Is Deflation Coming to China?

In this interview for Zer0es TV, Michael Coolbaugh is joined by Anne Stevenson-Yang of J Capital Research to discuss her outlook for China. Anne explains why Covid might be a bigger problem in the region than many think, offering her insights into the weakening of some of China’s key demand indicators and the early signs of deflation.

She also discusses the PBOC’s attempt to stimulate the economy, and why the impact of monetary and fiscal policy might be limited despite a weakening in consumer goods demand, and the all-important property sector. There’s also conversation around the implications of the Russia-Ukraine war on global supply chains and the extent to which China is exposed to the economic fallout.