Lombard Odier Is 'Negative' on China Yuan's Trajectory

The video discusses the persistent weakness in currency, focusing on the divergence between the Bank of Japan (BOJ) and the Federal Reserve (Fed). It highlights Japan's strong economic fundamentals and service sector growth, while inflation has surpassed the BOJ's target, prompting potential policy changes. The video also covers China's economic challenges, emphasizing its reliance on GDP growth and the need for additional stimulus measures.

What is the fundamental problem facing China's economy as mentioned in the text?

What potential reforms are suggested for addressing household borrowing and the real estate sector in China?