Isabella Weber

speaker

207 appearances 1 recordings 1 series first heard Sep 2024 last heard Sep 2024

Isabella Weber’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · Lots More With Isabella Weber on Draghi's EU Competitiveness Report · 13 Sep 2024 podcast

And that is quite interesting to me and it's it seems like I mean, if if I look back at the last couple of years and how quickly the discourse has has changed, my sense is that this is the next like kind of cutting edge in terms of how the the the economic policy debate might actually shift in the West.

I mean competition in China is absolutely cutthroat in many areas, right?

I mean if you take the E V sector, like many people are talking now mainly about subsidies, which of course in the early phase when basically the Chinese state decided to create a an E V industry, there was a lot of subsidies flowing.

But right now we are in a situation where we have a larger number of car companies than we have had like since the nineteen tens or something.

Because there's so many um uh new E V companies that that came on the market in China and they are

Engaged in the most brutal kind of competition that you can imagine.

It's basically a competition for survival, where it's clear to everybody that at the end of this competition process, there might be, I don't know, three, four, five companies left.

So this is just one example where everybody points to subsidies, but I think it's really also about competition between Chinese players.

Another example is if you look at the meat industry, which is something that we have talked about before, then this is an extremely highly concentrated sector in the US and Europe, right?

In China, I mean it concentration has started to pick up, but it's still extremely, extremely competitive with many small meat processors producing still pretty large shares of what what comes to the market.

And to me, when I first went to Beijing, like as an undergraded student, actually

Actually, just walking around the city, you sometimes come to these streets that where the whole street just sells one product.

There's a guitar shop street.

Okay.

So there's a

So there's one shop next to another that sells basically the same product portfolio, which is the most extreme kind of competition that you can imagine.

Like none of them has any scope to move out of this.

Yeah.

And this same model we see in a lot of the production towns.

in China, right?

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