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In Episode 295 of Hidden Forces, Demetri Kofinas speaks with Shehzad Qazi, the Managing Director of China Beige Book, which provides institutional investors and corporate decision-makers with market-leading insights derived directly from their nationwide proprietary data on the Chinese economy. China Beige Book CEO Leland Miller was previously on Hidden Forces to talk about the impact of Covid-19 on China\\u2019s economy and banking system, the latter of which has been a persistent source of weakness for the country\\u2019s growth prospects. He and Demetri also discussed some of the geopolitical consequences that could potentially flow from the ongoing global disruptions caused by the pandemic and the effects on China\\u2019s highly levered real estate market.

Today\\u2019s conversation with Shehzad Qazi picks up where that conversation with Leland Miller left off. With the Chinese economy\\u2019s long-awaited reopening potentially picking up steam and the US and Europe possibly teetering on the edge of recession, the health of the Chinese economy remains the predominant demand variable driving the market\\u2019s expectations for inflation and commodity prices globally. Shehzad shares with us what he and his team are seeing in terms of growth expectations for 2023 and why markets seem to be having such a difficult time pricing the risks associated with China\\u2019s covid re-opening and its effect on the prices of key commodities such as oil, copper, and iron ore. He and Demetri also discuss the ongoing impact of geopolitical tensions on global supply chains and the effect of recent export controls on China\\u2019s semiconductor industry.

This is the latest in a series of episodes that we have published over the years on China\\u2019s economy, its political system, and the challenges to US-China relations. You can find other such related podcasts on this week\\u2019s episode page, where you can also access to the second part of today\\u2019s conversation by joining one of our three content tiers. This gives you access to our premium feed which you can use to listen to the second part of today\\u2019s conversation on your mobile device using your favorite podcast app.

You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe.

If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone else from our team will get right back to you.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 01/24/2023