Nomura's Subbaraman Sees China Focus on Growth Quality

The transcript discusses China's focus on quality over quantity in economic growth, emphasizing supply side reforms and the potential impact of leadership changes on these reforms. It highlights the importance of strong leadership for implementing painful but necessary reforms. The discussion also covers economic growth forecasts, suggesting a shift towards consumption-driven growth and a potential slowdown in GDP growth, with a focus on safer, more sustainable growth strategies.

What is the significance of having a strong leader in the context of the discussed reforms?

In what ways is the focus shifting in China's economic strategy according to the speech?