You can also listen to this podcast on iono.fm here.
China is lagging its global peers more than at any point in 25 years. PSG Old Oak’s Schalk Louw explains why. Coface’s Aroni Chaudhuri on the global outlook, the Iran conflict, and what it means for local GDP growth and inflation. Simon asks: Are Meta and xAI selling data centre capacity a warning sign for the AI buildout?
Guests on today’s show:
Schalk Louw: PSG Old Oak
Aroni Chaudhuri: Coface