Chinese GDP

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Chinese GDP, every show

China Cannot Aggressively Deleverage Without Severe GDP Consequences
“The stock is still rising, and perhaps I'm being simplistic, but I don't see how you ever deflate what is frankly a gigantic liquidity bubble rolling from asset class to asset class inside China without some pretty stern consequences for Chinese GDP. And that'…”
James Aitken Jun 25, 2018 ▶ 52:49 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

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