This week on Sinica, Kaiser chats with Damien Ma, managing director and co-founder of the Paulson Institute’s think-tank, MacroPolo. Damien discusses MacroPolo's new forecast of the property market in China and the likely impact of the predicted contraction of that market. Damien also offers advice on what smart China-watchers will be keeping their eyes on in the coming, highly political year in China in the leadup to the 20th Party Congress. And he shares the amusing story of what happened the evening after he last appeared on Sinica way back when.
2:58 – Damien recalls how he nearly led Sinica's interns to their doom one fateful night in 2014
7:23 – MacroPolo's forecast of the property market through 2025
16:28 – How will local governments fund themselves without land sales?
20:11 – Damien's take on Xi Jinping's "common prosperity" agenda
28:53 – Understanding China today through the lens of scarcity
30:49 – Tips for watching developments in China in this political year
40:00 – Cool stuff from MacroPolo
A transcript of this conversation is available on SupChina.com.
Recommendations:
Damien: Derek Thompson, "America is Running on Fumes," in The Atlantic.
Kaiser: Peter Jackson's epic Beatles documentary Get Back on Disney+
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Bonus Episode: Introducing the China Sports Insider Podcast
It's Complicated: Getting our heads around a changing China
Did tariffs make a difference in Trump’s trade war?
How Taiwan propelled China’s economic rise, with Shelley Rigger
Can China meet its ambitious emissions targets?
How the Chinese state handles labor unrest, with Manfred Elfstrom
The benefits of engagement with China, defined: An audit of the S&ED
What's the deal with the Red New Deal?
The state of the field: U.S. China programs, with Rosie Levine and Jan Berris of the NCUSCR
The paradox of vast corruption and fast growth in China's "Gilded Age"
Harvard’s William Overholt on Esquel, cotton sanctions, and forced Uyghur labor
Historian Adam Tooze on why China’s modern history should matter to Americans
Peter Martin on ‘China's Civilian Army: The Making of Wolf Warrior Diplomacy’
A conversation with Ambassador Huang Ping, consul general of the P.R.C.'s New York Consulate
Reflecting on China's poverty reduction with Bill Bikales
A data-driven dive into Chinese politics, with Stanford's Yiqing Xu
Avoiding ideological conflict with Beijing: Thomas Pepinsky and Jessica Chen Weiss
How China escaped shock therapy: Isabella Weber unpacks the debates of the 1980s
The Chinese Communist Party at 100
China's population conundrum, with UNC demographer Yong Cai
Create your
podcast in
minutes
It is Free