Attack of the China Bears

As the American economy teeters on the brink of a double-dip recession, “China Bear” sightings have increased significantly. A loosely-knit group of economists and critics who see storm clouds looming over the Chinese economy, China Bears have a legion of grievances: real estate is in a bubble, the banking system is saddled with non-performing loans, capital investment in the country is inefficient, the economy is tilted too heavily towards export-oriented industries, and consumer wages are inadequate to pull China towards market-led solutions to its problems.

Sinica Podcast

05.01.11

Nouriel Roubini Gets It in the A** in China

Kaiser Kuo, Jeremy Goldkorn & more from Sinica Podcast

China Doomerism, the once familiar retreat of a chummy pantheon of economic cranks, recently went mainstream with Nouriel Roubini’s pronouncement that the Chinese economy is wrestling with over-investment and his prediction that it will likely come...

This week on Sinica, we hunt down the China Bear with expert on-the-ground opinion and fact. Which of their grievances are genuine and which risks are overblown? Joining Kaiser Kuo, Gady Epstein, and Bill Bishop in our studio is Arthur Kroeber, Managing Director of Dragonomics and Chief Editor of the China Economic Quarterly. If you’re interested in investing in China, doing business here, or simply trying to understand where the real fault lines lie in the Chinese economy, this is the podcast for you.