The MacroTourist

The MacroTourist

CHINA: MAKING THE SAME MISTAKE, ANYWAY

Why the 'tourist thinks China is repeating the error Japan, followed by the US and Europe, made

Kevin Muir's avatar
Kevin Muir
Aug 18, 2023
∙ Paid

I was hesitant to write this piece because the China doom warnings have recently exploded in volume. That sort of hype often marks the end of the move instead of the beginning. However, I decided to write it anyway as I felt my take on China is slightly different.

When I hear the bears describe the no-win predicament that China currently faces, I am remi…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Kevin Muir · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture