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. 191 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 Square 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. 191 REFERENCES----Anne's Book: China Alone, The Emergence from and Potential Return to Isolation: https://amzn.to/3h19zg4Anne's LinkedIn: https://bit.ly/3sWo9LlKeeping the Flies Out: https://bit.ly/3HcbglsJ Capital Research: https://www.jcapitalresearch.com/J Cap Twitter: https://twitter.com/jcap_researchJ Cap YouTube: https://bit.ly/3Ha2xAh-----SEE ALL EPISODES-----Alhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisL----HEAR ALL EPISODES-----Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: 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: https://twitter.com/JeffSnider_AIPJeff: https://alhambrapartners.com/author/jsnider/Emil: https://twitter.com/EmilKalinowskiEmil: https://www.EuroDollarEnterprises.comDavid: https://DavidParkins.com/Terence: https://www.VisualFocusMedia.com