David Osman of the IRF is joined by Leland Miller, the Founder and CEO of China Beige Book, an independent advisory firm that was established in 2010.
----more----
Leland Miller is a noted authority on China’s economy and financial system. He is an elected member of the National Committee on US-China Relations, the Economic Club of New York and the Council on Foreign Relations. Leland is also a board member of the Global Interdependence Center and a non-resident Senior Fellow at the Brent Scowcroft Center on International Security at the Atlantic Council.
China Beige Book (CBB) operates its own extensive in-country private data network in China that provides independent economic data to their corporate and financial sector clients, including nearly two dozen of the world’s largest central banks. Every quarter CBB collects private data from surveys of 4,000 executives across 34 industries.
In this podcast, Leland discusses the severe challenges that are facing the Chinese economy today. Using CBB’s proprietary data and analysis, Leland assesses the current state of the mainland economy and explains the policy implications. He also discusses the prospects for Sino-US relations in the run up to the next US presidential election in 2024, with a particular focus on the crucial US-Taiwan relationship and the heightened risk of a clash with China.
In addition, Leland explains the poorly understood dynamics of the Chinese stock market, the impact of the ongoing regulatory crackdown on big companies and the investment implications for the year ahead.
“Is ESG investing, with its focus on environmental, social and governance matters, just a passing fashion or a really good long-term investment opportunity?” Julian Morris, Unicus Research
“Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics
“Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy
“Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro
“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors
“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group
“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics
”Where next for China’s big bang policy reforms”, William Hess, PRC Macro
“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research
”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy
"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital
"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts
"Reading the Mood of the Market" Richard Edwards, HED Capital Management
"Recovery from the Covid Crisis – Sizzle or Fizzle", Carl Weinberg, High Frequency Economics
"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics
“Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics
"Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro
"Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics
“How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews
"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast