China | Economics & Growth | Politics & Geopolitics | US
Ep. 162: Gene Ma on US-China Decoupling, China’s Green Boom, and Growth Outlook
- By Bilal Hafeez
- 1 min read
Gene Ma is the Head of China Research at the IIF. Prior to joining the IIF, Gene served as China Strategist at top macro hedge fund Tudor Investment. He has also held the positions of Managing Director at ISI Group, Chief Analyst at CEBM Group (now part of Caixin), Chief Macro Analyst at Citic Securities, and served at China’s Ministry of Finance in Beijing. In this podcast we discuss:
- Current state of China economy
- China’s excess capacity build-up during COVID
- State of household balance sheet and post-lockdown behaviour
- Weakness in local government financing
- Boom in green sector
- Peak housing
- Growth and inflation outlook
- Youth unemployment
- Likely policy stimulus
- Current account trends
- Why are FDI flows so high?
- Will CNY replace the USD?
- US vs China geo-politics
You can find Gene’s work here
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