There is, perhaps, no relationship more important to the world economy and global peace than the US-China relationship, and Page took a moment last week to understand this moment in time. Members and potential members of Page China and Asia, along with Page President Roger Bolton and International Vice President Peter Debreceny, joined an Insight Forum titled, “What To Expect In The Next Five Months: China Economic Outlook”.
We invited the famed China Economist, Arthur Kroeber, Founding Partner and Head of Research at Gavekal Dragonomics, a China-focused economic research firm with offices in Beijing and Hong Kong; and partner in its parent firm Gavekal, to share his views and field questions with us. Arthur is also the author of the popular book, China’s Economy: What Everyone Needs to Know (2nd edition 2020), published by Oxford University Press.
Arthur offered views on a few macro hurdles facing the Chinese economy, shared comments on U.S. Speaker of the House Nancy Pelosi’s visit to Taiwan, supply chain challenges and more. Among the takeaways:
Highlights of Arthur Kroeber’s Page Insight Forum discussion are here (available to Page members only), and he was kind enough to share a Gavekal Dragonomics presentation on China After (Or Between) The Lockdowns here.
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