Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

Leland Miller, founder of China Beige Book, sits down with Jack Farley at Camp Kotok to give a brief update on the state of the Chinese economy. Miller argues that, cyclically, Chinese growth is actually better than many economists believe. However, he reiterates his view that from a secular point of view, he expects Chinese growth to continue to encounter major headwinds. Recorded on August 5, 2023. Follow Leland Miller on Twitter https://twitter.com/ChinaBeigeBook Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Dave Nadig on Twitter https://twitter.com/DaveNadig Follow David Kotok on Twitter https://twitter.com/DavidKotokGIC Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Big thank you to David Nadig of VettaFi for supplying the drone footage: https://www.youtube.com/watch?v=wT1H7or-sHo ___ Timecodes: (04:32) Chinese Real Estate Is An Absolute Mess (06:09) China's Economic Growth Model Has Changed (09:11) China's Economic Is Cyclically Better, But Securlarly Worse, Than Many Expect