PODCAST | Overcapacity

Pekingology – CSIS | In this episode of Pekingology, Freeman Chair in China Studies Jude Blanchette, is joined by Yanmei Xie, Geopolitics Analyst with Gavekal Research, who has recently been publishing articles at Gavekal and the Financial Times. Jude and Yanmei discuss her recent client notes on Chinese overcapacity and its EV sector.

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