China's Challenge Is Move to Services Orientation: CLSA

The video discusses the China Plus One strategy, highlighting its impact on global supply chains and the ASEAN region's growth. It explores China's economic transition from an export-driven model to a service-oriented economy, emphasizing the need for increased consumption and job creation. The video also analyzes the US economic outlook, focusing on potential recession triggers like the yield curve inversion and financial stress due to rising interest rates.

In what ways could the financial services industry evolve in China to support economic growth?

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What indicators suggest that a recession may be imminent in the US economy?

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