Goldman's Hui Shan on China's Growth

The video discusses China's shifting economic priorities, highlighting the transition from growth-focused policies to a more balanced approach that includes security, environment, and distribution. It covers the reshuffling of China's economic leadership and the implications for policy coordination. The relationship between central and local governments is explored, emphasizing the potential for improved policy execution. The discussion also addresses China's COVID-19 policy, the challenges of reopening, and the economic impact. Finally, a GDP growth forecast for 2023 is presented, based on assumptions about policy changes and COVID-19 management.

What medical preparations are necessary for China to consider reopening its economy?

How does the vaccination rate among the elderly in China affect the country's readiness to reopen?

What is the GDP growth forecast for China in 2023, and what assumptions is it based on?