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.
COVID-19 origins revisited, with Deborah Seligsohn
Journalist Andrew Jones on China's space program
Chinese college students in the U.S., with Yingyi Ma
China, Russia, and the U.S.: Does the 'strategic triangle' still matter?
Orville Schell on his novel, My Old Home: A Novel of Exile
Margaret Lewis on ethnic profiling in the DOJ's China Initiative
China’s Heart of Darkness
U.S.-China climate cooperation in a competitive age
Searching for the six Chinese survivors of the ‘Titanic’
Beethoven in Beijing
China's new youth, with Alec Ash and Stephanie Studer
China's COVID-19 response and the virus's origins, with Deborah Seligsohn
Ryan Hass on his new book, ‘Stronger’
The parallel world of Chinese tech, with Lillian Li
Cheng Lei: The detention and arrest of an Australian CGTN reporter
Getting Chinese politics wrong, with Jude Blanchette
Julie Klinger on China's rare earth frontiers
Journalist Te-Ping Chen on her short fiction collection, Land of Big Numbers
The Xinjiang camps on Clubhouse
China’s struggle for tech ascendancy, with Dan Wang of Gavekal Dragonomics
Create your
podcast in
minutes
It is Free