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Demystifying the Latest Data: NCUSCR’s Orlins Interviews Leland Miller

The National Committee held an event on March 25, 2021 with Mr. Leland Miller, where he explored the latest developments in China’s economy and their impact on the Sino-American relationship and Biden administration policy.

@ChinaBeigeBook

"They are contacting US cos abt the risks, noting many aren't aware of direct & hidden links bt 🇨🇳 cos & universities & state security, or that BJ uses a whole of govt approach to obtain technology"

Yet another example of firms entering #China unprepared

https://www.ft.com/content/4b2a8252-164c-402b-9413-dee87a373cc3

"Im not ready to say #China is uninvestable, bc I dont think it is," says CBBs Miller. "Depends on your risk profile. But what some MNCs have done for yrs is say '#China has lots of consumers, we'll figure it out'...Thats now a very dangerous thing to do"

https://finance.yahoo.com/news/doing-business-china-know-over-123021515.html

1/5
Good piece. We keep hearing that growth in China is collapsing, but this perception is based on unrealistically high expectations, which were themselves based on a misunderstanding of how China's growth model works.
https://www.barrons.com/articles/wall-street-is-missing-the-china-growth-story-again-51634676003 via @BarronsOnline

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