Following the March meeting of Kaleidic Economics we have released the 3rd Quarterly Report. The topic is the economic development of China and how it fits into business cycle theory. We identified and discussed the following key questions:
- What is the right historical parallel?
- Are GDP figures accurate?
- How much growth is due to a housing boom?
- Does economic growth translate into raised living standards?
- Where are the brands?
- Will China democratise?
- Can policy errors be exported?