Interview with Anne Stevenson-Yang on China [Eurodollar University, Ep. 192]

Anne Stevenson-Yang has been living in, writing about and/or focusing her work on China for more than 35 years. We discuss: employment not being a bureaucrat's concern, the transition to uneconomic activity, disinterest in simple social improvements, the 20th National Party Congress, and more! -----EP. 192 TOPICS----- 00:00:00 INTRO: Anne Stevenson-Yang spent several decades living, working and thinking in China. 00:01:20 Anne introduces herself and J Capital Research, her China and equities firm. 00:03:30 Anne moved to China in 1985; Tiananmen Sq. massacre changed the nation's trajectory. 00:06:22 Is unproductive debt used to keep people employed? 00:09:36 How long can China's uneconomic investment continue? 00:11:14 Where is the capital / financing for uneconomic investment in China coming from? 00:13:10 Capital flows to China is now predominantly portfolio flows, not foreign direct investment. 00:16:00 China's economic trajectory changed in 2011-12, 2014-16. Why? 00:20:35 Simple social improvements would benefit the masses; Party members aren't interested. 00:21:56 Does the Communist Party believe the post-Mao system has run its course? 00:25:58 Are the regular households of China satisfied with CCP / Beijing leadership? 00:26:46 What or who is the Chinese Communist Party concerned by? What keeps it up at night? 00:28:11 The 19th National Party Congress. 00:34:29 The 20th National Party Congress. 00:39:15 China is walling itself off from foreigners with a quarantine air lock of rooms. 00:44:15 Might China withdraw from the global stage and turn inwards? ---EP. 192 REFERENCES--- Anne's Book: China Alone, The Emergence from and Potential Return to Isolation: https://amzn.to/3h19zg4 Anne's LinkedIn: https://bit.ly/3sWo9Ll Anne's ChinaFile "Keeping the Flies Out" essay: https://bit.ly/3Hcbgls J Capital Research: https://www.jcapitalresearch.com/ J Cap Twitter:   / jcap_research   J Cap YouTube: https://bit.ly/3Ha2xAh ----SEE ALL EPISODES---- Alhambra YouTube: https://bit.ly/2Xp3roy Emil YouTube: https://bit.ly/310yisL ---HEAR ALL EPISODES---- Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48M Reason: https://bit.ly/3lt5NiH Spotify: https://spoti.fi/3arP8mY Pandora: https://pdora.co/2GQL3Qg Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB PlayerFM: https://bit.ly/3piLtjV Podchaser: https://bit.ly/3oFCrwN PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK ListenNotes: https://bit.ly/38xY7pb AmazonMusic: https://amzn.to/2UpEk2P PodcastAddict: https://bit.ly/2V39Xjr --------THE TEAM-------- Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. -----FIND THE TEAM------ Jeff:   / jeffsnider_aip   Jeff: https://alhambrapartners.com/author/j... Emil:   / emilkalinowski   Emil: https://www.EuroDollarEnterprises.com David: https://DavidParkins.com/ Terence: https://www.VisualFocusMedia.com ----------TAGS---------- #AnneStevensonYang #JCapitalResearch #China #JeffSnider #NationalPartyCongress #CommonProsperity