Deloitte's Xu on China Economy Outlook

The video discusses various economic indicators, highlighting mixed signals in the recovery, such as strong travel and consumption but a quiet housing market. It examines the role of monetary policy, suggesting the PBOC should cut interest rates and adjust the RMB exchange rate. The discussion also covers the investment environment, noting geopolitical tensions and deflation concerns. The video concludes with an analysis of fiscal policy and its potential impact on economic growth and commodity prices.

What is the significance of the Chinese yuan's strength in the current economic situation?

How do geopolitical tensions affect economic activities in China and the US?

What are the potential risks associated with deflation in the current economic context?