China's Potential Growth Is Slowing, Says Berenberg Capital's Levy

The video discusses the slowdown in China's economic growth, attributing it to factors like rising unit labor costs and insufficient response to fiscal stimuli. It also highlights the impact of the US-China trade war. Japan's larger-than-expected trade deficit is analyzed, noting a significant increase in imports compared to exports. The discussion shifts to China's increased reliance on domestic consumption and its implications for global trade, emphasizing Japan's exposure to China's economic changes.

What factors are contributing to the slowdown of the Chinese economy?

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How has the trade balance in Japan changed recently?

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What impact does the trade war have on Japan's economy?

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In what ways is China shifting its economic reliance?

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What are the implications of China's slowing potential growth on global trade?

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