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A Deep Dive into China's Census

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Manage episode 292327982 series 2639949
Inhoud geleverd door Hedgeye Risk Management. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Hedgeye Risk Management of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this latest issue of my weekly podcast, we devote most of our conversation to China's decennial census. The results were mysteriously delayed, which had many insiders suspecting a dreaded population dip. But recently released provisional data show a slight population increase to 1.41 billion people. Could this be? I go behind all the ins and outs of how China counts its population, and provide theories on what the "true" count may be.
Bolsonaro on the defense.
Brazil's Senate has opened an investigation into President Jair Bolsonaro's handling of the pandemic. He is accused of threatening governors and mayors to keep their economies open. The investigation is most likely a tool to gather evidence for a possible impeachment trial.

India and EU negotiate. The two entities have announced they will begin negotiations on a trade deal. This comes as both the EU and India grow cold on China. So far, their biggest obstacle is centered on vaccine patents.
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The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  continue reading

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Artwork
iconDelen
 
Manage episode 292327982 series 2639949
Inhoud geleverd door Hedgeye Risk Management. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Hedgeye Risk Management of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this latest issue of my weekly podcast, we devote most of our conversation to China's decennial census. The results were mysteriously delayed, which had many insiders suspecting a dreaded population dip. But recently released provisional data show a slight population increase to 1.41 billion people. Could this be? I go behind all the ins and outs of how China counts its population, and provide theories on what the "true" count may be.
Bolsonaro on the defense.
Brazil's Senate has opened an investigation into President Jair Bolsonaro's handling of the pandemic. He is accused of threatening governors and mayors to keep their economies open. The investigation is most likely a tool to gather evidence for a possible impeachment trial.

India and EU negotiate. The two entities have announced they will begin negotiations on a trade deal. This comes as both the EU and India grow cold on China. So far, their biggest obstacle is centered on vaccine patents.
**********

The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling author Neil Howe. Visit us to find out more and subscribe.

  continue reading

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