This week on the Sinica Podcast, Kaiser and Jeremy welcome back Tom Orlik, Bloomberg's chief economist and author of the book China: The Bubble that Never Pops. Ahead of the release of the new, updated edition of his book, we ask him about all that has changed in the two-and-a-half years since the publication of the first edition — and whether the real estate crisis, the Common Prosperity agenda, China's fraying foreign relations, or the COVID lockdowns are finally going to bring about the crash long predicted by the "China bears."
4:40 – Tom offers a succinct summary of the chief arguments in the first edition of China: The Bubble that Never Pops
8:05 – Is China looking quite as clever as it was four months ago?
11:08 – The Chinese economy’s great COVID shutdown stress test
13:53 – China’s stimulus response
20:22 – The future of the Common Prosperity agenda
25:49 – China’s push for tech self-sufficiency
33:00 – China’s present real estate crisis
38:15 – Xi Jinping’s priorities: triage for the ailing Chinese economy
44:00 – How bad will the damage be from China’s 2022 lockdowns?
A complete transcript of this podcast is available at TheChinaProject.com.
Recommendations:
Jeremy: The Parker series,: crime fiction by Richard Stark, pen name of Donald E. Westlake
Tom: Surveillance State by Josh Chin and Liza Lin; and Coalitions of the Weak by Victor Shih
Kaiser: The TV drama from Hulu, The Bear
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Pulitzer Prize-winning journalist Jane Perlez on her new podcast series, Face-Off
Political Scientist Iza Ding on Authoritarianism, Legitimacy, and "Resilience"
The View from China: Leading IR scholar Da Wei of Tsinghua's CISS
Did Netflix's Adaptation Ruin The Three-Body Problem?
Live from AAS in Seattle: What has become clear to you recently?
Back to the Future: David M. Lampton and Thomas Fingar on What Went Wrong and How to Fix It
Kerry Brown: on What does the West Wants from China, and the Exercise of Chinese Power
Historian Rana Mitter on ideology in China's "New Era" — live from Salzburg, Austria
Schwarzman Scholars Capstone Showcase: The 2023 Winners
The Ukrainian Factor in China's Strategy: a roundtable
Peter Hessler, live at Duke University's Nasher Museum
This Week in China's History: The Qing Abdication — February 12, 1912
Sinica comes roaring back in the Year of the Dragon: A chat with Jeremy Goldkorn
Live from New York: China and the Global South, with Maria Repnikova and Eric Olander
In Memoriam: Jeffrey A. Bader, from February 2022
Live from Chicago: Decoding China — China’s economic miracle interrupted?
Robert Daly of the Kissinger Institute on the morality of U.S. China policy
China Tobacco: How China's tobacco monopoly also has ensured that China keeps smoking
The Philadelphia Orchestra commemorates the 50th anniversary of its groundbreaking China tour
Ian Johnson on "Sparks," his new book on China's underground historians
Create your
podcast in
minutes
It is Free