Investment Reshuffling in Asia: Where are Investors Heading with Alicia Garcìa-Herrero

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PARIS, June 17, 2024 - Natixis Chief Economist for Asia Pacific Alicia García Herrero unpacks the major shifts in investments happening in Asia, including China's overcapacity problems. Philippe Le Corre, senior fellow at the Asia Society Policy Institute’s Center for China Analysis and senior advisor on Geopolitics to Asia Society France, moderates the discussion. (1 hr., 36 min.)
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Опубликовано:

24 июн 2024

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Комментарии : 5

@HarshPatel-yh7cq 5 дней назад

Very accurate assessment of geopolitics and geoeconomics. Completely agree with India assessment. Indians are very emotional people. The Indian talent with US openness will help US continue to be the dominant economy in the current century

@marcogrisantelli2591 5 дней назад

Super

@godzillamothra5983 4 дня назад

The reason why Chinese import from the rest are declining while Chinese export is increasing to the rest is because of the rerouting of supply chain. In the past, China is absorbing goods sent by the rest of developing countries and assembling it before exporting them to the western market. Today it is the other way around. China is exporting goods to developing countries and assembling them there to export it to the western market, that's why China imports are declining from them, while export to developing countries are increasing. The same reason why the export in developing countries to the western market is rising fast.