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Choque da China 2.0: o mundo não está preparado

EPISODE · May 1, 2026 · 22 MIN

Choque da China 2.0: o mundo não está preparado

from Fernando Ulrich · host Fernando Ulrich

A China registrou um superávit de US$ 2 trilhões em manufaturas, valor que rivaliza com o PIB do Brasil. Diferente dos anos 2000, o foco agora é alta tecnologia: veículos elétricos, drones e painéis solares. Com consumo interno reprimido e câmbio subvalorizado, o excesso de produção chinesa inunda mercados como o brasileiro, onde a BYD triplicou vendas. É estratégia ou desequilíbrio global?Entenda como esse cenário impacta a indústria, os investimentos e a economia mundial na próxima década.

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Choque da China 2.0: o mundo não está preparado

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