Hang Seng's Wang Dan on Covid Control Impact

The transcript discusses the impact of protests in Shanghai on China's economy, emphasizing the challenges of COVID control measures and public opinion. It highlights the labor market's struggles and the government's efforts to manage the virus spread. Upcoming economic conferences are expected to focus on supply-side improvements. The forecast for next year predicts growth, contingent on COVID control and housing market recovery.

What are the short-term and medium-term economic impacts of COVID control in China?

How does public opinion in China affect the government's decision on reopening?

What challenges does the labor market in China currently face?

What are the implications of the implicit unemployment in rural China?

What is the expected economic message from China's upcoming central Economic Work Conference?

How is China planning to shift its economic focus post-COVID?

What factors will determine China's return to trend growth by 2024?