisions, unexpected spread of disease, market euphoria, lies and mistakes.This video includes a history of China’s economy, their recent economic problems including the real estate collapse, stock market stagnation and pandemic aftermath, and a deep dive into the current and ongoing debt and deflation crisis in 2024.
TIMESTAMPS
INTRO 0:00
45 YEARS OF GROWTH 1:16
STATE OWNED ENTERPRISE 4:17
CRISIS AFTER CRISIS 5:05
HIDDEN DEBT CRISIS 10:29
DEFLATION SPIRAL 13:47
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China’s Real Estate Collapse Has Only Just Begun, Argues Brian McCarthyimestamps:
00:00 Introduction
00:35 The Chinese Financial System Is A Giant Ponzi Scheme
05:17 The Property Bubble In China Is Popping (It’s Still In Early Stages)
11:21 How The Chinese Banking System Works: Window Guidance -Forward Guidance
27:02 VanEck Ad
37:52 Views On The Chinese Stock Market
38:12 The Chinese Yuan (RMB) Must Be Devalued In Order To Stimulate The Chinese Economy
47:11 U.S. China Trade Policy, Under President Biden and Under President Trump
52:03 Much Of China’s Bank Equity Is “Going To Be Wiped Out”
57:32 Why Would Chinese Communist Party (CCP) Not Stimulate Its Economy And Avoid Major Slowdown?
01:04:25 McCarthy’s Long-Term Thesis On China: “They Will Go The Japan Path”
01:11:37 China’s FX Reserves
01:14:06 Why Can’t China Reinflate The Property Bubble?
01:17:31 Closing Thoughts On China
01:19:46 Macro Implications Of China’s Slowdown On Global Economy
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