China’s “GDP With No Trust” - How the World’s Factory Is Breaking the Global Conveyor скачать в хорошем качестве

China’s “GDP With No Trust” - How the World’s Factory Is Breaking the Global Conveyor

In this episode I look at the gap between China’s official success story and the structural reality underneath it. On paper, China grows 5% a year, holds almost a third of global manufacturing, and anchors global supply chains. In practice, the system rests on a wounded property sector, enormous hidden local debts, high youth unemployment and a growing mistrust from foreign investors. I unpack how this model really works: cheap credit, export dependence, and state-directed investment used as a permanent stabiliser. Then I link it to the wider breakdown of the “one global conveyor belt” model: production leaving China for a new cheap belt from Vietnam and India to Mexico and Africa, regional blocks building their own industrial ecosystems, and global rules fragmenting into overlapping clubs. For Europe, and especially for smaller economies like the Baltics, this is not an abstract story. It hits prices, jobs, taxes and long-term competitiveness. The choice is simple: either adapt to a world of competing economic systems or keep pretending that the 1990s model of globalisation will somehow return. If you’re in Germany, Poland or Southern Europe, I’m particularly interested in how this looks from your side and what you see on the ground. #ChinaEconomy #Globalization #DeRisking #IndustrialShift #EconomicFragmentation