Animal Spirits and Xi Bull Market 2.0; Plans for the Property Sector; US-China Updates; Xi and the Succession Question
Sharp China with Bill Bishop - Ein Podcast von Andrew Sharp and Bill Bishop
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 but still no word on a phone call between President Biden and Xi Jinping, a PRC nuclear submarine sinks, and a question about succession in the event of Xi's passing.
