China's Exports, Imports Unexpectedly Surge

The transcript discusses China's economic situation, focusing on the impact of the Delta variant on trade, strong external demand, and import performance. It highlights concerns about domestic economic indicators, such as retail sales and investment, affected by lockdowns. The discussion also covers trade resilience, potential policy support, and the outlook for the Yuan currency. Additionally, it examines the property sector's challenges due to credit controls and their implications for economic stability.

How does the discussion characterize the current state of consumption and investment in China?

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What are the expected trends for the Yuan based on the economic outlook provided?

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What are the implications of the credit controls on the property sector in China?

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