Damien Ma of MacroPolo on China's economic and political outlook
Sinica Podcast
Kaiser Kuo
4.8 • 676 Ratings
🗓️ 30 December 2021
⏱️ 58 minutes
🧾️ Download transcript
Summary
This week on Sinica, Kaiser chats with Damien Ma, managing director and co-founder of the Paulson Institute’s think-tank, MacroPolo. Damien discusses MacroPolo's new forecast of the property market in China and the likely impact of the predicted contraction of that market. Damien also offers advice on what smart China-watchers will be keeping their eyes on in the coming, highly political year in China in the leadup to the 20th Party Congress. And he shares the amusing story of what happened the evening after he last appeared on Sinica way back when.
2:58 – Damien recalls how he nearly led Sinica's interns to their doom one fateful night in 2014
7:23 – MacroPolo's forecast of the property market through 2025
16:28 – How will local governments fund themselves without land sales?
20:11 – Damien's take on Xi Jinping's "common prosperity" agenda
28:53 – Understanding China today through the lens of scarcity
30:49 – Tips for watching developments in China in this political year
40:00 – Cool stuff from MacroPolo
A transcript of this conversation is available on SupChina.com.
Recommendations:
Damien: Derek Thompson, "America is Running on Fumes," in The Atlantic.
Kaiser: Peter Jackson's epic Beatles documentary Get Back on Disney+
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Transcript
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| 0:45.7 | That's audible.com slash Wondery UK. Welcome to the cynical podcast, a weekly discussion of current affairs in China, produced in partnership with SubChina. |
| 1:04.6 | Subscribe to SubChina's daily access newsletter to keep on top of all the latest news from China from hundreds of different news sources. |
| 1:11.9 | Or check out all the original writing on our site at SUPChina.com. |
| 1:15.5 | We've got reported stories, we've got editorials, regular columns, as well, of course, as a big |
| 1:20.5 | old library of podcasts. We cover everything from China's fraught foreign relations to its ingenious |
| 1:26.1 | entrepreneurs, from the ongoing repression of Uyghurs and other Muslim people in China's fraught foreign relations to its ingenious entrepreneurs, from the ongoing |
| 1:27.6 | repression of Uyghurs and other Muslim people in China's Xinjiang region, to the tectonic shifts underway |
| 1:33.3 | as China rolls out what we call the Red New Deal. It's a feast of business, political, |
| 1:39.2 | and cultural news about a nation that is reshaping the world. We cover China with neither fear nor favor. |
| 1:46.4 | I'm Kaiser Guo, coming to you from Chapel Hill, North Carolina. It's busy, busy times for |
| 1:52.0 | China Watchers right now as we enter 2022. A year full of events of tremendous importance lies ahead. |
| 1:58.6 | Remember 2012? Well, it might not be quite as full of drama as that doozy of a year, |
... |
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