Arthur Kroeber (Gavekal) on Chinese economy

Highly recommended. Kroeber gives a realistic assessment of the Chinese economy, covering topics such as historical development models, infrastructure investment, debt levels, SOEs vs private enterprise, corruption pre- and post-Xi, demographics, hukou reform, etc. In this episode of Sinica, we present an in-depth interview with Arthur Kroeber, founding partner and head of research for Gavekal …

More