Roubini / Chovanec
I’ve been traveling in the US — Chicago, New York, DC — on a very intensive schedule (7-8 meetings a day), so I’ve barely had any chance to write. However, I did get a chance on Tuesday to sit down for a brief chat with Nouriel Roubini about the current state of the Chinese economy. You can watch that conversation (approx. 22 minutes) on his blog here.
Topics we cover include the downturn in China’s property market, the outlook for renewed stimulus policies, currency tensions with the U.S., the impact of China’s upcoming leadership transition, and the prospect of rising social unrest.