Will China overtake the U.S.? Probably—but not how you think
About this episode
The episode discusses whether China will surpass the U.S. in economic terms, considering various structural challenges it faces.
China produces over one-third of global industrial output. That’s not a trend. That’s a structural fact. Plus China keeps growing—but also keeps hitting constraints: weak consumption, high savings, terrible demographics and pressure to shift its model. So, will it find enough energy to jump over the U.S?
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