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Kopi Time E093 - China Outlook with Bert Hofman
Manage episode 354075323 series 2902435
Treść dostarczona przez Marco Sparmberg and DBS Bank. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Marco Sparmberg and DBS Bank lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Bert Hofman, Director of the East Asian Institute at National University of Singapore and former World Bank Country Director for China (2014-19), provides a sweeping overview of China’s outlook and key risks ahead. We begin with several nuances to the evolution of China’s zero-Covid policy and economic policies in the near term. Bert then offers insights into the property sector, and fiscal-structural policies that are likely to be deployed to deal its debt overhang.
In his professional role, Bert devotes considerable time analysing China’s fiscal position and reforms outlook; here he walks us through tax reforms and spending imperatives that are in the pipeline. We then move on to tech sector regulation, green transition policies and strategies, and the legacy of the Belt and Road initiative. We end our wide ranging conversation with some reflections on the direction and unintended consequences of the rivalry between China and the US. A must-listen for China observers.
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