“China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book

David Osman of the IRF is joined by Leland Miller, the Founder and CEO of China Beige Book, an independent advisory firm that was established in 2010. ----more---- Leland Miller is a noted authority on China’s economy and financial system. He is an elected member of the National Committee on US-China Relations, the Economic Club of New York and the Council on Foreign Relations. Leland is also a board member of the Global Interdependence Center and a non-resident Senior Fellow at the Brent Scowcroft Center on International Security at the Atlantic Council.   China Beige Book (CBB) operates its own extensive in-country private data network in China that provides independent economic data to their corporate and financial sector clients, including nearly two dozen of the world’s largest central banks. Every quarter CBB collects private data from surveys of 4,000 executives across 34 industries.   In this podcast, Leland discusses the severe challenges that are facing the Chinese economy today. Using CBB’s proprietary data and analysis, Leland assesses the current state of the mainland economy and explains the policy implications. He also discusses the prospects for Sino-US relations in the run up to the next US presidential election in 2024, with a particular focus on the crucial US-Taiwan relationship and the heightened risk of a clash with China.   In addition, Leland explains the poorly understood dynamics of the Chinese stock market, the impact of the ongoing regulatory crackdown on big companies and the investment implications for the year ahead.