How Chinese Debt & Business in China Have Evolved (w/ Fraser Howie)

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  • Опубліковано 24 жов 2024

КОМЕНТАРІ • 200

  • @RealVisionFinance
    @RealVisionFinance  5 років тому +7

    Get more amazing videos like this on Real Vision Premium for only $1 for 3 Months here: rvtv.io/YTDollarPin
    No more waiting for the content to make it here weeks or even months after it was shot and no missing out on insights and information that move markets. Better yet.... No advertisements! Join today!

    • @RealVisionFinance
      @RealVisionFinance  5 років тому +2

      @Jack Malloy now you're getting it

    • @frankh.5378
      @frankh.5378 5 років тому

      Yes

    • @arjunwithyou
      @arjunwithyou 5 років тому

      Why you took 2 yrs to publish this?

    • @kimmyfoxworth6519
      @kimmyfoxworth6519 5 років тому

      Could you open podcast site? Also, could you open the video subtitles contribution?

  • @paulh2468
    @paulh2468 5 років тому +24

    One of the best reports I've seen on Real Vision. "Absurd and arbitrary" is the best description I've heard said about China. Even though this video is a couple of years old, it is extremely comprehensive and holds up. My personal experience with people from Communist China is the "face behind the face, behind the face, behind the face". Having secret knowledge, deception, guanxi ( 关系), and saving face, has been central to Chinese culture for thousands of years. It will be impossible to force China to conform to international mores and rules.

    • @ableasdale2000
      @ableasdale2000 5 років тому +2

      China's inability to engage bilaterally with the rest of the world, is what kept it poor for 500 years.

    • @ursodermatt8809
      @ursodermatt8809 5 років тому +1

      china will remain a pariah

    • @CuongNguyen-le5ic
      @CuongNguyen-le5ic 5 років тому +7

      Let's this sink in, during Mao Zedong's Great Famine, Mao invited many nations to come over for celebration while EXPORT GRAINS to Africa and Brazil at the time to save face while Chinese were dying left and right.
      Then last year military parade, Beijing shut down all factories for a whole week to create a single "CLEAR SKY" day to fool the world that China has no population.
      So yes, coming from Vietnam with the same mentality, I can tell that China will do anything to save face and fool international community with many fake conception about China.

    • @aenorist2431
      @aenorist2431 3 роки тому

      The world will just have to break china.

  • @user-ov5nd1fb7s
    @user-ov5nd1fb7s 5 років тому +39

    I will never ever buy anything from the companies that spam me with ads.

  • @nameless_no_name
    @nameless_no_name 5 років тому +9

    this guy is very interesting. I like the fact he is an independent analyst. Debt always catches you in the end... too big to fail? I think there will be flesh to pay if they try it.

  • @dex2531
    @dex2531 5 років тому +3

    "You've effectively had the growth rate halved and the debt doubled, which is hardly is really a successful formula in many ways. I think whether China becomes the world's largest economy is almost frankly irrelevant, because that's just -- that's like just weighing the health or measuring the health of your kids based on their weight."

  • @nicosmind3
    @nicosmind3 5 років тому +9

    "Its like meassuring your kids health by looking at their weight"
    I love that analogy. Same could be said about the west but China is way worse obviously

    • @JA-pn4ji
      @JA-pn4ji 5 років тому +2

      If your kids were starving, it would make sense.

    • @marcduchamp5512
      @marcduchamp5512 5 років тому

      Which one live longer? Over weight or under weight?

    • @nicosmind3
      @nicosmind3 5 років тому

      @@marcduchamp5512 Which one lives longer, the fat sailor without vitimin C or the skinny one? Answer is they both die at the same time. What about the fat kid with a broken leg vs the skinny but healthy kid, who fairs better in the wild?

  • @barneyut
    @barneyut 5 років тому +8

    If you consider that the Chinese financial system is a bunch of chicanery how would you rate the current US financial system, where if they were not able to print money at will they would be almost a third world country with all public debt closing in on 200 trillion dollars.

    • @kingkemet2527
      @kingkemet2527 5 років тому +3

      John Briggs lol what we have $200 trillion in unfunded liabilities $23 trillion in national debt higher than our gdp half the country wants socialism 😳🤔

    • @barneyut
      @barneyut 5 років тому

      @Tarzan Oh, you are so wrong, there are consequences, these printings are liabilities deferred and become due eventually, that is why Americas fall will be a disaster in the not too distant future, nobody wants your debt any more, especially China who has financed much of the last 20 years, your Breton Woods deal is falling apart.

    • @barneyut
      @barneyut 5 років тому

      @Tarzan Then who would lend America money( US Bonds ) answer no one.

    • @barneyut
      @barneyut 5 років тому

      @Tarzan You are really not too bright, The US does not print gold, it prints IOU's and they must be honored or the country in effect is bankrupt, there is no point in further discussion, so I wish you well, say Hi to Donald Crook

    • @barneyut
      @barneyut 5 років тому

      @Tarzan Vito Andolini Corleone is a fictional character in Mario Puzo's novel The Godfather , he is not real, a bit like your ideas on finance.

  • @thomassutrina7469
    @thomassutrina7469 5 років тому +2

    Yes I would like to get these videos much earlier, but I am viewing them for knowledge with no financial incentive, like reading a history book. The advantage of them being older videos is that the passage of time have helped define the insight or knowledge that is to be had by knowing what has happened since the video was recorded. New videos have to be taken as valuable knowledge on faith and the past performance of the person, however; I am not knowledgeable about the persons being interviewed. Thus my faith must be then based on the past performance of Real Vision.

  • @onekerri1
    @onekerri1 5 років тому +3

    Just as all schemers, scammers, conmen, and the corrupt; fake it 'til you make it.

    • @littlemoutha9998
      @littlemoutha9998 5 років тому

      Yep us all that and much more,
      mwbahaaaaasses

  • @bobbeckel5266
    @bobbeckel5266 5 років тому +1

    It seems the conclusion is, "China remains intentionally opaque. How it has evolved may be an illusion."
    The value of the economist lies in his ability to predict the future. Mr. Howie leaves one question foremost in my mind.
    Can he see the forrest for the trees? What will the World GDP be in 2030? What are the predictors?
    Which nations will comprise what percentage of the World GDP in 2030? Can the World force western style reforms on China?

  • @sauce89124
    @sauce89124 4 роки тому

    Wish Howie had more content. His insight is terrific.

  • @alesh2275
    @alesh2275 4 роки тому +1

    Watching this December 2019. This interview has aged well, mostly.

    • @alesh2275
      @alesh2275 4 роки тому

      Except his criticism of Trump/Navarro’s tariffs ..... which doesn’t look like it’ll age well .....

  • @AndreAndFriends
    @AndreAndFriends 5 років тому +1

    Filmed in 2016. Almost 4 years old.

  • @SESTOFIORHEM
    @SESTOFIORHEM 5 років тому +2

    Their AIIB is our FED, right? In that case, in terms of debt, the sky’s the limit.

  • @yvettecowley873
    @yvettecowley873 5 років тому

    If china is about to collapse economically , can you please explain why the US owes more than 1 trillion to china. The US has a public debt of around $21 trillions and it increases by $1 trillion each year. So who's economy is more at risk??

  • @ShivaInu42
    @ShivaInu42 5 років тому +21

    All this stuff is too old.

    • @wertzui19871229
      @wertzui19871229 5 років тому +1

      what is wrong with that?

    • @marcduchamp5512
      @marcduchamp5512 5 років тому

      The news is that it is on going

    • @marcduchamp5512
      @marcduchamp5512 5 років тому

      The news is it is still ongoing

    • @kongwee1978
      @kongwee1978 5 років тому

      @Donald Kasper Now China off shore banks worth over $20 trillion.

  • @JA-pn4ji
    @JA-pn4ji 5 років тому +8

    What's the point showing commentary from 2016, its like reading an old newspaper.

  • @xrd1358
    @xrd1358 5 років тому

    No country in the world has friends. Only when sharing the same interest.

  • @lbj4993
    @lbj4993 5 років тому +1

    Utterly misleading...the description states: "Published September 2019", but if by chance you read a few lines into the header, this whole video was actually recorded in 2016 which, when it comes to news and finances, are like light years ago. Never ever will I watch another video from RVF, and a lot of people obviously feel the same way, which is why they have next to no subscribers... Low class for sure and way way way too many adds.

    • @evelynsouzaferreira4593
      @evelynsouzaferreira4593 5 років тому

      It is a subscription service. If you want up to date information you need to subscribe. if you are using these video's for investment advice then you are in serious trouble.

  • @Sam-lk6eo
    @Sam-lk6eo 3 роки тому

    Wait what ! So from 2009 they've been shadow banking there way into every Country and buying up everything of value, I remember thinking why couldn't our banks match there 1% home loan rates 12 years ago ?

  • @sunwm2003
    @sunwm2003 5 років тому +1

    Ok, I finished listening to your talk. I have to give you some credit. To be more effective of understanding China, CCP and chinese people, you need to pay some intellect chinese who has your best interest in mind, who understands your value, to interpret everything you hear in your language. That’s how you know the real truth they are talking about. Do you have such a person with you all the time?

  • @yvettecowley873
    @yvettecowley873 5 років тому

    Default debts. High risk in china. YES TRUE but did we not face a financial crisis in the US where the gov had to bail out banks. The deutch bank in germany is facing difficulties today. So it's not about the shadow banking in china but it is the nature of high risk due to your investments.

  • @crzhamma101
    @crzhamma101 5 років тому +13

    This is almost 3 years old...

    • @conduit242
      @conduit242 5 років тому

      This is why RV is largely demonetized :|

    • @0utc4st1985
      @0utc4st1985 5 років тому +3

      @Rob Bird - No, it's demonetized because UA-cam wants to focus on suppressing independent content and instead focus on lamestream corporate media.

    • @conduit242
      @conduit242 5 років тому

      @@0utc4st1985 Sure, it could be a Trumpian conspiracy...or it could be an algorithm that:
      - demonetizes stale content
      - demonetizes embedded advertising
      - demonetizes click bait titles
      The algorithm *definitely* does the above. The conspiracy is a maybe. But it can't help.

    • @conduit242
      @conduit242 5 років тому

      @@0utc4st1985 BTW, if you think RV isn't corporate...just LOL tragic

    • @conduit242
      @conduit242 5 років тому

      @John Briggs I literally laid out the rules of how it is biased based on the actual algorithm as discussed by the Google ad team at machine learning conferences I have been at and you want to argue that I need to "do my research"? I hope you don't talk to people in real life like this, because here it just sounds like you are farting out of your mouth.

  • @marvinmontgomery1291
    @marvinmontgomery1291 5 років тому +1

    This guy needs to read the book the art of the deal

    • @littlemoutha9998
      @littlemoutha9998 5 років тому

      If started without his father money he be just like ordinary working joe, but you dont know about his bankrupticies. More art of failed deal.
      mwbahaaaass

  • @erickrcisneros
    @erickrcisneros 5 років тому +4

    Unfortunately these videos are too old.

  • @goofygirl6270
    @goofygirl6270 5 років тому

    This documentary was first aired over 2 1/2 years ago .. it seems like China is going through a life crisis now....

  • @duggydugg3937
    @duggydugg3937 5 років тому

    do you attach much significance to the national debts of most nations ?

  • @onekerri1
    @onekerri1 5 років тому +1

    RECORDED 11/2016
    FIRST AIRED 02/06/2017

  • @bongoslide
    @bongoslide 5 років тому +1

    Was not all maritime admiralty ended in 1999 so needed new contracts?

    • @dlwatib
      @dlwatib 5 років тому +1

      Where did you hear such BS? There's a lot of common law liars out there preying on the gullible.

  • @alexplotkin3368
    @alexplotkin3368 3 роки тому

    very insightful

  • @SpinningSpinor
    @SpinningSpinor 5 років тому

    When it comes to debt, which one is gonna bankrupt first. China or America?

  • @seanpan5231
    @seanpan5231 5 років тому

    No foreign debts.

  • @johnnysmith6451
    @johnnysmith6451 5 років тому

    I am not a clever person but America and Americans is 40 trillion in debt. No way these can be paid too.

    • @Lucia.veeeee
      @Lucia.veeeee 5 років тому

      Debt to who? The banksters? How do they get their money??

  • @cyruschadrezzar
    @cyruschadrezzar 5 років тому

    【箏鼓和鳴】權御天下 Sun Quan The Emperor (Guzheng&Drum Ver.)

  • @kevtherev8194
    @kevtherev8194 5 років тому +1

    2016 interview.

  • @OrbitalAstronaut
    @OrbitalAstronaut 4 роки тому

    Tbh the sparrows deserved it. Lol

  • @octaviosagustuas2615
    @octaviosagustuas2615 5 років тому +5

    Ah... the Scottish accent and the old news from the video archives...! It can make you feel stiflingly suffocating...!

    • @dlwatib
      @dlwatib 5 років тому +1

      Closed Captioning is your friend.

    • @marcduchamp5512
      @marcduchamp5512 5 років тому

      What’s the new news?

    • @AndreAndFriends
      @AndreAndFriends 5 років тому

      @@dlwatib thx mate. I love Scottish accent, the sound, the cadence,
      .... The capture helps to get the message.

    • @octaviosagustuas2615
      @octaviosagustuas2615 5 років тому +2

      @@AndreAndFriends
      Haven't heard. The close captioning often gets it wrong when it sounds like you're chomping and crunching.....!
      Scottish accent.... Even well versed in English find it dim & indistict.... ?!
      Coming from this guy sounding daldrum was certainly stifling to hear to!

  • @shriaingnama
    @shriaingnama 5 років тому

    if he don't know, I sure don't know !

  • @cromagxx
    @cromagxx 5 років тому

    ...well, you spoke this back in 2016, I'm sure you think different now about Trump's plans and the recovery of jobs for Americans!

  • @mrzack888
    @mrzack888 4 роки тому

    it is now 2020, where is the crash? /deeerrrp

    • @alessandroalafriz1955
      @alessandroalafriz1955 4 роки тому

      Covid19 has sealed the deal. The Chinese economy will not recover.

  • @modernhaze3
    @modernhaze3 5 років тому +1

    Awsome videos amazing how to make a sense of the economic situation and current policymaking in the world.

  • @foowing1
    @foowing1 5 років тому +4

    It looks like this guy is reading a transcript/Teleprompter!

  • @Earej
    @Earej 5 років тому

    His English is hilarious 😄

  • @enlightenedbeing4213
    @enlightenedbeing4213 5 років тому

    One of the great mind.

  • @mistermister8320
    @mistermister8320 5 років тому +1

    this guy sounds Irish

    • @richmondene0413
      @richmondene0413 5 років тому

      to me as an irish man i thought his accent scottish....i guess to many they sound the same.

  • @刘强东-o8w
    @刘强东-o8w 5 років тому +2

    the guy does not understand China at all..

  • @qdrop9149
    @qdrop9149 5 років тому

    ENGLAND! RISE! OR SINK! NOW!

  • @originalideas9617
    @originalideas9617 5 років тому

    IT Chapter Two - Losers Reunited

    • @czts4778
      @czts4778 5 років тому

      Original Ideas losers can become winners

  •  4 роки тому

    Why should you care about the misfortunes of others? Narcissist.

  • @allthingspropheticministry
    @allthingspropheticministry 5 років тому +1

    I’ll never buy anything from these pop up adds from UA-cam

  • @xpellidagoat
    @xpellidagoat 2 роки тому

    op

  • @AntonioCostaRealEstate
    @AntonioCostaRealEstate 5 років тому +2

    As much as he is an expert if Chinese Financial Markets , his narrative is more like a rant. I lost from beginning to end. Almost felt asleep

    • @jeskg720
      @jeskg720 5 років тому

      didnt u drink coffee Antonio?

    • @MrBlaxjax
      @MrBlaxjax 5 років тому

      It was pretty much the opposite of a rant. Much of what he says makes perfect sense.

  • @willowfox6632
    @willowfox6632 5 років тому

    THIS IS OLD NEWS!

  • @CamberleyCidReloaded
    @CamberleyCidReloaded 5 років тому

    Weren't you proved wrong

    • @ogc9649
      @ogc9649 4 роки тому

      Well actually this analysis has held up quite well

  • @jmwSeattle
    @jmwSeattle 5 років тому

    He’s right, we should always appease Communists.

  • @vicpso1
    @vicpso1 5 років тому

    Brilliant !

  • @刘强东-o8w
    @刘强东-o8w 5 років тому +2

    the guy does not understand China at all..