Bernstein’s Lim Sees Investors Staying on the Sidelines in China

The video discusses the impact of monetary and fiscal policies on markets, focusing on China's economic strategies. It highlights the need for a balanced approach to funding costs and inflation, while also considering fiscal measures to stimulate the economy. The real estate sector is analyzed, with emphasis on developer performance and market trends in China and Hong Kong.

What is the primary concern when considering cuts in the Loan Prime Rate (LPR)?

• Boosting market confidence

• Increasing inflation

• Decreasing funding costs

• Aggressively cutting rates

Why might investors remain cautious despite stable GDP numbers?

• Strong currency valuation

• High inflation rates

• Ongoing trade talks

• Lack of new fiscal policies

What trading range is expected for the Chinese Yuan in the short to mid-term?

• 6.8 to 7.0

• 6.5 to 6.7

• 7.0 to 7.1

• 7.2 to 7.3

What trend has been observed in home prices across monitored cities in China?

• Prices have been fluctuating

• Prices have been falling

• Prices have been stable

• Prices have been rising

What is the outlook for the property market according to the speaker?

• Volatile with unpredictable trends

• Pessimistic with a wait-and-see approach

• Stable with no significant changes

• Optimistic with expected growth