Diego Anzoategui: Goods, Services and the Shape of China’s Reopening

This podcast episode analyzes the impact of China's reopening after the COVID-0 policy. The speakers discuss the positive impact on China's economy, with growth expected to reach 5.7% in 2023. They highlight the shift to a pro-business stance by the administration and the importance of the services sector in driving the recovery. The global implications of China's reopening will be significant, particularly for sectors such as tourism, transportation, and food services. However, a services-driven recovery in China will have less impact on the global economy compared to a goods-driven recovery.