How do we square China’s economic malaise with its industrial might? episode artwork

EPISODE · Nov 26, 2025 · 19 MIN

How do we square China’s economic malaise with its industrial might?

from The Call by the Global Intelligence Desk · host The U.S. Chamber of Commerce Global Intelligence Desk

Seven years ago, economists at Capital Economics, an independent macro-economic consultancy, issued a paper entitled The Coming Slowdown in China. At a time when much of the world was convinced China would overtake the U.S., they argued that tailwinds were already turning into headwinds. Our guest on this episode of The Call is Mark Williams, Chief Asia Economist at Capital Economics, and co-author of the firm’s provocative report. We ask Williams to revisit his firm’s thesis today, seven years on, against a very different backdrop, including an escalating U.S.-China rivalry amid sluggish growth.-The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intelligence Desk. Live access to The Call is a benefit to the Chamber’s members; however, we are pleased to provide recordings of the calls for wider listening thereafter.Learn more about the Global Intelligence Desk: https://globalintelligencedesk.com/Join the conversation on LinkedIn:   / global-intelligence-desk  

Episode metadata supplied by the publisher feed · Published Nov 26, 2025

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Seven years ago, economists at Capital Economics, an independent macro-economic consultancy, issued a paper entitled The Coming Slowdown in China. At a time when much of the world was convinced China would overtake the U.S., they argued that tailwinds were already turning into headwinds. Our guest on this episode of The Call is Mark Williams, Chief Asia Economist at Capital Economics, and co-author of the firm’s provocative report. We ask Williams to revisit his firm’s thesis today, se...

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How do we square China’s economic malaise with its industrial might?

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