NDR: See the Signals, Episode 15

In the latest Ned Davis Research podcast, See the Signals, Brian Sanborn, NDR's Global Head of Investment Solutions, sat down with Chief Economist Alejandra Grindal to discuss the state of China's economy and the impact of recent stimulus measures. China's growth has slowed considerably in 2023 due to structural issues and challenges in key sectors like retail and real estate. However, despite these headwinds, government intervention through broad-based stimulus aims to support the 5% GDP growth target for the year. While these measures may provide short-term relief, Alejandra highlights that China's long-term growth trajectory remains weighed down by deteriorating demographics, deglobalization, and rising debt.

To view the entire episode click here: See the Signals, Episode 15