Ep. 194: Liang Ding on Can China Avoid a Hard Landing

Liang is currently based in Shanghai and has close to twenty years of market experience as a currency strategist, China economist, portfolio manager, and quant analyst. He has worked for DWS, Sal Oppenheim, and Union Invest. This week’s podcast covers:

Sentiment on the streets of Shanghai
How the China economy performed over 2023
More supply than demand
Challenges in housing market
Importance of migrant workers
Impact of stimulus
Green tech
Can China become a consumer-led economy?
Outlook for 2024
Books: Eight Crises: True Experience in China (Jun)

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