China Replace is a weekly present the place I put collectively the highest 5 – 10 developments popping out of China so that you’re on prime of the center kingdom. I am a lawyer educated in Chinese language overseas coverage and my movies are sometimes based mostly on 300-500 articles, assume tank stories, authorities statements and different assets in English and Chinese language each week. In 20 minutes, you may be updated with what that you must know concerning the world’s quantity 2 financial system. The views and evaluation are all mine and I make the movies – There isn’t a company assist.
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00:00 Introduction
00:10 China Property Business | Evergrande
02:29 China Coal Scarcity + China Energy Outages
06:02 US – China: Commerce Battle
07:31 China Commerce Knowledge Imports & Exports
08:19 Quote of the Week: WHO Origins Panel
09:11 EU-China: Xi – Merkel Telephone Name
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Disclaimer: China Replace is just not a monetary advisory channel. Whereas I take nice care in researching every little thing mentioned in my movies, nothing I say ought to be taken as funding recommendation. Please converse to an expert earlier than making any funding choices.
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When you say land sales, I am confused. It is my understanding that " The State " owns all the land and that property developers only get a 70 year lease.
When the energy shortage started the PRC media stated that it was caused by complayance with CO2 emissions. Now it is because of a coal shortage. The government is trying to increase domestic coal production. It is my understanding that the PRC domestic coal is much dirtier some imported coal ( Australian coal ). Therefore many PRC power plants can not burn PRC domestic coal.
P.S. I very much like your channel.
Again a very good analyses about this inside info! Thx!
Definitely getting a lot of value from this episode and I am a China watcher and spent decades working in China. But since I am not there now, your report here and update I find to be extremely detailed and helpful. I also watch the market pretty carefully and today for example you have some the more current and recent news out of China. I will definitely be subscribing and following your channel. Thanks
I still don't foresee the EU being too soft with china in the near future
So Chinese Communist Party is pumping up real estate bubble? Ridiculous.
Ccp loves taking credit when something goes right. And fast to blame others when it doesnt. Classic cowardly trait
Thank you. Informative as always.
Well done. Luca
Xi jinping openly talks about building an olive society in his latest article. This article clearly show his vision for China in next decade.
If these land auctions are no longer a sufficient source of revenue for local govts, this would mean these local govts will have to resort to taxing the populace to pay the bills.
Good video by Lee Miller https://www.youtube.com/watch?v=IXvtoqe_4WY
oh please, 30% of the entire CCP GDP is founded on fake real estate projects. There is no "spillover" because they are inside the spill. This guy is what the CCP calls "white monkeys" paid a pittance to read a CCP supplied script. get your money out of CCP land, protect your future