Latest / The Weekly Briefing from Capital Economics
Neil Shearing on China’s trillion dollar surplus; Leah Fahy on China's AI race
Can you pitch yourself as a responsible global stakeholder at the same time as running a $1.2 trillion trade surplus? That’s China’s big global macro play, and it’s one that Neil Shearing thinks China is going to struggle to pull off. The Group Chief Economist of Capital Economics is on The Weekly Briefing to explain what that mammoth trade imbalance means for advanced and emerging economies in a fracturing global economy, including why some EMs are doing quite well as a result of all of the geoeconomic ructions.
Also on the show, there’s an awful lot of noise around the race for AI…
The skinny
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