Ominous Clouds Forming in Chinese Data

Published on
October 1st, 2019
Duration
29 minutes

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22

Ominous Clouds Forming in Chinese Data

The Expert View ·
Featuring Leland Miller

Published on: October 1st, 2019 • Duration: 29 minutes

China's recent economic numbers are the second worst in its history?! Leland Miller, CEO of China Beige Book, argues this using his firm's proprietary data from the third quarter of 2019. He breaks down the discrepancies between the data his firm has collected and the official narrative espoused by the Chinese authorities. Miller shares his prediction for the maximum upside and downside scenarios for the Chinese economy over the next decade. Filmed on September 26, 2019 in New York.

Comments

Transcript

Chapters

  1. 00:01:40
    What Differentiates China Beige Book?
  2. 00:02:38
    How Does China Beige Book Collect Chinese Economic Data?
  3. 00:03:27
    What Does The Data Suggest is Happening Now?
  4. 00:04:50
    What has Changed in the Data?
  5. 00:08:23
    Problems with the Official Story
  6. 00:09:29
    When will Economic Slowdown cause Chinese Leadership to Panic?
  7. 00:11:31
    What's the Real Impact of Trade Wars on the Chinese Economy?
  8. 00:13:14
    How will Beijing Rewrite the Growth Narrative?
  9. 00:14:59
    Which Countries Are the Most Vulnerable to A Chinese Demand Drought?
  10. 00:15:52
    How Does the Trump Administration Fit into the Narrative?
  11. 00:19:46
    What is the Impact of the Breakdown of the Original Trade Deal?
  12. 00:22:07
    What are the Chances of a New Deal?
  13. 00:24:55
    What's the Maximum Upside and Maximum Downside?

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