Sharp China: Animal Spirits and Xi Bull Market 2.0; Plans for the Property Sector; US-China Updates; Xi and the Succession Question
This episode of Sharp China is free for everyone.
Show Notes:
On today's show Andrew and Bill begin with revived animal spirits and the market response to the stimulus measures emerging from Beijing. Topics include: The September Politburo meeting as a sign of the government's commitment, why the capital markets may be a security priority for Xi, what might have motivated the sudden policy shift at the top, and parallels to the market responses in 2014. From there: The property sector and the multi-layered problem policymakers are attempting to solve, Blinken meets with Wang Yi in New York…
The skinny
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