China’s Challenging Transition

Published on
February 6th, 2019
Duration
32 minutes

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62

China’s Challenging Transition

The Expert View ·
Featuring Olivier Desbarres

Published on: February 6th, 2019 • Duration: 32 minutes

Will China's growth implode or explode? Many see it as a binary outcome, when the reality may be somewhere in between. Olivier Desbarres of 4X Global Research outlines a China that is in transition, from hyper cyclicality towards a more sustainable growth path. It is possible that it will be a smooth transition, though there will inevitably be some collateral damage amongst her major trade partners along the way. Filmed on January 30, 2019 in London. The latest note from 4X Global Research, covering these topics in further detail, will be published on the Think Tank platform on February 7th.

Comments

Chapters

  1. 00:01:43
    Is China Slowing?
  2. 00:04:43
    Can We Trust Chinese Data?
  3. 00:07:25
    Is It Quantity or Quality of Growth that Matters?
  4. 00:11:52
    Is China Managing a Shift from Quantity to Quality?
  5. 00:15:04
    What is the Outlook for the Currency?
  6. 00:20:49
    What does It Mean for Regional & Global Growth?
  7. 00:25:32
    In What Way Could the ‘Benign’ Outlook Be Wrong?
  8. 00:28:54
    Will Less Cyclicality Create More Sustainability?

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