An hour long discussion with Arthur Kroeber - founder of China focused Gavenkal Dragonomics research service - where we discuss short and longer term challenges of China's economy given both domestic structural change and big geopolitical shifts. Arthur covers the implications for multinational corporations and what adaptation strategies they need to think about to maintain business continuity and supply chains.Arthur R. Kroeber is a partner and head of research at Gavekal, a Hong Kong-based economic research firm, and founder of its China-focused Gavekal Dragonomics research service. Before establishing Dragonomics in 2002, he spent fifteen years as a financial and economic journalist in China and South Asia. He is adjunct professor of economics at the NYU Stern School of Business, a senior non-resident fellow of the Brookings-Tsinghua (Ching-Hua) Center in Beijing, a member of the Council on Foreign Relations, and a member of the National Committee on US-China Relations. His book China’s Economy: What Everyone Needs to Know (2nd edition 2020) is published by Oxford University Press.

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