China's Economy Slowing More Than People Think: Miller

The transcript discusses China's economic challenges, focusing on the impact of regulatory actions on companies like Alibaba and Tencent. It highlights a paradigm shift in China's economic strategy, moving away from traditional growth models. The discussion covers the lack of stimulus, issues with consumption and investment, and the opportunities and risks for international firms entering China. The Evergrande crisis is analyzed, emphasizing the government's control over the financial system to prevent contagion.

What is the current state of retail sales in China, and what does it indicate about consumer behavior?

What are the long-term implications of the current economic strategies being employed by the Chinese government?

How is the Chinese government addressing the challenges posed by the Evergrande crisis?