China May Rely More on Fiscal Stimulus Than Monetary: Morgan Stanley

The transcript discusses the ongoing challenges in the Chinese economy, focusing on the impact of trade tensions with the US. It highlights the weakening economic indicators and the potential need for increased fiscal stimulus. The discussion also covers the implications of these tensions on corporate confidence and the effectiveness of tax cuts. The potential for a full-blown trade war and its impact on growth and currency stability is also analyzed, with insights into the Chinese government's possible policy responses.

What role does infrastructure spending play in China's economic strategy?

What are the potential consequences of breaking the seven threshold for the Yuan?

How does the People's Bank of China plan to manage currency depreciation?