The Lowy Institute

As part of the Lowy Institute Re-Cast series, we are republishing the best podcasts of 2024. In case you missed them the first time around or if you want revisit these engaging conversations, the Re-Cast series has you covered. China is facing many economic problems, at home and abroad. The two are connected. Weak demand at home has contributed to a sharp rise in Chinese manufacturing exports, especially in green technologies such as electric vehicles. Surging Chinese exports have in turn prompted a backlash from the United States, Europe, and others who accuse China of exporting overcapacity and damaging their own green industrial ambitions. In this episode, Roland Rajah, Director of the Indo-Pacific Development Centre (IPDC), talks with Dr Bert Hofman, one of the leading international experts on China’s economy and a widely respected development economist and practitioner. They discuss China’s development model, the idea of “Peak China”, whether China is exporting overcapacity, what