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Kopi Time E104 - Wellington’s Santiago Millán, on China’s complexities
Manage episode 371650722 series 2902435
Innehåll tillhandahållet av Marco Sparmberg and DBS Bank. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Marco Sparmberg and DBS Bank eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Santiago Millán, Macro Strategist at Wellington Management, one of the largest asset managers in the world, joins Kopi Time to talk about China. Whether it is the macro outlook, space for further stimulus, policy stance, state of financial markets, regulatory framework, great power rivalry, tech war, green transition, or the overall investment thesis on the country, Santiago has nuanced insights to offer. His key point is to appreciate the complexities of a large, consequential, and rapidly evolving economy and society like China. Broad-brushed analysis almost always gets it wrong; we need to think deeply when it comes to China’s medium term direction, especially with respect to its undeniable role in global trade, technology, and movement of capital.
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