Credit & Shadow
China & Global Supply Chain Risks: Leland Miller’s Fireside Chat at F3 Conference
CBB CEO Leland Miller gave the keynote address at this year’s Future of Freight Festival, where he discussed the paradigm shift in China’s growth model, future of China’s Covid-Zero policy, the biggest lessons from CBB’s 2022 data, and the wrong way to wargame the risk of war over Taiwan.
Hidden Forces: China’s Reopening: Outlook for Global Growth and Inflation in 2023
CBB’s Managing Director Shehzad Qazi sat down for a private conversation with asset managers and senior corporate decision-makers for an in-depth discussion on expectations for China’s recovery in 2023 and its implications for global growth, commodities prices, and Fed policy. He and Demetri Kofinas also discuss the ongoing impact of geopolitical tensions on global supply chains and the effect of recent export controls on China’s semiconductor industry.
Real Vision: ‘What Markets Got Wrong About China 2020-22’
In a must-watch interview for investors in Chinese companies, China Beige Book CEO Leland Miller takes you past the headlines. Hosted by 42 Macro founder and CEO Darius Dale, Miller presents a data-based analysis of the Chinese economy, sharing how his firm’s intensive proprietary research casts doubt on official narratives from Beijing about the speed and composition of China’s COVID recovery. (Recorded December 17, 2021.)
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