Macquarie's Hu, Daiwa Capital's Kitney on China Economy, Policies, Stocks

The video discusses the potential for further price falls and the severity of the economic downturn, focusing on the slowdown in investment and the importance of the property cycle in China's economy. It highlights the easing of credit conditions and the impact of deleveraging on market trends. The discussion also covers regulatory risks and their effects on various sectors, emphasizing the need for balanced economic policies to avoid negative feedback loops.

What factors are contributing to the slowdown in China's economic growth this year?

How does the property cycle influence the overall economic cycle in China?

What measures have been taken by authorities to mitigate economic distress?

Discuss the implications of the easing measures in the property market.

What are the long-term goals for consumption in China, and how do they relate to housing prices?