Societe Generale Lam on China's Pro-growth Policies

The transcript discusses economic policies, focusing on monetary and fiscal strategies, local government debt, and infrastructure spending. It highlights the housing market's challenges and potential investment impacts. The role of currency and trade dynamics is examined, with a focus on the PBOC's stance. Inflation concerns and China's green transition strategies are also explored, emphasizing the need for a flexible approach to decarbonization.

How does the current economic situation in China differ from that in the US?

What factors are contributing to the weak consumer demand in China?

What is the expected impact of the central government's economic strategies on inflation?