EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Mind The Gap: Bridging China’s Short Term Growth Shocks and Long Term Macro Strategy

PRC Macro

https://independentresearchforum.zoom.us/j/81357061827

Tue 06 Sep 2022 - 15:00 BST

Topics

Shocks to growth in China in 2022 have been mostly self-inflicted. This has been a function of justifiable structural reform goals overlaid with Xi’s consolidation of power.

The results include a property recession, enduring zero Covid policies and a whole lot of uncertainty.

In this call William will cover how Beijing might respond to short-term growth risks, the policy priorities he expect for Xi’s third term and what this means for major asset classes.

William will also delve into the fat tails around this outlook, meaning what happens if things go very right or very wrong.