Standard Chartered Becky Liu on China's Economic Outlook

The video discusses China's economic outlook, focusing on market trends, PBOC's monetary policy, and the property market. It highlights the influence of exports and bond inflows on the Chinese currency, expectations for PBOC easing, and the challenges posed by inflation. The video also covers credit conditions in the property market, trade recommendations, and potential PBOC interventions. It concludes with a discussion on China's growth targets and the implications for economic policy.

What is the primary driver of China's near-term economic momentum?

• Domestic consumption

• Export and bond inflows

• Tourism

• Agricultural output

What is the PBOC's current stance on monetary policy?

• Aggressive tightening

• Neutral

• Dovish with potential rate cuts

• Hawkish with rate hikes

What is the expected trend for PPI in the coming quarters?

• Continued increase

• Stabilization

• Decline

• Fluctuation

What is a significant challenge for private sector developers in China's property market?

• Access to onshore bond issuance

• Extended period of financing stress

• Government subsidies

• High demand for housing

Which type of bonds are recommended for investment based on the current economic outlook?

• Japanese government bonds

• Chinese bonds

• European corporate bonds

• US Treasury bonds

What is a potential measure the PBOC might take to manage currency strength?

• Increase interest rates

• Reduce export tariffs

• Ban foreign investments

• Implement countercyclical measures

What GDP growth target is being speculated for China next year?

• 4.0%

• 5.0%

• 6.0%

• 3.0%