PBOC Says China May Face 'Gray Rhino' Risks

The video discusses the risks associated with euro and shadow banking, highlighting the financial stress in private institutions. It notes the shift of ownership in Chinese companies from private to state-owned due to high leverage. The impact of trade tensions between China and the US is explored, with concerns about job losses and economic growth. The video also examines the bearish mood in China's private sector and the potential acceleration of supply chain shifts due to tariffs.

What impact could tariffs have on China's economic growth and job losses?

How might the supply chain dynamics change due to tariffs and trade tensions?