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New Episode of UN/BALANCED!
Michael Pettis and I talk about China's emergence as a major car exporter, what it says about China, and what it means for Europe. Plus: how and when protectionism works (and doesn't).
This month’s episode digs into the causes and implications of China’s surging surplus in motor vehicles. We also get into a big back-and-forth about how tariffs can work (or not). Check it out!
Remember that paid subscribers to The Overshoot are eligible for a substantial discount to UN/BALANCED.