Societe Generale's Wei on China's Economic Forecast

The transcript discusses the current COVID-19 situation in China, highlighting the rapid spread of outbreaks and their impact on the economy. It explores the potential for economic recovery driven by consumption and a rebound in the housing sector, while noting challenges in infrastructure spending and property liquidity. The discussion also covers data trends, such as mobility and search engine data, to predict future developments, including the lifting of border restrictions after the Chinese New Year.

What indicators are being monitored to assess the recovery from COVID-19 outbreaks?

What is the significance of the mobility data in understanding the economic situation?

When is it anticipated that the last of the border restrictions will be lifted in China?