Ep. 228: Liang Ding on China’s Economy and Markets

My colleague Mirza Baig hosted this podcast on my behalf. Liang is a markets professional, with 20 years’ experience as a portfolio manager, quantitative analyst, currency strategist, and China economist. He has spent most of his career based in Germany, where he earned his PhD and worked at several asset managers including DWS. Liang recently returned to his hometown of Shanghai, from where he speaks to global asset managers through the Macro Hive platform, advising them about the macro and policy outlook for China. This episode covers:

Can Fed rate cuts prevent a deeper sell-off in global equity markets?
Current state of Chinese economy
Is the Chinese government becoming more serious about reflating the economy, especially consumer demand?
Is another trade war unavoidable?
Bullish China stocks. Neutral RMB

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