Citi's Johanna Chua on APAC Economics

The video discusses China's economic outlook amidst COVID-19 policies and global economic trends. It highlights the impact of China's dynamic zero-COVID policy on economic activities and expectations. The discussion covers industrial production, retail sales, and GDP growth, emphasizing China's unique economic situation compared to global trends. The video also explores fiscal and monetary policies, including infrastructure stimulus and inflation forecasts, providing insights into China's economic resilience and future growth prospects.

What is the main focus of China's economic expectations according to the first section?

• Dynamic zero-COVID policy

• Policy stimulus announcements

• Industrial production

• Retail sales data

Which sector is expected to show a sharp rebound in June as per the second section?

• Retail sales

• Passenger car sales

• Industrial production

• Fixed asset investment

What is the expected GDP growth consensus for the second quarter mentioned in the second section?

• 0.2%

• 1%

• 5%

• 0.5%

According to the third section, what is a major driver for China's upgraded GDP growth forecast for 2023?

• Higher industrial production

• Monetary policy easing

• Departure from zero-COVID policy

• Increased retail sales

What fiscal measure is China expected to continue in the second half of the year as per the third section?

• Infrastructure stimulus

• Higher industrial production

• Increased retail sales

• Rate cuts