Eyes on the Middle East and on China’s softer GDP outlook – Sound Economies with Mel & Peter, 5 M...
Автор: Lundgreen's Capital
Загружено: 2026-03-05
Просмотров: 20
Описание:
Markets plunged as the US and Israel launched attacks against Iran, though the more important question is: what happens after these military operations? We discuss possible outcomes in the globally important region. This episode, we also look at China’s 2026 economic outlook and Berkshire Hathaway’s optimism towards Japanese conglomerates.
(00:00) - Episode rundown
(00:19) - Intro
(00:49) - Quick updates
(02:14) - Berkshire Hathaway's bullishness towards Japanese trading houses
(06:05) - China's Two Sessions and the tempered GDP outlook
(09:18) - Stoking up China's defence spending and household consumption
(16:59) - Self-sufficient chip production in Chinese manufacturing
(19:34) - Military campaign in the Middle East
(30:02) - Our global outlook
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