China Tech Investor

57: Tom Orlik on why the China bubble never seems to pop

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Sinopsis

After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book China: The Bubble that Never Pops. Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up. James and Elliott also cover a few other hot topics in the news recently, such as the prospect of a Tiktok ban in the US. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.Get the PDF of the China Consumer Index.Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:Tom Orlik - @TomOrlikEditorPeter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music