Woe to us if we don't manage it! / Interview with Philipp Vorndran on China's economic attack - René will Rendite - World Latest Movie, Series, Videos and Trailers | fetery.com

Woe to us if we don't manage it! / Interview with Philipp Vorndran on China's economic attack

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René will Rendite

Published on Oct 13, 2024

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China has surprised the stock markets with extensive economic stimulus measures. However, the government in Beijing is relying primarily on an aggressive export strategy to ensure economic growth in the coming years. Philipp Vorndran, capital market strategist at Flossbach von Storch, warns that we are not prepared for this. He says: "A wave is rolling in from us." I spoke to him about what threatens us and what we need to do. And with that, welcome to "René will yield". 🚀 Become a channel member and receive exclusive benefits: / @renewillrendite 🚀 Analyses and assessments of the stock market situation once a week - order my newsletter here https://www.focus.de/188308073?UTM=yo... Important points 00:00 What is behind Beijing's economic stimulus measures? 04:13 Are Chinese stocks now a good buy again? 05:33 Our dangerous dependence on China 07:26 “We must put realism before morality” 09:06 Companies face difficult decisions 09:56 China’s strategy of displacement in exports 10:56 Is Japan’s history repeating itself in China? 16:44 “A wave is rolling towards the West” 19:24 “New luxury companies will emerge in China” 20:12 The USA is better prepared 21:07 What needs to change in German politics 21:50 China is betting on tech 23:53 What’s behind Temu and Shein 26:50 Are tariffs the right answer? 27:55 “Massive losses in prosperity are looming”

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