Rumors Of The Death of Chinese Economys Have Been Greatly Exaggerated | Leland Miller
Leland Miller, founder of China Beige Book, sits down with Jack Farley at Camp Kotok to give a brief update on the state of the Chinese economy. Miller argues that, cyclically, Chinese growth is actually better than many economists believe. However, he reiterates his view that from a secular point of view, he expects Chinese growth to continue to encounter major headwinds. Recorded on August 5, 2023.\nFollow Leland Miller on Twitter https://twitter.com/ChinaBeigeBook\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Dave Nadig on Twitter https://twitter.com/DaveNadig\nFollow David Kotok on Twitter https://twitter.com/DavidKotokGIC\nFollow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV\nFollow Global Interdependence Center on Twitter https://twitter.com/Interdependence\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\nBig thank you to David Nadig of VettaFi for supplying the drone footage: https://www.youtube.com/watch?v=wT1H7or-sHo\n___\nTimecodes:\n(04:32) Chinese Real Estate Is An Absolute Mess\n(06:09) China's Economic Growth Model Has Changed\n(09:11) China's Economic Is Cyclically Better, But Securlarly Worse, Than Many Expect