Ep. 162: Gene Ma on US-China Decoupling, China’s Green Boom, and Growth Outlook

Gene Ma is the Head of China Research at the IIF. Prior to joining the IIF, Gene served as China Strategist at top macro hedge fund Tudor Investment. He has also held the positions of Managing Director at ISI Group, Chief Analyst at CEBM Group (now part of Caixin), Chief Macro Analyst at Citic Securities, and served at China’s Ministry of Finance in Beijing. In this podcast we discuss:

1. Current state of China economy
2. China’s excess capacity build-up during COVID
3. State of household balance sheet and post-lockdown behaviour
4. Weakness in local government financing
5. Boom in green sector
6. Peak housing
7. Growth and inflation outlook
8. Youth unemployment
9. Likely policy stimulus
10. Current account trends
11. Why are FDI flows so high?
12. Will CNY replace the USD?
13. US vs China geo-politics

You can find Gene’s work here

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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)