Can China Fill the Gap If the U.S. Retreats on Trade?

The video discusses the potential shift from a US-centered to a China-centered global trading system, highlighting the challenges China faces in transitioning its economy from investment-focused to consumption-focused. It examines China's growing debt and the sustainability of its economic model, emphasizing the need for increased household income to boost consumption. The video also explores the yuan's currency dynamics and the impact of capital outflows, considering the implications of currency depreciation and the central bank's role in managing these issues.

What are the implications of increasing household debt in China?

What factors contribute to the outflow of capital from China?

How might a weakening currency affect China's economic rebalancing efforts?