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Welcome back to The Big Picture, OPTO's macro show, in association with MarketReader.

In this episode, recorded in our London headquarters, Jens Nordvig, our macro expert and co-host, discusses China's worsening economic landscape, highlighting its growth slowdown, questioning its economic data reliability, and analysing negative trends in Foreign Direct Investment (FDI) and capital flows.

From a property crisis to a record-low birth rate, we dive deep into the challenges China currently faces, mentioning recent measures announced by Chinese policymakers as they actively seek to support the economy, including a 2 trillion yuan ($280 billion) rescue package. We also discuss China's equity market rollercoaster, decoding recent downturns and rebounds before shifting our attention to India and why it’s emerging as a key destination for emerging market flows.

Jens Nordvig brings a wealth of experience from his roles as a Managing Director at Goldman Sachs, Senior Investment Associate at Bridgewater, and Head of Fixed Income Research at Nomura. In 2021, Jens co-founded MarketReader, dedicated to explaining market movements through innovative empirical real-time analysis. Enjoy!

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Key Takeaways:

00:00 Start
00:53 China's Economic Slowdown
03:42 China's Economic Data Opacity
06:20 Shrinking Demographics
10:40 Negative FDI & Capital Flows
13:00 China Equity Market
21:50 Impact of Policymaking
27:31 Currency Stability Challenge
33:50 China vs India
36:36 Why Investors Favour India
37:50 End

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