avatar

Rebalancing: What’s Next for the China Growth Story?

Enterprising Investor
Enterprising Investor
Episode • Oct 12, 2011 • 12m

In episode #120, Michael Pettis reviews the growth track record of China over the past decades and discusses how rebalancing from an investment and export driven economy to a more consumption focused economy could take place going forward. He also discusses Renminbi internationalization and the impact that China’s rebalancing could have on Australia and similar commodity exporting countries.