Shehzad Qazi oversees product innovation, client services, new business acquisition, and corporate strategy as the firm-wide operations lead at China Beige Book International. Since 2012, Shehzad has helped develop data collection for the China Beige BookTM platform and supervised the analytics team. During this time, he has also designed innovative services and macro strategic and sectoral products for the firm’s financial markets and corporate clients. Shehzad is a frequent guest on major national news networks including CNBC, Bloomberg, and CNN and speaks regularly at investor conferences. His articles have appeared in Barron’s, Foreign Policy, and Huffington Post among other publications. Previously, Shehzad worked at a strategic public opinion research firm and conducted market intelligence polling in emerging and frontier economies. Shehzad holds an M.A. in International Relations from New York University and a B.A. in International Studies from Indiana University. He is an elected member of the National Committee on U.S.-China Relations.
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Episode 295
Shehzad Qazi
The Effect of China’s Reopening on Global Growth & Inflation | Shehzad Qazi
Shehzad Qazi oversees product innovation, client services, new business acquisition, and corporate strategy as the firm-wide operations lead at China Beige Book International. Since 2012, Shehzad has helped develop data collection for the China Beige BookTM platform and supervised the analytics team. During this time, he has also designed innovative services and macro strategic and sectoral products for the firm’s financial markets and corporate clients. Shehzad is a frequent guest on major national news networks including CNBC, Bloomberg, and CNN and speaks regularly at investor conferences. His articles have appeared in Barron’s, Foreign Policy, and Huffington Post among other publications. Previously, Shehzad worked at a strategic public opinion research firm and conducted market intelligence polling in emerging and frontier economies. Shehzad holds an M.A. in International Relations from New York University and a B.A. in International Studies from Indiana University. He is an elected member of the National Committee on U.S.-China Relations.
In Episode 295 of Hidden Forces, Demetri Kofinas speaks with Shehzad Qazi, the Managing Director of China Beige Book, which provides institutional investors and corporate decision-makers with market-leading insights derived directly from their nationwide proprietary data on the Chinese economy. China Beige Book CEO Leland Miller was previously on Hidden Forces to talk about the impact of Covid-19 on China’s economy and banking system, the latter of which has been a persistent source of weakness for the country’s growth prospects. He and Demetri also discussed some of the geopolitical consequences that could potentially flow from the ongoing global disruptions caused by the pandemic and the effects on China’s highly levered real estate market.
Today’s conversation with Shehzad Qazi picks up where that conversation with Leland Miller left off. With the Chinese economy’s long-awaited reopening potentially picking up steam and the US and Europe possibly teetering on the edge of recession, the health of the Chinese economy remains the predominant demand variable driving the market’s expectations for inflation and commodity prices globally. Shehzad shares with us what he and his team are seeing in terms of growth expectations for 2023 and why markets seem to be having such a difficult time pricing the risks associated with China’s covid re-opening and its effect on the prices of key commodities such as oil, copper, and iron ore. He and Demetri also discuss the ongoing impact of geopolitical tensions on global supply chains and the effect of recent export controls on China’s semiconductor industry.
This is the latest in a series of episodes that we have published over the years on China’s economy, its political system, and the challenges to US-China relations. You can find other such related podcasts on this week’s episode page, where you can also access the second part of today’s conversation by joining one of our three content tiers. This gives you access to our premium feed which you can use to listen to the second part of today’s conversation on your mobile device using your favorite podcast app.
You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and takeaways at HiddenForces.io/subscribe.
If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone else from our team will get right back to you.
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Shehzad Qazi oversees product innovation, client services, new business acquisition, and corporate strategy as the firm-wide operations lead at China Beige Book International. Since 2012, Shehzad has helped develop data collection for the China Beige BookTM platform and supervised the analytics team. During this time, he has also designed innovative services and macro strategic and sectoral products for the firm’s financial markets and corporate clients. Shehzad is a frequent guest on major national news networks including CNBC, Bloomberg, and CNN and speaks regularly at investor conferences. His articles have appeared in Barron’s, Foreign Policy, and Huffington Post among other publications. Previously, Shehzad worked at a strategic public opinion research firm and conducted market intelligence polling in emerging and frontier economies. Shehzad holds an M.A. in International Relations from New York University and a B.A. in International Studies from Indiana University. He is an elected member of the National Committee on U.S.-China Relations.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
