Macquarie: China Could Still Grow Around 8.5% This Year

The transcript discusses the challenges faced by Chinese property developers, focusing on bankruptcy risks and government responses. It explores contingent and contagion risks, comparing them to financial markets. The discussion also covers government control over the property sector, economic growth targets, and their implications for commodity markets.

What factors contribute to the low contingent risk for developers in China?

How does the concentration of developers in Guangdong province affect contagion risk?

How do analysts view the upcoming debt obligations of developers in the context of the housing market?

In what ways might the tightening of regulations impact the property sector in the coming months?

What is the significance of the government's growth target for the year in relation to economic pressure?

What are the expectations for economic growth in China for the next year, and how might this affect policy decisions?

What are the potential implications of a slowdown in the Chinese economy for commodity markets?