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15 December 2023 China | Monetary Policy & Inflation

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

Bilal Hafeez

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)

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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