Chinese economy

published: 6.11.2023

Podcast: Why Chinese Economy Is Heading For Stagnation, Not Collapse

Alicia García-Herrero, Bruegel Senior Fellow, joins host Dimitri Alperovitch and guest co-host Patrick Gray for an episode on the podcast series Geopolitics Decanted by Silverado Policy Accelerator. Here, they discuss why China has exhausted its growth potential and is now facing structured deceleration, which will be a major global deflationary trend.

Other topics also covered include: why the real-estate bubble will likely not cause a dire crisis, why stimulus spending will not solve China's fundamental problems, why China has not yet experienced the full impact of its demographics collapse, why their economic productivity is not improving, and the impact of their economy on the future of Belt and Road Initiative (BRI).