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Kopi Time E093 - China Outlook with Bert Hofman
Manage episode 354075323 series 2902435
محتوای ارائه شده توسط Marco Sparmberg and DBS Bank. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Marco Sparmberg and DBS Bank یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Bert Hofman, Director of the East Asian Institute at National University of Singapore and former World Bank Country Director for China (2014-19), provides a sweeping overview of China’s outlook and key risks ahead. We begin with several nuances to the evolution of China’s zero-Covid policy and economic policies in the near term. Bert then offers insights into the property sector, and fiscal-structural policies that are likely to be deployed to deal its debt overhang.
In his professional role, Bert devotes considerable time analysing China’s fiscal position and reforms outlook; here he walks us through tax reforms and spending imperatives that are in the pipeline. We then move on to tech sector regulation, green transition policies and strategies, and the legacy of the Belt and Road initiative. We end our wide ranging conversation with some reflections on the direction and unintended consequences of the rivalry between China and the US. A must-listen for China observers.
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