Robert Blohm: Why You Might Want To Short China
In this episode of China Money Podcast, guest Robert Blohm, managing director at Keen Resources Asia, discusses his views on China's long-term challenges.
Listen to the full interview in the audio podcast, or read an excerpt.
- Changes of China's demographics point to lower or even zero economic growth sooner than expected
- The low-hanging fruit of reforms has been exhausted and serious actions are need to sustain the economic miracle
- China is likely to follow Japan's path to a "lost decade"
- Absent of major shift in policies, China will fall into the "middle-income trap"
- China's next leadership is key to China's long-term future as it faces point of inflection
About Robert Blohm:
Robert Blohm is managing director at Keen Resources Asia. He is a professor of economics at China’s Central University of Finance and Economics. With a B.A. and a M.B.A. from McGill University, he studied under Nobel economist Robert Mundell while pursuing his P.h.D in economics from Columbia University.
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