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A Deep Dive On China's Financial System | Aidan Garrib

A Deep Dive On China's Financial System | Aidan Garrib

FromForward Guidance


A Deep Dive On China's Financial System | Aidan Garrib

FromForward Guidance

ratings:
Length:
72 minutes
Released:
Oct 23, 2023
Format:
Podcast episode

Description

On todays episode, Aidan Garrib Global Macro Strategy & Research at PGM Global joins the show for a deep dive into the Chinese economy. 

We take a look under the hood into the shadow debt within China, the Governments crackdown on credit & Aidan's outlook for both Chinese equities & more broadly the economy. Finally, we shift over to the U.S and discuss the recent bond market sell-off. Have we seen enough pain for bond investors, or will recessionary headwinds lead to a rally in bonds? To hear all this & more, you'll have to tune in!

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Timestamps:
(00:00) Introduction
(00:35) Understanding The Chinese Economy
(07:13) China's Stock Market Has Been Flat For A Decade
(13:46) Understanding China's Shadow Debt
(19:01) China's Real Estate Bubble
(25:06) China's Crackdown On Credit
(28:19) Is There Systemic Risk In China?
(32:16) What's Happening With The Yuan?
(36:32) China Is In Recession
(43:47) China's Global Reserve Currency Ambitions
(50:05) Finding Opportunities In China
(57:37) The Bond Market Sell-Off
(01:03:50) The Outlook For Equities
(01:06:05) Is The U.S Heading For A Recession?


Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
Oct 23, 2023
Format:
Podcast episode

Titles in the series (100)

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.