Breaking Down China's Inflation Data

The video discusses the stabilization of pork prices and their impact on inflation, highlighting that retail effects may take six months to manifest. It also covers oil price increases and PPI inflation, noting that deflationary pressures are not as severe as in previous years. The growth rotation in China is examined, with a focus on infrastructure and housing support. Trade tensions and their impact on corporate sentiment and investment are explored, with uncertainty lingering despite potential tariff reductions. Finally, the video addresses monetary policy, suggesting that inflation convergence may allow for more targeted easing by the PBOC.

What factors are contributing to the stabilization of pork prices?

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How long is it expected to take for the stabilization in pork prices to affect retail prices?

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What are the two other areas, apart from pork and food, that should be monitored for inflation?

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What is the expected impact of oil prices on the CPI basket?

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How does the current supply situation affect deflationary pressures compared to previous years?

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What role does trade tension play in the current economic outlook?

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What uncertainties are associated with corporate investment in the current economic climate?

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